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Back in July, I wrote a review of News Corporation for RealMoney.com outlining the bull case. The analysis remains relevant today so in light of the purchase of News Corporation…
I still got my eye on holiday DVD sales. Data is now available at the-numbers.com through December 16th. This includes the launch of the latest Harry Potter film and the…
Partially driven by tax considerations, I sold Northlake's entire position in Comcast yesterday. I used the proceeds to purchase a full position in News Corporation. I completed this trade across…
On Monday, the New York Post reported that scatter market TV advertising on the big four broadcast networks is running up 18%. Scatter market represents TV ad inventory available for…
The box office continued its late year recovery with the three day weekend for the top 12 films rising 40% from a year ago. This strong performance builds the prior…
There is a lot more on investor's minds these days than the 2008 Presidential election. However, the Iowa caucuses are just 16 days away and recent polls indicate the races…
Just before Thanksgiving I highlighted my concerns that holiday spending on DVDs could be weaker than expected. At the time, I identified two potential problems. First, the studios have to…
Proving once again that people will buy tickets when there is appealing in the theatres, the weekend box office rose 38% for the top twelve films according to BoxOfficeMojo.com. It's…
I am surprised that the talks broke off between writers and producers. When the strike was launched there was a lot of discussion on both sides about how close they…
I'm back in Chicago and have had some time to digest the UBS Media and Communications Conference. Below are brief comments from every presentation I attended. As you read, keep…
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