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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…
The activity in the financial markets and on the regulatory front is absolutely amazing. I've been managing money since 1982 when the Dow was well below 1,000, and I have…
I firmly believe that the stock market is way oversold. Current levels for the major indices and most stocks will be significantly higher within the next six to twelve months.…
I spent all weekend hitting refresh on my browser monitoring the news on Lehman, AIG, and Merrill Lynch. Apparently a bunch of Americans decided to do something else: go to…
With the conventions and the Olympics over, the next big event in the TV world is the launch of the fall TV season. Things have been kind of quiet on…
Given all the market volatility and really important macro issues, sometimes I feel bit odd writing about mundane fundamental factors for media stocks but maybe focusing on the micro is…
I think the biggest benefit of the Treasury takeover of Fannie Mae and Freddie Mac is that it will unclog the market for mortgage backed securities. With an explicit US…
The recovery in American Apparel continues as the stock crossed $10 yesterday for the first time since the beginning of April. The stock bottomed out below $6 in late July…