Jason Zweig recently used his regular column in The Wall Street Journal to discuss the relatively poor performance of large cap stocks. It’s a theme we’ve pointed out a number of times in recent commentaries from Covestor managers who invest in small-caps, for example from Vivian Lewis and Jack Brown. […]
Author: Jonathan Tunney, Atlas Capital Covestor models: Broad ETF, MergerArb Disclosure: Long VGK Most markets performed well in 1Q2011 despite continued European sovereign debt concerns, spreading Mid-East/North Africa (MENA) societal upheaval and Japan’s triple disaster. Crude oil moved above $100/barrel in sympathy with concerns of potential flow interruptions associated with […]
Author: George Silva, Fat Pitch Financials Covestor model: Workouts Disclosure: Long EEA, ACL, NOVL, MENT, SHMR, NOC The first quarter of 2011 was one of recovery for the Fat Pitch Financials Workouts model. According to Covestor, the Workouts model grew 5.62% in the first quarter of 2011 versus 5.42% for […]
Covestor model manager Ben Dickey of Houston, Texas based BSG&L was recently a guest on News@7. Ben discussed investing for retirement, including some rule-of-thumb guidelines for how much to save and how much to withdraw at retirement age. You can hear the full interview by hitting the play button below: […]
The White House recently launched the Taxpayer Receipt, allowing citizens to identify exactly where their money is going, dollar for dollar. As reported by NPR’s Planet Money: You enter how much you paid in income taxes, and how much you paid for Social Security and Medicare (which have their own […]
John Ward is an independent equities trader whose methodology stems from and is founded on the collective research and studies of traders whom history has established possessed highly unusual market acumen. For his Precedent-based portfolio, Covestor model manager Ward uses a combination of fundamental and technical analysis: Fundamental analysis is paramount […]
Douglas Estadt owns two Wall Street technology companies and webcasts thousands of CEO conference calls. One of his companies is Wall Street Media, where you can find daily videos with Estadt. Estadt manages Covestor’s Management Access model which is a Short term model (day trading) which buys credible growth stories and […]
Author: Michael Arold Model: Technical Swing Disclosure: Long SLV A major market anomaly is the “momentum effect,” which has been investigated by various academics throughout the last decade. Jegadeesh, one of the key researchers on the subject, formulated a simple definition of the momentum effect: “evidence indicates that stocks that perform […]
Bond giant PIMCO recently filed the necessary paperwork to launch an actively managed total return bond ETF run by legendary bond trader Bill Gross. This will be an interesting new option for individual investors and investment advisers. From the LA Times: As required with an ETF, the holdings of the […]
Covestor model manager Fat Pitch Financials focuses on special situation stocks and is a value investor. George Silva runs the company. He is an economist who did his undergraduate degree at Cornell University and his Masters at Yale University. George has twenty years of experience investing in individual stocks. Fat Pitch […]
HBO made a movie of Andrew Ross Sorkin’s outstanding book on the 2008 financial crisis, Too Big to Fail. The film, starring William Hurt, James Woods and Edward Asner, comes out May 23. Here’s the trailer – looks good!
Financial journalists were roundly criticized for weak reporting in the lead-up to the 2008 crisis, but the latest round of Pulitzer Prizes, announced yesterday, provides some redemption. No less than five were granted to business reporters. Here they are, with links through to the winners so you can read them […]