Echostar (DISH) reported very good 4Q06 earnings. EPS, revenue, and EBITDA were 34 cents, $2.6 billion, and $615 million compared to consensus estimates of 32 cents, $2.54 billion, and $603 million. There were a number of EBITDA estimates in the $590 million range as well. Subscriber metrics also looked very good. The bottom line is […]
There were no changes to Northlake’s Market Cap or Style models for March. The signals remain Large Cap and Value. As a result in the portion of client portfolios dedicated to Northlake’s ETF rotation strategy (generally ranging from 40% to 80% of equity portfolio value depending on account characteristics), I continue to own the S&P […]
I will likely have some follow-up comments on CETV after I check in with management and my key analyst contacts. Below is my commentary as written immediatley following completion of the conference call. The stock traded off because ivnestors are selling assets exposed to emerging markets risk. I think the quarter shows CETV is even […]
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