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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…
Liberty Global (LBTYK) reported a slightly weaker than expected quarter, much as we expected. Admittedly, with rebased revenue growth of 4% and operating cash flow growth of 2%, the results…
Disney (DIS) reported slightly better than expected result for its 3Q16 driven by theme parks and the film studio. There were slight shortfalls vs consensus expectations at media networks and…
It was a quiet quarter at Liberty Media (LMCK) and Liberty Sirius (LSXMK) after the companies were spun off as tracking stocks from Liberty Media’s corporate holding company earlier this…
There are no changes to the signals from Northlake’s Market Cap and Style models for August. The Market Cap model continues to recommend mid cap and the Style model remains…
CBS reported better than expected results for 2Q16, beating consensus estimates on both revenue and EPS. The upside came from the sales of owned content, especially the Star Trek to…
Google (GOOG/GOOGL) reported better than expected 2Q16 results. Revenues grew 2% on a currency neutral basis, the best in four years, and several hundred basis points ahead of Wall Street…
Facebook (FB) reported another strong quarter with EPS reaching 97 cents against estimates of 81 cents. Revenue surprised to the upside by over $400mm, driving operating leverage as margins expanded…
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