SteveBirenberg
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On 1/1/10, I will be co-owner and co-manager of Entermedia Growth Partners, a 16 year old hedge fund focused on media and communications.
11:49 AM Nov 20th
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Reuters quotes me in a article about regulatory issues in an NBCU-Comcast merger
11:42 AM Nov 20th
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Apparently I am the only one unimpressed by $DIS earnings report. New Media Talk: Less Than Meets the Eye at Disney
7:21 AM Nov 13th
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$DIS finishes media quarterly earnings season post close on Thursday. Here is a preview from Northlake's Media Talk:
9:40 AM Nov 11th
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$CBS conference call about to start. EBITDA guidance maintained despite big beat. 4Q consensus EBITDA at mid-point of guidance.
1:30 PM Nov 5th
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$CBS press release show big beat. Upside to ests on rev, EBITDA, and EPS is substantial. TV leads the way. Less upside at Outdoor than $LAMR
1:24 PM Nov 5th
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$SNI buys Travel Channel. Hefty valuation good for $DISCA, $VIA, $TWX, $NWSA. Creative financing supporting $SNI. $SNI delays EPS 1 day.
9:30 AM Nov 5th
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Media earnings roll on. The news remains good across the board. $LBTYA/$DTV/$TWC/$LAMR, all at least in line. $CBS tonight should be good.
9:28 AM Nov 5th
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$NWSA raises FY10 ending June op income guidance from "up high single digits" to "up high single to low double digits." Film and TV lead.
1:46 PM Nov 4th
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$NWSA Murdoch in press release notes macro challenges but clear improvement globally. He sounds confident about company outlook for FY10.
1:33 PM Nov 4th
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$NWSA comes in slightly ahead of ests on rev but still down 4%. Op Inc +9%. Best in class so far. Call starting but I think it trades up.
1:32 PM Nov 4th
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$NWSA continues string of positive surprises from media companies. EPS 4 cents ahead of ests driven by margins at Film, Cable Nets, TV.
1:30 PM Nov 4th
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Media earnings week now 2ndary to the Fed. $NWSA reports tonight. $TWC,/$LBTYA,/$SNI report in AM;.$CBS/$ATVI report Thurs PM. I like $CBS.
11:34 AM Nov 4th
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$CMCSA mixed. Sub metrics much better but at cost as margins a little light. Mgt states "it is a balancing act." Agree. Invt case balanced.
6:40 AM Nov 4th
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More positve EPS for media stocks. $TWX has "beat and raise" on clean numbers. Ad trends improve echoing $VIA.b and $DISCA. Stks responding.
6:38 AM Nov 4th
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$DISCA US advertising growth +5%. Intl ad growth +9% local currency. Compares to -4% domestic at $VIA.b.
1:26 PM Nov 3rd
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$DISCA 2009 guidance inline on rev and net income but 3-4% better than expected on EBITDA. Non-cash stk-based comp is difference.
1:26 PM Nov 3rd
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Good Q from $DISCA. Ignore 5 cent EPS miss as it is due to non-cash stk-based comp. Rev 1% ahead of est. EBITDA $364 vs $299 consensus.
1:24 PM Nov 3rd
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$CVC subscriber numbers a little disappointing but financial numbers, especially free cash flow are good. Stk looking more attractive to me.
8:14 AM Nov 3rd
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Disappointing action in $VIA.b and other media stks off a pretty good quarter/solid conference call at $VIA.b. $DISCA EPS after the close.
8:12 AM Nov 3rd
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- Name Steven
- Location Chicago, IL
- Web http://www.northl...
- Bio money manager, media stocks, daily contributor to theStreet.com and SNLKagan
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