I Am Famous. Sort Of.
Back on August 1, 2006, Jim Cramer of CNBC and theStreet.com, did a segment on Comcast on his nightly Mad Money TV show. During the segment, Cramer tells viewers how for the past year everyone hated Comcast. Everyone that is except, yours truly. Cramer says “”Birenberg’s the only guy to have gotten this right..When everyone else was running from it, he rushed to it!” Check out the whole segment by clicking below. I am mentioned about two minutes into the segment.

Now I am sure clients will want to know why I didn’t buy Comcast for all of their accounts. The answer is that I limit my holdings to just a half dozen or so stocks at any one time. So while I liked Comcast, I liked the stocks I held in client accounts even more. Of course, I don’t always get every stock pick right. In this case, I would have been better off if Comcast was in all of Northlake’s managed portfolios. Nevertheless, I am proud of my analysis and very pleased that it was recognized.