CETV Presents At Bear Stearns Conference
Central European Media Enterprises (CETV) shares have steadied since the sharp fall last week following announcement and pricing of their convertible deal. The timing on the convert was terrible coming...
View ArticleGood News From American Apparel But Stock Remains Under Pressure
I was quite pleased with the 4Q07 results, 2008 guidance, and conference call from American Apparel (APP), which reported after the close last night. The consensus I was using consisted of just one...
View ArticleBig Media Fundamentals Holding Up For Now
Catching up some email, I found a couple of interesting pieces on the major media companies from Merrill Lynch analyst and my friend, Jessica Reif Cohen. Back in early March, Jessica noted that as a...
View ArticleAugust 2008 Model Signals
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, Northlake continues to own...
View ArticleWhy Is CETV Struggling When I Think It Will Double
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...
View ArticleWhy Is CETV Struggling When I Think It Will Double
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...
View ArticleNormalcy Accompanies Growth and American Apparel Bounces Back
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 a bit better than the few...
View ArticleEarly 2Q Earnings: Stocks Being Sold But Hopeful Signs for Media
Earnings season is off to a rough start as far as stock prices go. Some stocks gap higher on good numbers but can’t hold the gains (Intel). Some stocks have mixed results and get smacked (GOOG and the...
View ArticleEarly 2Q Earnings: Stocks Being Sold But Hopeful Signs for Media
Earnings season is off to a rough start as far as stock prices go. Some stocks gap higher on good numbers but can’t hold the gains (Intel). Some stocks have mixed results and get smacked (GOOG and the...
View ArticleMid Cap and Value Still Reign
For the seventh consecutive month there were no changes to the signals from Northlake's Market Cap and Style models. Mid Cap and Value continue to be favored. As a result, client positions in the...
View ArticleMid Cap and Value Still Reign
For the seventh consecutive month there were no changes to the signals from Northlake's Market Cap and Style models. Mid Cap and Value continue to be favored. As a result, client positions in the...
View ArticleMid Cap and Value Still Reign
For the seventh consecutive month there were no changes to the signals from Northlake's Market Cap and Style models. Mid Cap and Value continue to be favored. As a result, client positions in the...
View ArticleMedia Stock Earnings on the Mark
During the seocnd half of February, most major media stocks reported December quarter results and gave a look ahead to early 2012 business trends. In general, the results and outlook were good. This...
View ArticleMedia Stock Earnings on the Mark
During the seocnd half of February, most major media stocks reported December quarter results and gave a look ahead to early 2012 business trends. In general, the results and outlook were good. This...
View ArticleMedia Stock Earnings on the Mark
During the seocnd half of February, most major media stocks reported December quarter results and gave a look ahead to early 2012 business trends. In general, the results and outlook were good. This...
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