I sold all Northlake positions in NII Holdings (NIHD) this morning in response to the threat that swine flu could have on the company’s business and reported financial results. The stock has rebounded about 60% off its low from a month ago as investors were beginning to again appreciate the strong organic growth profile of […]
Time Warner (TWX) reports its first quarter since completion of its restructuring on Wednesday morning. The company no longer owns cable systems and is not a content focused company with greater than 2/3rds of operating income coming from film and TV production and cable networks. Consensus estimates call for EPS of 38 cents, revenue of […]
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