As outlined below, I bit the bullet and sold all client and personal holdings in Yahoo (YHOO) this morning. I don’t think the YHOO story is over but the purchase was designed as a trade and discipline and the analysis in this post means that at least for the short-term it was time to move […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-18 09:33:182006-01-18 09:33:18Taking My Lumps and Selling Yahoo
NTL has raised its offer for Virgin Mobile and given minoirty shareholders an option to take stcok in the new NTL. Richard Branson has gone further and is willing to take a slight discount to what the minority Virgin shareholders will receive. The revised offer was enough to bring Virgin to the negotiating table as […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-18 09:04:422006-01-18 09:04:42NTL’s Revised Offer For Virgin Mobile Should Do The Trick
The holiday weekend box office did nothing to stop the skeptics worries about faltering ticket sales as total receipts were down 16% from the same weekend a year ago, although vs. 2004 the receipts were up 6%. Despite the lackluster overall results, the news was good for Disney (DIS) and Lions Gate Entertainment (LGF)….
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-17 13:35:012006-01-17 13:35:01Weekend Box Office Report: Good For Disney and Lions Gate
Blogs, press reports, and analysts are all noting that AAPL has received trademarks and patents on a series of products and services under “Mobile Me” branding. According to Pacific Crest Securities: A series of trademarks and patents filed recently indicate that Apple is preparing a connected ecosystem consisting of a mobile product and/or service. These […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-17 13:27:302006-01-17 13:27:30Will Apple Provide Your Cellular Service Soon?
Lots of news from Apple Computer (AAPL) this week coming from its annual MacWorld convention. Steve Jobs introduced new Intel-based Macs six months ahead of schedule and there were lots of upgrades to iPod accessories and applications within AAPL’s iLife suite of digital media and internet products and services. Most importantly for the stock, Jobs […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-13 09:31:032006-01-13 09:31:03iPod Sales Explode: How Much Upside Is Left in Apple Shares?
Northlake clients have been long Motorola (MOT) for over a year and were well-rewarded in 2005 when the shares rose over 30%. I lightened the position once in the low $20s and have been hoping to sell the balance in the $26-28 range. Analysts have begun to preview the company’s 4Q earnings report due on […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-13 08:55:162006-01-13 08:55:16Motorola: Looking For One More Move Up Before Selling
“Sears Sees Stingier the Side of Holiday Sales” “Dismal Christmas Puts Heat on Sears Chairman” “Retail Experts Doubt Lampert’s Strategies” The headlines in a front page story from last Friday in the Chicago Tribune scream of the demise of Sears Holdings (SHLD). And the Trib is not alone. Virtually every retail expert quoted anywhere thinks […]
The last time I posted on Lions Gate Entertainment (LGF) was following their presentation at the UBS Media Conference. At the time, I wrote: I was dissatisfied with the explanation that Lions Gate Entertainment (LGF) provided at its presentation for the latest quarterly shortfall. I can accept the argument that free cash flow is the […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-11 09:01:002006-01-11 09:01:00Hostel Provides Support For Lions Gate Entertainment Share Price and Earnings
The Sunday Telegraph is reporting Virgin Mobile shareholders want an increase of more than 20% in the original offer while rumors continue to swirl that indicate NTL is willing to bump its offer by 10%. The continuing rumors of private equity interest in the merged entity also complicate matters as Virgin Mobile shareholders want to […]
So far the positive news out of Dow Jones (DJ) that 4Q05 guidance was being raised has done little to rally the newspaper group. I think several factors are at work that reflect the unique mix of businesses at DJ vs. its newspaper peers: # DJ has very heavy exposure to B2B advertising from technology […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2006-01-06 10:30:202006-01-06 10:30:20Newspapers Flounder As Web Ads Flourish
Taking My Lumps and Selling Yahoo
As outlined below, I bit the bullet and sold all client and personal holdings in Yahoo (YHOO) this morning. I don’t think the YHOO story is over but the purchase was designed as a trade and discipline and the analysis in this post means that at least for the short-term it was time to move […]
NTL’s Revised Offer For Virgin Mobile Should Do The Trick
NTL has raised its offer for Virgin Mobile and given minoirty shareholders an option to take stcok in the new NTL. Richard Branson has gone further and is willing to take a slight discount to what the minority Virgin shareholders will receive. The revised offer was enough to bring Virgin to the negotiating table as […]
Weekend Box Office Report: Good For Disney and Lions Gate
The holiday weekend box office did nothing to stop the skeptics worries about faltering ticket sales as total receipts were down 16% from the same weekend a year ago, although vs. 2004 the receipts were up 6%. Despite the lackluster overall results, the news was good for Disney (DIS) and Lions Gate Entertainment (LGF)….
Will Apple Provide Your Cellular Service Soon?
Blogs, press reports, and analysts are all noting that AAPL has received trademarks and patents on a series of products and services under “Mobile Me” branding. According to Pacific Crest Securities: A series of trademarks and patents filed recently indicate that Apple is preparing a connected ecosystem consisting of a mobile product and/or service. These […]
iPod Sales Explode: How Much Upside Is Left in Apple Shares?
Lots of news from Apple Computer (AAPL) this week coming from its annual MacWorld convention. Steve Jobs introduced new Intel-based Macs six months ahead of schedule and there were lots of upgrades to iPod accessories and applications within AAPL’s iLife suite of digital media and internet products and services. Most importantly for the stock, Jobs […]
Motorola: Looking For One More Move Up Before Selling
Northlake clients have been long Motorola (MOT) for over a year and were well-rewarded in 2005 when the shares rose over 30%. I lightened the position once in the low $20s and have been hoping to sell the balance in the $26-28 range. Analysts have begun to preview the company’s 4Q earnings report due on […]
Sears Holding: It’s The Stock, Stupid!
“Sears Sees Stingier the Side of Holiday Sales” “Dismal Christmas Puts Heat on Sears Chairman” “Retail Experts Doubt Lampert’s Strategies” The headlines in a front page story from last Friday in the Chicago Tribune scream of the demise of Sears Holdings (SHLD). And the Trib is not alone. Virtually every retail expert quoted anywhere thinks […]
Hostel Provides Support For Lions Gate Entertainment Share Price and Earnings
The last time I posted on Lions Gate Entertainment (LGF) was following their presentation at the UBS Media Conference. At the time, I wrote: I was dissatisfied with the explanation that Lions Gate Entertainment (LGF) provided at its presentation for the latest quarterly shortfall. I can accept the argument that free cash flow is the […]
Latest News At NTL
The Sunday Telegraph is reporting Virgin Mobile shareholders want an increase of more than 20% in the original offer while rumors continue to swirl that indicate NTL is willing to bump its offer by 10%. The continuing rumors of private equity interest in the merged entity also complicate matters as Virgin Mobile shareholders want to […]
Newspapers Flounder As Web Ads Flourish
So far the positive news out of Dow Jones (DJ) that 4Q05 guidance was being raised has done little to rally the newspaper group. I think several factors are at work that reflect the unique mix of businesses at DJ vs. its newspaper peers: # DJ has very heavy exposure to B2B advertising from technology […]