*See Important Disclosures In the Deep Value model, manager Analytic Investments uses a set of valuation factors to determine what stocks to add to the model. These factors include low price to earnings ratio and high dividend yield. On their website, Analytic Investment talks about their method of portfolio management: […]
Yolander Prinzel
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Merck (NYSE: MRK) stopped its clinical study for Vorapaxar, its cardiovascular drug developed to treat patients with acute coronary syndrome. The announcement issued by MRK mentions that the trial is going to continue for those patients who do not have acute coronary syndrome but have either had a previous heart […]
model this month. Some believe that airlines in emerging markets are in for a surge of business as travel to the regions they serve becomes more popular. This
In Covestor’s American Heroes model, manager American Values Investments (CEO Carter LeCraw pictured at left) employs a proprietary methodology to determine what companies should be considered “American Heroes.” The firm defines an American Hero as “a public company that highly reflects the American values of Integrity, Humility, Diligence and Caring.” The […]
Earlier this week we addressed Sara Lee’s (NYSE: SLE) decision to break up its meat and coffee businesses into two separate companies. Last week, we mentioned that Motorola was doing the same thing by spinning off its mobile device business and creating two new companies—Motorola Mobility Holdings (NYSE: MMI) and […]
Quantum Opportunity Value model manager Tong Li added Todd Shipyards (NYSE: TOD) and Lihua International (NASDAQ: LIWA) to his model last week. In December it was announced that Vigor Industrial would be acquiring TOD for $22.27 per share. TOD has a 1.78 percent dividend yield (per Money.CNN.com on January 12th), […]
New Covestor model managers System Research LLC began its business in 2008 by selling market timing research to investment advisory firms. Now offering portfolio managing services, System Research has their own approach to investing. According to the company’s website: System Research believes that actively traded quantitative investment models can provide […]
Former Bruckmann, Rosser, Sherrill & Co. Partner Hal Rosser has left the private equity firm he co-founded to form a new firm specializing in investing in the restaurant sector. In a January 11th interview with Fortune (“Hal Rosser talks about his new firm, and why it’s always a good time […]
With a model like Dividend Growth, one of the goals is to find equities paying high dividends—but another is to look for positions that have the opportunity to grow and create greater returns for investors. To that end, model manager James Hofmann has added additional shares of Microsoft (NASDAQ: MSFT) […]
See Important Disclosures In his Diversified Buybacks model (performance indicated above – click to enlarge), manager David Fried selects among stocks of companies that have recently bought back their own shares. Last week Fried added two new positions to the model. On January 5th, Fried added Coach Incorporated (NYSE: COH). […]
Cupcakes have been a dessert staple for several years, and many believe that it’s a trend set to be around for a while. At least, that’s what the 57th Street General Acquisition Corp is hoping since it is buying Crumbs Bake Shop next month, a deal that will result in […]
David Tepper—a renowned value investor, hedge fund manager, and founder of Appaloosa Management—disclosed today that he has a 7.35 percent stake in Dean Foods Co (NYSE: DF). Tepper is probably best known for his strategy of investing in bank stocks during 2009 when other investors were running away from them. […]