NIHD is down 19% after announcing its 1Q subscriber figures. The numbers were below expectations and the company lowered its full year subscriber forecasts. Especially troubling was weakness in Mexico, the company’s largest and most challenging market. No change was made to full year financial guidance but an update was promised on the 4/23 1Q […]
The box office boom kicked into top gear this weekend as Fast and Furious opened to $72.5 million, shattering expectations and the prior record for April. According to BoxOfficeMojo.com, the weekend was up an astounding 89.8% for the top 12 films. The top two films pulled in $106 million, up 10.8% from the entire slate […]
On Thursday the Wall Street Journal ran a major story discussing how the Hollywood studios are trying to cut back on the huge payouts to movie stars. David Poland of the Hot Blog and Movie City News did a follow-up which linked to articles by Gabriel Snyder at Gawker and Kim Masters of The Daily […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2009-04-03 09:22:162009-04-03 09:22:16Movie Star Salary Control Just One Way Studios Are Coping
I sold all the shares clients received last week in Time Warner Cable (TWC) as a dividend from Time Warner (TWX). For each share of TWX owned prior to the 1 for 3 reverse split, clients received .03867 shares of TWC. For the long-term, I think the market is undervaluing cable stocks but I fear […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2009-04-02 09:26:512009-04-02 09:26:51Housekeeping: Sold Time Warner Cable
There were no changes this month to Northlake’s Market Cap and Style models. The signals remain small cap and growth. As a result, within the index rotation portion of client portfolios, I will continue to hold positions in the Russell 2000 Small Cap Index (IWM) and the Russell 1000 Growth Index (IWF). The small cap […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2009-04-01 09:49:492009-04-01 09:49:49April Model Signals Favor Small Cap and Growth
I am very pleased to announce that SNL Kagan, by far the industry leader in independent reporting and analysis on the media and communications industries is debuting a new blog authored by yours truly. The first post at the Dow of Steve should go up later today. Kagan is a subscription site that comes at […]
Monsters vs. Aliens met expectations with an opening weekend gross of $58.2 million. The box office also benefitted from a surprisingly strong opening for The Haunting in Connecticut. With these two films driving the weekend, the two week slump is over as the weekend was up 52.5% for the top 12 films according to BoxOfficeMojo.com. […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2009-03-29 14:14:092009-03-29 14:14:09Monsters vs. Aliens Scores in 3-D Adding Bull Fuel to Movie Stocks
In trying to explain the rally in the face of nothing but sensational negative news, I have tried to stress that all it takes is signs of stabilization in the economy and less negative sentiment to turn things around. A few weeks ago I was joking that if CNBC ran a headline that said “Guaranteed […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2009-03-26 15:12:272009-03-26 15:12:27Trrying to Explain the Rally
The next film from Dreamworks Animation (DWA) arrives in theaters on Friday. Monsters. vs. Aliens will easily be the #1 film this weekend and will drive the box office to very positive comparisons But for investors the more pertinent questions are whether the film has a strong enough opening to drive DWA shares higher or […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2009-03-25 10:38:222009-03-25 10:38:22Monsters vs. Aliens Sets Up Two Way Trading in DWA
Central European Media Enterprises (CETV), one of my long-time favorite stocks which I stupidly rode all the way down, soared on Monday following the announcement that it was selling a 31% stake to Time Warner (TWX) at a 20% premium to Friday’s close. Apparently, I was not the only who believed that CETV had sunk […]
https://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gif00Steve Birenberghttps://dev.northlakecapital.com/wp-content/uploads/2026/02/nl_logo.gifSteve Birenberg2009-03-23 14:26:252009-03-23 14:26:25CETV Sells 31% Stake to Time Warner Dramatically Improving Risk-Reward Trade-Off
NII Holdings Guides Subscribers Lower
NIHD is down 19% after announcing its 1Q subscriber figures. The numbers were below expectations and the company lowered its full year subscriber forecasts. Especially troubling was weakness in Mexico, the company’s largest and most challenging market. No change was made to full year financial guidance but an update was promised on the 4/23 1Q […]
Box Office Accelerates Furiously
The box office boom kicked into top gear this weekend as Fast and Furious opened to $72.5 million, shattering expectations and the prior record for April. According to BoxOfficeMojo.com, the weekend was up an astounding 89.8% for the top 12 films. The top two films pulled in $106 million, up 10.8% from the entire slate […]
Movie Star Salary Control Just One Way Studios Are Coping
On Thursday the Wall Street Journal ran a major story discussing how the Hollywood studios are trying to cut back on the huge payouts to movie stars. David Poland of the Hot Blog and Movie City News did a follow-up which linked to articles by Gabriel Snyder at Gawker and Kim Masters of The Daily […]
Housekeeping: Sold Time Warner Cable
I sold all the shares clients received last week in Time Warner Cable (TWC) as a dividend from Time Warner (TWX). For each share of TWX owned prior to the 1 for 3 reverse split, clients received .03867 shares of TWC. For the long-term, I think the market is undervaluing cable stocks but I fear […]
April Model Signals Favor Small Cap and Growth
There were no changes this month to Northlake’s Market Cap and Style models. The signals remain small cap and growth. As a result, within the index rotation portion of client portfolios, I will continue to hold positions in the Russell 2000 Small Cap Index (IWM) and the Russell 1000 Growth Index (IWF). The small cap […]
“Dow of Steve” Debuts at SNL Kagan
I am very pleased to announce that SNL Kagan, by far the industry leader in independent reporting and analysis on the media and communications industries is debuting a new blog authored by yours truly. The first post at the Dow of Steve should go up later today. Kagan is a subscription site that comes at […]
Monsters vs. Aliens Scores in 3-D Adding Bull Fuel to Movie Stocks
Monsters vs. Aliens met expectations with an opening weekend gross of $58.2 million. The box office also benefitted from a surprisingly strong opening for The Haunting in Connecticut. With these two films driving the weekend, the two week slump is over as the weekend was up 52.5% for the top 12 films according to BoxOfficeMojo.com. […]
Trrying to Explain the Rally
In trying to explain the rally in the face of nothing but sensational negative news, I have tried to stress that all it takes is signs of stabilization in the economy and less negative sentiment to turn things around. A few weeks ago I was joking that if CNBC ran a headline that said “Guaranteed […]
Monsters vs. Aliens Sets Up Two Way Trading in DWA
The next film from Dreamworks Animation (DWA) arrives in theaters on Friday. Monsters. vs. Aliens will easily be the #1 film this weekend and will drive the box office to very positive comparisons But for investors the more pertinent questions are whether the film has a strong enough opening to drive DWA shares higher or […]
CETV Sells 31% Stake to Time Warner Dramatically Improving Risk-Reward Trade-Off
Central European Media Enterprises (CETV), one of my long-time favorite stocks which I stupidly rode all the way down, soared on Monday following the announcement that it was selling a 31% stake to Time Warner (TWX) at a 20% premium to Friday’s close. Apparently, I was not the only who believed that CETV had sunk […]