*See important disclosures In the Flexible Value Covestor model, manager Walter Lu uses a deep value investing approach that focuses on arbitrage opportunities and special situations. In his latest investment report for the model, Lu says, In August, I believed that the market was overreacting to the bleak economic outlook […]
Yolander Prinzel
371 posts
*See important disclosures. Last week, BSG&L Growth added to their Pimco High Income Fund (PHK) position, which is the top holding in their Growth Plus Income Covestor model. The main objective for the PHK fund is to create a current income and the secondary objective is to appreciate capital. The […]
Shares of online auction site eBay (NASDAQ: EBAY) jumped today after its quarter four 2010 financial results were released. The company reported a 5 percent increase in revenues year-over-year and a 10 percent increase when excluding Skype’s financial results. At $2.5 billion, EBAY’s actual revenues beat the average estimate of […]
Financial stocks were hit hard today after Goldman Sachs (NYSE: GS) announced revenues that missed analysts’ expectations. On average, analysts had anticipated $39.49 billion in net revenues for 2010, but at $39.16 billion, GS’ actual results were lower. GS’s EPS was down from 2009 but did beat analysts’ expectations. That […]
*See important disclosures. Buying stocks with a high dividend yield can be a great way to increase income and that’s the goal within Athena Invest’s Athena Dividend Income model. The top holding in the model is US Ecology (NASDAQ: ECOL), which had a 4.13 percent dividend on January 19th (Money.CNN.com). […]
VKQ is to provide a high level of income that is exempt from federal income tax, though it could still present some exposure to state income taxes depending on
The day after Apple (NASDAQ: AAPL) CEO Steve Jobs announced that he would be taking a leave of absence from the company, the stock fell 2.16 percent to $340.95. Jobs’ health concerns are not news to investors. Over the years, anyone watching the stock has learned that announcements regarding his […]
New model manager Sasa Persic derives his investing acumen from non-mathematical methods. On his website he states, As our background is purely non-mathematical, that separates us from a typical quant algo shop. Systems we create and trade are results mostly of trading experience, not study of mathematics. Our basic thesis […]
*See important disclosures. John Ballard looks for the best companies within under-capitalized sectors in his Mid-Cap Fundamentals model. This month, he increased the Amazon.com (NASDAQ: AMZN) holdings within the model. AMZN, like other online stores, is benefiting from an increase in the popularity of online shopping. A recent example we […]
*See important disclosures. Model mangers TruePath Financial added ProShares UltraShort MSCI Europe (EPV) to their Archipelago model (performance above) last week. EPV attempts to deliver results equal to two times the inverse of the MSCI Europe Index, which measures the equity market performance of developed markets in Europe including France, […]
Piper Jaffray released a research report Friday that mentioned technology company Nanometrics (NASDAQ: NANO) may benefit from Intel’s (NASDAQ: INTC) increased capital spending in 2011. In 2009, INTC represented 10.4 percent of Nano’s revenue, so the impact of its increased capital spending could be substantial. As a result of this […]
This week we spoke with Paul MacNamara of Strategic Investment Partners Wealth Management about his firm and his Capital Appreciation ETF with Covestor. *See Important Disclosures Covestor LIVE: On the Strategic Investment Partners (SIPCO) website, it states that your firm uses an investment strategy for equity portfolios that is, “…based […]