Dow Jones (DJ) was in the news yesterday as the stock rose more than 10% after the company increased 4Q05 EPS guidance and named a new CEO. I believe the move is mostly the result of the guidance bump despite persistent takeover rumors surrounding DJ. It seems to me that appointing a new CEO and […]
According to reports in the UK press, NTL is going to announce an increase of about 10% in its offer for Virgin Mobile this week. The price will still be about 10% below what the Virgin minoirty shareholders are demanding but it should be enough to get the parties to the negotiating table. I still […]
I received fresh signals from Northlake’s Market Cap and Style models yesterday that resulted in swapping all value exposure to growth at the open of trading. There were no changes to the Market Cap reading which remains at Mid Cap. The shift to growth occurred after three consecutive months of value signals, a period during […]
A London-based analyst from Lehman Brothers launched coverage on CETV yesterday. I have uploaded a copy of his report. If you want to read it, go to the “Continue Reading” section and click the link. It is a pdf file and requires Adobe Acrobat to access. I plan to upload more brokerage reports in 2006 […]
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