Posts by: Steve Birenberg
There were no changes to the signals from Northlake’s Market Cap and Style models for February. The Market Cap model continues to favor mid cap and the Style model still…
I often think that my best analysis comes from real-time commentary as I listen to the conference calls that accompany the quarterly earnings reports from the companies I follow. In…
Comcast (CMCSK) reported another excellent quarter and indicated the outlook for 2014, and even 2015, is strong. Showing confidence in its business strategy, execution, and growth potential, the company increased…
Northlake’s models start 2014 with a switch from growth to value in the Style model. This change occurs after three months on the growth signal during which growth outperformed value…
Northlake’s Market Cap model shifted back to Mid Cap after a brief, one month stop at large cap in November. As a result of the new signal, client positions in…
Liberty Media (LMCA) and its former subsidiary Starz (STRZA) reported earnings last week. LMCA is an asset play where value is created through its ownership of significant stakes in other…
Liberty Global (LBTYK) reported results that matched Wall Street expectations with rebased revenue and EBITDA growth of 3%. New subscriber growth surprised meaningfully to the upside following last quarter’s disappointing…
Qualcomm (QCOM) reported 4Q13 results mostly in line with expectations. However, guidance for 2014 indicated slower growth in units and a slight decrease in average selling prices. The guidance led…
CBS reported solid but unspectacular third quarter 2013 results. EPS matched Wall Street consensus of 76 cents, up from 64 cents a year ago. Revenue grew 11% but EBITDA was…
After a couple of quarters where Discovery Communications (DISCK) did not quite meet the high expectations the company has rightly created for itself, third quarter 2013 results hit the mark.…
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