In their Workouts model, manager Fat Pitch Financials invests in special situations in which a corporate event sets the future value of a security. This includes events like mergers, liquidations, tender offers, etc. Media reports and securities filings are heavily relied on for research purposes. The top holding in the […]
Monthly Archives: December 2010
105 posts
The International Hedged Equity model managed by SWAN Asset Management attempts to provide stable performance with income and growth provided by international stocks. Stocks are evaluated by the company’s growth, profitability and cash flow before being added to the model. This month, SWAN added energy company National Grid PLC (NYSE: […]
ETF model is no longer available on Covestor Model manager Analytic Investment added several new positions to the Focus ETF model at the beginning of December.
In his Market Comparables model, manager Richard Moore evaluates stocks based on their relative stock price movement and valuations over time. He also reviews financial forecasts to assess the potential for earnings growth. This month, Moore added several positions to the model including UsaNA Health Sciences Inc (NASDAQ: USNA), the […]
Setting the financial crisis to music – from the FT’s Frederick Studeman and Julian Anderson, composer in residence at the London Philharmonic Orchestra. One big challenge Anderson faced was how to capture September, 2008: One obvious way to symbolise the moment of crash is a dull, almighty thud; another, a […]
It’s become a yearly tradition for the folks at PNC to figure out how much it would cost to buy each of the gifts in the carol “The 12 Days of Christmas.” Here are this year’s results – complete with an interactive pop-up book accompanied by PNC’s Jim Dunigan’s lovely Mid-Atlantic accent. […]
WePay pored over some academic papers, Consumer Reports, and trade group publications to produce a helpful infographic on the behavioral economics of holiday gift giving. It’s interesting that an unused AMC Theaters gift card has a higher secondary market value (just 20% down) than one from 1-800 Flowers (30% off) – […]
Ginu Thomas manages the Discount to Intrinsic Value model with a value-based approach to investing. He looks for undervalued positions that are not likely to have significant declines in value in future years. Once undervalued positions reach intrinsic value, they will be sold. The top holding in the model is […]
The Management Access model, managed by Douglas Estadt, is a day trading model. When choosing new positions for the model, Estadt evaluates management pitches and company conference calls to look for growth stories that are credible. This month, he has added several new positions to the model including National Beverage […]
Once again, the Federal Open Market Committee decided not to raise the federal funds rate from 0-1/4 percent. In their November FOMC meeting minutes (which you can read here), they discuss the slow recovery and unemployment rate. As expected, they also decided to continue with their quantitative easing efforts in […]
Today was a big day in housing news. According to the Mortgage Bankers Association, mortgage loan application volume decreased 18.6 percent last week. The Refinance Index also decreased. To get full details, see the press release here. Then there was the good news on the housing front, as the National […]