Posts by: Steve Birenberg
One of the reasons I like Disney (DIS) is that it has strong fundamental operating momentum with identifiable catalysts. One catalyst is the upfront network television advertising market that gets…
Disney Investment Thesis: Strong fundamentals with identifiable catalysts make DIS the choice among big-cap entertainment stocks despite its premium valuation compared to its peers. I've been very close to taking…
Beginning with the first quarter of 2004, Motorola (MOT) has reported five consecutive quarterly earnings reports that have matched or exceeded Wall Street estimates. Unfortunately, MOT shareholders have gone largely…
Central European Media Enterprises (CETV) looks set to complete its financing this week for the acquisition of TV Nova, the largest and most successful television broadcaster in the Czech Republic.…
Morgan Stanley (MWD) downgraded NTL Incorporated (NTLI) from buy to hold yesterday leading to a decline in the shares. Sitting out the market's big turnaround lifted my frustration with the…
SBS Broadcasting (SBTV) shares have been acting very well recently, making a 52-week closing high on Monday. On Friday, Bear Stearns wrote about SBTV for the first time in many…
Cross-posted from StreetInsight.com.... Motorola (MOT) reports on April 20th. Yesterday, the shares had their best day in a long time, rising over 2% in a strong tape for technology stocks.…
There were only minor changes to Northlake's Market Capitalization and Style Models in the April update. Neither model changed signals from March leaving the market cap signal at Large Cap…
The following entry is cross-posted from Street Insight. As some clients and friends of Northlake Capital Management know, I write a brief daily commentary for StreetInsight.com, the professional version of…
Central European Media Enterprises (CETV) has given back some of its recent gains including about 7% since the company reported earnings before the open of trading on Tuesday. Mostly, I…
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