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Comcast (CMCSK) reported another good quarter with mid single digit growth in revenue and operating cash flow and double digit gains in free cash flow. Leaving aside all the noise…
Liberty Global (LBTYK) faced a lot of headwinds in 2014 including slower than expected benefits of the acquisition of Virgin Media in the UK, a lengthy period with no buybacks…
CBS reported fourth quarter results largely in line with analyst estimates. After a tough year in 2014 when operating income fell and estimates declined steadily, reporting results merely as expected…
Activision Blizzard (ATVI) reported slightly better than expected holiday quarter results driven by good sell through of next generation video games. Along with reported results from competing video game publishers,…
Disney (DIS) reported another excellent quarter, easily beating Wall Street estimates for revenues and earnings per share. Especially impressive was the broad-based strength in the results, as every segment beat…
Apple and Google reported earnings last week and each stock responded very positively. This was an interesting outcome given that Apple's results were well ahead of expectations, while Google fell…
There are no changes to the recommendations from Northlake’ Market Cap and Style models for February. Mid Cap and Large Cap Growth remain the favored themes. As a result, client…
There are no changes to the recommendations from Northlake’s Market Cap and Style models for January. The Market Cap model continues to favor mid cap and the Style model still…
Northlake’s Market Cap model shifted from large cap to mid cap for December. As a result client positions following this model were shifted from the S&P 500 (SPY) to the…
Activision Blizzard, Inc. (ATVI) is a new buy for Northlake clients. Now is a good time to invest in ATVI following recently announced better than expected third quarter results. In…
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