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Facebook reported another strong quarter with revenue growing 56% and operating income up 73%. Both figures exceed Wall Street estimates despite high expectations. As it has consistently since going public,…
Northlake’s Style model moved back to a neutral reading between growth and value for November. As is often the case when a trend change may be under way, the model…
Google reported another good quarter. FX-neutral revenue grew 24%, better than expectations of 20%. Given the concern that Google was lapping a tough comparison to last year when the company…
Apple reported largely inline results for its 4Q16 ending September 30. Guidance for 1Q16, encompassing the very large holiday quarter, also was close to Wall Street expectations. The shares are…
Despite the almost daily articles about cord cutting and cord shaving and OTT services and the end of cable TV as we have known it, Comcast continues to grow at…
ClubCorp (MYCC) reported 3Q16 results and 4Q16 guidance largely in line with expectations, with a slight miss on sales and a slight beat on earnings. The solid results reflect a…
After sitting on a neutral reading for six months, Northlake’s Style model shifted to value for October. As a result, client positions in the Russell 1000 Growth (IWF) have been…
There are no changes to Northlake’s models for September. Mid cap remains favored by the Market Cap model, while the Style model is still reading neutral. As a result, client…
MGM Resorts (MGM) reported a solid quarter with sales coming in slightly below consensus estimates and earnings that beat expectations due to progress on streamlining the business. The company received…
Activision Blizzard (ATVI) reported a second straight quarter of sales, earnings, and forward guidance above consensus estimates. Strength in the quarter was largely attributed to the successful launch of Blizzard’s…
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