Posts by: Steve Birenberg
I again tweeted comments as Apple held their earnings call. As a reminder, I find that my instant reaction is most valuable as I subsequently read through analyst reports. It…
Google (GOOG) shares are trading down 8% the day after reporting 2011 First Quarter earnings. EPS of $8.08 fell about a nickel short of the consensus of $8.13. Revenues of…
Despite great volatility surrounding events in Japan, Libya, the Middle East, and Europe, the stock market ended little changed in March. Northlake held up very well during the volatility just…
Egypt, Libya and the rest of the Middle East are not the only places where Liberty is on the March. The latest earnings report from Liberty Media indicates that all…
There we no changes to the signals from Northlake's Market Cap and Style models for March. The favored themes remain Mid Cap and Value. As a result the latest signals,…
CBS reported slightly better than expected 4Q10 results, no small feat given rapidly rising estimates and a surging stock price. Adjusted EPS of 46 cents beat the street consensus of…
Discovery Communications (DISCK/DISCA) reported 4Q10 results largely inline with expectations. Revenue and EBITDA grew 7% and 16%, respectively. There were a few warts in the report. Domestic advertising came in…
There were no changes to Northlake's Market Cap and Style model signals for February. The Market Cap model continues to favor mid cap, while the Style model still recommends value.…
Despite another strong earnings report, Wall Street is worried about the implications of Google's management change. Is it a sign that things are not as good as earnings make them…
Following the disclosure that Steve Jobs would take a medical leave of absence, Apple reported another in a string of incredibly strong quarterly earnings reports. The reported numbers easily beat…
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