In Covestor’s American Heroes model, manager American Values Investments (CEO Carter LeCraw pictured at left) employs a proprietary methodology to determine what companies should be considered “American Heroes.” The firm defines an American Hero as “a public company that highly reflects the American values of Integrity, Humility, Diligence and Caring.” The […]
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Earlier this week we addressed Sara Lee’s (NYSE: SLE) decision to break up its meat and coffee businesses into two separate companies. Last week, we mentioned that Motorola was doing the same thing by spinning off its mobile device business and creating two new companies—Motorola Mobility Holdings (NYSE: MMI) and […]
New Covestor model managers System Research LLC began its business in 2008 by selling market timing research to investment advisory firms. Now offering portfolio managing services, System Research has their own approach to investing. According to the company’s website: System Research believes that actively traded quantitative investment models can provide […]
Former Bruckmann, Rosser, Sherrill & Co. Partner Hal Rosser has left the private equity firm he co-founded to form a new firm specializing in investing in the restaurant sector. In a January 11th interview with Fortune (“Hal Rosser talks about his new firm, and why it’s always a good time […]
Cupcakes have been a dessert staple for several years, and many believe that it’s a trend set to be around for a while. At least, that’s what the 57th Street General Acquisition Corp is hoping since it is buying Crumbs Bake Shop next month, a deal that will result in […]
David Tepper—a renowned value investor, hedge fund manager, and founder of Appaloosa Management—disclosed today that he has a 7.35 percent stake in Dean Foods Co (NYSE: DF). Tepper is probably best known for his strategy of investing in bank stocks during 2009 when other investors were running away from them. […]
Despite the fact that the retail sector enjoyed its best holiday shopping season since 2006 in November and December of 2010, many retail stocks fell today. The reason behind the drop was that many stores’ December sales missed analysts’ expectations. Stores like Gap Inc (NYSE: GPS) which announced today that […]
If you were alive and old enough to be aware of trends in the early 1980’s, then you probably remember the big stir caused by the Commodore VIC-20, an affordable personal computer that was the first PC to sell one million units. That may not sound like a big number […]
In Sreeni Meka’s Long Term Value model, the goal is to invest in the low-risk equities of companies with strong balance sheets. The top holding in the model is Oshkosh Corp (NYSE: OSK). In September, the company announced that its Chairman and CEO, Robert G. Bohn, had decided to retire. […]
Morgan Stanley and BMO analysts downgraded several grocery stocks today, causing their stock values to recede substantially. Morgan Stanley downgraded both SUPERVALU INC (NYSE: SVU) and Safeway Inc (NYSE: SWY), while BMO downgraded Whole Foods Market Inc (NASDAQ: WFMI). Losses in the sector weren’t restricted to just those downgraded positions. […]
Allowing emotions to play a role in investing causes some of the classic investor mistakes, including buying high and selling low, chasing trends that are on the downswing in popularity and improper diversification. And, as Bryan Keller illustrates in his September 28, 2008 article for Seeking Alpha, The Cost of […]