Central European Media Enterprises (CETV) has given back some of its recent gains including about 7% since the company reported earnings before the open of trading on Tuesday. Mostly, I think this is a sell the news reaction to a stock that moved from $35 to $55 since late January. The fourth quarter 2004 earnings […]
SBS Broadcasting (SBTV) reported very solid 4Q04 and 2004 results after the close on Monday. Monday’s conference call confirmed the solid numbers apparent in the press release and laid out an encouraging outlook for 2005 that is conservative in my opinion. For 4Q04, SBTV reported
SBS Broadcasting (SBTV) presented at a Bear Stearns conference on Tuesday after the close. Besides providing an overview, the company used the occasion to announce the acquisition of the #3 TV station/network in Romania and the top two radio stations (Central European Media Enterprises is #1 and #2 in TV). The acquisition price was
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-03-03 15:55:442005-03-03 15:55:44SBS Broadcasting Makes Another Acquistion and Speaks to The Street
On March 2, 2005, Central European Media Enterprises (CETV) shares rose over $6 after the company announced it had acquired an additional 29% interest in TV Nova to add to its pending acquisition of a 56% interest. Both deals are projected to close in the second quarter of 2005. The original deal, announced last December […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-03-02 16:35:092005-03-02 16:35:09More Good News From Central European Media Enterprises
After trending towards Large Cap for several months, Northlake’s Market Cap model triggered a Large Cap signal for March. None of the underlying economic, interest rate, or technical factors individually moved to a large cap signal. Rather, the internal measures used for each factor collectively drifted far enough toward large cap that the trigger was […]
In the extended entry, please find a link to the graphic I sent via email last week. The graphic showed the 80 year history of small cap vs. large cap relative performance. The extremely long periods of performance favoring one group or the other suggests that an accurate model that identified whether small or large […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2005-02-22 11:53:202005-02-22 11:53:20Link To Large Cap vs. Small Cap Graphic
SBTV announced the acquisition of CMore Group AB today. Here is a description of CMore taken directly from the press release: CMore Group is the leading Nordic pay entertainment provider with over 770,000 subscribers in Sweden, Norway, Finland and Denmark. The only provider of both premium sports and premium movies in the Nordic region under […]
I received an email from Schwab today announcing that they are lowering commission charges for clients with $50,000 to $1,000,000 in assets at Schwab. The accounts do not all have to be managed by Northlake Capital Management to qualify. The new commission schedule for qualifying clients is $12.95 per trade for up to 1000 shares […]
Over the lunch hour today, I listened to a presentation by CETV management to clients of Jefferies and Company brokerage firm. The CEO is based in NY but the London based CFO and COO were in the States to present the 2005 budget to the Board. Based on commentary on the call, it appears 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 Birenberg2005-02-02 16:35:562005-02-02 16:35:56CETV Management in U.S.
Northlake’s Market Capitalization and Style models held firm for February with Mid Cap and Value signals. The Market Cap model continued its drift toward large cap and is about as close as possible to shifting to large cap as it can get without actually hitting the trigger. The Style model held firmly in value mode […]
Central European Media: Plenty of Upside Remains
Central European Media Enterprises (CETV) has given back some of its recent gains including about 7% since the company reported earnings before the open of trading on Tuesday. Mostly, I think this is a sell the news reaction to a stock that moved from $35 to $55 since late January. The fourth quarter 2004 earnings […]
SBS Broadcasting Reports Excellent 2004 Results and Provides Solid 2005 Outlook
SBS Broadcasting (SBTV) reported very solid 4Q04 and 2004 results after the close on Monday. Monday’s conference call confirmed the solid numbers apparent in the press release and laid out an encouraging outlook for 2005 that is conservative in my opinion. For 4Q04, SBTV reported
SBS Broadcasting Makes Another Acquistion and Speaks to The Street
SBS Broadcasting (SBTV) presented at a Bear Stearns conference on Tuesday after the close. Besides providing an overview, the company used the occasion to announce the acquisition of the #3 TV station/network in Romania and the top two radio stations (Central European Media Enterprises is #1 and #2 in TV). The acquisition price was
More Good News From Central European Media Enterprises
On March 2, 2005, Central European Media Enterprises (CETV) shares rose over $6 after the company announced it had acquired an additional 29% interest in TV Nova to add to its pending acquisition of a 56% interest. Both deals are projected to close in the second quarter of 2005. The original deal, announced last December […]
March Model Signals
After trending towards Large Cap for several months, Northlake’s Market Cap model triggered a Large Cap signal for March. None of the underlying economic, interest rate, or technical factors individually moved to a large cap signal. Rather, the internal measures used for each factor collectively drifted far enough toward large cap that the trigger was […]
Link To Large Cap vs. Small Cap Graphic
In the extended entry, please find a link to the graphic I sent via email last week. The graphic showed the 80 year history of small cap vs. large cap relative performance. The extremely long periods of performance favoring one group or the other suggests that an accurate model that identified whether small or large […]
SBS Broadcasting Makes Smart Acquisition
SBTV announced the acquisition of CMore Group AB today. Here is a description of CMore taken directly from the press release: CMore Group is the leading Nordic pay entertainment provider with over 770,000 subscribers in Sweden, Norway, Finland and Denmark. The only provider of both premium sports and premium movies in the Nordic region under […]
Schwab Lowers Trading Costs
I received an email from Schwab today announcing that they are lowering commission charges for clients with $50,000 to $1,000,000 in assets at Schwab. The accounts do not all have to be managed by Northlake Capital Management to qualify. The new commission schedule for qualifying clients is $12.95 per trade for up to 1000 shares […]
CETV Management in U.S.
Over the lunch hour today, I listened to a presentation by CETV management to clients of Jefferies and Company brokerage firm. The CEO is based in NY but the London based CFO and COO were in the States to present the 2005 budget to the Board. Based on commentary on the call, it appears the […]
February Model Signals
Northlake’s Market Capitalization and Style models held firm for February with Mid Cap and Value signals. The Market Cap model continued its drift toward large cap and is about as close as possible to shifting to large cap as it can get without actually hitting the trigger. The Style model held firmly in value mode […]