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Steve Birenberg
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Disney: Less than Meets the Eye
on Nov 15, 2009
•
DIS
Disney to Wrap Up Media Earnings Season
on Nov 11, 2009
•
DIS
CBS: Shows Upside, Maintains Guidance
on Nov 08, 2009
•
CBS
Discovery Leads Advertising Recovery
on Nov 08, 2009
•
DISCA
DirecTV Comes Through with Free Cash Flow - Prior Worries Recede
on Nov 08, 2009
•
DTV
,
LMDIA
DirecTV Earnings Preview
on Nov 03, 2009
•
DTV
,
LMDIA
Our November Model Update: Mid Cap and Value Still Favored
on Nov 02, 2009
•
IWD
,
IWF
,
MDY
Dreamworks Animation: Will DVDs Ruin an Otherwise Good Outlook?
on Oct 28, 2009
•
DWA
CETV: Disappointing Investor Day; Still Significant Recovery Potential
on Oct 25, 2009
•
CETV
Apple: Plenty of Upside Left
on Oct 25, 2009
•
AAPL
Sticking with AT&T After Solid Earnings Report
on Oct 23, 2009
•
T
M&A Talk Returns to Media Stock Conversation
on Oct 05, 2009
•
CMCSA
,
CVC
,
DIS
First Reactions to Comcast-NBCU Rumors
on Oct 05, 2009
•
CMCSA
,
CVC
,
DIS
Our October Models: Small Cap Run Ends, Mid Cap Favored
on Oct 04, 2009
•
IWD
,
IWF
,
IWM
Media Stock Rally: Renewed Takeover Speculation Adds Another Leg
on Sep 18, 2009
•
CMCSA
,
CVC
,
DIS
Our September Model Still Favors Small Caps, Value
on Sep 03, 2009
•
IWD
,
IWM
Stability Without Recovery Defines Q2 Media Earnings
on Aug 18, 2009
•
CBS
,
CMCSA
,
CVC
Confident CBS Expects Strong Second Half Recovery
on Aug 09, 2009
•
CBS
Discovery Communications: Another Positive Surprise
on Aug 05, 2009
•
DISCA
August 2009 Model Still Favors Small Caps and Value
on Aug 04, 2009
•
IWD
,
IWM
,
SPY
Disney Shows Stability, But No Improvement
on Aug 02, 2009
•
DIS
Time Warner's Good Quarter Goes Unrewarded
on Jul 30, 2009
•
TWX
Viacom: Overall, Q2 a Win
on Jul 29, 2009
•
VIA
AT&T: Solid Results Should Sustain Improved Investor Sentiment
on Jul 24, 2009
•
T
Apple Scores Again
on Jul 22, 2009
•
AAPL
Apple Earnings Preview - Guidance Commentary Is Key
on Jul 21, 2009
•
AAPL
Ahead of Earnings, Barron's Boosts Media Stocks
on Jul 21, 2009
•
CVC
,
DIS
Media Stocks: Has the Upfront Ended?
on Jul 10, 2009
•
CBS
,
DIS
,
DISCA
CBS: A Buy for Cyclical Upturn as Balance Sheet Concerns Ease
on Jul 07, 2009
•
CBS
Our July 2009 ETF Model Signals a Shift to Value
on Jul 01, 2009
•
IWD
,
IWF
,
IWM
Why the TV Business Is Not Dying
on Jun 28, 2009
•
CBS
,
CVC
,
DISCA
Is Jobs Back at Apple?
on Jun 23, 2009
•
AAPL
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Latest Comments on Steve Birenberg's Articles
slam stocks
on
Disney: Less than Meets the Eye
: Great article. The stock has definitely had a good run, but...
more »
mbkelly75
on
Disney: Less than Meets the Eye
: DIS is a best-of-breed media stock and well worth keeping an eye...
more »
citizen1
on
Disney: Less than Meets the Eye
: I think that the whole business of totally picking a stock repost...
more »
Steve Birenberg
on
DirecTV Comes Through with Free Cash Flow - Prior Worries Recede
: An AT&T buy of DTV would be purely defensive. The downside is...
more »
directcommunications.us
on
M&A Talk Returns to Media Stock Conversation
: 2 million is fine, its a new product with new concept, generally...
more »
directcommunications.us
on
DirecTV Comes Through with Free Cash Flow - Prior Worries Recede
: i really don't see a fiber company buyiing out a satellite company
more »
Robert Martorana
on
DirecTV Earnings Preview
: Steve, Thanks for the preview. Pardon my ignorance of...
more »
Michael J. Golde
on
Apple: Plenty of Upside Left
: I agree with you that AAPL is becoming more and more of an...
more »
jack dee
on
Apple: Plenty of Upside Left
: Mac has made no inroads to corp, you are talking about wishful...
more »
jack dee
on
Apple: Plenty of Upside Left
: >>>enterprises are seriously considering win7 vs. apple.<<< pure...
more »
Cranium
on
Apple: Plenty of Upside Left
: Nice job. The last paragraph is key, but I would actually have to...
more »
See through it
on
Apple: Plenty of Upside Left
: Apple's CASH earnings grew approximately 60% YOY for the last four...
more »
VSD
on
Apple: Plenty of Upside Left
: apple will make $16/sh in 2010 assuming expected accounting...
more »
mollytjm
on
Apple: Plenty of Upside Left
: good article. i do think Apple will continue it's growth in...
more »
pftittl
on
Apple: Plenty of Upside Left
: At some point they may stumble, but their strengths should be...
more »
Latest Comments on Steve Birenberg's Articles
Latest Comments on Steve Birenberg's Articles