Both of the models in Northlake’s ETF rotation strategy sent new signals for February. The market Cap model shifted from Mid Cap to Large Cap and the Style model shifted from Growth to Value. As a result of these changes, I swapped client positions in the S&P 400 Mid Cap (MDY) for the S&P 500 […]
Comcast (CMCSA/CMCSK) reported 4Q06 results that were very close to extremely high expectations. Guidance for 2007 is also very close to current analyst expectations with the notable exception that 2007 free cash flow is forecast the same as 2006 due to an increase in projected capital expenditures as Comcast expects to sign up more customers […]
Time Warner (TWX) reported 4Q06 results that were very close to analyst estimates across the board. There don’t appear to be any surprises in the overall results or at the segment level. On first glance, it appears that AOL and Cable performed at least well as expected, possibly with a little upside. TWX also provided […]
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