: iStockAnalyst.com Symbols Feed

DirecTV (DTV) 3Q Earnings Preview

Mon, 02 Nov 2009 19:30:50 GMT

Northlake clients own DirecTV (DTV) through their position in Liberty Media Entertainment (LMDIA). LMDIA owns 54% of DTV. DTV will acquire LMDIA prior to year end in a transaction that has already received all necessary government approvals. LMDIA shares will...[More...]

Should Comcast Become a Major Content Provider?

Fri, 02 Oct 2009 18:28:42 GMT

Whispers, speculation, and rumors are swirling about a possible deal linking Comcast (CMCSA), the nations largest cable provider, and NBC Universal, majority owned by General Electric (GE). Thus far the deal has been panned by Comcast investors and the stock has slid about 5% since they confirmed that there had been talks surrounding a deal.[More...]

Daily Credit Summary: September 28 - Divergent Dullness

Mon, 28 Sep 2009 21:55:10 GMT

Spreads were tighter in the US as all the indices improved (though were unable to break Friday's tights and closed wider than Thursday's close). IG trades only 8.1bps tight (rich) to its 50d moving average, which is a Z-Score of -0.7s.d. At 105bps, IG has closed tighter on only 8 days so far this year (192 trading days). The last five days have seen IG converging to its 50d moving average.[More...]

Stability Without Recovery Defines Second Quarter Media Earnings

Mon, 17 Aug 2009 16:24:00 GMT

Most media companies report quarterly earnings in a two week span beginning with the last week of the first month of each calendar quarter. Below is a two-part recap of second quarter earnings season that was originally published on the...[More...]

Special Situation Investing, Part II

Thu, 13 Aug 2009 12:15:00 GMT

Mike Price sends: This is part two of the series on special situation investing. View part one here. The special situations written about here will be: Closed-End Fund Arbitrage Activist ‘piggy backing’ Deep, Deep Value LEAPS Closed-End Fund Arbitrage Closed-end funds are mutual funds that have a limited amount of shares and trade on a public exchange (NYSE, NASDAQ) like stocks. Because of the nature of the funds trading on an open exchange they frequently trade above, at a premium, or below, at a discount, to their NAV - Net Asset Value or the value of the mutual fund at the time. Thus a smart arbitrager can[More...]

Bret Barakett's Tremblant Capital Group Bets On Technology: 13F Filing Q1 2009

Wed, 10 Jun 2009 16:15:00 GMT

This is the 1st Quarter 2009 edition of our ongoing hedge fund portfolio tracking series. Before reading this update, make sure you check out the Hedge Fund 13F filings series preface. Next up, we have Tremblant Capital Group. Tremblant is a $3 billion hedge fund based in New York and is run by Bret Barakett, who is a former portfolio manager at Moore Capital Management (the hedge fund run by the great Louis Bacon, whom we also track). If the last name of 'Barakett' sounds familiar, its because his brother, Timothy Barakett, manages fellow hedge fund Atticus Capital, whose portfolio we recently covered. Taken from their site, Tremblant Capital Group's objective is "to achieve superior risk adjust returns[More...]

Google (Nasdaq: GOOG) And The Newspaper Content/Value Conundrum

Sun, 24 May 2009 18:07:18 GMT

When I was in New York City last week, I had the chance to meet a number of people in the finance and asset management fields. One discussion I had with a pair of value-oriented investors ties in closely with recent news that Google (GOOG) Almost Bought a Paper. As CEO Eric Schmidt told the Financial Times: FT: Would you ever consider buying a newspaper; they’re cheap right now? ES: We’ve actually looked at this and we’re trying to avoid crossing the line between the infrastructure and technology that Google provides and the content that our partners provide. There is a line and we’re trying to stay on our side[More...]

Tune In To DirecTV (NASDAQ: DTV)

Wed, 20 May 2009 15:05:29 GMT

"In recent months, DirecTV (NASDAQ: DTV) has shown that pay television is recession-resistant; indeed, the company has been dishing up subscriber growth," says Richard Moroney. In his Dow Theory Forecasts, the advisor explains why the satellite-TV system operator is among those select stocks[More...]

Monday’s Market Recap (05/11/09)

Tue, 12 May 2009 05:12:02 GMT

The markets started the week off with a poor first day, as the S&P fell 2.15%. The NASDAQ and Dow Jones also were down, falling 0.45% and 1.82% respectively. Futures for June gold fell today, settling at $913.50, with crude prices also falling, to settle the day at $58.50. The price on the 10-year saw a gain with yields closing at 3.176%. In earnings news, Dish Network (DISH: 17.92, +2.61 (+17.05%)) announced earnings of $312.7 million, or $0.70 per share, bettering the same period the year before, when it posted earnings of $0.58 per share. Dish shares were up over 17% on the news as the announcement bested analyst estimates[More...]

Hot Stocks: Will Sirius Post Some Serious First-Quarter Results Today?

Thu, 07 May 2009 15:15:22 GMT

By Marty Biancuzzo Contributing Writer Money Morning When Sirius XM Radio Inc. (Nasdaq: SIRI) reports its first-quarter results early today (Thursday) investors will be looking for two ... Money Morning is here to help investors profit handsomely on this seismic shift in the global economy. Money moves markets. But Money Morning lets you move first. [More...]

Comcast Looks to Acquire 'Content'

Thu, 01 Oct 2009 14:11:00 GMT

Oct. 1--INQUIRER STAFF WRITER
Comcast Corp. said last night that it was looking to bolster its stable of entertainment properties, but it denied rumors that it had reached a deal to buy NBC Universal Inc., a division of General Electric Co., for $35 billion.
Comcast chief operating officer Stephen Burke said at an investors' conference last month that Comcast could be interested in a deal for an entertainment programmer.

: iStockAnalyst.com Symbols Feed

DirecTV (DTV) 3Q Earnings Preview

Should Comcast Become a Major Content Provider?

Daily Credit Summary: September 28 - Divergent Dullness

Stability Without Recovery Defines Second Quarter Media Earnings

Special Situation Investing, Part II

Bret Barakett's Tremblant Capital Group Bets On Technology: 13F Filing Q1 2009

Google (Nasdaq: GOOG) And The Newspaper Content/Value Conundrum

Tune In To DirecTV (NASDAQ: DTV)

Monday’s Market Recap (05/11/09)

Hot Stocks: Will Sirius Post Some Serious First-Quarter Results Today?

Comcast Looks to Acquire 'Content'

Comcast 'Looking for Content'

Jonathan Takiff: Digital TVs Go Mobile: Here's a Look at Two New-Generation Portables

Philadelphia Daily News Jonathan Takiff Column: Jonathan Takiff: Digital TVs Go Mobile: Here's a Look at Two New-Generation Portables

The Record, Hackensack, N.J., Kevin DeMarrais Column: Why Obvious Scams Flourish

Time Warner, Comcast Plan to Wall Off Online TV

Philadelphia Daily News Jonathan Takiff Column

Sun Sentinel, Fort Lauderdale, Fla. Daniel Vasquez on Consumer Issues Column: Digital TVs Join List of Must-Have Hurricane Supplies

Sun Sentinel, Fort Lauderdale, Fla. Daniel Vasquez on Consumer Issues Column: Digital TVs Join List of Must-Have Hurricane Supplies

Long-Awaited Shift to Digital TV Coming Friday

Gabelli & Company Releases The Focus Five

DIRECTV Holdings LLC Announces Completion of Tender Offer for 8-3/8% Senior Notes Due 2013 and Notice of Optional Redemption for the Remaining Outstanding 8-3/8% Senior Notes Due 2013

DIRECTV Completes $2.0 Billion Financing

DIRECTV Holdings LLC Prices Issue of $2 Billion of New Debt

DIRECTV Holdings LLC Commences Fixed Price Cash Tender Offer For 8 3/8% Senior Notes Due 2013

BenchmarkJournal.Com Free Analyst Review for ADCT, LEAP, PLCM, SPPI, DTV and PENN

Bulk TV Ranks Among Inc. Magazine's 28th Annual List of America's Fastest-Growing Private Companies - the Inc. 500

DIRECTV Completes Golf’s ‘Grand Slam’ With Expanded 2009 PGA Championship Coverage

The DIRECTV Group Announces Second Quarter 2009 Results

DIRECTV Offers Advanced Screening of Feature-Length Motion Picture ‘The Burning Plain’

Form 4 CAREY CHASE For: Sep 21 (10K)

Form 4 CAREY CHASE For: Sep 14 (10K)

Form 4 CAREY CHASE For: Sep 01 (10K)

Form 4 Little Joseph W For: Aug 25 (10K)

Form 4 Newcomb Nancy For: Aug 14 (10K)

Form 3 GOULD PAUL A For: Aug 05 (10K)

Form 4 CAREY CHASE For: Aug 03 (10K)

Form 4 CAREY CHASE For: Jul 23 (10K)

Form 4 DIRECTV GROUP INC For: Jul 15 Filed by: CAREY CHASE (10K)

Form 4 CAREY CHASE For: Jun 23 (10K)