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Google (GOOG/GOOGL) shares fell after reporting 4Q17 earnings. Revenue growth remained remarkably strong, rising 24% year over year, but Traffic Acquisition Costs (TAC) and other operating expenses rose even faster…
Despite some worries related to recent changes to Facebook’s (FB) News Feed, the company reported another outstanding quarter with revenues rising 47% and operating leverage again evident even as the…
Northlake’s Style model moved to a neutral reading for February, showing no favoritism for growth vs. value. This change leads to the sale of one half of client positions in…
Comcast (CMCSA) reported an inline quarter with upside in the closely watched video and broadband subscriber metrics. Consolidated revenues grew 4% and adjusted EBITDA was flat after taking into account…
Northlake’s Market Cap model shifted from small cap to mid cap to start 2018. The Style model still recommends growth although the underlying indicators shifted strongly toward value. The new…
Activision Blizzard (ATVI) reported better-than-expected top and bottom line 3Q17 results. The strong quarter flowed through to increases in 2017 sales and earnings guidance. Important game launches including Destiny 2…
There are no changes to the recommendations from Northlake’s Market Cap and Style models for December. The Market Cap model remains on a small cap signal for the second consecutive…
During November, Liberty Media reported third quarter earnings and hosted its annual analyst meeting. A portion of the Northlake client base owns stock in companies controlled by Liberty Media including…
Third quarter results at MGM Resorts International (MGM) were above expectations, largely due to a boost from two massively popular boxing events during the prior three months. MGM also benefited…
Facebook (FB) reported very strong 3Q17 results with both sales and earnings substantially better than expected, largely driven by lower than expected expenses for the second straight quarter. The company…
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