Posts by: Steve Birenberg
Despite a tough June and second quarter for our Mid Cap and Value recommendations, we are sticking with these themes. Client positions in the S&P Mid Cap 400 (MDY) and…
The are no changes to Northlake’s favored themes after the June update. For the third consecutive month, we recommend mid cap and value. Client positions following the models will maintain…
When Home Depot (HD) last reported earnings we noted that the company was performing extremely well, but investors were worried about the company’s ability to grow sales this year compared…
Disney (DIS) shares are trading down about -3% on a big up day for the market after reporting 2Q21 results. Despite reporting results ahead of expectations on financial metrics and…
When Activison Blizzard (ATVI) last reported, we noted that the stock looked fully valued but the company’s excellent track record, recent business strategy enhancements, and potential for positive surprises left…
Nexstar Media Group (NXST) reported strong 1Q21 earnings highlighted by a faster than expected improvement in core advertising, continued upside in profit margins, and a big beat on EBITDA. Management…
There are no changes to the recommendations from Northlake’s Market Cap and Style modes for May. We are sticking with Mid Cap and Value for another month. Current client positions…
Comcast reported another good quarter with growth in the dominant cable business sustaining in the high single digits with margins continuing to expand. Encouragingly, the much smaller but still material…
Facebook (FB) reported another blowout quarter with growth accelerating. Strength was across the board in all geographies. Earnings estimates for 2021 thru 2023 are moving up substantially. If this sounds…
While reviewing Apple’s (AAPL) 2Q21 earnings report, I mentioned to Tim that I could almost just repost the blog reviewing 1Q21 earnings. Just change the date and tweak it here…
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