Comcast (CMCSA) reported an inline quarter with upside in the closely watched video and broadband subscriber metrics. Consolidated revenues grew 4% and adjusted EBITDA was flat after taking into account $171mm in employee bonuses related to tax reform. The cable business grew revenues 3% and adjusted EBITDA 4% as margins expanded. NBC Universal had 4% […]
Northlake’s Market Cap model shifted from small cap to mid cap to start 2018. The Style model still recommends growth although the underlying indicators shifted strongly toward value. The new mid cap signal shifts the Style model from small cap growth to large growth since the Style model will only be in small cap mode […]
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