Bob Preston of Craigmillar, LLC manages the Global Clean Energy-Clean Tech portfolio on Covestor. We had the opportunity to ask Bob about his thoughts on the impact of the recent turmoil in the Mideast on investing in the energy sector. His response: Craigmillar focuses on the decarbonization of energy, i.e. the […]
Frank Voisin
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John Warn manages Covestor’s Precedent-Based portfolio, which combines fundamental analysis with technical indicators with the goal of minimizing risk. Once of John’s largest positions going into last week (2/20 – 2/25/11) was Netflix (NFLX), but he liquidated the position throughout the week. We took the opportunity to ask John about his […]
Priceline.com Incorporated (PCLN), the online fixed and auction hotel reservation site, posted a 35% increase in revenues in its 2010 fourth quarter, with growth led by new markets such as Asia-Pacific and South America. From the company’s press release: “The Group’s worldwide hotel business performed well for the 4th quarter […]
Toll Brothers, Inc. (TOL) is a luxury home builder active in nineteen states. Given the state of the housing market, one would expect poor performance, but according to TOL’s 1Q 2011 earnings release on 2/23/2011, the company has staged a comeback: The Company reported FY 2011 first quarter net income […]
Derek Pilecki of Gator Capital Management manages the Long Only Energy portfolio on Covestor. We had the opportunity to ask Derek about his thoughts on the impact of the recent turmoil in the Mideast on investing in the energy sector. His response: Here are some thoughts about the events in Libya […]
The Boeing Company (NYSE: BA) won a lucrative contract from the Air Force on Thursday for aerial fueling tankers. According to the New York Times: Pentagon officials said decision was based solely on price. Boeing’s bid was more than 1 percent below that of its rival, the European Aeronautic Defense […]
Enterprise cloud computing company Salesforce.com, Inc. (NYSE: CRM), issued its 4Q 2010 results Thursday, reporting double digit growth in revenue resulting from a 27% improvement in total customers for the year. Summary results from the company’s press release include: Raises FY12 Revenue Guidance to $2.03 – $2.05 Billion Record Quarterly […]
Crocs, Inc. (NASDAQ: CROX), manufacturer of the eponymous resin footwear, issued its 4Q2011 earnings on Thursday, showing double digit growth in full year and fourth quarter earnings, as well as massive growth in its order backlog and cash position. From the company’s press release: “We had a good fourth quarter […]
For his Breakouts and Reversals portfolio, Covestor model manager Ronald Guerrini uses “a simple but robust approach which aims to outperform the S&P500 and NASDAQ 100 with lower volatility and shallower drawdowns.” Ronald averages 22.5 trades a month, and this portfolio’s current top holdings include Baxter International Inc. (BAX), Patterson-UTI […]
For his Greater China portfolio, Covestor model manager James Hofmann seeks “to invest directly in China through equities ADRs, using a value-based strategy” combining “a top-down macro approach… with a bottom up equity valuation.” Current top holdings in the model are Trina Solar Ltd (TSL), China Petroleum & Chemical Corp […]
For his Opportunistic Arbitrage portfolio, Covestor model manager Mark Holder looks for small- to mid-cap companies involved in a major corporate transaction such as an IPO or spinoff, or simply operating in “beaten down sectors.” Mark is a CPA educated at the University of Tulsa. He aims for a “well […]
Amazon.com (AMZN) announced the launch of a new feature for Amazon Prime members that allows for unlimited, commercial-free instant streaming of thousands of movies and TV shows. From AMZN’s press release: Millions of Amazon Prime members already enjoy the convenience of free Two-Day Shipping,” said Robbie Schwietzer, vice president of […]