Author: Darren Taylor Model: Top 5 Screener Disclosure: None The Top Five Screener model is long only. We invest in what we believe are undervalued stocks and sell only when better opportunities arrive. Because of this, the model normally maintains some cash to take advantage of pullbacks. Despite all the […]
Frank Voisin
469 posts
Author: CJ Brott, Capital Ideas Model: Macro Plus Income Disclosure: Long KWK Darden Family Interests announced Thursday (3/17) that they have determined not to pursue a take-private transaction announced last October. Although Quicksilver Resources Inc (KWK) is down 3.56% on 578% of average daily volume (as of end of day, […]
Author: Robert Gay, GEARS Model: Luxury Liner Disclosure: Long LYTS, COHU, VECO, NSM With the most recent quarterly financial statements from the large majority of the capital value of the stock market now accounted for, I see a continued powerful and now leveraged acceleration in corporate wealth. The capital-weighted average sales […]
For those who may not be familiar, Footnoted is a website devoted to corporate SEC filings. Michelle Leder and her staff dig through filings for interesting disclosures amongst the corporate boilerplate. Today she posted about how corporations have been including the Japanese disaster in their filings. There have been 48 […]
For his Price Volatility Volume portfolio, Covestor model manager William Smith uses a proprietary quantitative model to scan 8,000 stocks each day for overbought and oversold conditions that create investment opportunities. This portfolio’s current top holdings include Georesources (GEOI), Emcore (EMKR) and Northern Dynasty Minerals (NAK) (as of end of […]
American Values Investments manages the American Heroes portfolio, which combines fundamental analysis with its proprietary ranking methodology to select investments. This portfolio’s current top holdings include Hormel Foods (HRL), Cognizant Technology Solutions (CTSH), and NextEra Energy (NEE) (as of end of day 3/16). On March 9, a new position in WW […]
In a prescient 1989 article entitled How a Tokyo Earthquake Could Devastate Wall Street and the World Economy, author Michael Lewis looked at historical earthquakes to project the economic impact of a (at the time) hypothetical massive Tokyo earthquake. It’s a bit hard to read in this scanned version from […]
For the Athena US Equity portfolio, Covestor model manager Athena Invest looks for twenty US stocks that are held by top equity managers. This portfolio’s current top holdings include Rite Aid (RAD), Sirius XM Radio (SIRI), and Hurco Companies (HURC) (as of end of day 3/16/11). On March 10, the RAD position […]
Author: Robert Gay, GEARS Model: Earnings Surprise Disclosure: Long ENER I created the Earnings Surprise Model to exploit the earnings surprise pattern in fundamental data. The components of the surprise pattern are rising sales growth, higher gross profit margins, high and falling SG&A expenses, lower financing costs and positive and […]
The Dow Jones Industrial Average (DIA) tracks 30 large well known American companies. Clusterstock released a chart showing how the Dow reacted Wednesday to nuclear headlines – details on each headline here: Source: “Chart of the Day: The Dow Makes Huge Swings on Every Fukushima Headline” Gregory White. Business Insider, 3/16/11. https://www.businessinsider.com/chart-of-the-day-dow-march-16-2011-3
Author: Robert Gay, GEARS Model: Speedboat Disclosure: Long LYTS The Speedboat model is financially leveraged as a matter of policy. This characteristic can produce a higher degree of performance volatility, but is designed to contribute to superior returns over time. This return pattern is evident in the performance chart above. […]
Author: Andrew Laubie Covestor model: Russell 2000 Long-Short Disclosure: Long TWM, SRTY The Russell 2000 Long-Short model has suffered through the market rally since November 2010, but we opened the month of March with strong performance on March 1 thanks to the leveraged short ETFs (TWM) (SRTY) in the portfolio. The […]