Big news in the world of media comes from NBC where Jay Leno will be on NBC 46 to 48 weeks per year every weeknight at 10 PM ET. Jay is giving up The Tonight Show to Conan O’Brien in June. The re are a lot of moving parts but this move is being driven […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2008-12-09 14:13:252026-03-17 16:57:22Leno to Primetime: Desperate NBC or Desperation for Network TV?
Central European Media Enterprises (CETV) presented on Monday morning at the 36th Annual UBS Media and Telecom Conference in New York City. The presentation appears to be contributing to a rebound in the shares which are up 13% today to their highest price since mid-November. Also contributing to the rally has been modest strength in […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2008-12-08 13:40:292026-03-17 16:57:22CETV Presents at UBS Media Conference
On Friday, December 5th, I purchased AT&T for Northlake clients and in my personal accounts. The following commentary appeared on RealMoney.com on December 3rd when AT&T was about $2 higher than the purchase price. When the shares pulled back after the the company announced job cuts, a buying opportunity was created. I slightly prefer AT&T […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2008-12-06 09:15:592026-03-17 16:57:22New Purchase: Why You Should Own AT&T
There are no changes to Northlake’s Market Cap and Style models for December. I continue to own Small Cap (IWM/IJR) and Value (IWD/IVE) for personal and client funds . As a reminder, Northlake uses monthly models to rotate ETFs trying to capture excess return relative to the S&P 500 (SPY). The models are designed to […]
Time Warner (TWX) is one of the world’s leading entertainment companies. The company owns AOL, 84% of Time Warner Cable (TWC) , Warner Brothers, HBO and a leading stable of cable networks including TNT, TBS and CNN. Time Warner also still owns its iconic magazine titles including Time, People and Sports Illustrated. In early 2009, […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2008-11-28 09:13:502026-03-17 16:57:22Why You Should Own Time Warner
Discovery Communications (DISCA) is one of the world’s largest providers of cable networks, with projected 2008 revenue in excess of $3.4 billion. The company operates over 100 channels around the world in more than 170 countries reaching 1.5 billion subscribers. In the U.S., its best-known networks are Discovery Channel, TLC and Animal Planet. DISCA is […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2008-11-26 09:05:052026-03-17 16:57:22Why You Should Own Discovery Communications
The market has just been brutal. I have incorrectly thought the whole way down that stocks were reflecting a worse economic reality than was likely to occur. Obviously, this view has been proven wrong. I do believe that the market and the economic outlook are now in sync but that won’t help until the economic […]
This will be the first in a new series of columns I will write titled “Why You Should Own…” The first stock is Dreamworks Animation (DWA) . DWA is currently trading at $21, a new 52-week low. The 52-week high was $32.73 on Sept. 2. The market cap is $1.9 billion. At the end of […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2008-11-21 09:03:142026-03-17 16:57:23Why You Should Own Dreamworks Animation
It is embarrassing to write about Central European Media Enterprises (CETV) given that I have owned it for Northlake clients and bought more and spoke positively about it all the way down, but I am not one to hide my screw-ups. This column is a bit long, but I owe clients and readers a detailed […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2008-11-20 08:15:342026-03-17 16:57:23Trying to Explain Why I still Like CETV
Yesterday, late in the day upon returning from a tech conference my RealMoney.com colleague Bob Faulkner wrote, ” Now the bear in me will say they just haven’t seen it yet but, who knows?” in relation to solar demand at MEMC Electronics. I’ve got a longer column coming up today facing up to the pain […]
https://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2008-11-20 08:05:422026-03-17 16:57:23“They Just Haven’t Seen It Yet”
Leno to Primetime: Desperate NBC or Desperation for Network TV?
Big news in the world of media comes from NBC where Jay Leno will be on NBC 46 to 48 weeks per year every weeknight at 10 PM ET. Jay is giving up The Tonight Show to Conan O’Brien in June. The re are a lot of moving parts but this move is being driven […]
CETV Presents at UBS Media Conference
Central European Media Enterprises (CETV) presented on Monday morning at the 36th Annual UBS Media and Telecom Conference in New York City. The presentation appears to be contributing to a rebound in the shares which are up 13% today to their highest price since mid-November. Also contributing to the rally has been modest strength in […]
New Purchase: Why You Should Own AT&T
On Friday, December 5th, I purchased AT&T for Northlake clients and in my personal accounts. The following commentary appeared on RealMoney.com on December 3rd when AT&T was about $2 higher than the purchase price. When the shares pulled back after the the company announced job cuts, a buying opportunity was created. I slightly prefer AT&T […]
December 2008 Model Updates
There are no changes to Northlake’s Market Cap and Style models for December. I continue to own Small Cap (IWM/IJR) and Value (IWD/IVE) for personal and client funds . As a reminder, Northlake uses monthly models to rotate ETFs trying to capture excess return relative to the S&P 500 (SPY). The models are designed to […]
Why You Should Own Time Warner
Time Warner (TWX) is one of the world’s leading entertainment companies. The company owns AOL, 84% of Time Warner Cable (TWC) , Warner Brothers, HBO and a leading stable of cable networks including TNT, TBS and CNN. Time Warner also still owns its iconic magazine titles including Time, People and Sports Illustrated. In early 2009, […]
Why You Should Own Discovery Communications
Discovery Communications (DISCA) is one of the world’s largest providers of cable networks, with projected 2008 revenue in excess of $3.4 billion. The company operates over 100 channels around the world in more than 170 countries reaching 1.5 billion subscribers. In the U.S., its best-known networks are Discovery Channel, TLC and Animal Planet. DISCA is […]
Latest Market Comments
The market has just been brutal. I have incorrectly thought the whole way down that stocks were reflecting a worse economic reality than was likely to occur. Obviously, this view has been proven wrong. I do believe that the market and the economic outlook are now in sync but that won’t help until the economic […]
Why You Should Own Dreamworks Animation
This will be the first in a new series of columns I will write titled “Why You Should Own…” The first stock is Dreamworks Animation (DWA) . DWA is currently trading at $21, a new 52-week low. The 52-week high was $32.73 on Sept. 2. The market cap is $1.9 billion. At the end of […]
Trying to Explain Why I still Like CETV
It is embarrassing to write about Central European Media Enterprises (CETV) given that I have owned it for Northlake clients and bought more and spoke positively about it all the way down, but I am not one to hide my screw-ups. This column is a bit long, but I owe clients and readers a detailed […]
“They Just Haven’t Seen It Yet”
Yesterday, late in the day upon returning from a tech conference my RealMoney.com colleague Bob Faulkner wrote, ” Now the bear in me will say they just haven’t seen it yet but, who knows?” in relation to solar demand at MEMC Electronics. I’ve got a longer column coming up today facing up to the pain […]