Author: Phil Pecoraro Model: Biotechnology Disclosure: None Since January 1, 2011, the SPDR S&P 500 ETF (NYSE: SPY) has ranged from a low of $126 to a high of nearly $135. At the time of this writing (4/7/11) it is at $133. Likewise the biotechnology ETFs have made progress, with […]
stocks listed on US exchanges are just like a rat crossing the street in the old Chinese saying, and the sentiment, valuation, and lack of financial clarity
From David Brooks’ latest New York Times column: The psychologist Michael Morris points out that when the stock market is going up, we tend to use agent metaphors, implying the market is a living thing with clear intentions. We say the market climbs or soars or fights its way upward. […]
Author: Mark Holder Models: Opportunistic Arbitrage Long Only Disclosure: Long RDWR, CCIH, LNC March was another volatile month. The month ended on a solid note with the Opportunistic Arbitrage Long Only model ending with a 1.7% gain compared to a slight loss for the S&P500. Considering this model ended the month […]
Covestor model manager Fat Pitch Financials focuses on special situation stocks and is a value investor. George Silva runs the company and 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 […]
Author: Robert Gay, GEARS Model: Earnings Surprise Disclosure: Long DAKT, COHU, SMP, FWRD, BMI, NANO, LLTC, MXIM, LOJN I created the Earnings Surprise Model to exploit the earnings surprise pattern in fundamental data. The components of the surprise pattern are rising sales growth, higher gross profit margins, high and falling […]
Capital Ideas manages Covestor’s Macro Plus Income portfolio. On April 6 and 8th, NXP Semiconductor NV (NASDAQ: NXPI) was added to the portfolio. NCP Semiconductor is a global semiconductor company and supplier to the electronics industry. We asked Capital Ideas manager CJ Brott if he could provide some insight into the decision […]
Dan Plettner seeks to exploit inefficiencies in Closed-End Funds and other under-followed exchange-traded securities across multiple asset categories. He first entered the Investment Industry directly out of college in 1997. After achieving “NSD award” as retail Financial Advisor at Morgan Stanley Dean Witter, he relocated to Morgan Stanley’s International Headquarters […]
Author: Michael Arold Model: Technical Swing Disclosure: Long BLX, RAX, SGI, SLV, OII, TTI, TTM I went into the month of March with a bearish bias. The Middle East crisis had just started, and important market breadth indicators such as the S&P 500 Percent of Stocks Above 50 Day Moving […]
Author: John D. Frankola, Vista Investment Management Covestor Model: Core Holding Disclosure: None Let’s say you possessed a crystal ball which could foretell significant world events months before they happened. At the beginning of the year, the crystal ball predicted there would be major political uprisings in North Africa and the […]
Author: Richard Moore Covestor Model: Market Comparables Disclosure: None Richard Moore is a Covestor manager with more than 40 years of investment experience. Richard has worked for banks, mutual funds and investment advisors. Richard believes it’s counterproductive to spend time trying to outguess the market on large, widely-followed stocks, so he screens […]
Author: Patrick McFadden, M2 Capital Holdings Covestor Model: M2 Global Disclosure: Long MNKD Good for Mannkind? The recent insider trading case brought by the SEC against a chemist working in the Center for Drug Evaluation and Research within the FDA, may not bode well for investor confidence. However, specifics of […]