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A few months ago I swapped all Northlake client holdings in Discovery Communications voting shares (DISCA) into Discovery Communications non-voting shares. At the time the voting shares were trading at…
May's sharp market correction caused a lot of underlying movement in Northlake's Market Cap and Style models but not enough to change the signals for June. The Market Cap model…
One of the oddities in specializing in media stocks is that most all of the companies report quarterly earnings within a tight two week window including the last week of…
The latest signals from Northlake's Market Cap and Style models once again are unchanged. For May, the Market Cap model still favors small cap and the Style model remains in…
Below are my Twitter comments in chronological order as I was listening to the Apple conference call. I find these initial reaction comments, which for most companies are handwritten notes,…
Even before the Goldman Sachs related market meltdown, Google shares were down 5% following the company's 1Q10 earnings report after the close on Thursday. Most all of the many headline…
This column originally appeared on SNL Kagan on March 23rd. With all the headlines about over-the-top video, retransmission fees, and the iPad, one would think the business of TV is…
This article originally appeared on SNL Kagan on April 6, 2010. The two most recent 3-D releases have not lived up expectations set by Avatar and Alice in Wonderland. Theater…
There are no changes to Northlake's Market Cap and Style models for April. The Market Cap model is recommending small cap for the third straight month, while the Style model…
On March 1st, all Northlake client positions in Discovery Communications voting shares (DISCA) were swapped to Discovery Communications non-voting shares (DISCK) on a dollar for dollar basis. DISCA shares were…
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