Bob Gay's Luxury Liner Covestor investment model has recently raised cash and increased its hedge position, as economic growth slows.
Monthly Archives: June 2011
115 posts
Alejandro Paschalides, manager of Covestor's Energy model, shares his trades for the month and reasons for going long BPZ Resources and short the Crude Oil ETF
Bob Gay of GEARS manages Covestor's Earnings Surprise model. In this post he shares his methodology as well as the trades he made this month.
Alternative energy investor Tom Konrad shares his reasons for holding New Flyer Industries, a North American supplier of heavy duty transit buses.
The Supreme Court's ruling in favor of Janus Capital Group is a blow for shareholders' rights advocates.
Adib Motiwala, manager of the Dividend Value Plus model, shares his reasons for various trades in May
William Smith shares his biggest mistake yet - owning Puda Coal (AMEX: PUDA), a Chinese Reverse Takeover (RTO) whose shares were halted on fraud allegations
Zanshin Capital says it has been hard to find high quality, deeply undervalued securities. However, some sectors are attractive - find out which ones!
Manager of Covestor's South America model, Andy Djordjalian, shares his views on recent developments in South America's politics and their impact on the markets