Posts by: Steve Birenberg
The following entry appeared in its entirety on StreetInsight.com on October 5, 2005. NTL Incorporated (NTLI) and Telewest (TLWT) announced their long awaited and long overdue merger on Monday. The…
Over the weekend I received fresh signals from Northlake's monthly models. The big change for October is a new Value signal in the Style model after four consecutive months signaling…
Despite September's history as the worst month of the year, September 2005 turned out pretty well. The S&P 500 produced a gain of 69 basis points and a total return…
I am not sure if it was the Merrill Lynch downgrade from buy to neutral or the iPod nano screen problems that led to the sharp decline in Apple Computer…
Over the past few weeks based on my own reading and the action in the stock, I have become more attracted to Time Warner (TWX) shares. As of today, I…
Goldman Sachs had a note out on Monday indicating that the fall season at the Walt Disney (DIS) owned ABC Network is off to a good start. Ratings for key…
Northlake Capital Management, LLC will be debuting its new blog, Media Talk any day now. The blog will provide commentary on media stocks that are not broadly held in client…
In the extended entry, please find an update on individual stock positions currently broadly held across client accounts. Click the "Continue Reading" link immediately below to see the updates on…
Today I contributed the following commentary on Apple Computer to StreetInsight.com, the professional service of theStreet.com. Since Northlake clients are long Apple in their portfolios, I thought the note might…
Sears Holdings (SHLD) 2Q06 earnings for the quarter ending July 30, 2005 disappointed investors leading to a decline of 5.2% in the shares on Thursday. To get a sense of…
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