Discovery Finds Love After Strong Quarter

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. Domestic advertising and affiliate growth were ahead of expectations. International growth was a little light but clear indications that the company’s acquisitions in Europe are […]

Small Cap and Growth Favored for November

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 Russell 2000 (IWM). There was not change in the Style model, which is recommending Growth for the second consecutive month after a long run at […]

Comcast Continues Excellent Performance

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 expansion leading to high single digit growth in operating cash flow. There was modest disappointment with subscriber counts at cable but nothing outside the margin […]

Another Solid Quarter and Guidance As Apple Ripens Again

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 a continued recovery in Apple shares into year end. Datapoints on product sell through for the new iPhones and iPads and a possible deal with […]

Google Finally Provides Upside That Triggers Shares

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. A bull market and solid core growth search carried the stock but it lacked the momentum of other high flyers with which it is often […]

Style Model Shifts From Value to Growth

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 the Russell 1000 Growth (IWF). The Market Cap model remains on a mid cap signal for October, so current client positions in the S&P 400 […]

Despite Market and Model Volatility, Mid Cap and Value Still Favored

Despite a number of changes in the underlying indicators and a volatile month of trading for the market in August, here were no changes to the signals from Northlake’s Market Cap and Style models for September. As a result, client positions following the models will again be held in the S&P 400 Mid Cap (MDY) […]

Comcast and Liberty Global Remain Leaders in Bullish Cable Industry

Cable stocks have performed well this year due to a combination of steady moderate growth, industry consolidation rumors, and companies returning cash to shareholders via dividend increases and share repurchases. The most recent set of quarterly earnings reports support current bullish trends in these areas. Northlake clients own positions in Comcast (CMCSK) and Liberty Global […]

Media Earnings Pretty Solid and Future Still Bright

Over the past two weeks, most of the major media companies have reported second quarter results. This summary will take a look at the entertainment companies held by Northlake clients. These companies are primarily content producers. A separate blog post will review the cable companies that provide the pipes through which we consume the content. […]

Mid Cap and Value Get Another Month to Shine

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 dedicated to these models will be maintained in the S&P 400 Mid Cap (MDY) and the Russell 1000 Value (IWD). The Market Cap model had […]