Gannett (GCI) reported another poor quarter as expected. There was nothing in the numbers to signal less pressure on revenues was around the corner. In addition, management provided no commentary on fundamentals or use of cash flow and the balance sheet that would reassure investors. As a result, I see no reason to be bullish […]
Central European Media Enterprises (CETV), a name familiar to former Street Insight subscribers as my favorite long-term growth idea in media, announced some good news on Friday. CETV purchased the remaining 21% minority interest in Markiza, its TV station in Slovakia for $79 million. CETV now owns 100% of its Slovakian operations. The purchase price […]
After a weaker than expected June, the summer box office is now on track for an all-time record. With Harry Potter and the Order of the Phoenix opening at the high end of expectations and transformers showing great legs, the weekend box office for the top 12 films was up 14% according to BoxOfficeMojo.com. Since […]
After writing positively about Comcast (CMCSA) for two years on Media Talk and in my contributions for theStreet.com, I finally decided it was time to buy the stock for Northlake clients. The main reason I had not bought Comcast previously was that I was very satisfied with the current portfolio of stocks held by clients. […]
I received the latest monthly updates Sunday night from Northlake’s Market Cap and Style models. The Market Cap model continues to flash a very strong signal in favor of large caps. My data goes back to 1980 and the strength of the large signal is in the top 5% of all monthly readings. The Style […]
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