Apple iPhone Rumors Heating Up
Pretty much everyone is now expecting a June introduction of a new iPhone model. Most people expect an upgrade to the 3G but a few hold out for a second form factor that would have a lower price and...
View ArticleTrimming Discovery Communications: Position Management Only
Discovery Communications (DISCA) has been one Northlake's best performing stocks. The stock was purchased in mid-September prior to the market crash at $16.50. Today, I trimmed the position across most...
View ArticleTrouble in Canadian Wireless?
Telus (TU) reported disappointing subscriber metrics for 1Q this morning. Net adds of 48,000 fell short of estimates of 75,000 to 100,000. Even worse, ARPU declines accelerated falling to $58.39,...
View ArticleBox Office Boom Continues
The weekend box office for the top 12 films was up 61%. It was the second best April weekend ever, trailing only last weekend. It was also the best ever Easter weekend.The top three films all...
View ArticleMobile Data Explosion
SNL Kagan (http://www2.snl.com/media_comm/) has an article out today discussing the potential upgrade to 4G wireless networks. The article quotes a recent forecast...
View ArticleAdvertising Forecast Cut Behind the Curve
I have been following advertising forecasts closely for many years. I have long thought that Zenith Optimedia provided some of the best forecasts and had the most insights into big picture trends....
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