I have spent this week completing my follow-up work on Rogers Communications (RG), my second favorite presentation from last week’s UBS Media and Communications conference (more on my favorite presentation, NII Holdings (NIHD) coming soon). I liked what I learned and pulled the trigger on an initial purchase of RG for Northlake client accounts, including […]
Lots of Apple Computer (AAPL) news today. UBS is out with a note claiming that Apple will enter the wireless via a mobile virtual network operator (MVNO). UBS Telecom analyst John Hodulik was discussing this in the hallways of their conference last week but went public with his thoughts today. Given a loyal Mac user […]
My attendance at the UBS Media Conference led to the delay in getting the latest model signals up on the website. Fortunately, the models did not signal change for this month. Here is some detailed commentary: There were no changes to the signals from Northlake’s Market Cap and Style models for December. The Market Cap […]
Every year I attend the UBS Media Conference in NY to get a face-to-face update with many companies in the media industry. My goals are to find new ideas for client accounts, gain a better understanding of major industry trends, and connect with other money managers focused on the media sector. Below is a lengthy […]
Bears Stearns Cable Analyst Spencer Wang recently held a conference call with a couple of experts on the opportunity that the cable industry has to offer commercial services. Today, cable is primarily a residential business with commercial customers representing less than 5% of revenue. According to Bear Stearns, the revenue opportunity for cable in commercial […]
Advertising Age is reporting that Anhueser-Busch (BUD) “2007 media plans call for significant increases in marketing spending.” However, not surprisingly, the company plans to shift its mix in favor of digital advertising. This is good news for internet advertising driven stocks, most likely those with strong positions in branded advertising such as Yahoo (YHOO). On […]
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