For the first time since August 2005, Northlake’s monthly Market Cap model is flashing a small cap signal. As a result, I sold all client and personal positions that tin the S&P 400 Mid Cap (MDY) that track this model and reinvested dollar-for-dollar in the Russell 2000 (IWM). Small caps have outperformed for several months […]
It looks like a weak finish to the summer box office will leave Summer 2008 just short of Summer 2007’s all-time record. Labor Day weekend is down 22% for the top 12 films likely making it five straight weeks of negative growth. According to my data, pulled from BoxOfficeMojo.com, from the first weekend in May […]
Looks like I got a bit lucky with the timing of last week’s sale of Northlake’s remaining position in Rogers Communication (RCI). On Friday, it was reported that Telus and Bell Canada will be building a competitive HSPDA network that could undercut Rogers monopoly on high end customers and roaming. The stock got clipped on […]
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