"
Northlake’s Market Cap and Style models continue to reflect a broadening bullish stock market trend. The Style model has shifted to neutral after one year at a growth signal. This…
After reviewing the latest updates, we are sitting tight with the current recommendations from our Market Cap and Style models. The small cap signal that flashed for February held for…
Sony (SONY): SONY had mixed news with its 3Q23 report. Earnings were basically in line with or slightly ahead of expectations. However, guidance was mixed, including initial insight into the…
Meta Platforms (META): META had an outstanding 4Q23 earnings report and even better guidance for 1Q24. The company also announced its first ever quarterly dividend and a much larger share…
The latest signal from Northlake’s Market Model shows a rare shift to small cap. As a result, client portfolios using our model strategies will sell current positions in the S&P…
International Business Machines (IBM): IBM reported a good quarter with nice upside on the all-important free cash flow. Guidance was also good with free cash flow again surprising positively. The…
There are no changes to the recommendations from Northlake’s Market Cap or Style model to start 2024. We are sticking with Mid Cap and Growth. Client positions following the models…
Northlake’s Market Cap model flipped from Large Cap to Mid Cap for December. Client positions following the model sold holdings in the S&P 500 (SPY) and reinvested the proceeds in…
Apple (AAPL): AAPL 4Q23 earnings and 1Q24 guidance were mixed. The shares are down 1% in a very strong market following the report. 4Q23 results were in line on revenue…
Northlake’s Market Cap and Style models again favor large cap and growth for November. As a result, client portfolios that use the models will continue to own the S&P 500…