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 a la carte programming. A la carte means that subscribers could chose whatever channels they want to come into their house and pay only for […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-12-01 10:24:252005-12-01 10:24:25Is A La Carte Pricing Coming To Cable?
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 take some money off the table when a stock reaches an established target price. At the time of the September sale, I decided my next […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-12-01 10:02:252005-12-01 10:02:25Trimming, Rather Paring, Apple Again :-)
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 his popular CNBC show Mad Money. Cramer moves stocks because he has lots of followers. He also has lots of detractors which is why I […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-11-30 08:22:212005-11-30 08:22:21Cramer Discovers Central European Media Enterprises
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 news for the big Hollywood studios and that means investment implications exist for Disney, Time Warner (Warner Brothers), Viacom (Paramount), Sony, News Corporation (20th Century […]
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 rotation among actively managed mutual funds based on four separate macroeconomic factors. This article caught my eye because after more than two years of developing […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-11-22 12:00:032005-11-22 12:00:03NY Times Article Provides Support For Northlake’s ETF Strategy
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 not change my conclusion that the quarter was slightly worse than expected and the outlook for share gains in the next few months is worse […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-11-22 09:44:392005-11-22 09:44:39Follow-Up Data Points From Disney Conference Call
Disney (DIS) reported mixed 4Q05 results, slightly worse than analyst estimates on a segment basis. Analysts didn’t seem too concerned about the quarter on the conference call, however, as there were very few questions about the details. Rather the focus was on long-term issues and the forecast for 2006. I think the questions on long-term […]
Despite widely expected success, executives at Time Warner (TWX) have to be happy with the $102 million opening weekend for the latest film in the Harry Potter series. Even adjusting for ticket price inflation, the opening of Goblets of Fire was the strongest of any film in the series since the first movie. International box […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-11-22 09:31:502005-11-22 09:31:50Latest Harry Potter Film Tracking Above Expectations
Disney (DIS) reports after the close tonight. Current consensus estimates call for EPS and revenue of 18 cents and $7.9 billion, respectively. EPS are down a penny from a year ago and revenue is up 5.5%. Operating income growth is projected at just a 2.2% gain. These headline figures mask a better underlying story as […]
The news from Prague about last week’s analyst meeting for Central European Media Enterprises (CETV) sounds good. Nothing earth-shattering but a good turnout, solid presentations by local operating management, and a reiteration of guidance with increased detail on a country-by-country basis all bode well for the shares. I still think the seasonally strong 4Q will […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-11-17 10:39:102005-11-17 10:39:10Central European Media Enterprises: News From Prague Meeting Is Good
Is A La Carte Pricing Coming To Cable?
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 a la carte programming. A la carte means that subscribers could chose whatever channels they want to come into their house and pay only for […]
Trimming, Rather Paring, Apple Again :-)
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 take some money off the table when a stock reaches an established target price. At the time of the September sale, I decided my next […]
Cramer Discovers Central European Media Enterprises
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 his popular CNBC show Mad Money. Cramer moves stocks because he has lots of followers. He also has lots of detractors which is why I […]
Weekend Box Office Report: Thanksgiving
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 news for the big Hollywood studios and that means investment implications exist for Disney, Time Warner (Warner Brothers), Viacom (Paramount), Sony, News Corporation (20th Century […]
NY Times Article Provides Support For Northlake’s ETF Strategy
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 rotation among actively managed mutual funds based on four separate macroeconomic factors. This article caught my eye because after more than two years of developing […]
Follow-Up Data Points From Disney Conference Call
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 not change my conclusion that the quarter was slightly worse than expected and the outlook for share gains in the next few months is worse […]
Disney Reports Mixed Quarterly Earnings
Disney (DIS) reported mixed 4Q05 results, slightly worse than analyst estimates on a segment basis. Analysts didn’t seem too concerned about the quarter on the conference call, however, as there were very few questions about the details. Rather the focus was on long-term issues and the forecast for 2006. I think the questions on long-term […]
Latest Harry Potter Film Tracking Above Expectations
Despite widely expected success, executives at Time Warner (TWX) have to be happy with the $102 million opening weekend for the latest film in the Harry Potter series. Even adjusting for ticket price inflation, the opening of Goblets of Fire was the strongest of any film in the series since the first movie. International box […]
Previewing Disney’s September Quarter Earnings
Disney (DIS) reports after the close tonight. Current consensus estimates call for EPS and revenue of 18 cents and $7.9 billion, respectively. EPS are down a penny from a year ago and revenue is up 5.5%. Operating income growth is projected at just a 2.2% gain. These headline figures mask a better underlying story as […]
Central European Media Enterprises: News From Prague Meeting Is Good
The news from Prague about last week’s analyst meeting for Central European Media Enterprises (CETV) sounds good. Nothing earth-shattering but a good turnout, solid presentations by local operating management, and a reiteration of guidance with increased detail on a country-by-country basis all bode well for the shares. I still think the seasonally strong 4Q will […]