In the Precedent-Based model, manager John Ward combines fundamental analysis with market timing strategies that come from the daily tracking of technical action. Ward’s objective for the model is to minimize risk. The model becomes more diversified when the market is trending down and also holds inverse ETFs at times. […]
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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 […]
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 […]
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 […]
One interesting way to find out what is going on in the minds of investors is to look at Google and Yahoo trending topics. Today, Unemployment Rate was one of the trending topics on Yahoo. On Google, the hot trending search was Obamacare. These two topics are both sources of […]
A number of companies released positive earnings reports today. Adobe Systems Incorporated (NASDAQ: ADBE) reported that their quarterly sales for quarter four surpassed $1 billion, for the first time ever. Jabil Circuit Incorporated (NYSE: JBL) announced a net revenue of $4.1 billion in quarter one 2011, a $1 billion increase […]
The Department of Labor released its Regional and State Employment and Unemployment Summary for November today. The report (which you can read here) shows that the unemployment rate increased in 21 states and the District of Columbia. The unemployment rate decreased in 15 states and remained the same in 14. […]
The Bottom-Up Analysis Agg model managed by Epic Advisors is the result of financial analysis and market timing. The model is a combination of day trading positions and core positions that are held until the stock reaches intrinsic fair value. The goal for market timed day trades is a return […]
According to the U.S. Census Bureau, the trade deficit dropped 13 percent–from $44.6 billion in September to $38.7 billion in October. The report (which you can view here) illustrates this increase in demand for U.S. goods, but also shows that the gap between imported goods and exported goods is still […]
According to the Department of Housing and Urban Development, new residential construction rose 3.9 percent in November. Unfortunately, this was not enough to help us compete with November 2009 levels which we are still 5.8 percent below. Building permits for private homes were also increased, a total of 4 percent […]
The weekly mortgage application survey released by Mortgage Bankers Association today gave some bad news. The report (which you can read here) shows a decrease of 2.3 percent in mortgage applications seasonally and a 2.7 percent decrease from last week’s numbers. According to the Department of Labor, the Consumer Price […]