We recently sold La Quinta Holdings (LQ) in all taxable accounts and reinvested the proceeds in Hilton (HLT). This swap was done to capture the loss in LQ to reduce the amount of realized gains for Northlake’s taxable investors without giving up any upside. We see equal potential in LQ and HLT, and we believe […]
There are no changes to the recommendations from Northlake’s Market Cap and Style models for the month of September. Mid Cap and Growth continue as the favored themes. As a result, current client positions that follow the models will remain invested in the S&P 400 Mid Cap (MDY) and the Russell 1000 Growth (IWF). The […]
Office
20 N 3rd Street
Bayfield, WI 54814
Mail
PO Box 1165
Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
