Legendary value firm Tweedy, Brown gave its case for holding Cisco Systems Inc (NASDAQ: CSCO) in its recently released 1Q 2011 shareholder letter: Cisco Systems provides routing, data and networking products for the internet. The company’s clients include corporations, public institutions and telecommunications companies worldwide. Cisco is financially strong and we think […]
Capital - Aggressive from Yinglan Tan Hedged Equity from Swan Asset Management Suncoast Equity from Suncoast Equity Management Core Holding from Vista
Dealbreaker posted the 1Q11 letter to shareholders from David Einhorn’s Greenlight Capital. The hedge fund went long Yahoo last quarter – here’s why: The Partnerships established a new position in Yahoo! (YHOO) at an average cost of $16.93 per share. The company developed an extraordinary anti-shareholder reputation in recent years, […]
Keshav Agrawal is a CPA with a background in accounting and finance. He has more than a decade of experience in trading stocks and derivatives for his personal account. Keshav believes that “the market always offers opportunities,” and in search of this he follows various industries and companies depending on current domestic […]
Covestor manager Targex Capital uses proprietary computer algorithms designed to own ten to twenty stocks. Its system only trades in high volume NASDAQ stocks that have met all requirements of technical indicators. Targex has a very short hold time, typically within 1 to 15 days. Targex was established in 2009 by […]
Covestor model manager Yinglan Tan is the author of the book The Way of the VC – Top Venture Capitalists On Your Board and he is currently an Adjunct Professor living in Singapore. For serious money, Yinglan believes that certain Asian venture-backed equities are solid investment vehicles to leverage on […]
Covestor model manager James Hofmann manages the Greater China and Dividend Growth portfolios. James, a value investor, believes return on equity and dividends create and drive investor wealth. While hunting for companies with strong dividends in the 5 – 6% yield range, James often looks at utilities companies. His expertise […]
Dealbreaker posted the 1Q11 letter to shareholders from David Einhorn’s Greenlight Capital. The hedge fund went long Best Buy (NYSE: BBY) last quarter – here’s why: Best Buy Inc. (BBY) operates consumer electronics stores in the U.S., Canada, Mexico, Europe and China. The market is concerned that BBY has reached […]
A lot of good material has come out recently to illustrate the U.S. dollar’s decline and what it might mean for investors. Here are a few particularly worthwhile pieces. – First, some perspective. David Singer’s annotated long-term chart of the USD Index shows that while the recent drop has been […]
Author: Tom Konrad Model: Alt Energy Stocks Disclosure: no holding in ABB Power and automation giant ABB, Ltd. (NYSE: ABB) was named Cleantech Corporation of the Year at the Cleantech Forum in San Francisco. The company has been focused on acquiring start ups in the cleantech space for the last couple of […]
Covestor model manager Carter LeCraw was recently a guest on News@7. In the interview embedded below (hit the play button to listen), Carter discusses his firm’s values-based investing approach, which seeks exemplary companies demonstrating values of “integrity, humility, diligence, and caring.” Carter’s firm American Values Investing manages the American Heroes […]
Author: Mark Holder Covestor Model: Opportunistic Arbitrage Disclosure: Long FCX In the financial world these days, information is loosely passed around as fact whether correct or not. That makes the following table interesting, because a lot of people talk about copper and investing in the sector, but this has to […]