Below are my Twitter comments in chronological order as I was listening to the Apple conference call. I find these initial reaction comments, which for most companies are handwritten notes, are usually my best analysis. Gut reaction plus objective analysis is reliable. Or to put it another way, I like to keep it simple and […]
Even before the Goldman Sachs related market meltdown, Google shares were down 5% following the company’s 1Q10 earnings report after the close on Thursday. Most all of the many headline numbers regularly provided by Google met or slightly exceeded expectations. However, the upside was minor and there were a few blemishes. The upside was mainly […]
This column originally appeared on SNL Kagan on March 23rd. With all the headlines about over-the-top video, retransmission fees, and the iPad, one would think the business of TV is about to massively change for the worse. Add in the continued growth of DVR households and it seems like TV as we know it is […]
This article originally appeared on SNL Kagan on April 6, 2010. The two most recent 3-D releases have not lived up expectations set by Avatar and Alice in Wonderland. Theater owners probably don’t care but should studio owners? The North American box office continues to chug along, up over 10.9% according to BoxOfficeMojo.com. Most of […]
There are no changes to Northlake’s Market Cap and Style models for April. The Market Cap model is recommending small cap for the third straight month, while the Style model continues to signal value, as it has since July 2009. Northlake client assets invested with the models continue to own the Russell 2000 (IWM) and […]
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