Here is a link to a story that ran on Yahoo reproducing a recommendation of CETV by one of Motley Fool’s contributors. It is a good summary of the company and falls short only in the valuation section. CETV and other media companies are valued based on their cash flow. On that basis, CETV shares […]
Central European Media Enterprises (CETV) was repurchased yesterday per my plan to wait for a pullback to the mid-$30s and a resolution in Ukraine, both of which occurred this week…
Motorola (MOT) shares have traded down about 9% since reporting fourth quarter earnings after the close on Tuesday after the market closed. The quarter was excellent, but there were just enough issues to cause a still skeptical Wall Street to sell the shares. I think the reaction is wrong and still believe the shares belong […]
Despite the fantastic performance of shares of Apple Computer, including today’s big run-up on the company’s outstanding fourth quarter earnings results, I believe the opportunity for substantial further gains exist. Consequently, client portfolios purchased a trading position in Apple shares (AAPL) after some of the morning enthusiasm wore off. The investment thesis is that the […]
Happy New Year to Northlake Clients and Friends! Over the weekend, Northlake received the latest signals from its market capitalization and style models incorporating the latest economic, interest rate, and stock market indicators. There were no major changes as the the signals remain Mid Cap and Value. However, there is some underlying movement that is […]
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