Last week I had an opportunity to talk with Elizabeth Haynes of Haynes & Company Consulting about the acquisition of American Apparel (AA) by Endeavor Acquisition Corporation (EDA). Haynes & Company Consulting is a management consulting organization specializing in retail. Elizabeth’s insights are especially valuable because she has spent time working on Wall Street and […]
Despite the sharp advance in Apple (AAPL) shares over the past week, I think the setup is favorable heading into the company’s earnings report after the close on Wednesday. I expect better than expected Mac sales, solid results in iPods, and March quarter guidance no worse than the cautious commentary everyone is expecting. If I […]
One of the reasons that Regal Entertainment (RGC) shares have risen 10% since mid-December and consistently been on the 52 week high list is the pending IPO of its 41% owned joint venture, National Cinemedia (NCMI). NCMI completed a filing last week indicating that the IPO is imminent. I think NCMI is an attractive investment […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-01-16 15:34:332026-03-17 17:00:49National Cinemedia IPO Ready To Go: Should Be Good For Regal
E.W. Scripps (SSP) is trading at a 52 week high following the company’s announcement that it is considering alternatives for its newspaper business. This is a big change for SSP which has denied for many years its interest in divesting its newspapers or TV stations. Newspapers represent a little over 20% of SSP’s 2007 estimated […]
NII Holdings (NIHD) rebounded nicely yesterday (and even more today) but I want to expand on some of the reasons the stock sold off since its December peak providing the buying opportunity I had been waiting for since the big move up following the company’s presentation at the UBS Conference. Lehman Brothers was out with […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-01-11 11:51:012026-03-17 17:00:49Why We Got A Buying Opportunity in NII Holdings
There is no doubt that the new iPhone from Apple, Inc. (AAPL) – they officially changed their name yesterday by dropping “computer” – has a serious WOW! factor. The product is substantially beyond any expectations and easily supports the 8% gain in APPL shares yesterday. Make sure to head over to Apple’s website and check […]
Endeavor Acquisition Corporation (EDA) gained its first analyst coverage which not surprisingly was a buy rating. Lazard picked up EDA with Buy rating and a $13 target price. I haven’t seen the report but apparently it talks about EDA as a play on the growth of American Apparel. One of my reasons for entering the […]
Rogers Communications (RG) shares began trading on a 2 for 1 split adjusted basis yesterday when the company also announced preliminary 4Q06 subscriber statistics for their wireless and cable operations. Wireless subscriber growth was in line with Street estimates with a surprisingly low churn rate. Low churn ahead of the pending roll out of number […]
I have to admit that I am flying a little blind on Northlake’s long position in Endeavor Acquisition Corporation (EDA), the blank-check company that has agreed to purchase American Apparel. Usually, I like to have an analyst report or two to review before making a new purchase but EDA had no coverage before it announced […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-01-08 15:43:412026-03-17 17:00:49We Have Good Company In Endeavor
One of my favorite presentations at December’s UBS Media & Communications Conference was from NII Holdings (NIHD). NIHD offers wireless telephone service using Nextel’s iDEN standard in Mexico, Brazil, Argentina, and Peru. NIHD has approximately 3.2 million subscribers, primarily serving the business market. I was interested in buying NIHD as soon as I returned from […]
Endeavor Acquisition Due Diligence
Last week I had an opportunity to talk with Elizabeth Haynes of Haynes & Company Consulting about the acquisition of American Apparel (AA) by Endeavor Acquisition Corporation (EDA). Haynes & Company Consulting is a management consulting organization specializing in retail. Elizabeth’s insights are especially valuable because she has spent time working on Wall Street and […]
Apple December Quarter Earnings Preview
Despite the sharp advance in Apple (AAPL) shares over the past week, I think the setup is favorable heading into the company’s earnings report after the close on Wednesday. I expect better than expected Mac sales, solid results in iPods, and March quarter guidance no worse than the cautious commentary everyone is expecting. If I […]
National Cinemedia IPO Ready To Go: Should Be Good For Regal
One of the reasons that Regal Entertainment (RGC) shares have risen 10% since mid-December and consistently been on the 52 week high list is the pending IPO of its 41% owned joint venture, National Cinemedia (NCMI). NCMI completed a filing last week indicating that the IPO is imminent. I think NCMI is an attractive investment […]
In Major Change, Scripps Looking To Exit Newspapers
E.W. Scripps (SSP) is trading at a 52 week high following the company’s announcement that it is considering alternatives for its newspaper business. This is a big change for SSP which has denied for many years its interest in divesting its newspapers or TV stations. Newspapers represent a little over 20% of SSP’s 2007 estimated […]
Why We Got A Buying Opportunity in NII Holdings
NII Holdings (NIHD) rebounded nicely yesterday (and even more today) but I want to expand on some of the reasons the stock sold off since its December peak providing the buying opportunity I had been waiting for since the big move up following the company’s presentation at the UBS Conference. Lehman Brothers was out with […]
Apple’s iPhone: Initial Impressons
There is no doubt that the new iPhone from Apple, Inc. (AAPL) – they officially changed their name yesterday by dropping “computer” – has a serious WOW! factor. The product is substantially beyond any expectations and easily supports the 8% gain in APPL shares yesterday. Make sure to head over to Apple’s website and check […]
Endeavor Gains First Buy Recommendation
Endeavor Acquisition Corporation (EDA) gained its first analyst coverage which not surprisingly was a buy rating. Lazard picked up EDA with Buy rating and a $13 target price. I haven’t seen the report but apparently it talks about EDA as a play on the growth of American Apparel. One of my reasons for entering the […]
Rogers Splits and Reports Subscriber Statistics
Rogers Communications (RG) shares began trading on a 2 for 1 split adjusted basis yesterday when the company also announced preliminary 4Q06 subscriber statistics for their wireless and cable operations. Wireless subscriber growth was in line with Street estimates with a surprisingly low churn rate. Low churn ahead of the pending roll out of number […]
We Have Good Company In Endeavor
I have to admit that I am flying a little blind on Northlake’s long position in Endeavor Acquisition Corporation (EDA), the blank-check company that has agreed to purchase American Apparel. Usually, I like to have an analyst report or two to review before making a new purchase but EDA had no coverage before it announced […]
NII Holdings: New Buy Provides Unique Exposure To Emerging Markets Wireless
One of my favorite presentations at December’s UBS Media & Communications Conference was from NII Holdings (NIHD). NIHD offers wireless telephone service using Nextel’s iDEN standard in Mexico, Brazil, Argentina, and Peru. NIHD has approximately 3.2 million subscribers, primarily serving the business market. I was interested in buying NIHD as soon as I returned from […]