Author: John King, Quacera Covestor model: QPM Radar Disclosure: none The regulators are doing nothing if not causing conflict. Ben Bernanke last week opined that the reason QE1 and 2 are not moving things along as advertised is because loans are not being made. That’s not technically correct but insofar […]
Covestor manager Don Merrell is currently a real estate financial consultant based in Parker, Colorado. He was educated at Arizona State University and has held the position of Division President and regional CFO at national homebuilders. He has been investing since the early 80s – here’s how he got started: […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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 […]
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, […]
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 […]
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, […]