Posts by: Steve Birenberg
Virgin Media (VMED) had a tougher than expected 2011 as the crisis in Europe included the UK economy. In addition, competition picked up as all of the company’s cable, satellite,…
For the first time in 13 months, Northlake’s Market Cap model has a new signal. Beginning February, 2012, the model favors small cap. As a result, Northlake client holdings dedicated…
Apple continues to amaze. Relative to expectations this is one of the best quarters I ever remember by any company. Damn, I am pretty certain I wrote that about Apple…
EMC Corporation (EMC) reported better than expected 4Q11 results. Revenues of $5.57 billion and EPS of 49 cents exceeded consensus estimates of $5.49 billion and 46 cents, respectively. The company…
Two minute minor, five minute major, ten minute misconduct, or game misconduct? I'm thinking ten minute misconduct. The quarter is not nearly as bad as the stock would suggest. Revenues…
Northlake's Market Cap and Style models begin 2012 as they ended 2011, favoring Mid Cap and Growth. Both themes struggled in December but underlying factors in the models remain in…
Just before Christmas Santa delivered gold for shareholders of Charter Communications (CHTR). Santa made a first stop at Cablevision (CVC) headquarters, leavng coal, when it was announced that Tom Rutledge…
Mid Cap and Growth continue to be the favored themes at Northlake Capital Management, LLC. The latest model signals for December showed some underlying but not enough to shift the…
Two transactions have occurred in Northlake client accounts as of this morning. Last week, shares of Qualcomm (QCOM) were purchased as a new investment idea. More on QCOM in a…
Media stocks finally caught a bid late last week coinciding with the final set of earnings reports from the group. Viacom, AMC Networks, and Disney each reported solid results and…
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