Mid Cap and Growth Themes Remain in Place

There are no changes to the recommendations form Northlake’s Market Cap and Style models for April.  Growth remains the favored Style as it has been since the start of January.  The Mid Cap signal also stays in place for the third consecutive month.  With no changes to the model signals, client positions in the S&P […]

Apple Shows Potential to Ripen

Apple (AAPL) reported weak but better than expected 2Q19 results and 3Q19 guidance.  Revenues fell -5% for the second consecutive quarter.  Operating profit fell -15% after declining -10% last quarter.  EPS exceeded expectations but still declined -10% boosted by additional share repurchases.  Net income fell -16%.  Guess what?  Amid all these negative numbers AAPL shares […]