Epic Advisors added Best Buy (NYSE: BBY) to their Bottom-Up Analysis model this month. BBY has been the subject of some investor apprehension lately for a few reasons, among them: There was a concern that the free shipping promotions offered by competing retailers would make BBY seem less attractive to […]
Yolander Prinzel
371 posts
When we interviewed J. Stephen Castellano of Ascendere Associates last month about his Systematic Long-Only model, we found his take on consensus estimates interesting. Consensus estimates (see definition) are provided by most media outlets like Yahoo Finance that have financial news and stock information. What was interesting about the Ascendere […]
December 23rd and at the same $7.78 on December 29th. United Continental Holdings (UAL) had a closing price of $23.41 on December 23rd and $23.46 on December
model has been available since February. But Mark now has a new model — Opportunistic Arbitrage Long Only. The difference between the two: while Mark might
The International Council of Shopping Centers (ICSC) and Goldman Sachs released their weekly index of chain-store sales this week. The report (found here) shows that chain store sales during the week of December 25th were up 1 percent from the prior week and up 4.8 percent year-over-year. This was especially […]
Model manger Jeff Philips is a Harvard University graduate and a former division finance manager for Wells Fargo. This month he added a few new positions to his Long-Short Equity model, including Exide Technologies (Nasdaq: XIDE). XIDE had a big jump in price between November 1st, when it closed at […]
In their Large Cap model, manager Gator Capital Management invests in 30 large cap companies. They use fundamental research to determine which companies to add to the model and review earnings releases and conference calls to help narrow the choices down. They also talk to company managers to clarify any […]
BTC Impex takes a generalist approach to investing with no focus on any particular industries or sectors. They specialize in value stocks and use a combination of top down analysis with bottom up fundamental analysis. They attempt to identify companies that are either fundamentally strong or weak and find both […]
Investors were in for an onslaught of economic news today. The Department of Commerce released its Advance Report on Durable Goods for November today, and it turns out that new orders for durable goods decreased 1.3 percent. Click here to see the full report. The Department also released the New […]
The Wall Street Journal reported today that 98 of the U.S. banks that had received bailout funds are heading toward failure. This is an increase of about 12 banks from the second quarter figures. You can read the full article here. Economist David Rosenberg told CNBC today that he expected […]
The Management Access model managed by Douglas Estadt is a day trading model with a focus on the purchase of the stock of companies with credible growth stories that have released news that will eventually be worked into the stock’s price. Estadt uses management presentations with fundamental analysis and trade […]
In the Precedent-Based model, manager John Ward combines fundamental analysis with market timing strategies that come from the daily tracking of technical action. Ward’s objective for the model is to minimize risk. The model becomes more diversified when the market is trending down and also holds inverse ETFs at times. […]