There’s mounting pressure for large multinationals to report to their shareholders on the working standards at their international suppliers. On 5/30, the New York Times noted that Wal-Mart (NYSE: WMT) is the latest to face these questions: At its annual shareholder meeting on Friday, the New York City pension funds, which […]
Interactive Advisors
On 5/10, Microsoft (NASDAQ: MSFT) announced it had reached an agreement to buy Skype from its current owners, including eBay (NASDAQ: EBAY), for $8.5 billion. According to The New York Times, the deal helps MSFT expand its role in telecom, which has declined in recent years but is experiencing a […]
Legendary value firm Tweedy, Brown gave its case for holding Cisco Systems Inc (NASDAQ: CSCO) in its recently released 1Q 2011 shareholder letter: Cisco Systems provides routing, data and networking products for the internet. The company’s clients include corporations, public institutions and telecommunications companies worldwide. Cisco is financially strong and we think […]
Capital - Aggressive from Yinglan Tan Hedged Equity from Swan Asset Management Suncoast Equity from Suncoast Equity Management Core Holding from Vista
AthenaInvest is a Colorado-based investment advisor that follows “Strategy Based Investing,” grouping managers into peer groups and ranking them and their investments toward finding strong stock ideas: Managers with a well defined strategy and a high degree of conviction rate highly. Stocks held by highly ranked managers with conviction also […]
Exchange traded funds (ETFs) have surged in popularity in large part due to the low fees they promise for access to investable indexes. But many ETF investors pay much higher fees than what’s apparent from the advertised expense ratio, finds Paul Amery of IndexUniverse (“Beyond the Expense Ratio” Yahoo Finance, […]
PlayBook, at least one company may be gearing up for a fight. Hewlett Packard (HPQ) is accusing RIMM of copying HPQ's well received WebOS tablet platform. As
Our Chief Operating Officer Simon Veingard was interviewed on AOL’s DailyFinance last week. Here’s the video:
Between February 26, 2011 and March 2, 2011 we will be upgrading our website and internal systems. On February 26 the Covestor.com website is expected to be offline for up to 2 hours between 5 am and 12 noon EST. Between February 28 and March 2, the site may become […]
Hewlett-Packard reported its fiscal 2011 first quarter performance Tuesday (2/22) after market close. This was newly appointed CEO Leo Apotheker’s first full quarter with the company, which reported a 4% rise in net revenue and 26% improvement in GAAP diluted EPS to $1.17. These results missed consensus estimates of $1.25 […]
In his Small Cap Growth model, manager Michael Simon of Alpha Mark Advisors looks for “growth companies with sustainable business models, reliable cash flows and strong management.” Performance of his model as of end of day 2/18/11: * See important disclosures Last week Simon made a number of interesting purchases […]
Author: Yale Bock, YH&C Investments Covestor model: GARP Disclosure: Long GIGM, DGI, NDAQ, CASS, CLGX, JMBA January 2010 was a month of increasing volume and very eventful, with a slew of earnings reports, the State of the Union Address, and the recent turmoil in Egypt. I see February as an […]