Qualcomm (QCOM) bucked the trend of negative earnings and lowered guidance that has been prevalent in technology stocks this quarter. The company reported a good old fashioned “beat and raise” quarter. The shares are responding very well, up 4% in a down market. I like QCOM because it is the Intel of smartphones. Much as […]
Most major media companies reported earnings this week including those in Northlake’s portfolio of individual stocks. As has been the case with the broader market, earnings reports and guidance from Northlake’s portfolio was mixed. CBS was the clear winner with a solid quarter amid tough circumstances and a confident outlook for the December quarter and […]
After spending two months at large cap, Northlake’s Market Cap model shifted to mid cap for November. There were no significant changes in the underlying factors in the models. Rather, there was just movement within each model that led to a small change in the overall model reading. Since the large cap signal was not […]
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