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Merrill Lynch has put out the latest edition of its quarterly report on pricing trends in travel industries. I summarized this report last quarter because it think it offers insights…
Northlake's Market Cap model shifted from Mid Cap to Large Cap for April. As a result, I sold all client positions in the S&P 400 ETF (MDY) and swapped into…
Last Friday, the Newspaper Association of America released its 4Q07 and full year 2007 advertising expenditure data. Not surprisingly, the NAA titled its press release, "Online Advertising Jumps 19 percent…
The upfront TV advertising market will kick off in May as usual despite dire protestations during the writer's strike that it would be a casualty of a new post-strike business…
Catching up some email, I found a couple of interesting pieces on the major media companies from Merrill Lynch analyst and my friend, Jessica Reif Cohen. Back in early March,…
I was quite pleased with the 4Q07 results, 2008 guidance, and conference call from American Apparel (APP), which reported after the close last night. The consensus I was using consisted…
Central European Media Enterprises (CETV) shares have steadied since the sharp fall last week following announcement and pricing of their convertible deal. The timing on the convert was terrible coming…
For 2008, I have treated myself to a subscription to SNL Kagan. Kagan is a long-time research firm focusing on media with a great reputation. They don’t care if I…
The weekend box office fell by 33% against what is probably the toughest comparison it will face until May. The box office has now declined for 5 straight weekends but…
The UK newspaper The Observer is reporting that it has seen a new memo outlining possible private equity approaches to Virgin Media. VMED has been a rumored private target for…
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