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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,…
Once again there were no changes to Northlake's monthly Market Cap and Style models. The Market Cap signal remains mid cap and the Style signal remains growth. As a result,…
I am working a longer comment on CETV, probably to be posted on Monday, but given the crazy trading following yesterday's earnings report and conference call I wanted to offer…
My thesis on Dreamworks Animation fell apart when the company reported 2Q results after the close on Tuesday. While I understand the 10% decline in the stock, I think it…
I began to sell Northlake's position in Rogers Communications last week ahead of its earnings report. I thought the report would be OK but given growing signs of slowing growth…
What a difference a day makes! After Tuesday brought nothing but bad news for wireless investors, NII Holdings (NIHD) reminded us that there can still be winners in the group.…
Listed below is my live commentary which was posted on RealMoney.com from last night on Apple from before and during the conference call. Without reviewing analyst commentary from the morning…
It's been kind of hard to miss the news on the record breaking opening of The Dark Knight but I'll try to put my usual Wall Street spin on the…
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