Cleaning Up News Feed Not Slowing Facebook

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Despite some worries related to recent changes to Facebook’s (FB) News Feed, the company reported another outstanding quarter with revenues rising 47% and operating leverage again evident even as the company continues to caution about increased spending.  More importantly, the company’s words and tone when discussing the impact of changes that could limit time spent […]

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Moving to Neutral on Growth vs. Value

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Northlake’s Style model moved to a neutral reading for February, showing no favoritism for growth vs. value.  This change leads to the sale of one half of client positions in the Russell 1000 Growth (IWF) with proceeds reinvested into the Russell 1000 Value (IWD).  IWF and IWD are now equal position sizes in client accounts.  […]

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