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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…
CBS Corporation (CBS) reported third quarter results in line with or very slightly ahead of recently lowered Wall Street estimates. CBS shares have performed quite poorly this year, down almost…
In a very tough year for media stocks, Disney (DIS) has been a standout performer. At recent highs, the shares were up over 20% for the year, more than twice…
The big news surrounding Liberty Media’s (LMCA/LMCK)) quarterly earnings was the split of LMCA into two companies as shareholders received one share of Liberty Broadband (LBRDA/LBRDK) for every four shares…
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