Initial jobless claims rose by 20,000 during the last week of October, according to today’s report by the Department of Labor (which you can find here). But this piece of negative news was not enough to overshadow yesterday’s announcement by the Federal Reserve that they would begin quantitative easing efforts […]
Monthly Archives: November 2010
50 posts
I added three new companies to the Dividend Value Plus model in Oct 2010. All companies have excellent balance sheets and are currently out of favor with investors and analysts.
In his Only The Best model, manager Czar Reyes takes a value approach in order to buy excellent businesses at fair prices. The model generally has between 11 and 20 holdings. Last month, Reyes added a few new positions to the model, including Humana Inc (NYSE: HUM). According to their […]
In his Under-Capitalized Sectors model, manager John Mooney looks for sectors that are currently out of favor with investors and have relatively low price to earnings ratios. Recently, he added H&R Block Inc (NYSE: HRB) to the model. HRB has a low price to earnings ratio compared to competitors and […]
Our first new manager this week is Ginu Thomas, a graduate of Columbia Business School and Bingamton University. He is a mergers and acquisitions advisor for a financial services company and has been investing in his personal account since 2001. He uses a value-based approach and identifies opportunities that result […]
In the long-term Global Clean Energy—Clean Tech model, manager Craigmillar focuses on companies involved in alternative energy. Recently, they added Ormat Technologies Inc (NYSE: ORA) to the model. ORA operates, owns and develops both geothermal and recovered energy-based power plants globally, which do not issue new CO2 into the environment. […]
The Core model managed by Robert Foo combines a macroeconomic approach and behavioral finance. The end result is an analysis of how investors will react to various market influencers. The model’s goal is to outperform the market over full economic cycles. The top holding in the model is Direxion Daily […]
The ADP October 2010 National Employment Report (which you can access here) announced an increase of 43,000 private-sector jobs during the month of October. The report also states that job gains since February have been increasing with an average of 34,000 new jobs per month. New orders for manufactured goods […]
Pfizer Inc (NYSE: PFE) and Archer Daniels Midland Co (NYSE: ADM) released their quarterly financial results today. ADM reported net earnings of $345 million for the first quarter of 2011, down $151 million from the same quarter of 2010. Their reported earnings per share were $0.54, down from quarter one […]
The October 2010 Manufacturing ISM Report On Business from the Institute for Supply Management was released today and it put PMI at 56.9 percent, an increase over September’s 54.4 percent reading. Since any reading above 50 indicates growth, this is good news. You can see the full report here. Investors […]
In the day trading model, Management Access, manager Douglas Estadt buys the stocks of small to mid cap companies with credible growth stories and recent news that can affect stock price. Recently, he added Verizon Communications Inc (NYSE:VZ) to the model. In the seemingly endless wireless communication showdown, VZ has […]
The High Growth model managed by Joseph Mjelde is focused on stocks with consistent revenue and earnings growth of 20 percent or more. Mjelde also looks for those stocks that should have continued growth due to the trends of their respective industries. The model keeps 10 or more holdings and […]