Posts by: Steve Birenberg
Given the increased importance of macro issues on the stock market and record high correlations among individual stocks, I am expanding media company earnings analysis this quarter to touch on…
There are no changes to Northlake's Market Cap and Style models for November. Mid Cap and Growth remain the favored themes. As a result, client positions dedicated to these models…
Given the increased importance of macro issues on the stock market and record high correlations among individual stocks, I am expanding media company earnings analysis this quarter to touch on…
Yesterday, I wrote in a preview of Apple’s earnings for Wall Street All-Stars and Minyanville that the company needed to report over $8.25 in earnings with good guidance for the…
Google (GOOG) reported better than expected third quarter earnings of $9.72. Consensus was $8.74. Revenue growth of 33% slightly exceeded consensus estimates. The EPS beat was helped by other income,…
There are no changes to Northlake's Market Cap and Style models for October. The signals continue to favor Mid Cap and Growth. Underlying indicator movement was modest with a slight…
Despite lots of volatility in the stock market and the factors underlying Northlake’s Market Cap and Style models, there were no changes to the signals for September. The Market Cap…
Discovery Communications (DISCK) reported another good quarter, matching or exceeding most Street estimates. Revenues grew 11% and EBITDA rose 12%. EPS of 62 cents was a penny ahead of consensus.…
Liberty Starz (LSTZA) and Liberty Capital (LCAPA) reported largely uneventful second quarter earnings. Both stock still offer excellent value on an asset basis. LSTZA also has a solid underlying business…
Les is More! CBS delivered another outstanding quarter. Led by Les Moonves, CEO and President, CBS continues to put in by far the best performance of any media company. CBS…
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