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Author: William Smith Models: Price Volatility Volume and Core Price Volatility Volume Disclosure: Long PUDA in both models I entered a trade in Puda Coal (NYSE: PUDA) on April 6, only to hear on April 8 that the company was being investigated by the SEC. There are a number of […]

Strategies

Puda Coal and my quantitative models – W. Smith (PUDA)

by Frank Voisin
Published April 20, 2011
Low volatility presents challenges for tactical positioning – Focal Point (QQQ, IWM, SPY)

Author: Amin Khakiani, Focal Point Management Models: Quantitative Hedging and  Quantitative Broad Index Focal Point Management is a California-based SEC registered investment advisor was founded by Amin Khakiani. Amin has a background in engineering and mathematics and 11 years of corporate finance and strategic planning experience. Its Quantitative Hedging model is a […]

Strategies

Low volatility presents challenges for tactical positioning – Focal Point …

by Frank Voisin
Published April 20, 2011

Author: James Hofmann Model: Dividend Growth Disclosure: Long LO, MSFT, HCBK March was a grand month for the Dividend Growth model as we outperformed the benchmark S&P 500 by 1.84% while taking on less risk. This model had positive performance for the month of March while the market had slightly negative […]

Strategies

Dividend yield helped outperform the market’s downward move – J. …

by Frank Voisin
Published April 20, 2011
Tower Group taking advantage of depressed stock price, and so am I – A. Schornack (TWGP)

Author: Andrew Schornack Model: Financial Services Disclosure: Long TWGP The portfolio experienced the first negative return month since August 2010. From September 2010 – February 2011, the model reported returns exceeding my expectations. As I mentioned in the first investment report in November 2009, the goal of the portfolio is […]

Strategies

Tower Group taking advantage of depressed stock price, and so …

by Frank Voisin
Published April 20, 2011

NYSE: BRK-B) was added again, albeit the day before David Sokol’s departure came to light. It’s true that Berkshire’s golden years are long gone (as even

Strategies

I overhauled my portfolio to these concentrated positions – L. …

by Frank Voisin
Published April 20, 2011
This statistical model nearly closed the gap on the S&P 500 in March – S. Persic (SPY)

Author: Sasa Persic Model: Long Short S&P 500 Covestor manager Sasa Persic has over 10 years of trading experience along with knowledge of various markets and instruments. His approach is based on statistical analysis of historical data for broad market. Persic manages Covestor’s Long Short S&P 500 model. which utilizes statistical […]

Strategies

This statistical model nearly closed the gap on the S&P …

by Frank Voisin
Published April 19, 2011

Author: James Hofmann Model: Greater China Disclosure: Long MY Chinese equities have been facing a lot of headwind lately. The Bank of China has been continually raising rates and reserve requirements for the past few months in an attempt to slow inflation. This, combined with lower growth rates, has been […]

Strategies

China’s Central Bank is taking actions that will be positive …

by Frank Voisin
Published April 19, 2011

Author: Leif Eriksen Model: Performance with Protection Disclosure: Long DELL It’s been another uncertain month for the markets, a challenging month for investors and maybe even more so for traders.  Yet the markets are up for the year, with the DJIA leading the way (for a change).  The Dow’s significant […]

Strategies

I bought this tech company due to its compelling valuation …

by Frank Voisin
Published April 19, 2011
This Chinese company has shown strong growth and appears cheap – S. Meka (CNIT, MNRO)

Author: Sreeni Meka Model: Long Term Value Disclosure: Long CNIT, MNRO Last Month, a tsunami hit Japan and took a toll on Japan and its economy. The death toll was in the thousands and caused enormous destruction to the nation’s daily life and its infrastructure. The unexpected Black Swan event […]

Strategies

This Chinese company has shown strong growth and appears cheap …

by Frank Voisin
Published April 19, 2011
Our portfolio hunts for the rare carcass hidden among the fat turkeys – TenStocks (HTCH)

Author: TenStocks Model: TenStocks Disclosure: Long HTCH Some years ago I began collecting little nuggets of wisdom as I came across them in the course of my work. Some of these nuggets are from famous investors like Buffett, Munger and Templeton. Some are from totally unknown independent investors, and some […]

Strategies

Our portfolio hunts for the rare carcass hidden among the …

by Frank Voisin
Published April 18, 2011
Our investment case for Sprint, a turnaround stock – Bristlecone Value Partners (S, T, CSCO)

Author: Bristlecone Value Partners Model: Large Cap Value Disclosure: Long T, MSI, CTAS, NRG, PFE, S, DELL, APOL, MMI, CSCO, WAG In March, the portfolio’s value was effectively unchanged, matching the S&P 500 index return including dividends. For the first quarter, the portfolio was up about 6.2% versus 5.9% for […]

Strategies

Our investment case for Sprint, a turnaround stock – Bristlecone …

by Frank Voisin
Published April 18, 2011

Author: Jesse Barkasy Model: Trend Following Disclosure: None Jesse Barkasy manages Covestor’s Trend Following model which uses trend following and chart reading techniques. Current top positions include Sky-mobi Ltd (ADR) (NASDAQ: MOBI). Jesse had this to say about March’s stock market rally: The market’s rally on low volume continued, and as stated, I […]

Strategies

There’s reason to be suspicious of the market’s low volume …

by Frank Voisin
Published April 18, 2011

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