Posts by: Steve Birenberg
While preparing my fourth quarter box office preview column last week, I came across some interesting and positive data concerning Disney. One of the worries for Disney this year has…
With the market ramping and Apple and other tech stocks leading the way, I sold a portion of Apple in many client accounts on Friday as it crossed $160. I…
Yesterday NII Holdings (NIHD), one of Northlake's long positions, fell by more than 5% on huge volume. At one point in the morning the shares were off over 10%. NIHD…
Earlier today, I provided a brief wrap-up of the excellent third quarter performance of the box office which rose at least 15%. Looking ahead to the fourth quarter of 2007,…
The final totals are in on the third quarter box office and as I have chronicled the results are spectacular. According to data I pull from BoxOfficeMojo.com, the box office…
There are no changes to the signals from Northlake's Market Cap and Style models for October. The market cap model continues to flash a strong signal in favor of large…
Ukraine held elections for the third time in four years over the weekend. The pro-Western block of parties that originally formed the Orange Revolution were the surprise winners by a…
With quarterly earnings reports set to pour in starting next week, I thought I'd provide a brief overview of what to look for in each of Northlake's individual stock holdings.…
The weekend box office fell 2% for the top 12 grossing films. This breaks a string of 10 consecutive up weekends. The drop-off vs. last year is less than $1.7…
Following my post yesterday on Comcast, my buddy, hedge fund manager and soon to be anchor on the Fox Business Channel, Cody Willard, replied with a bearish view of the…
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