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Sherwin Williams (SHW) beat 1Q18 sales and profit expectations, but unexpectedly reduced 2018 consolidated earnings guidance from $19.05 to $18.65 reflecting new investments in an expanded partnership with Lowe’s. SHW…
Alphabet (GOOG/GOOGL) reported mixed results relative to consensus expectations for 1Q18. The results also contained a lot of noise due to accounting requirements. The key takeaways for Northlake are that…
Northlake’s Market Cap model moved from mid cap to large cap for April. This is the first large cap reading since September 2017. The Market Cap model often moves in…
Northlake’s Style model flipped back to growth for March, so client holdings in the Russell 1000 Value (IWD) are being sold and proceeds reinvested into the Russell 1000 Growth (IWF). …
Nexstar Media Group (NXST) reported good 4Q17 earnings with strength in political and digital advertising offsetting slightly worse than expected growth in retransmission fees. Guidance for 2018 and 2019 was…
MGM Resorts (MGM) reported 4Q17 results in line with to slightly better than expectations. Due to a variety of factors including poorly communicated guidance in 2016, a delayed opening for…
Liberty Global (LBTYK) reported a mixed quarter to end 2017. Rebased revenue grew 3%, a nice acceleration, albeit to a still low level of growth. Rebased operating cash flow grew…
CBS reported better than expected 4Q17 results but in what has been a consistent pattern for several years, the shares did not respond favorably. There has been a long list…
Activision Blizzard (ATVI) once again beat expectations upon announcing 4Q17 and 2017 results. However, guidance for 1Q18 and 2018 were mixed, with full year guidance generally in line with expectations…
Sherwin Williams (SHW) reported solid 4Q17 results slightly above consensus sales and earnings estimates. Heading into 2018, SHW expects earnings per share between $18.80 and $19.30 excluding Valspar acquisition-related expenses…
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