This quarter I am trying a different approach that hopefully saves clients time and increases readership of the quarterly earnings updates. I will write short paragraphs on several companies at a time as they report highlighting a few key items in the reports and looking ahead to future potential of each stock. Earnings season is […]
There are no changes to Northlake’s Market Cap and Style models for July. The favored themes remain Mid Cap and Value for at least another month. Given the strength of the current signals, I think that Mid Cap and Value probably will last at least two more months but given volatile economic data and 2014’s […]
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