Last week saw the final three holdings in Northlake’s individual stock portfolio report their latest quarterly earnings. The news was good across the board, rounding out an excellent earnings season for Northlake’s portfolio that has been well received by investors. Liberty Global continues to grow its subscriber base in Europe at a rapid clip. Good […]
This week was a big one for media earnings. Besides Northlake holdings CBS and Discovery Communications, we heard from Viacom, Time Warner, Scripps Interactive, and Comcast Against a cautiously optimistic backdrop, the results came through inline to slightly better than expected with CBS leading the way again. The outlook for the rst of the year […]
After twelve months favoring growth, Northlake’s Style model shifted to value for August. As a result, all client positions in the Russell 1000 Growth (IWF) have been sold and the proceeds reinvested in the Russell 1000 Value (IWD). The Market Cap model is still recommending Mid Cap, so all client positions in the S&P 400 […]
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