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The world of TV transitioned from the Olympics to the political conventions over the past week. The ratings of each event provide some insight to investors. Broadcast networks (ABC/Disney, CBS,…
For the first time since August 2005, Northlake's monthly Market Cap model is flashing a small cap signal. As a result, I sold all client and personal positions that tin…
It looks like a weak finish to the summer box office will leave Summer 2008 just short of Summer 2007's all-time record. Labor Day weekend is down 22% for the…
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…
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