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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…
Apple (AAPL) reported solid 3Q18 results and issued slightly better than expected guidance for the September quarter. The stock should be in good shape heading into this fall’s new iPhone…
Sherwin Williams (SHW) reported strong 2Q18 results and increased guidance for the year, reversing the reduced guidance from last quarter. Initial EPS guidance for 2018 of $19.05 was previously reduced…
Facebook (FB) shares are down 18% this morning following slightly weaker than expected 2Q18 earnings and more significantly a dramatic and totally unexpected slashing of its revenue growth and profitability…
If I told you Comcast had more almost 3% more subscribers today than a year ago, I bet you would think I was crazy. Well, that is the truth. Yes,…
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