Posts by: Steve Birenberg
He's alive. He sounds vibrant. Very upbeat on iPhone and notebooks. Discussing economy which he says is impossible to predict but company positioning provides some insulation. Very confusing numbers because…
Apple reports its September quarter earnings tonight after the market closes. However, the key to the stock price will be the December quarter guidance. Given that Apple guides below consensus…
Several times last week I started typing a market comment but each time events were moving so fast that my thoughts felt dated before I was done. Now that the…
For the first time since June 2007, Northlake's Style model is flashing a value signal. The new signal breaks a 15 month run of growth signals. As a result of…
Nice rally today. It didn’t get much commentary in the financial press but all day I was telling contacts that the infrastructure of Wall Street benefited from a big up…
After many months of monitoring and researching, I finally got long Discovery Communications in Northlake client accounts on Friday. The shares are temporarily trading under the tickers DISAD (voting) and…
The activity in the financial markets and on the regulatory front is absolutely amazing. I've been managing money since 1982 when the Dow was well below 1,000, and I have…
I firmly believe that the stock market is way oversold. Current levels for the major indices and most stocks will be significantly higher within the next six to twelve months.…
I spent all weekend hitting refresh on my browser monitoring the news on Lehman, AIG, and Merrill Lynch. Apparently a bunch of Americans decided to do something else: go to…
With the conventions and the Olympics over, the next big event in the TV world is the launch of the fall TV season. Things have been kind of quiet on…
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