Visit Global Equity Analytics and Research Services (GEARS) on Covestor The positive surprise pattern is traced in fundamental data. Companies with rising sales growth, higher gross profit margins, lower fixed costs to sales, lower financing cost, and rising profitability are more likely to announce a positive surprise. The Earnings Surprise Model […]
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Federal Reserve Chairman Ben Bernanke spoke today before the Committee on Banking, Housing and Urban Affairs. He discussed many economic issues including the slow improvement of the unemployment rate. He mentioned that a “significant amount of time” would be needed to restore all the jobs that have been lost over […]
VisitGlobal Equity Analytics and Research Services(GEARS) on Covestor Positive surprises continue to outnumber negative ones by a wide margin. Maybe that should not be such a surprise when during 1Q2010 over 80% of companies showed a rising sales growth rate and nearly 70% recorded a profit margin improvement (according to […]
Covestor model manager Kevin Shine’s Asset Allocation model holds positions from many different asset classes including REITs, stocks, commodities and currencies—but they are all purchased through ETFs. One of the top holdings in the Asset Allocation model is iShares Barclays MBS Bond Fund (MBB). MBB is designed to mirror the […]
In the first 10 minutes of trading this morning, the Dow Jones Industrial Average lost as many as 146 points after IBM showed lower-than-expected quarterly revenues. But the extension of jobless benefits and a reported increase in building permits issued (an increase of more than 2%) helped investors get back […]
Although bad economic news seemed to dominate the headlines today, U.S. markets managed to make some gains. The Dow Jones Industrial Average was up 57.74 points today closing at 10,155.64. The Nasdaq was up 19.18 points to close at 2,198.23 and the S&P 500 gained 6.49 points to close at […]
Schenley Park and their Covestor Model Capital Appreciation Plus looks for positions that will appreciate in value while offering activity that is not as volatile as the S&P 500. Let’s look at five of the funds that dominate this model. ProShares UltraShort S&P 500 ETF (SDS) is a bearish fund […]
Visit Global Equity Analytics and Research Services (GEARS) on Covestor The first week of earnings season was underway last week with positive surprises outnumbering negative 8 to 1. Still the market dropped, and broadly. Last week, 86% of stocks were down. It seems that the market focus has shifted from […]
The new Wall Street reform bill passed the senate today and is waiting for the President’s signature to make it law. In the bill is a ban on liar’s loans, the development of a new oversight panel of financial regulators charged with the task of keeping watch for problems within […]
The Federal Reserve released the minutes from their June Federal Open Market Committee (FOMC) meeting today and the results may not be what investors were hoping to hear. The minutes reveal the expectation of the committee for a modest economic recovery to continue all the way through 2011. They also […]
With an eye toward creating a high yield portfolio with international stocks, closed-end funds and preferred shares, Covestor model manager Vivian Lewis has developed the International Yield model. Within this model, one of her top positions is Cenovus Energy Inc (NYSE:CVE). CVE is a Canadian oil and gas drilling and […]
Earnings season got off to a great start today with the earnings announcement from Alcoa (NYSE: AA) and CSX Corp (NYSE: CSX) making headlines. Both companies recorded an earnings surprise pattern in their fundamentals last quarter. The Earnings Surprise model owns Alcoa (NYSE: AA). The positive surprise pattern in the […]