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Just before Christmas Santa delivered gold for shareholders of Charter Communications (CHTR). Santa made a first stop at Cablevision (CVC) headquarters, leavng coal, when it was announced that Tom Rutledge…
Mid Cap and Growth continue to be the favored themes at Northlake Capital Management, LLC. The latest model signals for December showed some underlying but not enough to shift the…
Two transactions have occurred in Northlake client accounts as of this morning. Last week, shares of Qualcomm (QCOM) were purchased as a new investment idea. More on QCOM in a…
Media stocks finally caught a bid late last week coinciding with the final set of earnings reports from the group. Viacom, AMC Networks, and Disney each reported solid results and…
Given the increased importance of macro issues on the stock market and record high correlations among individual stocks, I am expanding media company earnings analysis this quarter to touch on…
There are no changes to Northlake's Market Cap and Style models for November. Mid Cap and Growth remain the favored themes. As a result, client positions dedicated to these models…
Given the increased importance of macro issues on the stock market and record high correlations among individual stocks, I am expanding media company earnings analysis this quarter to touch on…
Yesterday, I wrote in a preview of Apple’s earnings for Wall Street All-Stars and Minyanville that the company needed to report over $8.25 in earnings with good guidance for the…
Google (GOOG) reported better than expected third quarter earnings of $9.72. Consensus was $8.74. Revenue growth of 33% slightly exceeded consensus estimates. The EPS beat was helped by other income,…
There are no changes to Northlake's Market Cap and Style models for October. The signals continue to favor Mid Cap and Growth. Underlying indicator movement was modest with a slight…
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