Posts by: Steve Birenberg
There are no changes to Northlake's Market Cap and Style model for May. The Market Cap model still favors Mid Cap and the Style model continues to recommend Growth. Client…
Liberty Global (LBYTK) reported another solid quarter despite having virtually all of its cable operations in Europe. The company operates primarily in the stronger Northern European countries of Germany, Netherlands,…
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…
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