For his Venture Capital Aggressive portfolio, Covestor model manager Yinglan Tan invests in venture-backed equities with “predictable earnings and growth.” Tan averages 30 trades per month, and this portfolio’s current top holdings include the Nuveen Multi-Strategy Income and Growth Fund (JPC), Aruba Networks (ARUN), Silicon Image (SIMG) and Ebix (EBIX) […]
Frank Voisin
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equity market, as the SP 500 index closed above the 1300 level on all 19 trading days. The SP 500 index had only one minor 3-day pullback on news about Libya’s
For his Precedent-based portfolio, Covestor model manager John Ward uses a combination of fundamental and technical analysis, and tends to take concentrated positions. Ward averages 35.57 trades per month, and the portfolio’s current top holdings include IPG Photonics Corp (IPGP), JDS Uniphase Corp (JDSU), Netflix Inc (NFLX) and 3D Systems […]
For his Mid-Cap Fundamentals portfolio, Covestor model manager John Ballard uses a long term buy-and-hold strategy. Ballard averages 19 trades per month, and this portfolio’s current top holdings include Markel Corp (MKL), Activision Blizzard (ATVI), Apple (AAPL), Retail Opportunity Investments (ROIC) and Seabridge Gold (SA) (as of end of day […]
Yahoo Inc (YHOO) is reportedly in advanced talks to exit its Japanese joint venture. This is the company’s latest effort to to cut costs and raise capital for its fight against Google (GOOG) and Facebook. Reuters reports: A deal to transfer Yahoo’s 35 percent stake in Yahoo Japan to Softbank […]
John Ballard manages Covestor’s Mid-Cap Fundamentals portfolio, which focuses on long term investments in companies operating in under-capitalized sectors. This portfolio holds Rosetta Stone (RST), which has recently been making 52 week lows. We asked John whether this changes his investment thesis for RST, or whether he is taking this […]
Apple Inc. (AAPL) is set to make a major announcement at a special media event at San Francisco’s Yerba Buena Center for the Arts on March 2. Expectations are high, with many expecting the release of the iPad 2. With Motorola’s (MMI) release of the Motorola Xoom last week, many […]
Mark Holder manages Covestor’s Opportunistic Arbitrage Long Only portfolio, which focuses on small- and mid-cap companies that appear fundamentally strong and operate in industries with attractive macroeconomic trends. Mark recently added a new position in ChinaCache International Holdings Ltd. (CCIH) to this portfolio and we took the opportunity to ask Mark […]
Mark Holder manages Covestor’s Opportunistic Arbitrage Long Only portfolio, which focuses on small- and mid-cap companies that appear fundamentally strong and operating in industries with attractive macroeconomic trends. Mark recently added a new position in Radware Ltd. (RDWR) to this portfolio and we took the opportunity to ask Mark about […]
When the dust settled on the 83rd Academy Awards Sunday night, it became clear that once again the major prizes went to big studio productions dominated by five public companies: Disney (DIS), News Corp. (NWSA), Sony (SNE), Time Warner (TWX), and Viacom (VIA). Let’s look at how the top movies performed and […]
JP Morgan Chase & Co. (JPM) created a social media fund that is rumored to be in talks to buy a 10% stake in Twitter. The New York Times’ Dealbook reports: JPMorgan Chase’s new fund aimed at investing in social media companies is seeking to buy a minority stake in Twitter that […]
letter to shareholders on Saturday. In his typical folksy manner, the Oracle from Omaha touched on such complex topics as performance measurement and capital