Posts by: Steve Birenberg
It's been awhile since I provided an update on the domestic summer box office. Relative to my initial expectations it continues to shape up well. Since the first weekend in…
One of Northlake's biggest portfolio headaches is a lot better today. Pain relief came in the form of very solid quarter from American Apparel (APP). 2Q results were inline to…
Today's New York Times had a good article explaining why the lending availability is drying up in the US. This is a very important point for the near-term market and…
Following completion of Time Warner's 2Q08 conference call I purchased the stock widely across the Northlake client base and in my personal accounts. The purchase is based on my new,…
I sold all client and personal positions in Dreamworks Animation (DWA) on Tuesday after it had rebounded from overzealous selling following its own 2Q08 report. The sale of DWA was…
Central European Media Enterprises (CETV) remains my favorite media stock for all time horizons. Despite my enthusiasm the shares have performed poorly this year. Although, within the media stock universe,…
Once again there were no changes to Northlake's monthly Market Cap and Style models. The Market Cap signal remains mid cap and the Style signal remains growth. As a result,…
I am working a longer comment on CETV, probably to be posted on Monday, but given the crazy trading following yesterday's earnings report and conference call I wanted to offer…
My thesis on Dreamworks Animation fell apart when the company reported 2Q results after the close on Tuesday. While I understand the 10% decline in the stock, I think it…
I began to sell Northlake's position in Rogers Communications last week ahead of its earnings report. I thought the report would be OK but given growing signs of slowing growth…
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