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Disney (DIS) reported FY 3Q21 results that were better than expected for both financial metrics and subscriber additions. Long-term guidance was not updated since DIS is in the process of…
Sony (SONY) reported better than expected 1Q22 earnings and raised full-year guidance. We had thought that guidance was conservative, both short-term and long-term, so the news was not surprising. It…
Nexstar Media Group (NXST) reported another in a string of excellent quarterly earnings reports. Revenue and EBITDA exceeded management guidance and the company raised the all-important annual free cash flow…
Activision Blizzard (ATVI) reported a much-needed beat-and-raise quarter. Strength was broad-based with Call of Duty, Candy Crush, and World of Warcraft all exceeding expectations. Management raised 2021 guidance to reflect…
Northlake’s Style model shifted from Value to Neutral. For clients with allocations to the model, we are selling one half of the holding in the Russell 1000 Value (IWD) and…
With another set of quarterly earnings being reported, clients probably notice a lot of large stock moves in reaction to the news. Often the stock moves seem unrelated to the…
Comcast (CMCSA) remains a unique investment, winning on all sides of the pandemic-impacted economy. Broadband continues to have a tailwind as the value and necessity of a high-speed internet connection…
Facebook (FB) shares are trading down about 4% following the company’s 2Q21 earnings report. The report was good across the board. Financial measures including EPS, revenue, operating income, and profit…
Once again Apple (AAPL) reported an outstanding quarter, easily beating consensus estimates that were modestly above the guidance provided three months ago. When we last wrote about Apple, we noted…
Alphabet (GOOG/GOOGL) reported a second consecutive quarter of blowout earnings, smashing consensus estimates on all line items. Most impressive to us was 38% operating margin, about 700 basis points ahead…
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