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Steve Birenberg

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Focus On M&A At Liberty Media And Liberty Global
on Wed, May 15 • LMCA, LBTYK, SIRI • 3 Comments
Market Cap Model Volatility Continues With Mid Cap Back In Favor
on Mon, May 6 • IWM, MDY, SPY • Comment!
CBS Delivers Another Great Quarter, More Upside Lies Ahead
on Thu, May 2 • CBS • Comment!
Qualcomm Raises Concerns But Story Intact
on Thu, May 2 • QCOM • Comment!
EMC Results Better Than Peers But Patience Has Run Out
on Thu, Apr 25 • EMC • 4 Comments
Apple: Complete Reset Of Expectations Could Mark The Bottom
on Wed, Apr 24 • AAPL • 24 Comments
Another Solid Quarter From Google Supports Bull Case
on Wed, Apr 24 • GOOG • 1 Comment
Liberty Global Growth Overshadowed By Acquisition Of Virgin Media
on Wed, Feb 20 • VMED, LBTYK • Comment!
2013 Outlooks Bullish For CBS And Discovery Communications
on Wed, Feb 20 • CBS, DISCK • Comment!
Selling Charter And Buying Disney
on Thu, Feb 7 • CHTR, DIS • Comment!
Qualcomm Looks Good As EMC Continues To Struggle
on Sun, Feb 3 • QCOM, EMC • 4 Comments
Midcap And Growth Now In Favor
on Sun, Feb 3 • MDY, IWF, IWD • 3 Comments
Apple Earnings OK, Guidance Poor
on Thu, Jan 24 • AAPL • 15 Comments
Google Concerns Ease
on Wed, Jan 23 • FB, GOOG • 3 Comments
Mixed Media Earnings Better Than Stock Reactions
on Thu, Nov 8, 2012 • CBS, CHTR, DISCA • Comment!
Qualcomm Story Kicking In Big Time
on Thu, Nov 8, 2012 • QCOM • 1 Comment
Back To Mid Cap - But Will It Last?
on Fri, Nov 2, 2012 • SPY, MDY, IWD • Comment!
EMC Misses But Remains Well Positioned
on Wed, Oct 24, 2012 • EMC • 1 Comment
Large Cap, Value Still Favored For October
on Tue, Oct 2, 2012 • SPY, IWD, MDY • Comment!
Large Caps Favored For The First Time Since 2009
on Wed, Sep 5, 2012 • MDY, SPY, IWD • 1 Comment
Liberty Global: Sunshine In Stormy Weather
on Mon, May 14, 2012 • LBTYK, LBTYA • 2 Comments
Sticking With Mid Cap And Growth
on Wed, May 2, 2012 • MDY, IWF, SPY • Comment!
EMC: Mostly In Line But Lacking Pizazz
on Thu, Apr 19, 2012 • EMC, VMW • 4 Comments
Qualcomm: Good Quarter, Fuzzy Guidance
on Thu, Apr 19, 2012 • QCOM • 1 Comment
Northlake: Back To Mid Cap For April
on Wed, Apr 4, 2012 • IWM, MDY, IWF • 2 Comments
Small Caps And Growth Still In Vogue
on Mon, Mar 5, 2012 • IWM, IWF • 1 Comment
Media Stock Earnings On The Mark
on Sun, Mar 4, 2012 • CBS, DISCA, CHTR • Comment!
Virgin Media Back On Track
on Thu, Feb 9, 2012 • VMED • Comment!
Small Caps Are Back In Favor
on Thu, Feb 2, 2012 • MDY, IWM, IWF • 1 Comment
EMC's Strong Quarter Justifies Its Growth Story
on Tue, Jan 24, 2012 • VMW, EMC • 9 Comments
Google In The Penalty Box... For Now
on Mon, Jan 23, 2012 • GOOG • 7 Comments
Starting 2012 With Mid Cap And Growth
on Wed, Jan 4, 2012 • MDY, IWF • Comment!