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Over the past eight days, CETV held its annual analyst meeting and reported its 3Q08 results. These events seem to have halted the punishing decline in the shares which fell…
The market staged a big rally on Tuesday that looked quite similar to the one-day wonder on October 13th. Both rallies started from almost the same levels on the major…
I am heading to NY Thursday morning to attend CETV's annual analyst meeting which convenes at noon. CETV has long been my favorite stock (since 2001) offering a combination of…
As I leave the office after the Apple call wraps up on Tuesday night, the stock is trading at $102, up a little over $10 from the NY close, regaining…
He's alive. He sounds vibrant. Very upbeat on iPhone and notebooks. Discussing economy which he says is impossible to predict but company positioning provides some insulation. Very confusing numbers because…
Apple reports its September quarter earnings tonight after the market closes. However, the key to the stock price will be the December quarter guidance. Given that Apple guides below consensus…
Several times last week I started typing a market comment but each time events were moving so fast that my thoughts felt dated before I was done. Now that the…
For the first time since June 2007, Northlake's Style model is flashing a value signal. The new signal breaks a 15 month run of growth signals. As a result of…
Nice rally today. It didn’t get much commentary in the financial press but all day I was telling contacts that the infrastructure of Wall Street benefited from a big up…
After many months of monitoring and researching, I finally got long Discovery Communications in Northlake client accounts on Friday. The shares are temporarily trading under the tickers DISAD (voting) and…
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