Periodically when the market is in an unusually volatile period I like to look at a performance of a wide variety of indices in order to see if there are any anomalies. This time I decided to look at the recovery off the August 16th intraday low. You will remember that was the day where […]
Cable stocks have been poor performers all year. Things started badly when Comcast raised it s capital spending forecast in conjunction with its 4Q06 earnings reported. The second hit came with 2Q07 results when basic and broadband subscriber growth disappointed pretty much across the board. Access line losses for AT&T and Verizon, basic subscriber losses […]
The following quotes come from a new report on the iPhone from Bernstein Research: “Apple could conceivably sell iPhone hardware at a substantial loss while generating greater profit per iPhone than it does from the highest end iPod…..this potentially gives Apple a storng incentive to price the iPhone aggressively to drive sales, even at the […]
Central European Media Enterprises announced earlier this week that it had gained control of its broadcasting license in Ukraine. This is very good news as license control provides added protection against emerging market political and regulatory risk. CETV now controls its licenses in every country in which it operates (Czech Republic, Slovakia, Slovenia, Croatia, Romania, […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-09-07 10:33:252007-09-07 10:33:25Central European Media Enterprises Gains Control of Ukraine License
As the Apple iPod event was going on yesterday, I posted this comment on RealMoney.com: “New colors for the Shuffle, a redesigned Nano focused on an improved video experience, higher capacity classic iPods topping out at 160GB, and iPod Touch – it seems like an iPhone without the phone. Seems like a very good lineup […]
For the third consecutive month there were no changes to Northlake’s Market Cap and Style models. The signals remain large cap and growth. Client portfolios own the S&P 500 Spyder (SPY) and the iShares Russell 1000 Growth (IWF) to take advantage of the current signals. The large cap signal from the Market Cap model remains […]
Central European Media Enterprises (CETV) announced yesterday that it had sold 1.275 million shares at $86 for $110 million to Igor Kolomoisky and given him a seat on the Board of the Directors. Kolomoisky will own 3% of CETV, becoming the third largest shareholder after founder Ronald Lauder and private equity firm Apax Partners which […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-09-03 13:55:592007-09-03 13:55:59Central European Media Enterprises Attracts Important New Shareholder and Director
The summer box office ended with a bang with the best ever Labor Day weekend. Led by the latest edition of Halloween series, the box office for the top 12 films rose 21.6% over last year’s holiday weekend. Based on data from BoxOfficeMojo.com, ticket sales for the weekend should be the highest since at least […]
Earlier this week, Apple sent out invitations to a “special event” on September 5th. The invitation clearly signals iPod related announcements. The better websites in the Apple rumor mill are suggesting that the company will convert all iPods to flash, a new flatter and wider nano (presumably to offer better video capabilities), and touchscreen video […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2007-08-30 15:02:062007-08-30 15:02:06Apple iPod Event on September 5th
The weekend box saw another gain, rising 4.9% vs. a year ago, the 7th straight up weekend. Quarter to date the box office is now up 16.5% and the year-to-date gain is 7.7%. Gains should continue to moderate now that kids are back in school and studios are no longer releasing potential blockbusters. September is […]
Review of Recent Market Action
Periodically when the market is in an unusually volatile period I like to look at a performance of a wide variety of indices in order to see if there are any anomalies. This time I decided to look at the recovery off the August 16th intraday low. You will remember that was the day where […]
Will Consumer Slowdown Cut Into Comcast’s Growth?
Cable stocks have been poor performers all year. Things started badly when Comcast raised it s capital spending forecast in conjunction with its 4Q06 earnings reported. The second hit came with 2Q07 results when basic and broadband subscriber growth disappointed pretty much across the board. Access line losses for AT&T and Verizon, basic subscriber losses […]
About That iPhone Price Cut
The following quotes come from a new report on the iPhone from Bernstein Research: “Apple could conceivably sell iPhone hardware at a substantial loss while generating greater profit per iPhone than it does from the highest end iPod…..this potentially gives Apple a storng incentive to price the iPhone aggressively to drive sales, even at the […]
Central European Media Enterprises Gains Control of Ukraine License
Central European Media Enterprises announced earlier this week that it had gained control of its broadcasting license in Ukraine. This is very good news as license control provides added protection against emerging market political and regulatory risk. CETV now controls its licenses in every country in which it operates (Czech Republic, Slovakia, Slovenia, Croatia, Romania, […]
New iPods Overshadowed By iPhone Price Cut
As the Apple iPod event was going on yesterday, I posted this comment on RealMoney.com: “New colors for the Shuffle, a redesigned Nano focused on an improved video experience, higher capacity classic iPods topping out at 160GB, and iPod Touch – it seems like an iPhone without the phone. Seems like a very good lineup […]
September 2007 Model Signals
For the third consecutive month there were no changes to Northlake’s Market Cap and Style models. The signals remain large cap and growth. Client portfolios own the S&P 500 Spyder (SPY) and the iShares Russell 1000 Growth (IWF) to take advantage of the current signals. The large cap signal from the Market Cap model remains […]
Central European Media Enterprises Attracts Important New Shareholder and Director
Central European Media Enterprises (CETV) announced yesterday that it had sold 1.275 million shares at $86 for $110 million to Igor Kolomoisky and given him a seat on the Board of the Directors. Kolomoisky will own 3% of CETV, becoming the third largest shareholder after founder Ronald Lauder and private equity firm Apax Partners which […]
Summer Box Office Shows Finishing Kick
The summer box office ended with a bang with the best ever Labor Day weekend. Led by the latest edition of Halloween series, the box office for the top 12 films rose 21.6% over last year’s holiday weekend. Based on data from BoxOfficeMojo.com, ticket sales for the weekend should be the highest since at least […]
Apple iPod Event on September 5th
Earlier this week, Apple sent out invitations to a “special event” on September 5th. The invitation clearly signals iPod related announcements. The better websites in the Apple rumor mill are suggesting that the company will convert all iPods to flash, a new flatter and wider nano (presumably to offer better video capabilities), and touchscreen video […]
Summer Box Office Record Falls
The weekend box saw another gain, rising 4.9% vs. a year ago, the 7th straight up weekend. Quarter to date the box office is now up 16.5% and the year-to-date gain is 7.7%. Gains should continue to moderate now that kids are back in school and studios are no longer releasing potential blockbusters. September is […]