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Steve Birenberg, CFA
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Steve Birenberg is founder and President of Northlake Capital Management, LLC. Northlake specializes in managing portfolios for high net worth individuals using a unique strategy combining monthly ETF rotation based on major market themes supplemented by carefully selected media and telecom... More
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Northlake Capital Management, LLC
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Media Talk
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  • Box Office Furiously Hot

     Led by a massive, April record opening for Fast and Furious, the box office rose 90% for the top 12 films according to BoxOfficeMojo.  YTD now up over 12%.  Look for more upside this month for RGC, CNK, and NCMI as comps remain easy.  But beware tougher comps starting in May against a very good summer 2008 season that had many blockbusters plus the #2 all-time North American box office of greater than $500 million for The Dark Knight.  In other words, if the theater stocks take another leg up, take profits.

    Tags: RGC, CNK, NCMI
    Apr 05 10:49 PM | Link | Comment!
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