NII Holdings (NIHD) reported very good 4Q06 results that were inline to slightly ahead of analyst estimates and guidance. Headline numbers, country level results, and subscriber metrics were remarkably close to estimates across the board. This is a consistent pattern for NIHD which I think is a significant positive in the investment story given the […]
The most important takeaway from 4Q06 results from Cablevision (CVC) is that there is no negative read through for the cable industry at large. CVC has the deepest penetration of advanced services of any cable company and faces the most competition from Verizon’s fiber overbuild. Following recent concerns about the cable industry following higher than […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-02-27 15:27:112007-02-27 15:27:11Cablevision Results Are Good News For The Cable Industry
Regal Entertainment (RGC) completed an SEC filing detailing the impact of the IPO of National Cinemedia (NCMI). The filing supports my bullish view of RGC which I believe offers a 15-20% total return opportunity over the balance of 2007. I expect to earn most of this return between now and the end of May as […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-02-22 08:01:422007-02-22 08:01:42Regal Enterainment: Post National Cinemedia Update Looks Good
There was a lot less discussion of the Sirius Satellite (SIRI) – XM Satellite (XMSR) merger announcement on Real Money, Street Insight andother business news sources than I expected. I suppose that is because it was a long rumored and well analyzed potential deal and analysts feel that the odds of FCC and Department of […]
Bear Stearns is out this morning with a detailed new report on Apple. Bear is not changing its buy rating or earnings estimates. Instead, the report lays out Apple’s growth profile focusing on four areas: Macs, iPods, Apple TV, and iPhone. The overall theme is that Apple is not a one product company but rather […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-02-21 08:38:092007-02-21 08:38:09Interesting New Report on Apple
Following several sluggish weeks, the box office found some traction this weekend as several new releases exceeded expectations leading to an 18% gain vs. the holiday weekend a year ago. Based on a January 1st start to the year, the box office is presently down 1.5% vs. 2006. Regal Entertainment (RGC) started their quarter on […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-02-20 10:38:352007-02-20 10:38:35Year To Date Box Office Update: So Far So Good For Regal
Rogers Communications (RG) reported very strong 4Q06 results. Wireless was the star performer with margin expansion exceeding analyst estimates. The Cable and Media divisions also performed well with modest beats on both revenues and EBITDA. EPS look to be way ahead of expectations at 28 cents vs. an estimate of 11 cents but RG trades […]
Rogers Communications (RG) preannounced solid subscriber results that should be supportive of a good quarter when the company reports full EPS after the close on Thursday. There aren’t many estimates on RG and there could be some confusion relating to U.S vs. Canadian dollar numbers but with those caveats look for EPS of 9-11 cents […]
One of the comparables I used in my thus far successful purchase of NII Holdings (NIHD) was Millicom International (MICC). NIHD offers wireless telephone service in Mexico, Brazil, Argentina, Peru, and Chile using Nextel’s iDEN technology. MICC uses traditional GSM technology in markets it serves in Central and South America, Africa, and Southeast Asia. What […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-02-15 07:47:062007-02-15 07:47:06Bullish Indiactor For NII Holdings?
Lionsgate (LGF) reported a good quarter. EPs of 19 cents matched estimates, while revenues of $255 million did not fall materially short of the $258 million consensus. Free cash flow of $50 million was very strong. Management opened the conference call by stating it was raising guidance to revenues of $950 million and free cash […]
NII Holdings Reports Solid Results and Offers Upbeat Guidance
NII Holdings (NIHD) reported very good 4Q06 results that were inline to slightly ahead of analyst estimates and guidance. Headline numbers, country level results, and subscriber metrics were remarkably close to estimates across the board. This is a consistent pattern for NIHD which I think is a significant positive in the investment story given the […]
Cablevision Results Are Good News For The Cable Industry
The most important takeaway from 4Q06 results from Cablevision (CVC) is that there is no negative read through for the cable industry at large. CVC has the deepest penetration of advanced services of any cable company and faces the most competition from Verizon’s fiber overbuild. Following recent concerns about the cable industry following higher than […]
Regal Enterainment: Post National Cinemedia Update Looks Good
Regal Entertainment (RGC) completed an SEC filing detailing the impact of the IPO of National Cinemedia (NCMI). The filing supports my bullish view of RGC which I believe offers a 15-20% total return opportunity over the balance of 2007. I expect to earn most of this return between now and the end of May as […]
Thoughts on Sirius-XM Merger
There was a lot less discussion of the Sirius Satellite (SIRI) – XM Satellite (XMSR) merger announcement on Real Money, Street Insight andother business news sources than I expected. I suppose that is because it was a long rumored and well analyzed potential deal and analysts feel that the odds of FCC and Department of […]
Interesting New Report on Apple
Bear Stearns is out this morning with a detailed new report on Apple. Bear is not changing its buy rating or earnings estimates. Instead, the report lays out Apple’s growth profile focusing on four areas: Macs, iPods, Apple TV, and iPhone. The overall theme is that Apple is not a one product company but rather […]
Year To Date Box Office Update: So Far So Good For Regal
Following several sluggish weeks, the box office found some traction this weekend as several new releases exceeded expectations leading to an 18% gain vs. the holiday weekend a year ago. Based on a January 1st start to the year, the box office is presently down 1.5% vs. 2006. Regal Entertainment (RGC) started their quarter on […]
Good Results From Rogers Communications
Rogers Communications (RG) reported very strong 4Q06 results. Wireless was the star performer with margin expansion exceeding analyst estimates. The Cable and Media divisions also performed well with modest beats on both revenues and EBITDA. EPS look to be way ahead of expectations at 28 cents vs. an estimate of 11 cents but RG trades […]
Rogers Communication 4Q06 Earnings Preview
Rogers Communications (RG) preannounced solid subscriber results that should be supportive of a good quarter when the company reports full EPS after the close on Thursday. There aren’t many estimates on RG and there could be some confusion relating to U.S vs. Canadian dollar numbers but with those caveats look for EPS of 9-11 cents […]
Bullish Indiactor For NII Holdings?
One of the comparables I used in my thus far successful purchase of NII Holdings (NIHD) was Millicom International (MICC). NIHD offers wireless telephone service in Mexico, Brazil, Argentina, Peru, and Chile using Nextel’s iDEN technology. MICC uses traditional GSM technology in markets it serves in Central and South America, Africa, and Southeast Asia. What […]
Lionsgate Finally Reports A Good, Clean Quarter
Lionsgate (LGF) reported a good quarter. EPs of 19 cents matched estimates, while revenues of $255 million did not fall materially short of the $258 million consensus. Free cash flow of $50 million was very strong. Management opened the conference call by stating it was raising guidance to revenues of $950 million and free cash […]