There were no changes to Northlake’s Market and Style models for August. The market Cap model continues to recommend Mid Caps and the Style models still favors Value. As a result, Northlake client positions in the S&P 400 Mid Cap (MDY) and the Russell 1000 Value (IWD) will be maintained for another month. The Market […]
Over the past two weeks, three of Northlake’s media long positions reported second quarter 2010 earnings. In addition, the recently sold DirecTV (DTV) reported results. The other three companies to report were CBS, Discovery Communications (DISCK), and Virgin Media (VMED). All four companies met or exceeded consensus estimates on most important financial and operating metrics. […]
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