Another great sketch from Carl Richards: From Richards’ newsletter accompanying the sketch: Almost no one is happy with the state of their financial plans, or at least it appears that way based on what we hear in the media. For that to change, we can’t continue to do the same […]
Outlook
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While consumers are feeling the pinch at the pumps, software developers are creating mobile solutions for finding the best gas prices in a region. It may be time to start checking these out.. In a new Houston Chronicle article, Dwight Silverman reviews the top mobile apps: Where – Free. iOS, […]
In this series, we’ve asked Covestor managers: “What is the single most important lesson you’ve learned about being a successful investor, and how do you try to apply that today?” Author: Brendan Ruchert-Dixon Covestor model: Alpha Trapper Investing has never been my full-time profession, but I have had an interest […]
We’ve been harping on the importance of plain language in investment product fee statements, which we believe in strongly. But as Brett Arends explains in a recent WSJ column, it’s not just fees that suffer from obfuscation. Financial advisors need to speak to clients in plain language about the entire […]
Legendary value firm Tweedy, Brown gave its case for holding Cisco Systems Inc (NASDAQ: CSCO) in its recently released 1Q 2011 shareholder letter: Cisco Systems provides routing, data and networking products for the internet. The company’s clients include corporations, public institutions and telecommunications companies worldwide. Cisco is financially strong and we think […]
Capital - Aggressive from Yinglan Tan Hedged Equity from Swan Asset Management Suncoast Equity from Suncoast Equity Management Core Holding from Vista
Dealbreaker posted the 1Q11 letter to shareholders from David Einhorn’s Greenlight Capital. The hedge fund went long Yahoo last quarter – here’s why: The Partnerships established a new position in Yahoo! (YHOO) at an average cost of $16.93 per share. The company developed an extraordinary anti-shareholder reputation in recent years, […]
Dealbreaker posted the 1Q11 letter to shareholders from David Einhorn’s Greenlight Capital. The hedge fund went long Best Buy (NYSE: BBY) last quarter – here’s why: Best Buy Inc. (BBY) operates consumer electronics stores in the U.S., Canada, Mexico, Europe and China. The market is concerned that BBY has reached […]
A lot of good material has come out recently to illustrate the U.S. dollar’s decline and what it might mean for investors. Here are a few particularly worthwhile pieces. – First, some perspective. David Singer’s annotated long-term chart of the USD Index shows that while the recent drop has been […]
From Econstories.tv, here’s the much awaited sequel to 2010’s Fear the Boom and Bust, a Hayek vs. Keynes Rap Anthem. With the market riding high following massive government spending, but U.S. unemployment still around 9%, it’s time for round two: Background from the creators: According to the National Bureau of […]
A number of Covestor models use leveraged ETFs as part of their investment strategy. SymmetricInfo has a two-part post illustrating the mechanics of leveraged ETFs that work on a daily return basis, and the potential pitfalls in these securities that not all investors are aware of, despite (in some cases) […]
Not a new question, but this is a remarkable answer that any Microsoft or software sector investor will appreciate, as will any student of corporate and innovation culture. From former Microsoft employee Hussein Kanji, on Quora: . . . I was at Microsoft in recent years, 2002-2005, and was recruited […]