Time Warner Cable (TWC) reported good 1Q07 results. Investors will cheer the solid performance at the company’s legacy cable systems and signs of improvement at newly acquired Adelphia systems. The cable business is very healthy for all companies providing a solid foundation for growth at TWC. TWC has the added benefit of bringing its newly […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-05-02 09:07:142007-05-02 09:07:14Time Warner Cable: First Quarter As Public Company Shows Promise
I would use strength in newspaper stocks away from Dow Jones (DJ) to take profits. The Wall Street Journal is a far different asset than typical newspapers, and the company is much further in diversifying from print publishing than other newspaper companies. DJ has potential buyers like News Corp. (NWS-A) or General Electric (GE). Who […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-05-01 11:58:212007-05-01 11:58:21News Corp Bidding For Dow Jones
The weekend box office was extremely week, declining 27% against the same weekend a year ago. The total haul of $75 million was the lowest since last the weekend after Labor Day last September. According to BoxOfficeMojo.com, it was the lowest final weekend of April since 2000. Back-to-back poor weekends leave the box office down […]
Rogers Communications is expected to report 1Q07 EPS of 18 cents on revenues of $2.03 billion. Those figures appear to be in US dollars but the company will report in Canadian dollars so look for about 15% more on both in the press release. RG has been growing very rapidly over the past year thanks […]
Verizon 1Q07 earnings were right on target with EPS of 54 cents and revenues of $22.6 billion right in line with the consensus estimates. Key subscriber metrics also closely matched analyst estimates. With the numbers all very close to expectations, I don’t expect a big reaction in the shares. Additionally, analyst estimates for the balance […]
Comcast (CMCSA/CMCSK) reported solid first-quarter earnings of 26 cents per share on revenue of $7.39 billion. These numbers were extremely close to consensus estimates and all financial and subscriber metrics. The figures did not provide the upside to consensus estimates that I and others were expecting, however, following very bullish comments from CEO Brian Roberts […]
Apple (AAPL) 2Q07 results were spectacular and the feared “even more conservative than usual guidance” failed to materialize. I think the shares should be higher and my only concern is technical in that the muted upside suggests the massive battleground that has become AAPL will continue. I was especially pleased with Mac sales which showed […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-04-27 13:40:462007-04-27 13:40:46Lots of Shine to Apple
Regal Entertainment (RGC) shares rose 4% following better than expected 1Q07 earnings. RGC was able to convert the strong 1Q box office into better margins and EBITDA which bodes very well for the next two quarters when the box office should be record breaking. The shares have now regained more than the $2 special dividend […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-04-27 13:03:522007-04-27 13:03:52Regal Entertainment Has A Great First Quarter
NII Holdings (NIHD) 1Q07 numbers were virtually on top of my estimates across the board. Every financial and subscriber number on a corporate and country-by-country basis was right on target. Since my expectations were at the high end of the street estimates, this sets the stage for upside to current estimates later in the year. […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-04-27 10:28:042007-04-27 10:28:04Excellent Results From NII Holdings – $100 Stock Price Within Reach
E.W. Scripps (SSP) reported in line 1Q07 earnings but guidance for 2Q and implied guidance for 2007 is well below street estimates. In my preview I suggested that estimates could come down and that the stock would be attractive in the $30s. It looks like we might get a chance to buy at that level. […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-04-25 10:19:252007-04-25 10:19:25The Bloom Comes Off the Scripps Rose
Time Warner Cable: First Quarter As Public Company Shows Promise
Time Warner Cable (TWC) reported good 1Q07 results. Investors will cheer the solid performance at the company’s legacy cable systems and signs of improvement at newly acquired Adelphia systems. The cable business is very healthy for all companies providing a solid foundation for growth at TWC. TWC has the added benefit of bringing its newly […]
News Corp Bidding For Dow Jones
I would use strength in newspaper stocks away from Dow Jones (DJ) to take profits. The Wall Street Journal is a far different asset than typical newspapers, and the company is much further in diversifying from print publishing than other newspaper companies. DJ has potential buyers like News Corp. (NWS-A) or General Electric (GE). Who […]
Weekend Box Office: Spiderman is Coming
The weekend box office was extremely week, declining 27% against the same weekend a year ago. The total haul of $75 million was the lowest since last the weekend after Labor Day last September. According to BoxOfficeMojo.com, it was the lowest final weekend of April since 2000. Back-to-back poor weekends leave the box office down […]
Rogers Communcations 1Q07 Earnings Preview
Rogers Communications is expected to report 1Q07 EPS of 18 cents on revenues of $2.03 billion. Those figures appear to be in US dollars but the company will report in Canadian dollars so look for about 15% more on both in the press release. RG has been growing very rapidly over the past year thanks […]
Verizon 1Q07 Earnings Offer Upside
Verizon 1Q07 earnings were right on target with EPS of 54 cents and revenues of $22.6 billion right in line with the consensus estimates. Key subscriber metrics also closely matched analyst estimates. With the numbers all very close to expectations, I don’t expect a big reaction in the shares. Additionally, analyst estimates for the balance […]
Comcast: Buy on Weakness
Comcast (CMCSA/CMCSK) reported solid first-quarter earnings of 26 cents per share on revenue of $7.39 billion. These numbers were extremely close to consensus estimates and all financial and subscriber metrics. The figures did not provide the upside to consensus estimates that I and others were expecting, however, following very bullish comments from CEO Brian Roberts […]
Lots of Shine to Apple
Apple (AAPL) 2Q07 results were spectacular and the feared “even more conservative than usual guidance” failed to materialize. I think the shares should be higher and my only concern is technical in that the muted upside suggests the massive battleground that has become AAPL will continue. I was especially pleased with Mac sales which showed […]
Regal Entertainment Has A Great First Quarter
Regal Entertainment (RGC) shares rose 4% following better than expected 1Q07 earnings. RGC was able to convert the strong 1Q box office into better margins and EBITDA which bodes very well for the next two quarters when the box office should be record breaking. The shares have now regained more than the $2 special dividend […]
Excellent Results From NII Holdings – $100 Stock Price Within Reach
NII Holdings (NIHD) 1Q07 numbers were virtually on top of my estimates across the board. Every financial and subscriber number on a corporate and country-by-country basis was right on target. Since my expectations were at the high end of the street estimates, this sets the stage for upside to current estimates later in the year. […]
The Bloom Comes Off the Scripps Rose
E.W. Scripps (SSP) reported in line 1Q07 earnings but guidance for 2Q and implied guidance for 2007 is well below street estimates. In my preview I suggested that estimates could come down and that the stock would be attractive in the $30s. It looks like we might get a chance to buy at that level. […]