The Sunday Telegraph is reporting Virgin Mobile shareholders want an increase of more than 20% in the original offer while rumors continue to swirl that indicate NTL is willing to bump its offer by 10%. The continuing rumors of private equity interest in the merged entity also complicate matters as Virgin Mobile shareholders want to […]
So far the positive news out of Dow Jones (DJ) that 4Q05 guidance was being raised has done little to rally the newspaper group. I think several factors are at work that reflect the unique mix of businesses at DJ vs. its newspaper peers: # DJ has very heavy exposure to B2B advertising from technology […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-06 10:30:202026-03-17 17:03:30Newspapers Flounder As Web Ads Flourish
Casino stocks responded negatively to news earlier this week that Boyd Gaming (BYD) was closing its Stardust property on the Strip and would build a new $4 billion development that would contain several hotels, a casino and a convention center. Casino stocks have been strong recently, recovering their sharp losses from last summer when concerns […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-06 10:22:292026-03-17 17:03:30New Development on Las Vegas Strip Creating Headwind for Casino Stocks
Ned Davis Research has an interesting tidbit today in favor of the recent shift in client portfolios from value to growth. As noted in this chart, investors within Fidelity’s mutual fund complex currently have fewer dollars invested in growth funds than anytime since 1992. This seems like a good contrary indicator especially in light of […]
Dow Jones (DJ) was in the news yesterday as the stock rose more than 10% after the company increased 4Q05 EPS guidance and named a new CEO. I believe the move is mostly the result of the guidance bump despite persistent takeover rumors surrounding DJ. It seems to me that appointing a new CEO and […]
According to reports in the UK press, NTL is going to announce an increase of about 10% in its offer for Virgin Mobile this week. The price will still be about 10% below what the Virgin minoirty shareholders are demanding but it should be enough to get the parties to the negotiating table. I still […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-04 11:23:332026-03-17 17:03:30NTL Likely To Raise Offer for Virgin Mobile This Week
I received fresh signals from Northlake’s Market Cap and Style models yesterday that resulted in swapping all value exposure to growth at the open of trading. There were no changes to the Market Cap reading which remains at Mid Cap. The shift to growth occurred after three consecutive months of value signals, a period during […]
A London-based analyst from Lehman Brothers launched coverage on CETV yesterday. I have uploaded a copy of his report. If you want to read it, go to the “Continue Reading” section and click the link. It is a pdf file and requires Adobe Acrobat to access. I plan to upload more brokerage reports in 2006 […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-04 11:06:222026-03-17 17:03:30Lehman Launches Coverage of Central European Media Enterprises
NTL Incorporated (NTLI) shares are rose sharply on Friday after the U.K. Office of Fair Trading cleared NTL’s merger with Telewest Global (TLWT). Apparently, there are no restrictions on the merged company beyond the regulations already in place governing telecom and media policy in the U.K. The Office rejected all the arguments that the merger […]
With the kids out of school and lots of folks on vacation, everyday is a Saturday for the box office, and Disney (DIS) looks like a big winner as The Chronicles of Narnia: The Lion, The Witch, and The Wardrobe is established at the top of the charts bringing in around $9 million a day. […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-12-30 09:52:062026-03-17 17:03:42Chronicles of Narnia Performing Very Well for Disney
Latest News At NTL
The Sunday Telegraph is reporting Virgin Mobile shareholders want an increase of more than 20% in the original offer while rumors continue to swirl that indicate NTL is willing to bump its offer by 10%. The continuing rumors of private equity interest in the merged entity also complicate matters as Virgin Mobile shareholders want to […]
Newspapers Flounder As Web Ads Flourish
So far the positive news out of Dow Jones (DJ) that 4Q05 guidance was being raised has done little to rally the newspaper group. I think several factors are at work that reflect the unique mix of businesses at DJ vs. its newspaper peers: # DJ has very heavy exposure to B2B advertising from technology […]
New Development on Las Vegas Strip Creating Headwind for Casino Stocks
Casino stocks responded negatively to news earlier this week that Boyd Gaming (BYD) was closing its Stardust property on the Strip and would build a new $4 billion development that would contain several hotels, a casino and a convention center. Casino stocks have been strong recently, recovering their sharp losses from last summer when concerns […]
Interesting Datapoint Favoring Growth
Ned Davis Research has an interesting tidbit today in favor of the recent shift in client portfolios from value to growth. As noted in this chart, investors within Fidelity’s mutual fund complex currently have fewer dollars invested in growth funds than anytime since 1992. This seems like a good contrary indicator especially in light of […]
Dow Jones Jumps 10%
Dow Jones (DJ) was in the news yesterday as the stock rose more than 10% after the company increased 4Q05 EPS guidance and named a new CEO. I believe the move is mostly the result of the guidance bump despite persistent takeover rumors surrounding DJ. It seems to me that appointing a new CEO and […]
NTL Likely To Raise Offer for Virgin Mobile This Week
According to reports in the UK press, NTL is going to announce an increase of about 10% in its offer for Virgin Mobile this week. The price will still be about 10% below what the Virgin minoirty shareholders are demanding but it should be enough to get the parties to the negotiating table. I still […]
January 2006 Model Signals
I received fresh signals from Northlake’s Market Cap and Style models yesterday that resulted in swapping all value exposure to growth at the open of trading. There were no changes to the Market Cap reading which remains at Mid Cap. The shift to growth occurred after three consecutive months of value signals, a period during […]
Lehman Launches Coverage of Central European Media Enterprises
A London-based analyst from Lehman Brothers launched coverage on CETV yesterday. I have uploaded a copy of his report. If you want to read it, go to the “Continue Reading” section and click the link. It is a pdf file and requires Adobe Acrobat to access. I plan to upload more brokerage reports in 2006 […]
NTL-Telewest Merger Receives Regulatory Approval
NTL Incorporated (NTLI) shares are rose sharply on Friday after the U.K. Office of Fair Trading cleared NTL’s merger with Telewest Global (TLWT). Apparently, there are no restrictions on the merged company beyond the regulations already in place governing telecom and media policy in the U.K. The Office rejected all the arguments that the merger […]
Chronicles of Narnia Performing Very Well for Disney
With the kids out of school and lots of folks on vacation, everyday is a Saturday for the box office, and Disney (DIS) looks like a big winner as The Chronicles of Narnia: The Lion, The Witch, and The Wardrobe is established at the top of the charts bringing in around $9 million a day. […]