Posts by: Steve Birenberg
Although I rarely make a trade intra-month in Northlake's model driven ETF investments, last Wednesday morning I moved half of the small cap value exposure to large cap value. This…
In the extended comments section at the bottom of this post is the commentary I wrote for StreetInsight.com immediately following Apple Computer's conference call discussing its September quarterly earnings. As…
E.W. Scripps (SSP) reported earnings in line with consensus but stronger than I had been anticipating. I came quite close to buying October or November at the money puts yesterday…
Tribune (TRB) are up over 2% since reporting 3Q05 earnings and conducting a conference call on Thursday morning before the open. The key takeaway from the report and call is…
Gannett (GCI) shares initially bounced about 1% off of depressed levels in response to the company's 3Q05 earnings report before retreating to new lows as the market fell on Tuesday…
Quick Summary: Earnings estimates have come down steadily all year and several companies have pre-announced earnings misses for 3Q05. The stocks should be trading well below historical multiples even if…
Monday's close on the S&P 500 was the lowest since May 18th. That is not what I wanted to talk about today but I was a little surprised as I…
Shortly after the open Thursday, I completed the purchase of a position in the Japanese stock market across all client accounts. The purchase was completed through the exchange traded fund…
On Monday, SBS Broadcasting (SBTV) shareholders approved the deal to sell the company to private equity investors for 46 euros per share. According to the press release issued by the…
Consolidation in European media continues at a frantic pace. Last week, Liberty Global (LBTYA) announced its acquisition of leading Swiss cable company Cablecom. On Monday, NTL Incorporated (NTLI) and Telewest…
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