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 […]
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 […]
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 […]
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 […]
gold has gone hyperbolic. Given the rise, we thought it would be useful to touch base with some of Covestor’s model managers who run portfolios that hold the
Author: John King, Quacera Covestor model: QPM Radar Disclosure: none Janet Yellen made a speech in which she put to rest any idea that the Fed will raise rates soon. While admitting that oil and food prices are surging, she states this is a “temporary phenomenon.” She put forth the […]
Author: Mark Holder Models: Opportunistic Arbitrage, Opportunistic Arbitrage Long Only Disclosure: Long PUDA in both models Puda Coal (PUDA) is a coal mine consolidator and met coal washer in China that has been hit by fraud allegations from a noted short seller. At question is whether the Chairman of PUDA […]
Author: Mark Holder Model: Opportunistic Arbitrage Model Disclosure: Long X, WFT, FCX, IBN, CCIH, RDWR, ANR, MEE, CEPH March was another volatile month. The month ended on a solid note with the Opportunistic Arbitrage (levered) model ending with a 2.3% gain compared to a slight loss for the S&P500. Considering […]
Author: GEARS Model: Luxury Liner The fourth quarter corporate wealth numbers were very strong, with the entire market producing an earnings surprise pattern: high and rising sales growth, rising gross profit margins, falling SG&A expenses, lower interest costs, lower inventories and accelerating shareholder wealth – the strongest since 1996. For […]
Author: Spencer Mann Model: Anticitrade Disclosure: Long HQS Trading in shares of HQ Sustainable Maritime Industries (AMEX: HQS) was recently halted after the company failed to file its 10-K. The company’s auditor recently resigned, noting that the company had obstructed its attempts at engaging a law firm to begin an […]
The Covestor tech team, based in London, keeps everything running smoothly (no small task) and is constantly working on new features and enhancements of our platform. We caught up with our CTO Bimal Shah at his workstation: So Bimal, what’s your job at Covestor? Chief Technology Officer. I am responsible […]