I sold all the shares clients received last week in Time Warner Cable (TWC) as a dividend from Time Warner (TWX). For each share of TWX owned prior to the 1 for 3 reverse split, clients received .03867 shares of TWC. For the long-term, I think the market is undervaluing cable stocks but I fear […]
There were no changes this month to Northlake’s Market Cap and Style models. The signals remain small cap and growth. As a result, within the index rotation portion of client portfolios, I will continue to hold positions in the Russell 2000 Small Cap Index (IWM) and the Russell 1000 Growth Index (IWF). The small cap […]
I am very pleased to announce that SNL Kagan, by far the industry leader in independent reporting and analysis on the media and communications industries is debuting a new blog authored by yours truly. The first post at the Dow of Steve should go up later today. Kagan is a subscription site that comes at […]
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