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Looks like I got a bit lucky with the timing of last week's sale of Northlake's remaining position in Rogers Communication (RCI). On Friday, it was reported that Telus and…
It me a full month to complete the sale of Rogers Communications across all Northlake client accounts. Here is a link to my post following the initial sales. The post…
By now everyone knows that NBC's Olympic coverage produced great ratings, the best since TV truly became multichannel as opposed to just a three or four channel nightly option for…
Central European Media Enterprises (CETV) shares sold off heavily last Tuesday, dropping over 10% mid-day and closing down about 7% to set a new 52 week low. A number of…
It's been awhile since I provided an update on the domestic summer box office. Relative to my initial expectations it continues to shape up well. Since the first weekend in…
One of Northlake's biggest portfolio headaches is a lot better today. Pain relief came in the form of very solid quarter from American Apparel (APP). 2Q results were inline to…
Today's New York Times had a good article explaining why the lending availability is drying up in the US. This is a very important point for the near-term market and…
Following completion of Time Warner's 2Q08 conference call I purchased the stock widely across the Northlake client base and in my personal accounts. The purchase is based on my new,…
I sold all client and personal positions in Dreamworks Animation (DWA) on Tuesday after it had rebounded from overzealous selling following its own 2Q08 report. The sale of DWA was…
Central European Media Enterprises (CETV) remains my favorite media stock for all time horizons. Despite my enthusiasm the shares have performed poorly this year. Although, within the media stock universe,…
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