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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…
CBS reported slightly better than expected results in 3Q10. Revenues fell a little short of expectations at $3.3 billion. Estimates called for an additional $60 million. However, excellent margins led…
For the first time since the summer of 2009, Northlake's Style model is recommending Growth over Value. In last month's commentary, I mentioned this shift was possible as there had…
Virgin Media reported solid third quarter results as management continues to execute very well at the operating level and take advantage of VMED's superior broadband network in the United Kingdom.…
Apple reported another strong quarter but the stock sold off due to concerns about guidance for the December quarter and disappointment in iPad sales. The guidance issue relates solely to…
I was expecting good 3Q10 earnings from Google but I thought it would be built on better cost controls. 2Q10 results that led to a big slide in the shares…
Northlake's Market Cap model shifted back to small cap for October. As a result of the change, all client positions in the S&P 400 Mid Cap (MDY) were sold and…
The stock market continued to move steadily higher over the past week as investors seem to no longer be worried about an imminent double dip recession. The drop from the…
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