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The box office boom continues. The top 12 films were up 61%. Led by Hannah Montana The Movie, a reasonable hold Fast and Furious, and good hold for Monsters vs.…
Discovery Communications (DISCA) has been one Northlake's best performing stocks. The stock was purchased in mid-September prior to the market crash at $16.50. Today, I trimmed the position across most…
Pretty much everyone is now expecting a June introduction of a new iPhone model. Most people expect an upgrade to the 3G but a few hold out for a second…
AT&T has been lagging a bit the last few days, especially today. Telecom in general has had a tough time. I think worries over wireless competition amid slowing subscriber growth…
One of the things necessary to turn the GDP numbers is a change in production schedules of factories. At first, all that will occur is a cessation of the cuts…
I've written catuious commentary since Monsters vs. Aliens opened to $59 million in North America, in line with analyst estimates. The second weekend saw a drop of 45%, which is…
The box office boom is clearly a plus for theater owners how collect about 45% of ticket revenues and get more high margin concession sales. For studios, the boom is…
I'll bet you would be shocked to learn that there is a media stock trading above its mid-September, pre-crash levels. It's true. Discovery Communications (DISCA) is up about 5% thanks…
I was hoping for a stronger defense by the analyst community after NIHD fell 18% yesterday following pre-announcement of lower than expected 1Q09 subscriber growth. The stock caught two downgrades…
The WSJ is reporting that TWX has asked bondholders for consent to amend covenants. The amendments essentially switch collateral on the bonds from AOL to HBO. The idea is to…
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