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Social media, repetitive media, high-frequency trading and more… Hedge Fund is betting that Twitter is Wall Street’s Crystal Ball – Robert Andrews, PaidContent.org Sharp rise in financial pros using social media for news – IR Web Report You are reading the same article over and over again – Joshua Brown, […]

Outlook

In the money: Best of the financial web today

by Mick Weinstein
Published March 24, 2011
What Covestor managers are buying: Baidu (BIDU, CCJ, SLV)

For his Technical Swing portfolio, Covestor model manager Michael Arold uses technical indicators in conjunction with a discretionary view of trending stocks and sectors to capture profits in short term price swings. Current top holdings include ProShares UltraPro Short S&P 500 (SPXU), Cameco Corp (CCJ) and iShares Silver Trust (SLV). On March 22, […]

Strategies

What Covestor managers are buying: Baidu (BIDU, CCJ, SLV)

by Frank Voisin
Published March 24, 2011

Behavioural Finance Investment (BFI) Advisors eschews strict fundamental and technical investing in favor of a behavioral approach. Since 2009, the group, led by Dr. S.J. Feldman, Ricardo Vernazza, Philip Braun and Chris Panon, has been modeling sentiment in an attempt to quantify the extent of irrational sentiment priced into the […]

Archive

BFI Advisors: Modeling investor sentiment (HYG, EMB, RSX)

by Frank Voisin
Published March 24, 2011

ASB Investment Management is the equity and fixed income management division of ASB Capital Management. Offices are in Washington, D.C. and Chicago. With $6.3 billion under management as of January 2011, ASB Investment Management has a long record of managing equity and fixed income. ASB’s new Covestor model, Large Cap […]

Archive

Aiming to outperform the S&P 500 with lower risk – …

by Mick Weinstein
Published March 23, 2011

CreditLoan presents this fascinating infographic comparing both corporate and personal tax rates around the world. Now we wait for an infographic showing the mass migration from Denmark to Switzerland!

Outlook

Comparing taxes around the world

by Frank Voisin
Published March 23, 2011
What Covestor managers are buying: PC Mall, Majesco Entertainment (MALL, COOL, OME)

For his Opportunistic Value portfolio, Covestor model manager Hengfu Hsu uses proprietary computer algorithms to capture equity mispricing opportunities in mid- and small-cap stocks. Current top holdings include Mercer International (MERC), PC Mall (MALL) and Omega Protein (OME). On March 14, Hsu added to his position in PC Mall (MALL), a direct marketer of technology […]

Strategies

What Covestor managers are buying: PC Mall, Majesco Entertainment (MALL, …

by Frank Voisin
Published March 23, 2011

Zack Miller is Covestor’s Head of Business Development. In his podcast below, Zack speaks with Theresa Hamacher and Bob Pozen, authors of a new book on the mutual fund industry. Mutual funds have introduced millions of Americans to investing in the stock market.  While their popularity and usage may have […]

Outlook

The Mutual Fund industry, up close (podcast)

by Frank Voisin
Published March 23, 2011
What Covestor managers are buying: Tellabs and Vimicro International (VIMC, TLAB, CAST)

For his Cash Flow portfolio, Covestor model manager Jose Betancourt conducts fundamental analysis to find companies with high free cash flow and negative net debt. Current top holdings include ChinaCast Education (CAST), Tellabs (TLAB) and Theragenics (TGX). On March 14, Betancourt added a new position in Tellabs (TLAB), which is engaged in designing and […]

Strategies

What Covestor managers are buying: Tellabs and Vimicro International (VIMC, …

by Frank Voisin
Published March 23, 2011
Jabil Circuit up strongly on earnings; holding of Deep Value model (NYSE: JBL)

Electronics contract manufacturer Jabil Circuit (NYSE: JBL) reported late Tuesday (3/22) that  net income jumped 86 percent in its second fiscal quarter of 2011 to $55.4 million, or 25 cents a share, compared to $29.8 million, or 14 cents a share, in the year-ago period. Revenue increased 31 percent to […]

Strategies

Jabil Circuit up strongly on earnings; holding of Deep Value …

by Mick Weinstein
Published March 23, 2011

Private Equity investor Chris Douvos has been watching a lot of Indiana Jones movies with his kid. In his current fave, The Last Crusade, Douvos finds in the three tests Indy has to pass to obtain the Holy Grail some essential lessons for investors: Challenge #1: The Breath of God… […]

Outlook

What Indiana Jones teaches you about investing

by Mick Weinstein
Published March 22, 2011
Why I’m long uranium producer Cameco, despite Japan – M. Arold (CCJ)

Author: Michael Arold Model: Technical Swing Disclosure: Long CCJ Cameco Corp. (CCJ) is the world’s largest uranium mining company and obviously affected by the nuclear catastrophe in Japan. The stock declined over 30% during the recent market sell-off. However, I believe that the company was overly punished and that CCJ […]

Strategies

Why I’m long uranium producer Cameco, despite Japan – M. …

by Frank Voisin
Published March 22, 2011
What Covestor managers are buying: Brookfield Asset Management (BAM, EC, TEI)

For her International Yield portfolio, Covestor model manager Vivian Lewis focuses on high yielding closed end funds, preferred shares and common shares of companies that reside physically outside of the United States. Current top holdings include Ecopetrol SA (EC), Templeton Emerging Markets Income Fund (TEI) and Ultrapar Participacoes SA (UGP). On March […]

Strategies

What Covestor managers are buying: Brookfield Asset Management (BAM, EC, …

by Frank Voisin
Published March 22, 2011

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