There are three essential follow up posts to the New York Times article that dropped like a bombshell on General Electric (NYSE: GE) when it claimed GE did not pay any income tax on its $5.1 billion in profits last year. First up, Allan Sloan and Jeff Gerth from ProPublica […]
Author: Gator Capital Management Covestor model: Small Cap Disclosure: Long WTFC We believe a winning strategy to owning bank stocks is to focus on banks with superior loan generating and deposit gathering capabilities. Another way to succeed in bank stocks is to own acquisitive banks during a period of low […]
Craigmillar’s Global Clean Energy model on Covestor focuses on companies in the alternative energy sector that manager Robert Preston (pictured) believes will benefit from the long term trend of global energy decarbonization. Robert has over 30 years of experience in finance, energy research and renewable energy. He worked at Merrill […]
AthenaInvest is a Colorado-based investment advisor that follows “Strategy Based Investing,” grouping managers into peer groups and ranking them and their investments toward finding strong stock ideas: Managers with a well defined strategy and a high degree of conviction rate highly. Stocks held by highly ranked managers with conviction also […]
Covestor manager Walter Lu is a value investor who believes that there are two keys to successful investing: an edge and proper risk management. His edge? Walter has chosen to follow the value investing philosophy because it benefits from the positive-sum game of long-term investment returns, is fundamental to the […]
Covestor model manager Yinglan Tan invests in the strong venture-backed equities with predictable earnings and long-term growth. He is the author of the book The Way of the VC – Top Venture Capitalists On Your Board and he is currently an Adjunct Professor living in Singapore. For serious money, Yinglan […]
Bill Deshurko of Centerville, Ohio founded 401 Advisor in 2003 after becoming frustrated with by losses incurred through a typical buy and hold approach. He developed his strategy primarily for retirees and other investors who require a high monthly income to maintain their lifestyle. The strategy is also suited for […]
Author: Brendan Ruchert-Dixon Covestor model: Alpha Trapper Disclosure: Short USO, UNG This month of March was a bit disappointing for the model, flat to slightly negative just like the stock market. On a positive note, the model saw a lot less volatility than the S&P 500, making it a less […]
Author: Cheng Yuan Covestor model: Value with Catalyst Disclosure: Long ENZN I sold out of my position in Citigroup (NYSE: C) for a small gain in March in preparation for a better opportunity that I have been following for some time. My hope is this opportunity will produce a much […]
Author: Patrick Clark Covestor model: Market Neutral Growth Disclosure: none As disruptive as the headlines have been lately, my portfolio has been resilient, registering a monthly gain in March. One reason for the positive performance is that unlike the vast majority of portfolios, mine is not 100% long or 100% […]
Author: Yale Bock Covestor model: GARP Disclosure: Long GIGM, DGI, CASS, CLGX, JMBA, DLB March 2011 was a difficult month in the equity markets, as “black swan” events suddenly become not just one time events, but seemingly normal happenings. Even more unusually, these black swans occurred back to back to […]
Author: Tarquin Coe Covestor model: Market Timing Technicals Disclosure: None Up until recently, emerging markets, a “risk-on” leader, was breaking down on a relative basis. Such weak performance was threatening the bull market argument. However, like Technology and other higher beta areas, the emerging markets have tended to turn tail […]