Posts by: Steve Birenberg
Google (GOOG) reported slightly disappointing second quarter earnings. Revenue of $11.1 billion was slightly less than estimates of $11.4 billion. EPS of $9.54 were materially below consensus expectations of $10.81.…
Despite merger and acquisition rumors popping up all around the cable and satellite industry, Comcast CMCSK) shares have not moved higher. This makes sense since Comcast is by far the…
There were no changes to Northlake’s Market Cap and Style model for July. The Market Cap model continues to recommend Mid Cap (MDY) and the Style model still favors Value…
There are no changes to the recommendations from Northlake’s Market Cap and Style models for June. The favored signals remain mid cap and value. As a result, all client positions…
Liberty Media (LMCA) and Liberty Global (LBTYK) reported earnings last week, finishing off the latest quarterly reports for Northlake's portfolio of individual stocks. Both stocks reacted favorably to their results…
Media companies reported earnings over the last two weeks including Northlake positions’ CBS, Discovery Communications (DISCK), and Disney (DIS). In general, the news from Northlake’s holdings and other media companies…
Due primarily to trend and technical indicators, Northlake’s Market Cap model shifted from small cap to mid cap for May. As a result, all client positions following the model previously…
CBS reported another excellent quarter, showing solid growth even against tough comparisons and declining ratings at the flagship CBS Network. Revenues grew 6%, slightly ahead of expectations. Excellent cost controls…
Despite reporting results largely in line with estimates and slightly raising full year guidance, Qualcomm (QCOM) shares traded down sharply following its earnings report. Investors were disappointed with margins, especially…
EMC Corporation reported first quarter 2013 revenue and EPS just barely below street estimates. Revenue of $5.39 million was just below the $5.43 billion estimate. EPS of 39 cents was…
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