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Liberty Global (LBTYK) showed progress in 2Q17 after a disappointing 1Q that was accompanied by lowered 2017 guidance and a major reset and management change related to its UK buildout…
Another fairly quiet quarter is in the books at Liberty Media which controls tracking stocks in Formula One (FWONA/K) and Liberty Sirius (LSXMA/K). LSXM controls nearly 70% of SIRI and…
Activision Blizzard (ATVI) reported strong second quarter results with sales and profits substantially higher than expected. While guidance for the third quarter and full year were raised from previous levels,…
Disney (DIS) reported a mixed quarter that was completely overshadowed by its announcement of a new strategy for its media networks. The shares are trading lower, which in Northlake’s opinion…
Our timing on adding Sinclair Broadcast Group (SBGI) to Northlake’s portfolio proved poor. Over the past few weeks, we sold SBGI at a loss and reinvested in Nexstar Media Group…
We have grown accustomed to lower volatility from Apple's earnings and its stock price post-reporting. Well, what do you know? Apple (AAPL) reported better than expected 3Q17 results and the…
Northlake’s Style model flipped to neutral for August after spending three months on growth. The Market Cap model remains on large cap for the third consecutive month. To align client…
MGM Resorts (MGM) reported strong 2Q17 results with better than expected profitability. Management executed well against long term plans to continuously improve profit margins, overcoming a self-imposed headwind from lower…
Facebook (FB) reported better than expected sales with profits significantly ahead of expectations. The strong results reflect expense discipline even as FB continues to invest for future growth. Looking ahead…
Despite lots of discussion of cord cutting and cord shaving and merger rumors, Comcast continues to produce good financial and operating results. Furthermore, management is careful with the balance sheet…
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