I sold all client and personal positions in Time Warner (TWX) on Thursday morning. The shares had rallied 39% since re-opening for trading following the completion of the spin-off from Time Warner Cable (TWC) on March 27th. Most of the TWX owned by Northlake was purchased in August 2008. Adjusted for the split from TWC, […]
Cablevision (CVC) shares jumped sharply following the release of 1Q09 earnings. The upside is being driven by free cash flow and the announcement that CVC will consider spinning off its Madison Square Garden assets. I found the fundamental operating trends at the cable business to be slightly disappointing with revenue and EBITDA at the very […]
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