On Friday, I sold all Northlake client positions in Disney and News Corporation. This is a big deal fro me as media stocks are my area of expertise and I believe that these are the two best managed, fast growing companies with the most optimistic long-term competitive positioning. I’ve owned Disney for more than three […]
A better than expected opening for Sex and the City, a decent second weekend for Indiana Jones, and still great legs from Iron Man powered the weekend box office up 28% from the same weekend last year. A year ago there were no meaningful new openings and the top three films were the third versions […]
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