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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…
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.…
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…
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…
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…
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…
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.…
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…
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…
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