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I purchased CBS for most Northlake clients on July 7th. The stock has pulled back by 33% off its recovery high leaving it at a point where I think the…
For the first time since February, there has been a change on Northlake's Core and Explore ETF models. The Style model has moved to Value after spending 5 months at…
The following commentary first appeared in the "Dow of Steve" blog on SNL Kagan's subscription website on June 17, 2009. The most significant secular debate in the TV industry surrounds…
Yesterday morning on Twitter I noted that Steve Jobs was quoted in Apple's press release announcing 1 million sales of the new iPhone 3Gs. I quickly completed a scan of…
SNL Kagan, which publishes the Dow of Steve blog, recently had an article discussing lower prices initiated by apple in the Mac and iPhone product lines. The article fairly noted…
I took a new position in Liberty Media Entertainment Group (LMDIA) today. LMDIA is being acquired by DirecTV (DTV). LMDIA owns 54% of DTV along with several billion dollars in…
There are no changes to Northlake's Market Cap and Style models for June. The signals remain small cap and growth. As a result, client positions in the Russell 2000 (IWM)…
I have been strongly in favor of a separation of AOL from Time Warner (TWX) for several years. I am not convinced there is much hidden value in AOL but…
Facing a very tough comparison driven by the $126 million open for Indiana Jones the Kingdom of the Crystal Skull a year ago, the weekend box office put in a…
Over the past few trading days, shares of the two major independent Hollywood studios have moved up sharply. Dreamworks Animation (DWA) is up four straight days for a total of…
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