The following entry is cross-posted from Street Insight. As some clients and friends of Northlake Capital Management know, I write a brief daily commentary for StreetInsight.com, the professional version of The Street.com. Street Insight is an expensive service targeted at money managers. Along with another two dozen money managers, I contribute commentary on the stock […]
Despite the fantastic performance of shares of Apple Computer, including today’s big run-up on the company’s outstanding fourth quarter earnings results, I believe the opportunity for substantial further gains exist. Consequently, client portfolios purchased a trading position in Apple shares (AAPL) after some of the morning enthusiasm wore off. The investment thesis is that the […]
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