Cable stocks have performed well this year due to a combination of steady moderate growth, industry consolidation rumors, and companies returning cash to shareholders via dividend increases and share repurchases. The most recent set of quarterly earnings reports support current bullish trends in these areas. Northlake clients own positions in Comcast (CMCSK) and Liberty Global […]
Over the past two weeks, most of the major media companies have reported second quarter results. This summary will take a look at the entertainment companies held by Northlake clients. These companies are primarily content producers. A separate blog post will review the cable companies that provide the pipes through which we consume the content. […]
There were no changes to Northlake’s models for August. The Market Cap model continues to recommend Mid Cap and the Style model still favors Value. As a result, client assets dedicated to these models will be maintained in the S&P 400 Mid Cap (MDY) and the Russell 1000 Value (IWD). The Market Cap model had […]
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