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Here are some brief notes summarizing individual company meetings I attended at last week's UBS Media Conference in New York. Please make sure to read this post in conjunction with…
"It's a real mess." Mark Cranmer, who runs international for the big ad buying firm Starcom MediaVest, is describing where the advertising supported industries are in trying to determine how…
I woke up Sunday morning to learn that NTL Incorporated (NTLI) will be merging with Virgin Mobile, according to numerous sources in the British and American press. It appears this…
There were no changes to the signals from Northlakes Market Cap and Style models for December. The signals remain mid cap and value, respectively. Therefore, clients continue to own the…
The big news this week in media is the announcement that the FCC appears to have changed its mind and is now supporting requiring the cable TV industry to offer…
On Monday, I trimmed client positions in Apple Computer (AAPL). The reasoning was similar to the decision to sell in September when the stock first crossed $48: maintain discipline and…
Central European Media Enterprises (CETV) shares will pop sharply on the open and likely be volatile for a couple of days because Jim Cramer mentioned it as a buy on…
With the box office in a seasonally important season, I plan to issue occassional updates when key movies open or key weekends pass. This past Thanksgiving weekend generally contained good…
Over the weekend, the New York Times ran an article about a new study of investment strategies. The article supported Northlake's ETF rotation strategy by endorsing a strategy of monthly…
After reading through analyst commentary on Disney (DIS) this morning I wanted to provide a few additional data points that were not included in my earnings summary. These points do…
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