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Keshav Agrawal is a CPA with a background in accounting and finance. He has more than 10 years of experience in trading stocks and derivatives for his personal account. Keshav manages Covestor’s Holistic and Opportunistic model which looks for a combination of value, technical, growth, and long-term equity investment opportunities across a […]

Archive

Covestor manager Keshav Agrawal combines value, technical and growth factors …

by Frank Voisin
Published May 9, 2011
William Smith: Why I sell, buy, and overweight a sector

Author: William Smith Models: Price Volatility Volume and Core Price Volatility Volume In the midst of the recent market volatility and account drawdown, I’ve received a few questions about my trading strategy. I’m happy to answer these questions any time, and of course they seem to be far more frequent during an equity […]

Strategies

William Smith: Why I sell, buy, and overweight a sector

by Frank Voisin
Published May 9, 2011

Manager: Patrick McFadden, M2 Global Model: M2 Global Disclosure: Long NBG, MNKD The current macro environment leads us to look for investments that we can hold with limited down side, while participating in upside both on an alpha and beta basis. Mannkind (NASDQ: MNKD) we view as Alpha and National […]

Strategies

A Greek bank stock we’re buying on extreme weakness – …

by Frank Voisin
Published May 9, 2011
Investment process is more important than performance

Within a great post on how much you can learn while hitting rock bottom, Leo Kolivakis shares this gem (bold added): During a recent lunch with my former boss at PSP, Pierre Malo, we talked about what we value most in life. In our previous lunch, Pierre and I discussed […]

Outlook

Investment process is more important than performance

by Mick Weinstein
Published May 8, 2011

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

Practice radical self-awareness in financial planning

by Frank Voisin
Published May 6, 2011

Author: Peter Kurata Covestor Model: CANSLIM Disclosure: None In a first ever post-Fed meeting press conference, Fed Chairman Ben Bernanke said QE II will continue to be supported after June. This news helped sparked the market to move to a new highs. Inflation continues to creep in, and the Fed’s position […]

Strategies

Gold is still a buy – P. Kurata (MCD, PG, …

by Frank Voisin
Published May 6, 2011
Don’t see a Dollar catalyst, so I’m short the Greenback – M. Arold (UDN)

Author: Michael Arold Model: Technical Swing Disclosure: Long UDN When it comes to the US Dollar, I can see analysts in two camps: one group is calling for an immediate rally to work off oversold conditions. After that, they expect further declines. The second camp is looking for further declines […]

Strategies

Don’t see a Dollar catalyst, so I’m short the Greenback …

by Frank Voisin
Published May 6, 2011

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, […]

Outlook

Dialing for discounted gas

by Frank Voisin
Published May 6, 2011
I’m bullish on stocks and commodities, bearish on the dollar – M. Arold (DFS, IBM, COST)

Author: Michael Arold Model: Technical Swing Disclosure: Long UDN, IBM, COST I wrote in my last month’s review that “after the strong March rebound, market participants are likely to buy minor pullbacks in order to get back into the markets.” That’s exactly what happened in April: the S&P 500 declined […]

Strategies

I’m bullish on stocks and commodities, bearish on the dollar …

by Frank Voisin
Published May 5, 2011
Invest in companies that grow shareholder wealth, like Apple [radio interview]

Covestor model manager Bob Gay of Global Equity Analytics and Research Services LLC (GEARS) was recently a guest on Steve Pomeranz’ On The Money! Radio. In the interview embedded below (hit the play button to listen), Gay discusses the importance of focusing on the advancement of shareholder wealth in companies, […]

Strategies

Invest in companies that grow shareholder wealth, like Apple [radio …

by Frank Voisin
Published May 5, 2011
Here’s why I shorted silver in late April (SLV, AGQ, ZSL)

Author: Brendan Ruchert-Dixon Model: Alpha Trapper Disclosure: Short AGQ, ZSL April turned out to be a good month for the stock market.  Alpha Trapper caught some of the gains but came under pressure late in the month because of rising commodity prices, including those for silver, oil, and natural gas. The […]

Strategies

Here’s why I shorted silver in late April (SLV, AGQ, …

by Frank Voisin
Published May 5, 2011
Hydropower boom groundwork is in place – T. Konrad (ACM, PCC, MXY)

Author: Tom Konrad Model: Alt Energy Stocks Disclosure: No positions The US Department of the Interior, the Department of Energy (DOE), and the US Army Corps of Engineers are quietly laying the groundwork for a renewable energy boom that you might not expect.  What they’ve done is to announce a memorandum […]

Strategies

Hydropower boom groundwork is in place – T. Konrad (ACM, …

by Frank Voisin
Published May 5, 2011

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