Om Malik has been covering the telecom beat with great insight for many years and isn’t afraid to speak his mind. In the wake of the huge AT&T (NYSE: T) acquisition of T-Mobile USA, Malik weighs in, saying “it’s hard to find winners, apart from AT&T and T-Mobile shareholders.” The […]
Mick Weinstein
380 posts
Welcome to the new Covestor blog! We’re doing a number of things here to augment our main site, but there are three elements I want to point out that I think constitute an evolutionary step forward for free market commentary: our managers’ commentary is always accompanied by a verified track […]
Visa (NYSE: V) announced a new service today that allows someone who holds a Visa account to receive and send funds to any other Visa account holder. From the press release: Bank customers of participating financial institutions will have the option to select a Visa account as the destination for […]
Just had to have that bleeding edge PowerBook G3 in 1997? Well, if you had plunked down the $5,700 it ran you on Apple stock instead of the Apple laptop (with its massive 5GB hard drive), that stock would be worth over $330,000 today. Kyle Conroy put together this chart […]
From Big Think, Prof. Lionel Jensen of Notre Dame addresses the claim that Chinese currency manipulation is at the heart of America’s fiscal woes:
A fascinating report today from CNBC’s Kate Kelly on how farmers in the Midwest are using Twitter to update each other about crops: Once a convenient outlet for boredom on the tractor, tweeting with fellow farmers has become a way for the participants in a far-flung and isolating business to […]
For his Quantum Opportunity Value portfolio, Covestor model manager Tong Li uses quantitative methods in an effort to buy undervalued stocks and sell overvalued stocks and create a diversified small cap portfolio. Tong averages 24.6 trades per month, and this portfolio’s current top holdings include Mercer International Inc (MERC), Omega […]
For his Speedboat portfolio, Covestor model manager Global Equity Analytics and Research Services LLC (GEARS) takes a fundamentals based approach that is “financial statement analysis-driven.” This portfolio averages about 7 trades per month and has 33 holdings as of end of day 3/4/11. This portfolio’s current top holdings as of […]
Author: John Ballard Covestor model: Mid-Cap Fundamentals Disclosure: Long ACTI, MKL, AAPL, ATVI, NFLX, AMZN, ROIC, Y, SA, PHYS * See important disclosures In February I liquidated several small positions that I considered, overall, somewhat speculative. They were my least favorite ideas and therefore were the first to go as […]
Author: Patrick Clark Covestor model: Market Neutral Growth Disclosure: No position in EPI or HAO * See important disclosures Last month, I discussed what appeared to be contradictory market trends. Specifically, the Indian equity market as measured by the ETF EPI looked quite bearish, while most other equity markets around […]