Posts by: Steve Birenberg
There are no changes to the recommendations from Northlake’s Market Cap and Style models for November. Mid Cap and Large Cap growth remain the favored themes. As a result, client…
Northlake clients have owned Apple (AAPL) since early 2005, a period now covering over 40 quarterly earnings reports and conference calls. The most recent report and quarter ahead guidance issued…
Hilton Worldwide (HLT) and La Quinta Holdings (LQ) reported 3Q earnings in line with current expectations. HLT expectations had come in slightly as concerns about the health of the lodging…
Comcast (CMCSK) reported results right in line with Wall Street expectations for 3Q15. Revenues grew 11% and Operating Cash Flow gained 8.4%. CMCSK is really two entities, the core Comcast…
Alphabet (formerly known as Google and still trading as GOOG/GOOGL) reported good results in 3Q15. This marks the second consecutive quarter that the company has beaten Wall Street expectations after…
ClubCorp (MYCC) reported earnings largely in line with management forecasts although a bit below more optimistic analyst estimates. Revenues are tracking perfectly for 2015 but operating margins are a bit…
There are no changes to the signals from Northlake’s Market Cap and Style models for October. For the third consecutive month, the Market Cap model continues to favor Mid Cap. …
There are no changes to the recommendations from Northlake’s Market Cap and Style models for the month of September. Mid Cap and Growth continue as the favored themes. As a…
Liberty Global (LBTYK) reported results right in line with Wall Street estimates for its 2Q15. Adjusted growth in revenues and operating cash flow were both up about 3%. We expect…
Liberty Media (LMCA/LMCK) reported a typically quiet quarter. Over 80% of the value in Liberty is represented by the company’s controlling stake in Sirius XM Satellite Radio (SIRI). SIRI reported…
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