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Liberty Capital (LCAPA) is an asset play. The stock trades with the value of the assets it owns including 40% of Sirius XM (SIRI), a double digit stake in Live…
CBS and Virgin Media (VMED), two of Northlake's larger holdings thanks to excellent stock price performance, reported earnings a few weeks ago. Both companies reported good results supporting the higher…
There were no changes to Northlake's Market Cap or Style model signals for May. The Market Cap model continues to favor mid caps and the Style model still prefers Value.…
Discovery Communications reported a strong 1Q11 and increased its full year guidance. Advertising growth picked up from the fourth quarter, aided by improved ratings performance in the US. The guidance…
I again tweeted comments as Apple held their earnings call. As a reminder, I find that my instant reaction is most valuable as I subsequently read through analyst reports. It…
Google (GOOG) shares are trading down 8% the day after reporting 2011 First Quarter earnings. EPS of $8.08 fell about a nickel short of the consensus of $8.13. Revenues of…
Despite great volatility surrounding events in Japan, Libya, the Middle East, and Europe, the stock market ended little changed in March. Northlake held up very well during the volatility just…
Egypt, Libya and the rest of the Middle East are not the only places where Liberty is on the March. The latest earnings report from Liberty Media indicates that all…
There we no changes to the signals from Northlake's Market Cap and Style models for March. The favored themes remain Mid Cap and Value. As a result the latest signals,…
CBS reported slightly better than expected 4Q10 results, no small feat given rapidly rising estimates and a surging stock price. Adjusted EPS of 46 cents beat the street consensus of…
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