Richard Moore is a Covestor manager with more than 40 years of investment experience. Richard has worked for banks, mutual funds and investment advisors. He believes it’s counterproductive to spend time trying to outguess the market on large, widely-followed stocks, so he screens broad US market with models he has […]
Monthly Archives: April 2011
120 posts
Covestor model manager Global Equity Analytics and Research Services LLC (GEARS) – a proprietary learning-based electronic documentation interpretation software company – was founded by Robert Gay (pictured) . Prior to founding GEARS, Robert was Vice President and Director of Quantitative Research at Donaldson, Lufkin and Jenrette in New York. Robert was selected […]
Author: Jerry Gehman Covestor model: Undervalued Growth Companies Disclosure: Long FNSR The stocks in my portfolio got hammered in March, but I believe current prices provide an excellent buying opportunity. Some issues that caused these declines are: (1) Small cap stocks were over-valued because of early 2011 price increases. (2) […]
Matthew Yglesias (at right), Fellow at the Center for American Progress Action Fund, is frustrated, and for good reason. Yglesias was considering investing some of his 401(k) for retirement in John Hancock’s International Value Fund, a mutual fund available within his employer’s plan. Of course, one of the things Yglesias […]
Covestor model manager Bill Deshurko, who manages the Dividend and Income Plus model, was interviewed on News@7 to discuss investing in high dividend yielding stocks. Bill mentions his investment thesis for Verizon (NYSE: VZ) and Nightsbridge Tankers (Nasdaq: VLCCF), along with his general investment strategy for producing income from stock […]
Two important developments for investors in Netflix (Nasdaq: NFLX) and the streaming TV sector today. First off, the Wall St. Journal reports that AMC’s hit show ‘Mad Men’ will be carried on Netflix soon. Lions Gate Entertainment (NYSE: LGF), which produces the show, struck a deal with Netflix to stream […]
There are three essential follow up posts to the New York Times article that dropped like a bombshell on General Electric (NYSE: GE) when it claimed GE did not pay any income tax on its $5.1 billion in profits last year. First up, Allan Sloan and Jeff Gerth from ProPublica […]
Author: Gator Capital Management Covestor model: Small Cap Disclosure: Long WTFC We believe a winning strategy to owning bank stocks is to focus on banks with superior loan generating and deposit gathering capabilities. Another way to succeed in bank stocks is to own acquisitive banks during a period of low […]
Craigmillar’s Global Clean Energy model on Covestor focuses on companies in the alternative energy sector that manager Robert Preston (pictured) believes will benefit from the long term trend of global energy decarbonization. Robert has over 30 years of experience in finance, energy research and renewable energy. He worked at Merrill […]
AthenaInvest is a Colorado-based investment advisor that follows “Strategy Based Investing,” grouping managers into peer groups and ranking them and their investments toward finding strong stock ideas: Managers with a well defined strategy and a high degree of conviction rate highly. Stocks held by highly ranked managers with conviction also […]
Covestor manager Walter Lu is a value investor who believes that there are two keys to successful investing: an edge and proper risk management. His edge? Walter has chosen to follow the value investing philosophy because it benefits from the positive-sum game of long-term investment returns, is fundamental to the […]
Covestor model manager Yinglan Tan invests in the strong venture-backed equities with predictable earnings and long-term growth. He is the author of the book The Way of the VC – Top Venture Capitalists On Your Board and he is currently an Adjunct Professor living in Singapore. For serious money, Yinglan […]