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- Disney: Less than Meets the Eye
- Steve Birenberg submits: Disney DIS reported better than expected fourth quarter 2009 financial results. Benefiting from an extra week, the company reported adjusted EPS of 46 cents, easily beating consensus of 40 cents. Revenues also beat expectations handily, coming in at $9.69 billion against a consensus estimate of...
- External links 2009-11-15
- AT&T: Solid Results Should Sustain Improved Investor Sentiment
- Steve Birenberg submits: In response to solid 2Q09 earnings, AT&T T shares are breaking out of a multi-month funk where they sharply lagged the market and peer Verizon VZ. The results were at the high end of expectations and contained no major negative surprises. The stage is set...
- External links 2009-07-23
- Apple Scores Again
- Steve Birenberg submits: Apple AAPL reported another great quarter with Mac and iPhone unit sales exceeding expectations and gross margins coming in well ahead of the most bullish estimate. The stock has come a long way and may stall after this morning's pop but I think over the...
- External links 2009-07-22
- Apple Earnings Preview - Guidance Commentary Is Key
- Steve Birenberg submits: My friend and RealMoney.com colleague, Jordan Kahn, wrote the following preview of Apple's AAPL June quarter earnings which are due to be reported after the close tonight. Please check out Jordan's blog "In The Money" for more of his always excellent commentary. ...
- External links 2009-07-21
- Ahead of Earnings, Barron's Boosts Media Stocks
- Steve Birenberg submits: Earnings season for media stocks begins in earnest next week but there is still news flow that is impacting the stocks. Media stocks soared on Monday after leading last week's rally. Monday's move was the result of a bullish cover story...
- External links 2009-07-21
- CBS: A Buy for Cyclical Upturn as Balance Sheet Concerns Ease
- Steve Birenberg submits: I purchased [[CBS]] for most Northlake clients on July 7th. The stock has pulled back by 33% off its recovery high, leaving it at a point where I think the risk-reward tradeoff is favorable. I can easily construct a scenario where the stock moves from...
- External links 2009-07-07
- Is Jobs Back at Apple?
- Steve Birenberg submits: Yesterday morning on Twitter I noted that Steve Jobs was quoted in Apple's AAPL press release announcing 1 million sales of the new iPhone 3Gs. I quickly completed a scan of Apple press releases going back to late March and found no other instance of...
- External links 2009-06-23
- Apple as a Religion
- Steve Birenberg submits: SNL Kagan, which publishes the Dow of Steve blog, recently had an article discussing lower prices initiated by Apple AAPL in the Mac and iPhone product lines. The article fairly noted that the price cuts were in response to the weak consumer environment and tough...
- External links 2009-06-17
- Liberty Media: A Nice Combination of Offense and Defense
- Steve Birenberg submits: I took a new position in Liberty Media Entertainment Group LMDIA Friday. LMDIA is being acquired by DirecTV DTV. LMDIA owns 54% of DTV along with several billion dollars in other assets composed primarily of the Starz movie channels, three regional sports networks, and cash....
- External links 2009-06-07
- Our June Model Still Favors Small Cap and Growth Stocks
- Steve Birenberg submits: There are no changes to Northlake's Market Cap and Style models for June. The signals remain small cap and growth. As a result, client positions in the Russell 2000 IWM and the Russell 1000 Growth IWF will be maintained. The Market Cap...
- External links 2009-06-01
- Time Warner Officially Jettisons AOL: Not a Catalyst for TWX to Move Higher
- Steve Birenberg submits: I have been strongly in favor of a separation of AOL from Time Warner TWX for several years. I am not convinced there is much hidden value in AOL but getting rid of a management distraction and significant negative talking point for investors should be...
- External links 2009-05-28
- CBS: Possible Long, But Not at Current Prices
- Steve Birenberg submits: [[CBS]] reported worse than expected 1Q09 results with EPS, revenue, and EBITDA each below estimates. However, Les Moonves spoke about improved advertising trends in the last few weeks and said "indications are we've seen the bottom of this downturn." These comments echo those from Disney...
- External links 2009-05-10
- On Selling Time Warner
- Steve Birenberg submits: I sold all client and personal positions in Time Warner TWX on Thursday morning. The shares had rallied 39% since re-opening for trading following the completion of the spin-off from Time Warner Cable TWC on March 27th. Most of the TWX owned...
- External links 2009-05-08
- CVC: MSG Spin a Positive, But Concerns Remain
- Steve Birenberg submits: Cablevision CVC shares jumped sharply following the release of 1Q09 earnings. The upside is being driven by free cash flow and the announcement that CVC will consider spinning off its Madison Square Garden assets. I found the fundamental operating trends at the cable business to...
- External links 2009-05-08
- Viacom: Overall, Q2 a Win
- Steve Birenberg submits: Viacom VIA reported mixed 2Q09 results with adjusted EPS of 49 cents matching expectations on $3.3 billion in revenues, which were $200 million light of expectations. The revenue shortfall came from the Paramount movie studio and Rock Band which are less important aspects of the...
- External links 2009-07-29
- Time Warner's Good Quarter Goes Unrewarded
- Steve Birenberg submits: Time Warner TWX reported a good 3Q09, beating expectations on most key metrics see conference call transcript here. EPS of 45 cents exceeded the consensus estimate of 37 cents. Revenues of $6.81 billion fell slightly short of consensus for $6.97. EBITDA was down just 2%,...
- External links 2009-07-30
- Disney to Wrap Up Media Earnings Season
- Steve Birenberg submits: Disney DIS wraps up September quarter earnings for media and communications companies when it reports after the close on Thursday. Analyst estimates call for EPs of 40 cents on revenue of $92.6 billion. If estimates are hit, revenues will be down about 2%, operating income...
- External links 2009-11-11
- CBS: Shows Upside, Maintains Guidance
- Steve Birenberg submits: CBS reported modest upside to estimates in 3Q09 with most of the excess coming from the syndication business. However, it was still a strong quarter of improvement with the CBS Network returning to positive ad growth, dramatically lower ad revenue declines at the local TV...
- External links 2009-11-08
- Discovery Leads Advertising Recovery
- Steve Birenberg submits: Discovery Communications DISCA reported another good quarter, making it five in a row since the company went public in September 2009. The upside was not as big this quarter than prior quarters but that is due to factors beyond management control: higher expectations and analyst...
- External links 2009-11-08
- DirecTV Comes Through with Free Cash Flow - Prior Worries Recede
- Steve Birenberg submits: When I first read the DirecTV DTV press release I was worried the stock would trade down. I saw the results as mixed with a few negatives offsetting plenty of positives. I sure was wrong. As the conference call see transcript here concluded, the stock...
- External links 2009-11-08
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