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ClubCorp (MYCC) reported second quarter results that show our investment thesis is on track. MYCC reaffirmed their full year guidance. Same store sales and EBITDA continue to grow steadily as…
Liberty Global (LBTYK) reported results right in line with Wall Street estimates for its 2Q15. Adjusted growth in revenues and operating cash flow were both up about 3%. We expect…
For the second straight quarter, ATVI beat street expectations on the top and bottom line and raised full year guidance for both. The strong results were driven by a continuing…
Liberty Media (LMCA/LMCK) reported a typically quiet quarter. Over 80% of the value in Liberty is represented by the company’s controlling stake in Sirius XM Satellite Radio (SIRI). SIRI reported…
CBS reported most inline results for 2Q15 with a bias slightly above Wall Street estimates. In a rough week for media stocks due to cord cutting fears triggered by Disney’s…
Disney (DIS) reported slightly better than expected earnings for the quarter ending June 2015. The results continue a string of results above expectations driven primarily by the incredible success of…
After a two month run at large cap, Northlake’s Market Cap model shifted to mid cap for August. As a result, Northlake client positions invested in the models have sold…
La Quinta (LQ) reported solid operating results for the second quarter despite some headwinds and investor worries. Revenue and EBITDA matched Wall Street estimates despite three unexpected issues. First, the…
Comcast reported mostly in line results for its 2Q15. Nothing changes in the long-term story, which we continue to like very much. Comcast offers steady and predictable, if modest growth,…
Apple (AAPL) reported slightly disappointing earnings relative to very high expectations. iPhone shipments of 47.5 million fell a little short of 50 million plus expectations and while the company did…
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