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Activision Blizzard (ATVI) reported 2Q19 results that were overall slightly better than expected. Guidance for 3Q19 was underwhelming from the typically conservative management team, but 2019 guidance and expectations were…
We have held off for a few days writing up the 2Q19 earnings report from CBS. It appears the company will finally announce its merger with Viacom and we wanted…
Nexstar Media Group (NXST) reported 2Q results very slightly below consensus estimates. All guidance was reiterated. The company guides based on average 2018 and 2019 results given the highly cyclical…
In last quarter’s review of Disney (DIS), we noted that “Over the next six months, Disney investors have little to worry about.” We also discussed how we enjoyed the earnings…
When Northlake began in 2004, our strategy was to combine investments in broad market indices, thematic market indices, and individual stocks with adjustments for individual clients based upon their unique…
There are no changes to the latest signals from the Mid Cap and Large Cap Growth signals from Northlake’s Market Cap and Style model. As a result, for at least…
Apple (AAPL) reported in line 3Q19 results and released guidance for 3Q19 that is ahead of expectations. It is worth noting that revenues grew just 1% vs the year ago…
Alphabet (GOOG/GOOGL) reported strong 2Q19 results, with constant-currency revenue growth of 22% coming on the heels of a disappointing 1Q19 report. The reacceleration of revenue growth back above the crucial…
MGM Resorts (MGM) reported its best quarter since 2017 when releasing 2Q19 results. For the first time since the 10/1/17 shooting at Mandalay Bay, earnings estimates are likely to move…
You would not know it from the constant headlines about cord cutting but things are going quite well at Comcast. This is because the margins are not very good on…
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