Posts by: Steve Birenberg
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…
It was quarter at Liberty Media (LMCA/LMCK) and Liberty Broadband (LBRDA/LBRDK). This was no surprise at Media as the slimmed down company is mostly now just a holding company for…
La Quinta Holdings (LQ) reported strong results for 1Q15, beating street expectations on revenue and adjusted EBITDA. LQ raised the low end of their adjusted EBITDA guidance, reflecting management’s confidence…
It is back to business as usual at Comcast (CMCSK) and investors have no reason to not like that. The now scuttled acquisition of Time Warner Cable is definitely a…
ClubCorp (MYCC) reported another boring but efficient quarter. Headline results were boosted by the acquisition of Sequoia Golf last year but growth in same club revenue of 2.8% and same…
Disney (DIS) reported another great quarter, comfortably beating analyst estimates. The song remains much the same with the power of Disney’s content engine driving growth through the company’s theme parks,…
Liberty Global (LBTYK) reported a sloppy set of 1Q15 results mostly explained by difficult comparison based on one-time items. Management reiterated all of its 2015 guidance for revenue, operating cash…
Northlake’s Market Cap and Style models are sticking with their recommendations of mid cap and large cap growth. As a result, client positions that follow the models will remain invested…
Apple (AAPL) reported another strong quarter driven by the incredible success of iPhone6 and 6 Plus. Not that long ago, the debate surrounding the iPhone was whether Apple needed a…
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