Covestor model manager Lance Langenhoven has an easy to remember goal for investing in his Rule Number 1 model: Don’t lose money. Langenhoven adopted this rule after reading the Phil Town book “Rule #1”. As you might have guessed already, that first rule is not to lose money. Predictably, the […]
Interactive Advisors
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Covestor model manager Richard Moore uses a buy and hold approach in his Market Comparables model. When choosing positions, Moore looks for price movement and valuation and then examines each potential position’s financial forecast to determine whether there is any hidden value or prospect for growth. One of the first […]
We have recently run a survey which supported our own evidence that 2010 is the year that Investment Advisors really embrace the internet. Held back by concerns about compliance they now seem to be looking to sites like our own to help them find and better engage with clients. Some […]
Author: Robert Freedland Disclaimer: Robert owns ECL, CHD, MCD, MMM, SYY, T and TJX in his Covestor Buy and Hold Value Model. July continued the recent pattern of volatility, but the bias has been to the upside as the S&P which opened near 1,000 at the beginning of the month […]
Capital Ideas, Inc Authors: CJ Brott & Karen Burns Disclaimer: Capital Ideas, Inc owns F and MFB in their Covestor Macro Plus Income model. We decided to target a few stocks as long side plays for the current round of earnings releases. Among those chosen for inclusion in our portfolio […]
The small cap portfolio benchmark, the Russell 2000 Growth Index dropped over 6.7% during the month of June (Russell Website). We have previously noted that we feel our philosophy of owning quality stocks with earnings momentum at a reasonable price provides significant support during times of volatility. In our opinion, […]
During the month of June, our small cap growth benchmark, the Russell 1000 Growth Index lost 5.51% (). The only bright spots during the month were the communication stocks and the health care stocks. All other sectors in the portfolio performed negatively and the worst performing sector was the materials […]
Second Quarter Review for Investment Clients of Sparrow Capital Management (Ending June 30, 2010) If you view the price change for the Dow Jones Industrial Average over the prior 90 days you may become disappointed. On the surface, the second quarter of 2010 was not good for investors. However, when […]
Schenley Park and their Covestor Model Capital Appreciation Plus looks for positions that will appreciate in value while offering activity that is not as volatile as the S&P 500. Let’s look at five of the funds that dominate this model. ProShares UltraShort S&P 500 ETF (SDS) is a bearish fund […]
Covestor Model Manager Mark Holder gives his take on the BP oil spill and Massey Energy (MEE). With all the focus on BP, everybody has forgotten the damage done to the stock of Massey Energy (MEE) after the explosion at the Upper Big Branch Mine (UBB) in early April. MEE […]
Next week marks three months since the BP Deepwater Horizon explosion and spill, which, in addition to its impact on wildlife, the local fishing industry, and regional tourism, has severely depressed BP's stock price. During the first 2 months following the disaster, BP's stock price decreased sharply, though in recent weeks it has […]
Incentive Features The Latest Apple® Innovation, Citing Similar Goals Of Making Life Easier For Today’s Investor NEW YORK, April 13 /PRNewswire/ — Drawing a direct correlation between the way the Apple iPad is expected to lead the evolution of Internet use and the way its own service is leading the […]