The MergerArb model managed by Atlas Capital stays focused on US companies that are definite or potential takeover targets. Atlas Capital uses screening guidelines to choose which pre-takeover companies to add to the model. These guidelines consider liquidity, premium and share prices of the company. When a certain premium yield […]
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While we have a slew of economic data coming this week, today gave us nothing but corporate acquisitions. Some of the major players in the merger and acquisition activity today included Cisco Systems Inc (NASDAQ: CSCO) who completed its acquisition of LineSider Technologies Inc., Dell Inc (NASDAQ: DELL) who announced […]
There weren’t many new economic revelations today. The Weekly Mortgage Applications Survey from Mortgage Bankers Association was released and it did not bring good news for the housing sector, although that wasn’t completely unexpected. According to the report (which you can find here), mortgage loan applications decreased by .9 percent […]
In their Growth Plus Income model, managers BSG&L look for a target yield of 5 percent with bond ETFs and dividend-paying stocks. Their holdings can stretch across multiple sectors and investments. They target overweight sectors and look to income positions to reduce risk. Income producing positions are held in the […]
model for Covestor, Undervalued Growth Companies, identifies those companies with a unique product and the financial resources to withstand economic stress but
Undervalued Growth Companies model manager Gehman Capital attempts to build a diversified portfolio of undervalued stocks within the model. Their goal is to maximize returns and add undervalued companies that have a unique product, are in a growth industry and that have sufficient financial resources to withstand some economic stress. […]
The day after Federal Reserve Chairman Ben Bernanke’s rare interview with CBS’ 60 Minutes aired, U.S. markets were relatively quiet with no major swings up or down. The interview (which can be found here) was intended to answer critics of the Fed’s $600 billion treasury buying plan for quantitative easing. […]
President Obama’s proposal to extend the Bush tax cuts along with unemployment benefits, child tax credits, business tax cuts and the Making Work Pay credit seemed to have made investors relatively optimistic today, and the Dow Jones Industrial Average remained above last night’s close of 11,362.19 almost all day. The […]
The TenStocks model takes both a top down and a bottom up approach to creating a model with deep value and special situation investments. The model currently has four holdings and is long only. The top holding in TenStocks is Bank of America Corp (NYSE: BAC). BAC has had some […]
This week we talked to optical surgeon and 42-year investing veteran Robert Freedland about his new Healthcare model. Covestor LIVE: What made you decide to create your Healthcare model? Robert Freedland: I have been with Covestor for several years and was fortunate to be one of the initial models since […]
Economic news was not as positive today as it had been earlier this week, and that definitely had an effect on U.S. markets. First, the Department of Commerce released their October 2010 Full Report on Manufacturers’ Shipments, Inventories and Orders (found here) which revealed that new orders for manufactured goods […]
The Fundamental Asset Allocation model managed by Prism Capital uses a fundamental approach to investing and focuses on long-term capital appreciation as well as risk management. The model is diversified globally among many different asset classes and is designed to have minimal volatility in order to enhance the model’s long-term […]