Another Good Quarter Builds Bull Case for Google

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Google (GOOG) reported another good quarter. Please note I am defining “good” as satisfactory to investors. GOOG went through a roughly six quarter stretch in 2012 and early 2013 where despite showing sustained 20% plus growth, investors were concerned. These last two quarters have addressed the concerns and GOOG shares have moved up sharply to […]

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Models Unchanged for February: Still Like Mid Cap and Value

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There were no changes to the signals from Northlake’s Market Cap and Style models for February. The Market Cap model continues to favor mid cap and the Style model still recommends value. With no changes to the signals for this month, Northlake client positions in the S&P 400 Mid Cap (MDY) and Russell 1000 Value […]

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