Posts by: Steve Birenberg
It seems like everywhere you turn there is talk about cord cutting and cable losing subscribers. Well, guess what? For now at least, the narrative is false, especially at Comcast. …
Apple (AAPL) reported mostly inline results for its 3Q16 report. Slight upside existed across most key financial and unit volume metrics. Guidance for the current quarter ending 9/30/16 was similar. …
Northlake is taking partial profits in Activision Blizzard (ATVI) after the shares have doubled since the initial purchase in November 2014. The outstanding performance of ATVI against minimal change in…
EMAILED: 6/24/2016 11:20AM Central: Recognizing markets move quickly and that can make opinions change, here are some of Northlake’s thoughts this morning after Leave wins the UK referendum: Uncertainty. It…
There were no changes to the recommendations from Northlake’s models for July. The Market Cap model still favors Mid Cap and the Style model remains in neutral mode. As a…
There are no changes to the recommendations from Northlake’s Market Cap and Style models June. The Market Cap model is recommending Mid Cap for a second consecutive month, while the…
CBS reported a good quarter beating consensus EPS estimates comfortably with small upside in revenues. The implication is good performance on profit margins and that was indeed the case especially…
Liberty Global (LBTYK) reported slightly disappointing 1Q16 earnings. However, the 2016 was maintained and the long-term story is intact. Management made a strong case that any shortfalls were not unexpected…
Liberty Media reported results following its split into three tracking stocks. Northlake sold the shares that track ownership of the Atlanta Braves, the team’s new stadium, and the real estate…
Activision Blizzard (ATVI) bounced back from a disappointing end to 2015 with a strong beat on sales and earnings in the first quarter of 2016. ATVI also increased guidance for…
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