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There were no changes to Northlake’s models for August. The Market Cap model continues to recommend Mid Cap and the Style model still favors Value. As a result, client assets…
Discovery Communications (DISCK) shares have traded off 5% since reporting June quarter earnings. The underlying organic growth rates were largely in line with estimates but accounting adjustments related to the…
After a lot of worry on the part of investors, Qualcomm (QCOM) reported solid June quarter results and provided guidance for more the same. QCOM shares have lagged in 2013…
Apple (AAPL) reported a better quarter although earnings are still down year-over-year. I expect that earnigns will turn positive again in the Decemebr quarter and growth will pick up as…
Google (GOOG) reported slightly disappointing second quarter earnings. Revenue of $11.1 billion was slightly less than estimates of $11.4 billion. EPS of $9.54 were materially below consensus expectations of $10.81.…
Despite merger and acquisition rumors popping up all around the cable and satellite industry, Comcast CMCSK) shares have not moved higher. This makes sense since Comcast is by far the…
There were no changes to Northlake’s Market Cap and Style model for July. The Market Cap model continues to recommend Mid Cap (MDY) and the Style model still favors Value…
There are no changes to the recommendations from Northlake’s Market Cap and Style models for June. The favored signals remain mid cap and value. As a result, all client positions…
Liberty Media (LMCA) and Liberty Global (LBTYK) reported earnings last week, finishing off the latest quarterly reports for Northlake's portfolio of individual stocks. Both stocks reacted favorably to their results…
Media companies reported earnings over the last two weeks including Northlake positions’ CBS, Discovery Communications (DISCK), and Disney (DIS). In general, the news from Northlake’s holdings and other media companies…
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