Posts by: Steve Birenberg
Walter Piecyk, an analyst I know at BTIG, wrote the following brief comment on Apple and published it this morning. The volume of Wall Street commentary on Apple this morning…
Northlake's Style model shifted back to Mid Cap for January after a three month run at small cap. As a result, client assets dedicated to the Core and Explore strategy…
Yesterday I began building client positions in the shares of Liberty Capital (LCAPA). Not all client positions were purchased but I expect to complete the buys within a few days.…
Last Friday, I attended Virgin Media's (VMED) analyst meeting in New York. Here are my thoughts: Despite jumping from $15 to $27 since Janaury 2010, VMED still has excellent upside…
Northlake's Style model shifted back to Value after a one month stay at Growth. The model is in transition with mixed signals that are straddling the line between growth and…
Discovery Communications (DISCK) reported good 3Q10 results. EBITDA beat estimates indicating fundamental health of the business but EPS missed due to incentive compensation costs related to the steadily rising stock…
CBS reported slightly better than expected results in 3Q10. Revenues fell a little short of expectations at $3.3 billion. Estimates called for an additional $60 million. However, excellent margins led…
For the first time since the summer of 2009, Northlake's Style model is recommending Growth over Value. In last month's commentary, I mentioned this shift was possible as there had…
Virgin Media reported solid third quarter results as management continues to execute very well at the operating level and take advantage of VMED's superior broadband network in the United Kingdom.…
Apple reported another strong quarter but the stock sold off due to concerns about guidance for the December quarter and disappointment in iPad sales. The guidance issue relates solely to…
follow me on Twitter