Posts by: Steve Birenberg
Northlake clients have been long Motorola (MOT) for over a year and were well-rewarded in 2005 when the shares rose over 30%. I lightened the position once in the low…
"Sears Sees Stingier the Side of Holiday Sales" "Dismal Christmas Puts Heat on Sears Chairman" "Retail Experts Doubt Lampert's Strategies" The headlines in a front page story from last Friday…
The last time I posted on Lions Gate Entertainment (LGF) was following their presentation at the UBS Media Conference. At the time, I wrote: I was dissatisfied with the explanation…
The Sunday Telegraph is reporting Virgin Mobile shareholders want an increase of more than 20% in the original offer while rumors continue to swirl that indicate NTL is willing to…
So far the positive news out of Dow Jones (DJ) that 4Q05 guidance was being raised has done little to rally the newspaper group. I think several factors are at…
Casino stocks responded negatively to news earlier this week that Boyd Gaming (BYD) was closing its Stardust property on the Strip and would build a new $4 billion development that…
Ned Davis Research has an interesting tidbit today in favor of the recent shift in client portfolios from value to growth. As noted in this chart, investors within Fidelity's mutual…
Dow Jones (DJ) was in the news yesterday as the stock rose more than 10% after the company increased 4Q05 EPS guidance and named a new CEO. I believe the…
According to reports in the UK press, NTL is going to announce an increase of about 10% in its offer for Virgin Mobile this week. The price will still be…
I received fresh signals from Northlake's Market Cap and Style models yesterday that resulted in swapping all value exposure to growth at the open of trading. There were no changes…
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