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Liberty Global (LBTYK) had an eventful week. The company closed on its acquisition of Ziggo, giving it nationwide coverage in the Netherlands for its broadband and cable network, reported third…
Over the past couple of months I have been working with Ned Davis Research on updates to Northlake’s Market Cap and Style models. Ned Davis originally developed these models about…
In a tough year for media and entertainment stocks, Comcast (CMCSK) has been a good performer rising 11% through October, a bit ahead of the S&P 500. As the just…
ClubCorp Holdings (MYCC) is the largest owner-operator of private country clubs and business clubs in the United States. MYCC recently completed the acquisition of Sequoia Golf, the third largest owner-operator…
Google (GOOG) and Apple (AAPL) reported in the past week, kicking off another round of quarterly earnings reports for stocks held in Northlake client accounts. GOOG and AAPL compete directly…
There are no changes to the recommendations from Northlake’s Market Cap and Style models for October. The Market Cap model is recommending large caps for the second consecutive month. The…
There are no changes to the recommendations from Northlake’s models for September. The Market Cap model favors large cap for the second consecutive month. The Style model is recommending value…
Every quarter most of the major companies and most of Northlake’s individual stock positions all report during the same week. This occurred during the week just ending. It is a…
After an eight month run favoring mid cap, Northlake’s Market Cap model shifted to large cap for August. As a result of this shift, client positions in the S&P 400…
This quarter I am trying a different approach that hopefully saves clients time and increases readership of the quarterly earnings updates. I will write short paragraphs on several companies at…
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