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Looking back at my recent posts on Sears Holdings (SHLD), I may have left the impression that improving same store sales trends are necessary to drive the stock higher. Just…
According to data from TNS Media Intelligence, advertising spending in the U.S., excluding paid search, fell by 0.3% in May 2006. According to TNS, this is the first comparable monthly…
I Am Famous. Sort Of. Back on August 1, 2006, Jim Cramer of CNBC and theStreet.com, did a segment on Comcast on his nightly Mad Money TV show. During the…
I am surprised that cable stocks have held up since last Thursday’s Wall Street Journal article which indicated a recent report from Cable Labs, the industry’s internal R&D arm, said…
I am no expert in retailing despite Northlake's long position in Sears Holding (SHLD) so when my colleague at StreetInsight.com, Jeff Bagley, wrote a scathing post noting that most of…
Sears Holdings (SHLD) earnings reports was largely in line. However, the stock traded sharply lower, giving up most of its gains so far in August. The decline can be attributed…
News broke yesterday in London that NTL Incorporated (NTLI) was again subject to takeover interest from private equity firms. Later in the day, Bloomberg reported that the company was in…
While fireworks are likely in the shares of Sears Holdings (SHLD) after the company reports earnings before the open today, there has been a virtual blackout as far as research…
The Wall Street Journal is a few days late in reporting that Carl Icahn has upped his stake in Time Warner. When this news first broke on Monday, I wrote…
There were some interesting developments in the newspaper industry yesterday. First, Nelson Peltz has filed with the SEC indicating he has an ownership stake in Tribune (TRB) of 1% of…
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