Author: Tom Konrad Model: Alt Energy Stocks Disclosure: No positions A truly sustainable economy would produce no waste: everything would be recycled or reused for some productive purpose. We’re a long way from that ideal today, but the rising cost of commodities makes recovering used material through recycling increasingly economic. Further, […]
Covestor manager John French has worked in the IT industry for more than 20 years. Prior to that, he worked in Corporate Finance. His career has taught him the value of data consistency, regression testing, establishing rules and procedures, and change management, which he now believes are pivotal to managing financial […]
Manager: Ted Dumbauld, D5 Advisors Model: Oil and Gas Producers Disclosure: Short TNK For the Oil and Gas Producers model, manager Ted Dumbauld focuses on high dividend paying oil and gas producers while seeking to exploit the inefficiencies created when unsophisticated investors focus on dividend yields rather than fundamentals. Dumbauld recently […]
Investors in silver (NYSE: SLV) should be forgiven for being irritable – their investment has been a veritable roller coaster of late, reaching multi-decade highs before a stunning collapse last week. The Wall Street Journal has been covering the story, and looking back to the last time silver was this […]
Chuck Jaffe of MarketWatch recently wrote about the danger posed by the next ‘flash crash’ and how retail ETF investors often mistake limit orders for protection: The ‘flash crash’ turned the stock market on its ear during one violent trading day a year ago, but many investors are still vulnerable […]
Suze Orman is a voice of financial reason for American women who struggle with overspending and debt. She’s become the Oprah of personal finance – and a force for good for American consumers – by insisting on a common-sense, brutally honest approach to money. When discussing investing, Orman has generally […]
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 […]