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Northlake's Style model shifted from value to growth for February. Hopefully, it was only one month late. Last month was awful for value on a relative basis with the Russell…
My daily email from All Things Digital had an interesting tidbit on the advertising market. Procter and Gamble is the largest US advertiser and CEO A.G. Lafley was quoted as…
The Super Bowl, the biggest media and advertising event of the year is over. I don’t have any Monday Media Musings about the big game but there is still plenty…
CETV shares are approaching their November low including a 2-day drop of over 20% last Thursday and Friday. I received a bunch of emails asking for an update. CETV has…
A good friend and client is a huge Steelers fan. Being a Buffalo Bills fan I don’t know how I can stand the guy as they are probably going to…
Apple is now up about 10% this year and almost 20% from just before it reported its December quarter. I think there a few things at work and that the…
Immediately below are two comments on AT&T's 4Q08 earnings report. The first one is my immediate reaction writtne prior to the conference call. The second one is my summary of…
AT&T is projected to report EPS of 65 cents on revenues of $31.35 billion. A negative reaction to Verizon's report and some negatives that cropped up took T shares down…
I went to the Sundance Film Festival for the second year whereI saw eight films over two days. If I had a longer stay I would cut down to three…
I have to admit a sense of great relief following Apple's December quarter earnings. The numbers were great and guidance for the March quarter was much better than feared. A…
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