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On Monday, I sold half of Northlake's positions in CBS in each account that holds the stock. My reasoning is that the stock has risen 80% since purchasing it just…
Most media companies report quarterly earnings in a two week span beginning with the last week of the first month of each calendar quarter. Below is a two-part recap of…
CBS reported 8 cents on revenue of $3.01 billion against consensus of 7 cents and $3.05 billion. EBITDA of $387 million was at the top of end expectations and includes…
Discovery Communications reported another positive surprise, making it three straight quarters. Revenue matched expectations but superb performance on costs allowed EBITDA to come at $381 million vs. analyst estimates ranging…
There were no changes to Northlake's monthly Market Cap and Style models for August. The Market Cap model is still recommending small caps and the Style model is signaling Value.…
Disney's (DIS) third-quarter 2009 report looked a lot like its second-quarter 2009 report. Trends remain weak but are not getting any worse. EPS beat by a penny while revenue fell…
Time Warner reported a good 3Q09, beating expectations on most key metrics. EPS of 45 cents exceeded the consensus estimate of 37 cents. Revenues of $6.81 billion fell slightly short…
Viacom reported mixed 2Q09 results with adjusted EPS of 49 cents matching expectations on $3.3 billion in revenues, which were $200 million light of expectations. The revenue shortfall came from…
In response to solid 2Q09 earnings, AT&T shares are breaking out of a multi-month funk where they sharply lagged the market and peer Verizon. The results were at the high…
Apple reported another great quarter with Mac and iPhone unit sales exceeding expectations and gross margins coming in well ahead of the most bullish estimate. The stock has come a…
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