Author: Amin Khadiani, Focal Point Management Covestor model: Quantitative Hedging Disclosure: Long IYR, GDX, FDN, IYZ * See important disclosures January saw a continuing rally in the broad financial markets along with a continued decline in volatility. Our portfolios stayed on the long side. A low volatility environment makes tactical […]
Interactive Advisors
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Author: American Values Investments Model: American Heroes * See important disclosures At American Values Investments we intend to stick to our American Hero investing strategy. That means during the first quarter we will determine which stocks have the best long term outlook. We will also evaluate our diversification to see […]
Author: Steve Beamer Model: High Earnings Momentum Disclosure: Long NBR, MPEL, OPEN The High Earnings Momentum Model started out well in January and moved up pretty smartly until an earnings disappointment in FFIV took away most of the model gains achieved in the first eight weeks of the model. On […]
Author: Gerald Gehman Covestor model: Undervalued Growth Companies Disclosure: Long EZCH Overview EZchip Semiconductor (Nasdaq: EZCH) is a fabless semiconductor company that provides Ethernet network processing units (NPUs) for use in telecom networks, data centers and enterprise backbones. Ethernet technology increases bandwidth, lowers costs and creates uniform technology in existing […]
Author: Mark Holder Covestor Model: Opportunistic Arbitrage Disclosure: Long PUDA, RF, TEX, FWLT, ANR, FCX, LLNW, RIGL, SVNT, CEPH, LIWA Commentary for January, 2011 December was another excellent month for the Opportunistic Arbitrage model as the streak of months exceeding 9% gains extended to 4. The model was up 10.92% […]
Author: James Hofmann Covestor Model: Dividend Growth Disclosure: Long EXC Commentary for January, 2011 Fitting into my general macro thesis of a continued bull market in commodities and our focus on conservative dividend value, I was trying to figure out a way to play this trade. I started thinking nuclear […]
Author: Yale Bock, YH&C Investments Covestor Model: GARP Disclosures: Long GIGM, DGI, NDAQ, CASS, CLGX, JMBA December 2010 was a month of low volume and was overall pretty non eventful. A new fiscal year brings a fresh outlook for portfolio managers, and outperformance is the goal. There are varying opinions […]
Author: Bristlecone Value Partners, LLC Covestor Model: Large Cap Value Disclosure: Long CX, MOT, TYC, HD, WPO, AXP, INTC, CSCO Dear Fellow Investors, During December, the S&P 500 gained 6.53%* on the back of renewed optimism in the economic recovery. The gains were pretty widespread as all sectors saw positive […]
Author: Bill Deshurko Covestor model: Dividend and Income Plus Disclosures: Long VZ, ALSK, WIN, GGN, NLY 2010 was an excellent year for our Dividend and Income Plus Portfolio. Covestor gives our portfolio a “2” risk score on a 1-5 scale with one being the lowest risk. We have also outperformed […]
Author: Steve Beamer Model: High Earnings Momentum Disclosure: Long AGU, ARUN, FFIV, MIPS, MPEL, SLW, TQQQ Commentary from December 29, 2010 The High Earnings Momentum Model started in late November and has basically held even in December. General Market The long term trend is upward with indexes making new highs. […]
Author: Andrew Laubie Model: Russell 2000 Long-Short Disclosure: Long TWM, SRTY How long can a plane out of gas keep on flying? For 2011, I am trying to follow the advice of my mother and be more positive. To a large extent she is right: being optimistic paid very well […]