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For the third month in a row, there were no changes to the signals provided by Northlake’s thematic models. Northlake’s Market Cap model remained on a large cap signal for…
There was very little moved in the indicators underlying Northlake’s Market Cap and Style models for October. As a result, neither model triggered a new signal. The Market Cap model…
Each of Northlake’s models shifted for September. The Market Cap model is now recommending large cap and the Style model is at neutral. Each of these signals moved after just…
Liberty Global (LBTYK) reported another quarter of mixed results. Headline numbers continue to track to guidance that assumes acceleration in growth in the second half of 2018. There is evidence…
Nexstar Media Group (NXST) reported another solid quarter, further cementing the company as the most consistent, highest quality local TV broadcaster. A boom in political TV advertising and excellent expense…
Disney reported mixed 3Q18 results with theme parks and broadcast TV excelling and cable networks, the film studio, and consumer products lagging. Revenue and EPS were a little under consensus…
MGM Resorts (MGM) reported decent results for 2Q18 albeit against expectations that were lowered just 90 days ago. When management lowered guidance dramatically for the rest of 2018, investors were…
CBS is performing well compared to other TV centric media companies. Smart management decisions have the company building a successful presence in in OTT video with Showtime and CBS All…
Activision Blizzard (ATVI) beat estimates for 2Q18 sales and earnings, but provided mixed guidance commentary for the back half of the year. Guidance for the third quarter was well below…
Both of Northlake’s thematic models sent new signals for August. The Market Cap model shifted from large cap to mid cap, while the Style model moved from neutral back to…
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