In the Rebound ETF model, manager Rebound Trading Systems uses both technical analysis and a proprietary momentum model for choosing ETFs to add. When the model is fully invested, a total of seven ETFs will be in the model. When the model is not fully invested, excess funds remain in […]
Yolander Prinzel
371 posts
In their Workouts model, manager Fat Pitch Financials invests in special situations in which a corporate event sets the future value of a security. This includes events like mergers, liquidations, tender offers, etc. Media reports and securities filings are heavily relied on for research purposes. The top holding in the […]
The International Hedged Equity model managed by SWAN Asset Management attempts to provide stable performance with income and growth provided by international stocks. Stocks are evaluated by the company’s growth, profitability and cash flow before being added to the model. This month, SWAN added energy company National Grid PLC (NYSE: […]
ETF model is no longer available on Covestor Model manager Analytic Investment added several new positions to the Focus ETF model at the beginning of December.
In his Market Comparables model, manager Richard Moore evaluates stocks based on their relative stock price movement and valuations over time. He also reviews financial forecasts to assess the potential for earnings growth. This month, Moore added several positions to the model including UsaNA Health Sciences Inc (NASDAQ: USNA), the […]
Ginu Thomas manages the Discount to Intrinsic Value model with a value-based approach to investing. He looks for undervalued positions that are not likely to have significant declines in value in future years. Once undervalued positions reach intrinsic value, they will be sold. The top holding in the model is […]
The Management Access model, managed by Douglas Estadt, is a day trading model. When choosing new positions for the model, Estadt evaluates management pitches and company conference calls to look for growth stories that are credible. This month, he has added several new positions to the model including National Beverage […]
Once again, the Federal Open Market Committee decided not to raise the federal funds rate from 0-1/4 percent. In their November FOMC meeting minutes (which you can read here), they discuss the slow recovery and unemployment rate. As expected, they also decided to continue with their quantitative easing efforts in […]
Today was a big day in housing news. According to the Mortgage Bankers Association, mortgage loan application volume decreased 18.6 percent last week. The Refinance Index also decreased. To get full details, see the press release here. Then there was the good news on the housing front, as the National […]
One interesting way to find out what is going on in the minds of investors is to look at Google and Yahoo trending topics. Today, Unemployment Rate was one of the trending topics on Yahoo. On Google, the hot trending search was Obamacare. These two topics are both sources of […]
A number of companies released positive earnings reports today. Adobe Systems Incorporated (NASDAQ: ADBE) reported that their quarterly sales for quarter four surpassed $1 billion, for the first time ever. Jabil Circuit Incorporated (NYSE: JBL) announced a net revenue of $4.1 billion in quarter one 2011, a $1 billion increase […]
In the Performance with Protection model, manager Leif Eriksen takes a top-down, fundamental approach and favors large and mid cap companies. The goal of the model is to protect capital while outperforming the market. This month, Eriksen added Medtronic Inc (NYSE: MDT) to the model. MDT’s net revenues have been […]