Posts by: Steve Birenberg
CBS is performing well compared to other TV centric media companies. Smart management decisions have the company building a successful presence in in OTT video with Showtime and CBS All…
Both of Northlake’s thematic models sent new signals for August. The Market Cap model shifted from large cap to mid cap, while the Style model moved from neutral back to…
Apple (AAPL) reported solid 3Q18 results and issued slightly better than expected guidance for the September quarter. The stock should be in good shape heading into this fall’s new iPhone…
Facebook (FB) shares are down 18% this morning following slightly weaker than expected 2Q18 earnings and more significantly a dramatic and totally unexpected slashing of its revenue growth and profitability…
If I told you Comcast had more almost 3% more subscribers today than a year ago, I bet you would think I was crazy. Well, that is the truth. Yes,…
Alphabet (GOOG/GOOGL) reported good second quarter earnings and the stock is reacting well, up 4.6% to start the day. GOOG earnings are often hard to understand given the company’s complex…
There are no changes to the recommendations from Northlake’s thematic models for July. The Market Cap model is recommending large cap for the fourth consecutive month and the Style model…
Northlake’s Style model flipped from Growth to Neutral for June. The Market Cap model continues to register an extremely strong large cap signal. As a result of the new Style…
Nexstar Media Group reported inline but mixed results for 1Q18. Importantly, the company reiterated its 2018 guidance for $13.10 in average annual free cash flow per share in 2018 and…
Liberty Global (LBTYK) remains a very frustrating investment for Northlake. 1Q18 results were typical. The company claimed growth in line with estimates with earnings and EBITDA up nearly 5%. However,…
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