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Despite lots of volatility in the stock market and the factors underlying Northlake’s Market Cap and Style models, there were no changes to the signals for September. The Market Cap…
Discovery Communications (DISCK) reported another good quarter, matching or exceeding most Street estimates. Revenues grew 11% and EBITDA rose 12%. EPS of 62 cents was a penny ahead of consensus.…
Liberty Starz (LSTZA) and Liberty Capital (LCAPA) reported largely uneventful second quarter earnings. Both stock still offer excellent value on an asset basis. LSTZA also has a solid underlying business…
Les is More! CBS delivered another outstanding quarter. Led by Les Moonves, CEO and President, CBS continues to put in by far the best performance of any media company. CBS…
As I suspected might occur, Northlake's Style model shifted from Value to Growth for August. The Market Cap model is unchanged for August. It continues to favor Mid Cap. As…
Virgin Media (VMED) reported mixed 2Q11 results. Financial performance matched expectations as revenue rose 2.2% and EBITDA gained 6.1%. The disappointment was on the subscriber side as overall subscribers fell…
Apple reported another blowout quarter. While that is never surprising, there was some reason to be concerned going into the quarter. Supply constraints have left uncertainty about the true level…
The most important takeaway from Google's (GOOG) second quarter 2011 results is that GOOG is still a growth company. This means that earnings in the future will be higher than…
For the seventh consecutive month there were no changes to the signals from Northlake's Market Cap and Style models. Mid Cap and Value continue to be favored. As a result,…
There were no changes to the signals from Northlake's Market Cap or Style models for June. The Market Cap model continues to recommend Mid Cap, while the Style model remains…
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