We’ve been harping on the importance of plain language in investment product fee statements, which we believe in strongly. But as Brett Arends explains in a recent WSJ column, it’s not just fees that suffer from obfuscation. Financial advisors need to speak to clients in plain language about the entire […]
Author: Tom Konrad Model: Alt Energy Stocks Disclosure: No positions in stocks mentioned Sinovel’s recent refusal to accept shipments from American Superconductor (NASDAQ: AMSC) may be due to more than just a slowdown in the Chinese wind market. Many of my best ideas come from readers. When American Superconductor announced that their largest customer, […]
Covestor manager Jesse Barkasy has traded his own accounts for 24 years and has worked as a professional trader for 13 years. He uses technical analysis and looks for breakouts. Barkasy manages Covestor’s Trend Following model, which “uses trend following and chart reading techniques. The model will take big risks investing large […]
Michael Wagner knows risk. An airline pilot by profession, he has a deep respect for the riskiness of a situation, which he brings to his investment philosophy. He manages the Covestor Small-Cap Swing Trader model, which focuses on small and micro-cap stocks, which tend to be riskier due to their […]
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 […]