Posts by: Steve Birenberg
With another set of quarterly earnings being reported, clients probably notice a lot of large stock moves in reaction to the news. Often the stock moves seem unrelated to the…
Comcast (CMCSA) remains a unique investment, winning on all sides of the pandemic-impacted economy. Broadband continues to have a tailwind as the value and necessity of a high-speed internet connection…
Facebook (FB) shares are trading down about 4% following the company’s 2Q21 earnings report. The report was good across the board. Financial measures including EPS, revenue, operating income, and profit…
Once again Apple (AAPL) reported an outstanding quarter, easily beating consensus estimates that were modestly above the guidance provided three months ago. When we last wrote about Apple, we noted…
Alphabet (GOOG/GOOGL) reported a second consecutive quarter of blowout earnings, smashing consensus estimates on all line items. Most impressive to us was 38% operating margin, about 700 basis points ahead…
We added AT&T (T) to Northlake’s portfolio of individual stocks. Not all clients use individual stocks as part of their strategy, and a few that do may not have purchased…
IBM reported another quarter of encouraging results against our investment thesis highlighted by a return to revenue growth at the best level in three years. Growth came from the right…
Despite a tough June and second quarter for our Mid Cap and Value recommendations, we are sticking with these themes. Client positions in the S&P Mid Cap 400 (MDY) and…
The are no changes to Northlake’s favored themes after the June update. For the third consecutive month, we recommend mid cap and value. Client positions following the models will maintain…
When Home Depot (HD) last reported earnings we noted that the company was performing extremely well, but investors were worried about the company’s ability to grow sales this year compared…
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