Apple and Google: Stocks Respond Positively for Different Reasons

Apple and Google reported earnings last week and each stock responded very positively.  This was an interesting outcome given that Apple’s results were well ahead of expectations, while Google fell a little short of Wall street estimates.  Media Tlak has often noted how expectations and sentiment drive a stock’s immediate reaction to earnings.  Read on […]

Mid Cap and Large Cap Growth Remain in Favor

There are no changes to the recommendations from Northlake’ Market Cap and Style models for February.  Mid Cap and Large Cap Growth remain the favored themes.  As a result, client positions following Northlake’s models will remain invested in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF) for at least another month. […]