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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…
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.…
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