Posts by: Steve Birenberg
The final batch of earnings this quarter for Northlake holdings comes from the media stocks. Much like with the earlier reports from the technology stocks, the results and guidance were…
There were no changes to the April signals from Northlake's Market Cap and Style models. The Market Cap model continues to recommend Mid Cap (MDY) and the Style model still…
Apple reported another quarter of stunning results. Not quite as good as the December quarter but still something to behold. Revenues of $39.2 billion exceeded consensus by about $5 billion.…
I alwasy have viewed EMC as a core holding. I am not expecting Apple or Google or Facebook or Qualcomm. Just nice steady growth with very high visibility and consistency.…
Qualcomm (QCOM) exceeded its own guidance and analyst estimates with its March quarter results. Sales grew 28% and net income was up 21% indicating the underlying strength for QCOM's technology…
Despite Google (GOOG) stock getting a drubbing today I am more comfortable with the shares than I was before the earnings report last night. The report was largely in line.…
For the month of April, Northlake’s Market Cap signals switched from favoring small cap to favoring mid cap. As a result, client positions in the Russell 2000 (IWM) have been…
All Northlake client positions in Virgin Media (VMED) have been swapped into Liberty Global (LBTYK). Both companies are leaders in supplying cable TV, telephony, and internet. VMED operates solely in…
During the seocnd half of February, most major media stocks reported December quarter results and gave a look ahead to early 2012 business trends. In general, the results and outlook…
There are no changes to Northlake’s models for March. The Market Cap model is recommending small caps for the second consecutive month. The Style model continues to favor growth, as…
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