Northlake’s Style model flipped to neutral for August after spending three months on growth. The Market Cap model remains on large cap for the third consecutive month. To align client portfolios invested in the models with the neutral signal, one half of positions in the Russell 1000 Growth (IWF) were sold and the proceeds were […]
MGM Resorts (MGM) reported strong 2Q17 results with better than expected profitability. Management executed well against long term plans to continuously improve profit margins, overcoming a self-imposed headwind from lower hotel room revenue and a slightly unlucky quarter at the casino tables. The investment thesis remains on track with several catalysts expected to drive shares […]
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Bayfield, WI 54814
tim@northlakecapital.com
847-226-9713
