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 […]
Interactive Advisors
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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 […]
Covestor model manager Robert Gay of Global Equity Analytics and Research Services (GEARS) runs his Bluenose model as a Canadian dollar model. He invests in Canadian companies that are listed on exchanges in the U.S. He then looks at the individual stocks in terms of their longevity and recent improvement […]
In June, international markets recovered some of the ground they had lost during May. South America was not an exception, and neither was this model. The upturn was driven by the partial recovery of the general market, although some positions deserve special mention. Banco Santander Chile (SAN), which we enlarged […]
June 2010 proved to be a typical summer month in the stock market as volume was typically light. There were a few days of volatility, but generally stocks stayed in a trading range. I usually do not like the summer months as trading is light and unusual events can occur […]
The Suncoast Equity Management (SEM) model examines the workings of individual companies to determine whether or not they would be good fits for the portfolio. They examine cash flows, debt and more before deciding whether or not to invest in a particular equity. One position they’ve deemed appropriate for their […]
If you’ve been investing for any length of time, chances are good that you have heard about GARP investing—Growth at A Reasonable Price. GARP investors look for those companies that consistently earn and grow and that exceed broad market levels and exclude companies that are valued too high or low. […]
With the start of summer, and our new website, we are feeling warm and fuzzy at Covestor so we are waiving our own management fees for all new Mirroring Accounts funded by the end of July! What this means is that you can open an account today, mirror the investments […]
Portfolio manager Michael Arold’s Techincal Swing portfolio is filled with equities from many different sectors. In order to choose positions for his portfolio, Arold watches the market and individual sectors and uses many technical indicators. Once he has identified some positions that interest him he looks at the company’s fundamentals […]