Posts by: Steve Birenberg
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…
Google (GOOG/GOOGL) shares responded favorably to its latest quarterly earnings report, rising over 3% on the first day of post-earnings trading. The results were largely in line with Wall Street…
There are no changes to the signals from Northlake’s Market Cap and Style models for April. The Market Cap model continues to recommend Mid Cap and the style model remains…
There are no changes to the recommendations from Northlake’s Market Cap and Style models for January. The Market Cap model continues to favor mid cap and the Style model still…
Northlake’s Market Cap model shifted from large cap to mid cap for December. As a result client positions following this model were shifted from the S&P 500 (SPY) to the…
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