Posts by: Steve Birenberg
CBS reported most inline results for 2Q15 with a bias slightly above Wall Street estimates. In a rough week for media stocks due to cord cutting fears triggered by Disney’s…
Disney (DIS) reported slightly better than expected earnings for the quarter ending June 2015. The results continue a string of results above expectations driven primarily by the incredible success of…
After a two month run at large cap, Northlake’s Market Cap model shifted to mid cap for August. As a result, Northlake client positions invested in the models have sold…
La Quinta (LQ) reported solid operating results for the second quarter despite some headwinds and investor worries. Revenue and EBITDA matched Wall Street estimates despite three unexpected issues. First, the…
Comcast reported mostly in line results for its 2Q15. Nothing changes in the long-term story, which we continue to like very much. Comcast offers steady and predictable, if modest growth,…
Apple (AAPL) reported slightly disappointing earnings relative to very high expectations. iPhone shipments of 47.5 million fell a little short of 50 million plus expectations and while the company did…
Google (GOOG/GOOGL) reported slightly better than expected 2Q15 earnings. Revenue growth picked up slightly after a long string of decelerating growth quarters. This proved reassuring to investors concerned about Google’s…
There are no changes to the signals from Northlake’s Market Cap and Style models for July. The Market Cap model is recommending large cap for the second consecutive month and…
After six months favoring Mid Cap, Northlake’s Market Cap model shifted to a Large Cap recommendation for June. As a result, Northlake client positions held in the S&P 400 Mid…
ATVI announced results that came in above street expectations on the top and bottom line, and raised full year guidance for both as well. The stock reacted positively and broke…
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