Last week, I re-entered NTL Incorporated (NTLI) from the long side after a several month absence. I outlined the rationale behind my decision to buy in this post but failed to provide a lot of numbers. So here goes… NTLI has 283 million shares outstanding following a 2.5 to 1 split that occurred simultaneous to […]
There continues to be a lot of chatter about Apple Computer (AAPL) and the potential French law that would force the company to open up its iTunes digital rights protection. One thing that I think is misunderstood is that the law will only really impact AAPL by forcing it to withdraw iTunes from the French […]
Last Friday, I purchased a new position in NTL Incorporated (NTLID – the D will be dropped shortly) across all Northlake client accounts. I think the stock has potential upside to at least $40 per share based on a successful merger with Telewest. The merger closed at the beginning of March. I define success as […]
One of the blogs I read regularly belongs to Mark Cuban. In a post last week, Mark discusses his view that lack of capacity in the final mile to the home will limit the ability of consumers to bypass the traditional distributors of TV, cable and satellite companies, any time in the near future. Mark’s […]
Last week, Central European Media Enterprises (CETV) announced an equity offering. The company appears to be raising cash for future investments as the SEC filing document indicates the proceeds of the offering will go in the bank. I doubt it will stay there for long but assuming the interest earned will 4%, I see the […]
A fellow contributor to StreetInsight.com recently wrote a good piece on Motorola (MOT). Jeff Bagley and I share a similar view of stock market investments and own several of the same stocks for our clients. Since you are probalby getting bored with my commentary, please click “Continue Reading” to read Jeff’s insightful thoughts on MOT.
It’s been a rotten year so far for shareholders of Apple Computer (AAPL). AAPL shares have fallen almost 10% against a gain of close to 6% for the S&P 500. I’ve felt the pain as all clients of Northlake and my own accounts own AAPL. My pain was lessened a bit this weekend when I […]
Not a lot of value added in the Liberty Media (L) 4Q05 earnings release or conference call. As expected, all of the discussion concerned operating results at QVC and Starz Encore and the upcoming restructuring of L into two stocks. I can accept the complex analyst spreadsheets that suggest L shares have a net asset […]
Dreamworks Animation (DWA) 4Q05 earnings were slightly better than expected, coming in at 49 cents after adjustment for two one-time items. Before adjustments, EPS were 61 cents. Consensus expectations called for 42 cents. Revenue exactly matched estimates, coming in at $173 million. As expected, 4Q results were driven almost entirely by DVD sales of Madagascar […]
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