Lots of Madness in Mid-May following the completion of quarterly earnings season: • The Wall Street Journal speculates that a merger between the NBC Universal division of General Electric (GE) and Yahoo (YHOO) could be structured to help all concerned parties. GE would obtain a premium valuation for NBC and gain strategic benefits in selling […]
My colleague at StreetInsight.com, Ben Thomas, will be providing officail coverage of Apple’s earnings report for the site. I’ll be listening to the call and have my own comments but here is Ben’s preview. He captures my views well although I’d add that guidance could be even more conservative than usual given the dealy in […]
Central European Media Enterprises (CETV) shares fell 6% on Monday to close at $58.50. The stock got as low as $55.30, down more than 11%, before recovering. I was nibbling in the morning so I could add to positions in a few new client accounts where I was averaging down. You can take my willingness […]
The headline of this post is what appeared in the Chicago Tribune this morning. The article goes on to quote three retailing experts, each of whom takes a negative view of the company. As I have noted previously, Sears Holding (SHLD) is being run for the shareholders. This means Sears the stock is a far […]
Northlake Capital Management, LLC will be debuting its new blog, Media Talk any day now. The blog will provide commentary on media stocks that are not broadly held in client accounts….
Northlake’s ETF Plus Model Portfolio performed well in September, gaining 1.95% vs. 0.94% for the S&P 500. Northlake’s special situation stocks powered the returns with CETV gaining 3.6%, MOT gaining 12.0%, MBFI gaining 5.5%, and NTLI gaining 14.3%….
The website is coming around and will soon be fully functional with links to your account (if it is in custody at Schwab Institutional) and lots of discussion on our private blog. Bear with us just a short while longer and hope that the recent bullish action continues.
Please note that we are just up and running and all you see are tests. Our whole look will change over the next few weeks so please come back.
Office
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Mail
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Bayfield, WI 54814
tim@northlakecapital.com
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