Monthly Archives: July 2011

111 posts

Merger arbitrage is a perfect candidate for efficient margin use – Czar Reyes

Czar Reyes discusses his portfolio performance and merger arbitrage

Merger arbitrage is a perfect candidate for efficient margin use …

Why consumer staples, and why right now – Split Rock (PG, KO, CL)

Split Rock Private Trading discusses its move to consumer staples

Why consumer staples, and why right now – Split Rock …

The recovery of the Japanese auto sector should help drive equity markets – Sparrow Capital

Sparrow Capital discusses its portfolio performance and two potential catalysts for the equity markets

The recovery of the Japanese auto sector should help drive …

Kimberly Clark: Better than Treasuries? (KMB, PG, CL)

Here's what Chris Santiago likes about Kimberly-Clark and its stock.

Kimberly Clark: Better than Treasuries? (KMB, PG, CL)

David D'Amico of Newton, Massachusetts based Braver Wealth Management talks about safeguarding a portfolio on this radio show.

How and when to safeguard a portfolio – David D’Amico

Financial advisors and action bias

Reuters' Felix Salmon and financial advisor Josh Brown discuss action bias and the new Pimco bond ETF.

Financial advisors and action bias

Buybacks can provide future earnings surprises – Stone Fox Capital (CSCO, GPS, MSFT)

Mark Holder shares his model performance for June

Buybacks can provide future earnings surprises – Stone Fox Capital …

Leif Eriksen shares the list of companies he believes reflect a good balance between value and growth

I’ve gone into lockdown mode; buying Johnson & Johnson, others …

The Great American Debt Debacle and why I like SunPower (SPWRA)

Jack Gindi of Beckerman Institutional shares his thoughts on the market.

The Great American Debt Debacle and why I like SunPower …

Pat McFadden: Washington politics and the time bomb of August debt maturities

Washington politics and the time bomb of August debt maturities …

What’s a good investment model?

Covestor CIO Raphael Mennicken on choosing the right investment models for your portfolio.

What’s a good investment model?

When quality stocks fall, it doesn’t concern me – Andrew Fletcher (F, EXC, FE)

Andrew Fletcher updates on his holdings in June

When quality stocks fall, it doesn’t concern me – Andrew …