Posts by: Steve Birenberg
I was expecting good 3Q10 earnings from Google but I thought it would be built on better cost controls. 2Q10 results that led to a big slide in the shares…
Northlake's Market Cap model shifted back to small cap for October. As a result of the change, all client positions in the S&P 400 Mid Cap (MDY) were sold and…
The stock market continued to move steadily higher over the past week as investors seem to no longer be worried about an imminent double dip recession. The drop from the…
Yesterday all client positions in Discovery Communications (DISCK) were cut back by about 40%. Discovery has been an extremely successful investment with original purchases of the DISCA voting shares made…
There were no changes to Northlake's Market Cap and Style models for September. The Market Cap model is recommending Mid Cap for the third straight month and the Style model…
Trading volumes on Wall Street are seasonally low in late August until Labor Day passes. But that has not led to a lack of movement. Stock prices are under severe…
There were no changes to Northlake's Market and Style models for August. The market Cap model continues to recommend Mid Caps and the Style models still favors Value. As a…
Over the past two weeks, three of Northlake's media long positions reported second quarter 2010 earnings. In addition, the recently sold DirecTV (DTV) reported results. The other three companies to…
All Northlake client positions in DirecTV (DTV), including those in my personal accounts, were sold this morning. DTV proved to be a very successful investment having been sold for a…
Apple reported another great quarter. Below are the "tweets" I posted on Twitter as I as updating my spreadsheet model and listening to the conference call. For Apple, I continue…
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