Posts by: Steve Birenberg
Discovery Communications (DISCA) reported another good quarter, making it five in a row since the company went public in September 2009. The upside was not as big this quarter than…
When I first read the DirecTV press release I was worried the stock would trade down. I saw the results as mixed with a few negatives offsetting plenty of positives.…
Northlake clients own DirecTV (DTV) through their position in Liberty Media Entertainment (LMDIA). LMDIA owns 54% of DTV. DTV will acquire LMDIA prior to year end in a transaction that…
There are no changes to Northlake's Market Cap and Style models for November. The Market Cap model is sending a Mid Cap signal for the second consecutive week. The Style…
Analysts and investors are rightly looking ahead to 2010 when deciding how to invest in Dreamworks Animation (DWA). The company has three films coming out next year including two originals…
I attended Central European Media Enterprises (CETV) Investor Day in Prague on October 15th. The stock is presently not widely held by Northlake clients but I continue to monitor it…
I was on my to O'Hare airport last Monday when Apple reported its 4Q09 results. The conference call occurred while I was in the air on my way to New…
Ahead of AT&T's third quarter earnings report I decided that I would either sell or hold Northlake's shares based on what was reported and what I heard on the conference…
After 13 months flashing a Small Cap signal, Northlake's Market Cap model shifted to Mid Cap for October. I had anticipated this move after steady weakening of the small cap…
One of my most important reactions to breaking news or rumors is to get my thoughts down on paper. This allows me to organize my ideas, determine questions and get…
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