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Liberty Media (LMCA) and its former subsidiary Starz (STRZA) reported earnings last week. LMCA is an asset play where value is created through its ownership of significant stakes in other…
Liberty Global (LBTYK) reported results that matched Wall Street expectations with rebased revenue and EBITDA growth of 3%. New subscriber growth surprised meaningfully to the upside following last quarter’s disappointing…
Qualcomm (QCOM) reported 4Q13 results mostly in line with expectations. However, guidance for 2014 indicated slower growth in units and a slight decrease in average selling prices. The guidance led…
CBS reported solid but unspectacular third quarter 2013 results. EPS matched Wall Street consensus of 76 cents, up from 64 cents a year ago. Revenue grew 11% but EBITDA was…
After a couple of quarters where Discovery Communications (DISCK) did not quite meet the high expectations the company has rightly created for itself, third quarter 2013 results hit the mark.…
Northlake’s Market Cap model shifted from Mid Cap to Small Cap for November. As a result, client positions in the S&P 400 Mid Cap (MDY) have been swapped into the…
Comcast (CMCSK) reported mixed results relative to consensus expectations but growth remains vibrant and the outlook is excellent. Financial results were good with mid-single digit revenue growth and modest margin…
Apple reported better than expected earnings for the second consecutive quarter. Guidance for the December quarter was confusing but ultimately better than Wall Street expectations. This sets the stage for…
Google (GOOG) finally reported a quarter that surpassed Wall Street estimates and satisfied investors. The stock had worked higher over the last few years despite never quite satisfying Wall Street.…
Northlake’s Style model shifted from value to growth for October. As a result, all client positions invested in this model have been shifted from the Russell 1000 Value (IWD) to…
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