I believe the reason why the AAPL earnings report was initially greeted with enthusiasm was better than expected Mac sales. Since it’s AAPL and overly analyzed and picked apart by shorts, longs, analysts, investors, and day traders, there is lots of noise today about the future growth rate of iPods and the retail stores. However, […]
Apple reports it second quarter earnings for the period ending March 31, 2006 in less than two hours. The stock is likely to have a signficant reaction to the earnings and to the guidance the ocmpany provides for its June quarter. I am very confident that Apple shares will agian trade up sharply before the […]
I didn’t like what I read in Motorola’s press release or heard on the conference call. I am now looking for an exit price. However, I think the decline so far today is too severe relative to my concerns and to my view of the Street’s analysis of the quarter. Consequently, I plan to sit […]
Newspaper companies are among the first to report each quarter. As of today, most of the companies have reported. In the “Continue Reading” section linked below, I have posted a series of notes beginning with a preview and including summaries of the reports from Gannett, New York Times, Tribune, and Dow Jones. I entered the […]
Motorola (MOT) reports after the close tonight. The stock has rebounded strongly in recent weeks as analysts have grown more optimistic about global handset growth in 2006 and MOT’s growth in the first quarter. Concerns remain about second half growth as comparisons are tough, the network division continues to struggle, and loss of high margin […]
Central European Media Enterprises (CETV) shares have pulled back over 10% in the last month after jumping about 20% early in 2006. The decline seems related to news articles in the Czech Republic indicating that advertisers have firmly resisted the company’s ad sales strategy that attempted to implement a 30% price increase. CETV management has […]
Given Northlake’s new long position, in NTL Incorporated (NTLI), I pay close attention to the press reports out of the UK. I follow them via Google News doing a simple daily search on NTL. Sunday’s articles were particularly interesting. First, there is an interesting profile of Richard Branson’s history with Virgin Mobile and some of […]
I am a little delayed getting up the monthly update on the Northlake’s Market Cap and Style models because I wanted to check with Ned Davis Research (NDR), the firm that processes the models, about this month’s readings. For just the second time ever, in monthly readings going back to 1981, the “score” of both […]
I spent Wednesday at Midwest Media Day sponsored by Prudential Securities. It was a unique conference. Pru took over one floor of the hotel and the beds were removed and replaced with tables so that each room could function as a small conference room. The company management representatives stayed in place while investors rotated through […]
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