Posts by: Steve Birenberg
This morning, the #2 strategist at Ned Davis Research (NDR), Tim Hayes, discussed NDR's latest views on the stock market. A Northlake client astutely noted that Tim was recommending large…
Due to a slowing but still growing economy and a decisive turn in the intermediate-trend indicators, the model Northlake uses to allocate between growth and value ETFs shifted from value…
Exchange Traded Funds (ETFs) are central to the execution of Northlake's unique investment strategy. ETFs represent the bulk of client portfolios and are the vehicles used to apply the signals…
I was surprised by the market's strong response to the news story that Apple Computer (AAPL) was considering using Intel (INTC) chips in future Macs. I think part of the…
Motorola (MOT) shares have finally gotten moving after an initial lull following the company's excellent first-quarter earnings report and increased guidance. A combination of factors have led to the move…
Central European Media Enterprises (CETV) shares have rallied sharply since the company announced it would be holding a follow-up a conference call to expand and better explain the 2005 guidance…
With all the market craziness and earnings reports, I failed to provide a follow-up regarding the first quarter earnings report for NTL (NTLI). As I expected, it was a sloppy…
While the world focused on the astounding box office numbers for the latest Star Wars film, Lions Gate Entertainment (LGF) had another successful weekend at the box office with Crash.…
SBS Broadcasting(SBTV) reported excellent first quarter earnings on Monday. Driven by better than expected organic revenue growth in the company's television operations, EBITDA exceeded estimates coming in at 8.1 million…
Disney (DIS) reported strong quarterly earnings earlier this month and the follow-up conference call confirmed operating trends remain excellent across the entire company. The shares sold off a bit when…
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