Check out Green Valley Wealth Advisors LLC, one of Covestor's newest model managers. They use quantitative, thematic and contrarian investment methods.
Questions on the laptop from Fabrice Tourre, written about by New York Times' Louse Story and Gretchen Morgenson.
Sprint Nextel was purchased because of bullish fundamentals and technicals. The macro fundamentals for the financial services sector remains negative in the near term due to continued high unemployment
Editor’s note: As of 9/20/11 Lucas Krupinski no longer manages a Covestor model Lucas Krupinski manages Covestor’s Small Cap Fundamentals model, which seeks to generate returns through a variety of methods including holding long term positions, trading around short term positions and seeking exposure to investments that generate current income. Krupinski recently […]
Average Man Lived an Adventurous Life, which details his life travels through more than 125 countries. He also manages Covestor's Opportunistic and Adventurous
Solar, Inc. was now available for public trading landed in my inbox. It's currently trading under the symbol (PINK: PSWWD.PK) but will transition to PSWW.PK on
Tim Harford produced a brilliant one-scene dialogue between a father edifying his son on the eternal, universal power of compound interest and his confused offspring, seeking in vain the interest necessary to apply the principle. Excerpt: “I learnt about Albert Einstein.” “Aha! A fascinating fellow. And an economist, too, in […]
There’s mounting pressure for large multinationals to report to their shareholders on the working standards at their international suppliers. On 5/30, the New York Times noted that Wal-Mart (NYSE: WMT) is the latest to face these questions: At its annual shareholder meeting on Friday, the New York City pension funds, which […]
Robert Gay manages Global Equity Analytics and Research Services LLC (GEARS) which manages several Covestor models, including the Luxury Liner model. Robert recently sold Fairchild Semiconductor (NYSE: FCS) from that portfolio. We asked Robert to share his reasons for selling. His response follows. *** My decision report for FCS is […]
Darren Taylor uses a bottom-up fundamental approach to stock selection for Covestor’s Top 5 Screener model. He recently bought CACI International (NYSE: CACI) for the model. CACI is an international IT services corporation. We asked Darren to share his reasons for buying CACI. His response follows. *** I developed my […]
Vivian Lewis manages Covestor’s International Yield model, which focuses on high-yield investments in closed-end funds, stocks and preferred shares of companies located outside the United States. Lewis recently sold Cellcom Israel Ltd. (NYSE: CEL) from the portfolio, so we asked her to share her reasons for moving out of the stock. […]
Chris Dixon points out one of the key reasons Google (Nasdaq: GOOG) became one of the great contemporary business success stories. There’s a lesson here for contrarian investors of any stripe. – – – When Google released its search engine in 1998, its search results were significantly better than its […]