Posts by: Steve Birenberg
Apple (AAPL) reported in line 3Q19 results and released guidance for 3Q19 that is ahead of expectations. It is worth noting that revenues grew just 1% vs the year ago…
Alphabet (GOOG/GOOGL) reported strong 2Q19 results, with constant-currency revenue growth of 22% coming on the heels of a disappointing 1Q19 report. The reacceleration of revenue growth back above the crucial…
MGM Resorts (MGM) reported its best quarter since 2017 when releasing 2Q19 results. For the first time since the 10/1/17 shooting at Mandalay Bay, earnings estimates are likely to move…
You would not know it from the constant headlines about cord cutting but things are going quite well at Comcast. This is because the margins are not very good on…
Facebook (FB) reported largely inline results in 2Q19 reinforcing that the company has weathered the storm surrounding the privacy issues that have plagued the stock since mid-2018. Revenue growth has…
For the fifth consecutive month, there is no change to the recommendations from Northlake’s Market Cap and Style models for July. This is toward the top end of the range…
There are no changes to the signals from Northlake’s Market Cap and Style models for June. The Market Cap model continues to recommend mid cap, now for the fourth consecutive…
Nexstar Media Group (NXST) reported solid 1Q19 earnings with all important metrics matching Wall Street expectations. Core advertising, retransmission fees, and profit margins all stayed on the recent positive trend. …
Thanks to the 2Q19 earnings report, for a brief stretch, focus on Disney (DIS) turned back to the fundamentals of their current operating businesses. It turns out the news is…
Despite reporting another solid quarter in line with Wall Street expectations, CBS shares remain in a tough spot. The shares trade at 9X 2019 estimated earnings, barely more than half…
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