Oceanic Capital Management's analysis begins with prudent asset allocations, then uses economic and fundamental analysis to target specific positions.
Frank Voisin
465 posts
Check out Green Valley Wealth Advisors LLC, one of Covestor's newest model managers. They use quantitative, thematic and contrarian investment methods.
Sprint Nextel was purchased because of bullish fundamentals and technicals. The macro fundamentals for the financial services sector remains negative in the near term due to continued high unemployment
Editor’s note: As of 9/20/11 Lucas Krupinski no longer manages a Covestor model Lucas Krupinski manages Covestor’s Small Cap Fundamentals model, which seeks to generate returns through a variety of methods including holding long term positions, trading around short term positions and seeking exposure to investments that generate current income. Krupinski recently […]
Average Man Lived an Adventurous Life, which details his life travels through more than 125 countries. He also manages Covestor's Opportunistic and Adventurous
Solar, Inc. was now available for public trading landed in my inbox. It's currently trading under the symbol (PINK: PSWWD.PK) but will transition to PSWW.PK on
Robert Gay manages Global Equity Analytics and Research Services LLC (GEARS) which manages several Covestor models, including the Luxury Liner model. Robert recently sold Fairchild Semiconductor (NYSE: FCS) from that portfolio. We asked Robert to share his reasons for selling. His response follows. *** My decision report for FCS is […]
Darren Taylor uses a bottom-up fundamental approach to stock selection for Covestor’s Top 5 Screener model. He recently bought CACI International (NYSE: CACI) for the model. CACI is an international IT services corporation. We asked Darren to share his reasons for buying CACI. His response follows. *** I developed my […]
Vivian Lewis manages Covestor’s International Yield model, which focuses on high-yield investments in closed-end funds, stocks and preferred shares of companies located outside the United States. Lewis recently sold Cellcom Israel Ltd. (NYSE: CEL) from the portfolio, so we asked her to share her reasons for moving out of the stock. […]
Timothy Sykes manages Covestor’s Contra Hype model, which seeks to identify price movements of small cap stocks that are susceptible to unusual short term price movements due to media hype or investor exuberance. Tim recently shorted Jammin Java Corp. (OTC: JAMN), formerly Marley Coffee Inc., which is a development-stage company engaged in the […]
John Fattibene of Harvest Financial Planners manages Covestor’s Domestic Dividend model, which seeks to invest in high-quality, well-managed companies that pay a dividend. Fattibene recently added Best Buy (NYSE: BBY) to the model, so we asked him to share his reasons for the transaction. His response follows. *** We bought […]
Model manager Brendan Ruchert-Dixon runs Covestor’s Alpha Trapper model, which follows a long-short strategy, aiming for balanced growth in the long portion while using short positions in poorly-structured ETFs to both hedge risk and aim for extra returns. Brendan recently added Asta Funding, inc (NASDAQ: ASFI) to the model. ASFI is engaged […]