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 […]
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. […]
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 […]
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 […]
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 […]
Author: Karen Burns and CJ Brott, Capital Ideas Inc Covestor Models: Macro Plus Income, ETF Only Disclosure: Long MDY, XES, MOO, EFA, USL Capital Ideas’ macro models invest in large, forward looking market themes. Currently we continue to believe the most important investment themes are solutions to the problem of […]
Author: Peter Kurata Covestor Model: CANSLIM Disclosure: Long SLV, GLD March continued to head fake and fool investors. Inflation has been most obvious at the gap pumps, and while we consumers complain about $4/gallon gas, the government simply turns its head the other way, as energy is not included in […]
Jack Brown, Laureola Asset Management Covestor Model: Dividend Payers Disclosure: None Laureola Asset Management is an SEC registered investment advisor
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 the broad US market with models he […]
EPIC Advisors’ Sean Hannon bought stock of Sirius XM Radio (Nasdaq: SIRI) for his Bottom-Up Analysis portfolio on Thursday 4/7, a new position. This Covestor model focuses on around one hundred and fifty stocks, where the manager looks deep into their financial statements and restates what these might look like […]
By Frank Voisin 4/8/11 BTC Impex, based in Kyiv, Ukraine, is run by Volodymyr Khmurych, a CFA Charterholder and member of the CFA Ukraine Society. Volodymyr takes a generalist approach with no focus on certain industries and sectors with specialization in value stocks. Top down analysis of industries followed by […]
TechRice has an informative update on Sina (Nasdaq: SINA), Tencent and Sohu (Nasdaq: SOHU) and the race to capture the social networking sector in China’s massive internet user base: Sina Weibo launched two new domain names (URL) weibo.com and weibo.cn (Open API Platform & WAP address), which should help Sina dominate […]