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Discovery Communications (DISCK/DISCA) reported 4Q10 results largely inline with expectations. Revenue and EBITDA grew 7% and 16%, respectively. There were a few warts in the report. Domestic advertising came in…
There were no changes to Northlake's Market Cap and Style model signals for February. The Market Cap model continues to favor mid cap, while the Style model still recommends value.…
Despite another strong earnings report, Wall Street is worried about the implications of Google's management change. Is it a sign that things are not as good as earnings make them…
Following the disclosure that Steve Jobs would take a medical leave of absence, Apple reported another in a string of incredibly strong quarterly earnings reports. The reported numbers easily beat…
Walter Piecyk, an analyst I know at BTIG, wrote the following brief comment on Apple and published it this morning. The volume of Wall Street commentary on Apple this morning…
Northlake's Style model shifted back to Mid Cap for January after a three month run at small cap. As a result, client assets dedicated to the Core and Explore strategy…
Yesterday I began building client positions in the shares of Liberty Capital (LCAPA). Not all client positions were purchased but I expect to complete the buys within a few days.…
Last Friday, I attended Virgin Media's (VMED) analyst meeting in New York. Here are my thoughts: Despite jumping from $15 to $27 since Janaury 2010, VMED still has excellent upside…
Northlake's Style model shifted back to Value after a one month stay at Growth. The model is in transition with mixed signals that are straddling the line between growth and…
Discovery Communications (DISCK) reported good 3Q10 results. EBITDA beat estimates indicating fundamental health of the business but EPS missed due to incentive compensation costs related to the steadily rising stock…
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