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I’m overweight housing and most confident in my USG position

Eventually the housing market will recover and when it does I’m hopeful the portfolio will benefit.

Strategies

I’m overweight housing and most confident in my USG position

by Felix Tong
Published January 19, 2012
As investors in Europe, we need to see this 3-part solution

We are not optimistic that a political solution can be delivered, but at least we’ve begun to see the ECB act as a provider of liquidity.

Strategies

As investors in Europe, we need to see this 3-part …

by Atlas Capital
Published January 18, 2012
High buyback stocks could shine this year

Investors jumped into "dividend only" stocks at the end of 2011, chasing yield with reckless abandon.

Strategies

High buyback stocks could shine this year

by Mark Holder
Published January 18, 2012
Bullish on energy, and most confident in our Apple position

And we're underweight cyclicals and healthcare names.

Strategies

Bullish on energy, and most confident in our Apple position

by Tyler Kocon
Published January 18, 2012
These themes guide our investing in 2012

The word that sums up 2011 to us is “hubris" - amazing amounts of it slimed the markets in all corners of the world.

Strategies

These themes guide our investing in 2012

by Tom Yorke
Published January 18, 2012
Is that tech stock you’re buying really a tech stock?

Pop quiz: Which is the tech stock, Dell or 3M? Crazy question, right?!

Strategies

Is that tech stock you’re buying really a tech stock?

by Barry Randall
Published January 18, 2012
Why we remain bullish on Mannkind

With the macroeconomic picture cloudy, we prefer investing in biotechs like this.

Strategies

Why we remain bullish on Mannkind

by Patrick McFadden
Published January 18, 2012
How private equity firms work

PE firms are in the spotlight recently due to Mitt Romney's ascendance as the leader in the Republican primaries. Here's how they work.

Outlook

How private equity firms work

by Mick Weinstein
Published January 17, 2012
Hoping to keep my strong gains going through 2012

This year, I plan on slightly adjusting my sell side algorithm.

Strategies

Hoping to keep my strong gains going through 2012

by Mitch Jones
Published January 17, 2012
Two sleeper financial stocks: Bank of America and Tower Group

2011 was a particularly tough year for the financial services sector, but there remains significant value in individual names and in the regional banks.

Strategies

Two sleeper financial stocks: Bank of America and Tower Group

by Andrew Schornack
Published January 17, 2012
Introducing my All Cap Value model

My goal is to beat the S&P 500 by at least five percentage points on an annualized basis over the coming five years.

Strategies

Introducing my All Cap Value model

by Patrick Larkin
Published January 17, 2012
3 ways to succeed in picking stocks

Our foremost belief is that over time stock price follows earnings growth.

Strategies

3 ways to succeed in picking stocks

by Donald Jowdy
Published January 17, 2012

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