Renewed Takeover Speculation Adds Another Leg to Media Stock Rally

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Media stocks continue to be market leaders in the latest phase of the stock market rally. The market rally is based on improved sentiment and data toward a global economic recovery. Most revenue drivers for media companies are highly sensitive to economic growth so it is not surprising that media stocks are among the sectors […]

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September Models Still Favor Small Caps and Value

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There were no changes to Northlake’s Market Cap and Style models for September. The signals remain small cap and value. As a result, all client positions in the Russell 2000 (IWM) and Russell 1000 Value (IWD) controlled by these models will remain in place until at least the first trading day of October. August marks […]

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