Author: Peter Kurata Covestor model: CANSLIM Disclosure: No position in GLD or SLV * See important disclosures Federal Reserve Chairman Ben Bernanke uses the rising stock market as his barometer for the success of quantitive easing. He also doesn’t think inflation is a problem, but the charts show otherwise. The […]
Mick Weinstein
380 posts
Author: Richard Moore Covestor model: Market Comparables Disclosure: None * See important disclosures The investment indicators I use to gauge the risk present in the stock market remain in conflict. The market remains in an uptrend by any measure, but my sentiment indicators remain in extremely negative territory. This means […]
Author: Gerald Gehman Covestor model: Undervalued Growth Companies Disclosure: Long EZCH, FNSR, QUIK, ANAD, LSCC, DRWI, TWER, TSEM * See important disclosures Worldwide broadband usage, particularly video, is projected to grow explosively for a number of years. Eight of the eleven companies in my Covestor portfolio are coiled to participate […]
Author: TenStocks Covestor model: TenStocks Disclosure: Long HTCH, BAC * See important disclosures We added a new investment to the TenStocks Covestor portfolio at the end of February. This brings our current holdings to five. We are now approx 60% invested and 40% in cash. The new investment is Hutchinson […]
Economist Michael Spence won the Nobel Prize for his theory of signaling. In this short video from Big Think, he explains how it’s applicable to someone trying to win over a love interest:
James Hofmann recently launched his second Covestor model: Greater China. I had a chance to discuss the new model with him in the following Q&A. MW: Why did you decide to focus on China with this model, as opposed to other emerging markets? JH: China over other emerging economies is […]
Have you ever been in a buying situation where you think in principle the merchant should be wide open to haggling, but then they pull out some piece of Objective Information (eg. a nicely formatted and laminated price sheet) that has the effect of anchoring the price in their favor? […]
Billshrink put together this nifty infographic: punch in your year of birth and see how much it cost at that time for some basic American consumer commodities:
Lorillard (LO) shares are up strongly today as it became known that an FDA advisory panel is likely to find that menthol does not increase the risk smokers face. “Menthol tobacco products may not increase smokers’ risk of disease more than other cigarettes,” according to a draft report from a […]
Warren Buffett’s annual letter reviewing Berkshire Hathaway’s performance is is out (.pdf). As always, it’s a highly accessible must-read not only for hard core investors, but for anyone interested in one of our generation’s great business minds. As venture capitalist Brad Feld succinctly states, “it’s good, interesting, fun and clever.” […]
Alejandro Paschalides manages the Energy portfolio on Covestor, and is the Founding Principal of Carina Funds. We had the opportunity to ask Alejandro how the recent turmoil in the Mideast affects his thinking about investing in the energy sector right now. His response: The recent turmoil in the Middle East […]
For his Small Cap portfolio, Covestor model manager Derek Pilecki looks for companies “with strong competitive advantages, attractive business models, and management teams that think like shareholders.” Derek, portfolio manager at Tampa, Florida based Gator Capital, generally holds 30 stocks in this model. Current top holdings are Brigham Exploration (BEXP), […]