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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…
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…
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