One of the oddities in specializing in media stocks is that most all of the companies report quarterly earnings within a tight two week window including the last week of the first month of the new quarter and the first week of the second month. This quarter media earnings season overlapped with two trips to […]
The latest signals from Northlake’s Market Cap and Style models once again are unchanged. For May, the Market Cap model still favors small cap and the Style model remains in value mode. Northlake client positions dedicated to the models will remain invested in the Russell 2000 (IWM) for small cap and the Russell 1000 Value […]
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tim@northlakecapital.com
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