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Why the Workouts model sold Alcon – Fat Pitch Financials (ACL, NVS)

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 […]

Strategies

Why the Workouts model sold Alcon – Fat Pitch Financials …

by Frank Voisin
Published April 13, 2011
I expect these companies to have earnings surprises – GEARS (DAKT, COHU, SMP)

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 […]

Strategies

I expect these companies to have earnings surprises – GEARS …

by Frank Voisin
Published April 13, 2011

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 […]

Strategies

Why we bought NXP Semiconductor – Capital Ideas (NXPI, TXN, …

by Frank Voisin
Published April 13, 2011

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 […]

Strategies

Why I sold the Cohen & Steers Infrastructure Fund – …

by Frank Voisin
Published April 12, 2011
Why I went long silver and two oil services stocks – M. Arold (BLX, RAX, SGI)

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 […]

Strategies

Why I went long silver and two oil services stocks …

by Frank Voisin
Published April 12, 2011
How is this market rising, despite world events? – Vista Investment Management (SPY, IWM)

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 […]

Strategies

How is this market rising, despite world events? – Vista …

by Frank Voisin
Published April 12, 2011

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 […]

Strategies

The market is currently high risk, so I’m staying hedged …

by Frank Voisin
Published April 12, 2011
Mannkind Corp and the SEC’s FDA chemist case (MNKD)

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 […]

Strategies

Mannkind Corp and the SEC’s FDA chemist case (MNKD)

by Frank Voisin
Published April 12, 2011

Author: John King, Quacera Covestor model: QPM Radar Disclosure: none We watched an interesting interview on Bloomberg over the weekend with Howard Schultz, the CEO of Starbucks (Nasdaq: SBUX). The interviewer asked him how the company was coping with the higher costs of coffee and the other products it uses. […]

Strategies

Commodity prices and the retailer’s dilemma – John King, Quacera

by Mick Weinstein
Published April 11, 2011

Katie Rosman wrote a great, candid piece for the WSJ yesterday, confessing her love of overpriced Starbucks cappuccinos and her husband’s protests of same: The problem… is that cappuccino is not a line item in our family budget. We don’t make room for such things when deciding how to spread […]

Outlook

Marriage, finances and the $4 Starbucks coffee

by Mick Weinstein
Published April 11, 2011

April 11, 2011 A terrific post on Quora by Josh Hannah on how eBay’s (Nasdaq: EBAY) Kijiji and other startups are disrupting the disruptor Craiglist – which almost singlehandedly did in U.S. newspapers’ formerly lucrative classifieds business: Why hasn’t another product disrupted and replaced Craigslist? Craiglist has been disrupted, it’s […]

Outlook

How eBay’s Kijiji and others are disrupting Craigslist (EBAY)

by Mick Weinstein
Published April 11, 2011
Google’s 3 strategic choices on the Facebook threat (GOOG)

Author: Chris Dixon It is widely believed that Facebook presents a significant competitive threat to Google (Nasdaq: GOOG). Google itself seems to believe this – Larry Page recently said that all employees would have their bonuses tied to the success of Google’s social strategy. Why does Facebook present a threat […]

Outlook

Google’s 3 strategic choices on the Facebook threat (GOOG)

by Mick Weinstein
Published April 11, 2011

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