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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…
Reuters is reporting that theatre chains representing 40% of North American screens and the major movie studios have finally agreed to a financing plan to upgrade 14,000 movie screens to…
The Motion Picture Association of America (MPAA) released its package of theatrical market statistics for 2007 last week. Most of the data I have already recounted in my many updates…
Within traditional media, the newspaper and radio industries have been in their own recession for some time. TV is better off for now. Both newspapers and radio are in secular…
The Wall Street Journal reported that TV networks, advertisers, and ad buyers are all saying the upfront ad market will be strong this year. The writer's strike lead to lots…
CETV announced a $425 million convertible offering after the close yesterday with a $50 million green shoe. Proceeds will be used to acquire another 30% of its operations in Ukraine,…
There were no changes for March to Northlake's Market Cap and Style models that I use for ETF allocation. The signals remain mid cap and growth. The mid cap signal…
Viacom reported solid results that were at the high end of expectations but I would not call it an upside surprise. Guidance for 2008 was for low double digit EPS…
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