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So far my sales of Disney has held up pretty well, down just a bit, while News Corp has fallen about 5%. Disney might be getting a boost from some…
A few brief items in the media world for this morning: Kung Fu Panda opens today. The film has received good reviews and there has not been a major child…
There were no changes to Northlake's Market Cap or Style Model for June. The Market Cap model continues to flash a Mid Cap signal while the Style model remains firmly…
On Friday, I sold all Northlake client positions in Disney and News Corporation. This is a big deal fro me as media stocks are my area of expertise and I…
A better than expected opening for Sex and the City, a decent second weekend for Indiana Jones, and still great legs from Iron Man powered the weekend box office up…
I am quite encouraged by the action in American Apparel (APP). After getting whacked again on Wednesday off a confusing earnings report and conference call, the stock has bounced back…
This rally has been really impressive. The S&P 500 is off less than 3% this year as of Thursday's close, hardly a blip considering all the angst earlier this year…
The broadcast TV networks made their upfront presentations this week. As I've written before, this year's upfront is going to be problematical for the broadcast networks (ABC/Disney, CBS, FOX/News Corp,…
Controversial and rapidly growing retailer American Apparel reported 1Q08 results last night after the close. While there are many extremely positive numbers in the results, I believe that several confusing…
DirecTV reported another strong quarter. Overcoming potential headwinds from the economy, the housing recession, and the loss of AT&T marketing in former BellSouth territories, DTV produced an across the board…
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