Posts by: Steve Birenberg
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…
I received the circular on the buyout of SBS Broadcasting (SBTV) earlier this week and based on my reading I am continuing to hold the shares owned by clients hoping…
Northlake clients remain long Sears Holding (SHLD) ahead of second quarter earnings due to be reported before the open tomorrow. The company is not expected to host a conference call…
There is a lot of anticipation and excitement surrounding this week's official announcement of the iTunes phone combining the efforts of two companies owned by Northlake clients, Apple Computer (AAPL)…
After getting fresh signals from Northlake's monthly models, client holdings in the Russell 2000 Small Cap ETF (IWM) were swapped into the S&P 400 Mid Cap ETF (MDY) at the…
Yesterday's SBS Broadcasting buyout deal at 15 times 2005 management guidance for EBITDA has ramifications for valuation on Central European Media Enterprises (CETV). CETV is a faster growing company than…
SBS Broadcasting confirmed recent market rumors and announced this morning that it was accepting an unsolicited 46 Euro ($56) buyout offer from a European private equity firm. Below please find…
SBS Broadcasting (SBTV) shares jumped about 8% on Monday after a website reported that the company had held "informal discussions" with an unnamed suitor. The story said that a spokesman…
Disney (DIS) shares fell 3% on Wednesday in reaction to the company's 3Q05 earnings report. The quarter was decent but I found the 3Q results disappointing as I was expecting…
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