ClubCorp Holdings (MYCC) is the largest owner-operator of private country clubs and business clubs in the United States. MYCC recently completed the acquisition of Sequoia Golf, the third largest owner-operator of country clubs, and now owns or operates over 200 clubs in more than 26 states. Clubs are somewhat clustered in warmer clients with Texas […]
Google (GOOG) and Apple (AAPL) reported in the past week, kicking off another round of quarterly earnings reports for stocks held in Northlake client accounts. GOOG and AAPL compete directly on operating systems (iOS vs. Android) and the desire to control the largest ecosystem of online consumers. Northlake will continue to hold both stocks in […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for October. The Market Cap model is recommending large caps for the second consecutive month. The Style model is sticking with value, which was first recommended in April. With no changes to the favored themes for October, client portfolios using the […]
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