Posts by: Steve Birenberg
As I suspected might occur, Northlake's Style model shifted from Value to Growth for August. The Market Cap model is unchanged for August. It continues to favor Mid Cap. As…
Virgin Media (VMED) reported mixed 2Q11 results. Financial performance matched expectations as revenue rose 2.2% and EBITDA gained 6.1%. The disappointment was on the subscriber side as overall subscribers fell…
Apple reported another blowout quarter. While that is never surprising, there was some reason to be concerned going into the quarter. Supply constraints have left uncertainty about the true level…
The most important takeaway from Google's (GOOG) second quarter 2011 results is that GOOG is still a growth company. This means that earnings in the future will be higher than…
For the seventh consecutive month there were no changes to the signals from Northlake's Market Cap and Style models. Mid Cap and Value continue to be favored. As a result,…
There were no changes to the signals from Northlake's Market Cap or Style models for June. The Market Cap model continues to recommend Mid Cap, while the Style model remains…
Liberty Capital (LCAPA) is an asset play. The stock trades with the value of the assets it owns including 40% of Sirius XM (SIRI), a double digit stake in Live…
CBS and Virgin Media (VMED), two of Northlake's larger holdings thanks to excellent stock price performance, reported earnings a few weeks ago. Both companies reported good results supporting the higher…
There were no changes to Northlake's Market Cap or Style model signals for May. The Market Cap model continues to favor mid caps and the Style model still prefers Value.…
Discovery Communications reported a strong 1Q11 and increased its full year guidance. Advertising growth picked up from the fourth quarter, aided by improved ratings performance in the US. The guidance…
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