Despite another strong earnings report, Wall Street is worried about the implications of Google’s management change. Is it a sign that things are not as good as earnings make them appear? It has been an interesting several trading days in Google (GGOG) shares. After the close on Thursday, January 20th, GOOG reported very good 4Q10 […]
Following the disclosure that Steve Jobs would take a medical leave of absence, Apple reported another in a string of incredibly strong quarterly earnings reports. The reported numbers easily beat expectations. Revenue upside came mostly from higher than expected selling prices with unit volumes in line with the high end of expectations. iPad volumes were […]
Walter Piecyk, an analyst I know at BTIG, wrote the following brief comment on Apple and published it this morning. The volume of Wall Street commentary on Apple this morning is enormous as expected. Walter’s note best captures my thinking so I reproduce it here with the hope that Walter and BTIG don’t mind. “The […]
Northlake’s Style model shifted back to Mid Cap for January after a three month run at small cap. As a result, client assets dedicated to the Core and Explore strategy shifted their investment from the Russell 2000 (IWM) into the S&P 400 Mid Cap (MDY). The Style model was unchanged for January, sticking with the […]
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