Posts by: Steve Birenberg
Sony (SONY) reported another string of good quarterly results for 3Q21. As was the case after each of the last two quarters, the company raised guidance for its FY21 ending…
Alphabet (GOOG/GOOGL) reported another outstanding quarter led by search advertising along with solid contributions from YouTube and Cloud. Profit margins were better than expected. All this good news was juiced…
Our 2022 stock market outlook calls for lower than average but positive stock market returns with greater downside risk. For bonds, we anticipate higher interest rates in the 5-to-10-year maturity…
Comcast (CMCSA) reported a mostly in-line quarter that is somewhat reassuring after a tough stretch for the stock and its cable peers. Potentially improving sentiment for the shares, the company…
Apple (AAPL) reported excellent 1Q22 results to wrap its CY21. Revenues, profit margins, and EPS all exceeded estimates. Guidance for the March 2022 quarter was also better than expected. Importantly,…
AT&T (T) reported mixed 4Q21 results and issued guidance for 2022 that was below expectations and back-half loaded. This is a setback to our investment thesis after several quarters of…
After a misstep last quarter, the turnaround at IBM got back on track with 4Q21 results exceeding expectations. The big upside was in revenue which beat street estimates by several…
We begin 2022 sticking with our preference for small and mid caps, while remaining neutral on growth vs. value. Our Market Cap and Style models favor the S&P 400 Mid…
We are moving back to mid cap after three months of our large cap recommendation, while sticking with our neutral view on growth vs. value. For clients using Northlake’s Market…
Home Depot (HD) reported excellent 3Q21 results with sales continuing to grow ahead of consensus expectations and surprisingly good gross and operating margins despite supply chain driven cost pressures. Northlake’s…
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