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I was on my to O'Hare airport last Monday when Apple reported its 4Q09 results. The conference call occurred while I was in the air on my way to New…
Ahead of AT&T's third quarter earnings report I decided that I would either sell or hold Northlake's shares based on what was reported and what I heard on the conference…
After 13 months flashing a Small Cap signal, Northlake's Market Cap model shifted to Mid Cap for October. I had anticipated this move after steady weakening of the small cap…
One of my most important reactions to breaking news or rumors is to get my thoughts down on paper. This allows me to organize my ideas, determine questions and get…
Merger and acquisition rumors have reemerged as drivers of media stocks after a mutli-year absence. The latest rumor was posted by The Wall Street Journal in a Heard on the…
Media stocks continue to be market leaders in the latest phase of the stock market rally. The market rally is based on improved sentiment and data toward a global economic…
There were no changes to Northlake's Market Cap and Style models for September. The signals remain small cap and value. As a result, all client positions in the Russell 2000…
On Monday, I sold half of Northlake's positions in CBS in each account that holds the stock. My reasoning is that the stock has risen 80% since purchasing it just…
Most media companies report quarterly earnings in a two week span beginning with the last week of the first month of each calendar quarter. Below is a two-part recap of…
CBS reported 8 cents on revenue of $3.01 billion against consensus of 7 cents and $3.05 billion. EBITDA of $387 million was at the top of end expectations and includes…
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