For his Opportunistic Value portfolio, Covestor model manager Hengfu Hsu uses proprietary computer algorithms to capture equity mispricing opportunities in mid- and small-cap stocks. Current top holdings include Mercer International (MERC), PC Mall (MALL) and Omega Protein (OME). On March 14, Hsu added to his position in PC Mall (MALL), a direct marketer of technology […]
Frank Voisin
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Zack Miller is Covestor’s Head of Business Development. In his podcast below, Zack speaks with Theresa Hamacher and Bob Pozen, authors of a new book on the mutual fund industry. Mutual funds have introduced millions of Americans to investing in the stock market. While their popularity and usage may have […]
For his Cash Flow portfolio, Covestor model manager Jose Betancourt conducts fundamental analysis to find companies with high free cash flow and negative net debt. Current top holdings include ChinaCast Education (CAST), Tellabs (TLAB) and Theragenics (TGX). On March 14, Betancourt added a new position in Tellabs (TLAB), which is engaged in designing and […]
Author: Michael Arold Model: Technical Swing Disclosure: Long CCJ Cameco Corp. (CCJ) is the world’s largest uranium mining company and obviously affected by the nuclear catastrophe in Japan. The stock declined over 30% during the recent market sell-off. However, I believe that the company was overly punished and that CCJ […]
For her International Yield portfolio, Covestor model manager Vivian Lewis focuses on high yielding closed end funds, preferred shares and common shares of companies that reside physically outside of the United States. Current top holdings include Ecopetrol SA (EC), Templeton Emerging Markets Income Fund (TEI) and Ultrapar Participacoes SA (UGP). On March […]
Author: James Hofmann Model: Dividend Growth Disclosure: Long T Over the weekend AT&T (NYSE: T) the second largest wireless carrier in the US announced plans to buy T-Mobile the fourth largest carrier in the US for $39 billion. The combined company will be the largest provider in the US surpassing […]
For the Pure Growth portfolio, Covestor model manager BSG&L focuses on companies with 15% ROE, good liquidity and a PEG ratio of less than 1.25. Current top holdings include Caterpillar (CAT), Linn Energy (LINE) and Peabody Energy (BTU). On March 17, BSG&L added a position in Continental Resources (CLR), an independent crude oil and […]
For the Pure Growth portfolio, Covestor model manager BSG&L focuses on companies with 15% ROE, good liquidity and a PEG ratio of less than 1.25. Current top holdings include Caterpillar (CAT), Linn Energy (LINE) and Peabody Energy (BTU). On March 17, BSG&L added a position in EMC Corporation (EMC), which develops, delivers and supports […]
For his Biotech and Medtech portfolio, Covestor model manager Jeremy Zhou invests in the US healthcare industry. Current top holdings include Teva Pharmaceutical Industries (TEVA), Transcept Pharmaceuticals (TSPT) and Biodel (BIOD). On March 16, Zhou added a position in Dendreon Corporation (DNDN), a biotechnology company focused on the discovery, development and commercialization of therapeutics […]
Author: The Coe Report Model: Market Timing Technicals Disclosure: None Technology has shown underperformance for several weeks and that is becoming a concern as it is now threatening the long-term bullish case. The ratio of the NASDAQ 100 (NDX) versus the S&P 500 (SPX) has pulled back to the 200-day […]
Clusterstock created this interesting chart from a Barclays report about the coming reconstruction boom in Japan, which concludes that short-term GDP declines will ultimately give way to faster GDP growth. (Click image for full size) What companies will profit from the reconstruction boom? According to Scott Rothbort of StockPickr, there […]
The New York Times created this infographic about exploiting the local grocery store’s salad bar for the most value (click for full size): Sources: “How to Beat the Salad Bar” Nate Silver. New York Times, 3/17/11. https://www.nytimes.com/2011/03/20/magazine/mag-20Subversion-t.html?_r=2