I am surprised that cable stocks have held up since last Thursday’s Wall Street Journal article which indicated a recent report from Cable Labs, the industry’s internal R&D arm, said that to keep up with exploding broadband demand and Verizon’s fiber rebuild, the cable industry would have to complete another costly upgrade of its plant. […]
I am no expert in retailing despite Northlake’s long position in Sears Holding (SHLD) so when my colleague at StreetInsight.com, Jeff Bagley, wrote a scathing post noting that most of the earnings upside at SHLD over the past few quarters had come from large cuts in advertising expenditures, I was very interested in learning more. […]
Sears Holdings (SHLD) earnings reports was largely in line. However, the stock traded sharply lower, giving up most of its gains so far in August. The decline can be attributed primarily to two things. First, SHLD is owned by a lot of aggressive investors and they wanted another big positive surprise like the company delivered […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
