U.S. markets surged on Friday as the Durable Goods report from the Census Bureau beat analysts’ expectations. According to the report (which you can read here), durable goods orders fell 1.3 percent in August. Analysts had predicted they would decline by 1.4 percent. If you exclude transportation, however, durable goods […]
Yolander Prinzel
371 posts
In their Large Cap Value model, manager Bristlecone VP focuses on those large cap companies that are trading at a discount to their intrinsic value. The model is long only and its manager uses a research-intensive process to identify intrinsic value and noticeable discounts. This week, they added Vulcan Materials […]
In his Speedboat model, Covestor manager Robert Gay uses proprietary technology to create a data record for companies before he invests. He looks for companies that are accelerating rapidly and are expected to produce high returns. This week, he added two positions to the model. The first was D.R. Horton […]
In Kevin Stewart’s Top Internationals model, Stewart looks for top performing, international companies with strong balance sheets, sales growth and earnings with low debt-to-equity ratios. This week, he added Hansen Natural Corp (NASDAQ: HANS) to the model. HANS is a natural beverage company that focuses on producing natural juices, sodas […]
According to the United States Department of Labor, after several weeks of falling claims, initial jobless claims increased last week by 12,000, which increases the 4-week moving average by 2,500 claims. To read the full report, visit the website. The National Association of Realtors reported today that sales of existing […]
In his Financial Services model, Andy Schornack invests in positions within the financial services and real estate sectors. Before buying a position, he conducts a detailed financial analysis as part of his bottom-up approach. The model takes long positions only and limits investments to U.S. equities. He also looks for […]
New Covestor model manager SWAN Asset Management gets its name from a tenet that many investors long to uphold—Sleep Well At Night. In order to create portfolios that can allow investors to do this, they focus on investment strategies that hedge against downside risk, give steady progress in good markets […]
This week, Amin Khakiani added ProShares Short Real Estate (REK) to his Quantitative Hedging model. In the model, Khakiani mixes long and short-term holdings and invests in many different sectors. REK attempts to provide results that are the inverse of the Dow Jones U.S. Real Estate index. This is the […]
The Federal Housing Finance Agency released their Housing Price Index results for July this week (you can read the full report here). According to the report, home prices in the U.S. fell .5 percent in July, and fell a total of 3.3 percent for the 12-month period ending in July […]
Covestor model manager Alex Denegan strives for long-term success and reduced downside risk in his Quanitative Optimization model. To manage these goals he uses ETFs to create a diverse portfolio along with quantitative asset allocation. The top holding in the model is iShares S&P/Citigroup International Treasury Bond Fund (IGOV), a […]
The Federal Open Market Committee (FOMC) met today and acknowledged that the pace of economic recovery has slowed since they last met in August. Again, they mention that they expect a modest pace for recovery in the near term, as housing, bank lending and employment are all contracted or depressed. […]
On Tuesday September 21st, the Federal Reserve will meet to decide whether or not to continue putting money into the economy by buying bonds, a strategy of the monetary policy known as quantitative easing. Since the Fed rate has already been lowered to near zero (.25 percent), easing interest rates […]