Posts by: Steve Birenberg
There is some potentially positive news out of the Czech Republic for Central European Media Enterprises (CETV). Yesterday, the Czech parliament passed a law that will gradually phase out TV…
LGF reported earnings for its fourth fiscal quarter of 2005 ending March 31, 2005 last night and conducted a conference call this morning. Overall, I found the results to be…
I bought shares in Sears Holdings (SHLD) (formerly KMart) on Monday for the first time in six months following the sharp pullback in the stock after the company reported first-quarter…
Following comments on the last quarterly conference from Bob Iger, speculation has increased that Disney (DIS) may be looking to sell its radio stations and the ABC Radio Network. Recent…
The annual upfront television advertising market moved close to conclusion last week for the broadcast television networks. ABC, CBS, and FOX all announced their sales. Only NBC, which is in…
Crash lost 400 screens for this weekend and is down to about 900 screens. With the film's theatrical run winding down, I thought it would be worthwhile to provide a…
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…
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