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Apple reported another blowout quarter with revenues and gross margins far exceeding expectations and driving EPS to $1.33 vs. consensus of $1.09 and whisper numbers in the $1.15 to $1.20…
AT&T reported better than expected 1Q09 results. The upside was driven by margins in both the wireline and wireless business segments. Cost control and better than forecast benefits from the…
Apple reports its 2Q09 results after the close on Wednesday. As usual with Apple the stock will react to guidance unless the quarterly numbers are a major surprise. The stock…
AT&T reports 1Q09 results before the open on Wednesday. Current consensus calls for EPS of 48 cents on revenues of $31.1 billion. EBITDA is expected to be about $10.1 billion.…
Apple reports its March quarter next week. The stock sits near its 2009 high, up about 40%. Each time the stock has pulled back buyers show up and take it…
I have been following advertising forecasts closely for many years. I have long thought that Zenith Optimedia provided some of the best forecasts and had the most insights into big…
SNL Kagan has an article out today discussing the potential upgrade to 4G wireless networks. The article quotes a recent forecast from Cisco Systems (CSCO) with some astonishing statistics: •…
The box office boom continues. The top 12 films were up 61%. Led by Hannah Montana The Movie, a reasonable hold Fast and Furious, and good hold for Monsters vs.…
Discovery Communications (DISCA) has been one Northlake's best performing stocks. The stock was purchased in mid-September prior to the market crash at $16.50. Today, I trimmed the position across most…
Pretty much everyone is now expecting a June introduction of a new iPhone model. Most people expect an upgrade to the 3G but a few hold out for a second…
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