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Legendary investor Warren Buffett, head of Berkshire Hathaway (NYSE: BRK.A), issued a press release today announcing that David Sokol (pictured) one of his top executives at the company and the frontrunner to replace Buffett, has resigned. Buffett writes: “Dave’s [resignation] letter was a total surprise to me.” The Wall St. […]

Outlook

Shocker at Berkshire Hathaway: Buffett’s Heir Apparent Sokol Resigns (BRK.A, …

by Mick Weinstein
Published March 30, 2011

Some great responses to the question on Quora – first up, Benedict Evans goes back to the 15th century: Ferdinand & Isabella’s decision to back Columbus paid off pretty well. Spain ruled most of the south American continent for the next 300 years and used the flow of silver to […]

Outlook

What was the best investment ever?

by Mick Weinstein
Published March 30, 2011
Lucas Krupinski’s top holding: High-yielding REIT American Capital Agency (AGNC)

mortgage pass-through securities and collateralized mortgage obligations. Philip Mause recently explained this type of investment model: The world of real

Strategies

Lucas Krupinski’s top holding: High-yielding REIT American Capital Agency (AGNC)

by Frank Voisin
Published March 30, 2011
What Covestor managers are buying: Northrop Grumman (NOC)

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. He uses […]

Strategies

What Covestor managers are buying: Northrop Grumman (NOC)

by Frank Voisin
Published March 30, 2011
Apple’s great, if you have a lot of money and live on an island – Dell VP (Nasdaq: DELL, AAPL)

Dell (Nasdaq: DELL) is flexing some muscles these days. Speaking to CIO Australia in Sydney yesterday (3/29), Dell’s Vice President and global head of marketing Andy Lark (pictured) went on the offensive against Apple (Nasdaq: AAPL): “I couldn’t be happier that Apple has created a market and built up enthusiasm […]

Strategies

Apple’s great, if you have a lot of money and …

by Mick Weinstein
Published March 30, 2011

For the Macro Plus Income portfolio, Covestor model manager Capital Ideas, a Texas based RIA co-founded by CJ Brott (pictured), aims to provide current income for investors who are five years either side of retirement.  That is, we try to invest in securities suitable for income reinvestment before retirement.  However, after […]

Strategies

What Covestor managers are buying: KBR Inc (KBR, KWK, MDY)

by Frank Voisin
Published March 30, 2011
Teva, Transcept, Biodel and now Bristol-Myers Squibb – Jeremy Zhou’s top holdings (BMY, TEVA, TSPT)

Jeremy Zhou manages Covestor’s Biotech and Medtech portfolio, which launched just recently. He brings to his investing a strong background in nutrition, toxicology and finance: his academic background includes a B.S. degree in Nutrition & Toxicology and a Masters of Public Health (MPH) with an emphasis on Epidemiology from UC Berkeley. […]

Strategies

Teva, Transcept, Biodel and now Bristol-Myers Squibb – Jeremy Zhou’s …

by Frank Voisin
Published March 30, 2011
Where Americans’ taxes go

Turbotax produced this infographic that breaks down the U.S. government’s spending, how it’s changed in the last decade, and what it could look like in 2012, based on the proposed 2012 Presidential budget. Drag the scissors across the dates, then mouse over the sections of the dollar to see the […]

Outlook

Where Americans’ taxes go

by Mick Weinstein
Published March 30, 2011

Michael Arold, based in Germany, aims to exploit market inefficiencies using a momentum-based trading strategy. He has a strong engineering background and currently works in the software industry. Here’s how Michael’s Covestor model, Technical Swing, works: Using multiple technical indicators, this model surveys movements in the market and the sectors […]

Strategies

Look who’s shorting GE stock (NYSE: GE)

by Mick Weinstein
Published March 29, 2011

Online retailer Amazon (NASDAQ: AMZN) launched a cloud-based music locker on Wednesday. From the company’s press release, the service is designed to enable customers to securely store music in the cloud and play it on any Android phone, Android tablet, Mac or PC, wherever they are. Customers can easily upload […]

Outlook

Amazon’s new cloud service shakes up the industry (AMZN, AAPL, …

by Mick Weinstein
Published March 29, 2011
What Covestor managers are selling: Dean Foods (DF, ORN, AMSG)

For his Anticitrade portfolio, Covestor Model Manager Spencer Mann uses a computer algorithm to value over 4,000 stocks on ten different fundamental criteria to create a relative ranking for those most suitable for the portfolio. Mann has an engineering background. He did a BS degree at Utah State University in […]

Strategies

What Covestor managers are selling: Dean Foods (DF, ORN, AMSG)

by Frank Voisin
Published March 29, 2011
What Covestor managers are shorting: Biolase Technology (BLTI, CIGX, EEE)

Bin Hong is one of Covestor’s new managers. He is a California based long term equity investor who focuses on both fundamental and technical indicators. He has held positions as research head of a commercial bank and as risk manager of trading desks. For his Long-Short Macro Trends portfolio, Hong combines fundamental and […]

Strategies

What Covestor managers are shorting: Biolase Technology (BLTI, CIGX, EEE)

by Frank Voisin
Published March 29, 2011

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