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This will be the first in a new series of columns I will write titled "Why You Should Own..." The first stock is Dreamworks Animation (DWA) . DWA is currently…
It is embarrassing to write about Central European Media Enterprises (CETV) given that I have owned it for Northlake clients and bought more and spoke positively about it all the…
Yesterday, late in the day upon returning from a tech conference my RealMoney.com colleague Bob Faulkner wrote, " Now the bear in me will say they just haven't seen it…
After sharp sell-off earlier this week, Dreamworks Animation shares reversed hard yesterday and are up again today even as the market trades to its daily lows. I got long DWA…
The weak action yesterday in Dreamworks Animation (DWA) following the better than expected opening of Madagascar 2: Escape 2 Africa led me to buy DWA shares again for a trade.…
The expected surge in the fourth quarter box office is back on track after an interruption for Halloween falling on a Friday night. Madagascar 2 brought in a better than…
NII Holdings reported about ten days ago while I was on a plane to NY to visit CETV. The report occurred right as the market was in its most depressed…
Time Warner reported solid 3Q08 results given the economic environment. The stock is reacting positively against a weak market to start the day. The good news is that (1) Turner…
There are no changes to Northlake's Market Cap and Style models for November. The signals continue to be small cap and value. As a result of the update clients continue…
This excerpt from the Wall Street Journal is interesting as it pertains to CETV: “But it's not just tough conditions that explain the slack sales of L'Oreal's cosmetics and its…
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