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In a prescient 1989 article entitled How a Tokyo Earthquake Could Devastate Wall Street and the World Economy, author Michael Lewis looked at historical earthquakes to project the economic impact of a (at the time) hypothetical massive Tokyo earthquake. It’s a bit hard to read in this scanned version from […]

Outlook

How a Japanese earthquake could devastate the global economy

by Frank Voisin
Published March 17, 2011
What Covestor managers are buying: Rite Aid (RAD, SIRI, HURC)

For the Athena US Equity portfolio, Covestor model manager Athena Invest looks for twenty US stocks that are held by top equity managers. This portfolio’s current top holdings include Rite Aid (RAD), Sirius XM Radio (SIRI), and Hurco Companies (HURC) (as of end of day 3/16/11). On March 10, the RAD position […]

Strategies

What Covestor managers are buying: Rite Aid (RAD, SIRI, HURC)

by Frank Voisin
Published March 17, 2011
Earnings Surprise model is in sell mode, with these stocks – Robert Gay (POWI, AMKR, LSI)

Author: Robert Gay, GEARS Model: Earnings Surprise Disclosure: Long ENER 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 SG&A expenses, lower financing costs and positive and […]

Strategies

Earnings Surprise model is in sell mode, with these stocks …

by Frank Voisin
Published March 17, 2011

The Dow Jones Industrial Average (DIA) tracks 30 large well known American companies. Clusterstock released a chart showing how the Dow reacted Wednesday to nuclear headlines – details on each headline here: Source: “Chart of the Day: The Dow Makes Huge Swings on Every Fukushima Headline” Gregory White. Business Insider, 3/16/11. https://www.businessinsider.com/chart-of-the-day-dow-march-16-2011-3

Outlook

How the Dow reacts to nuclear headlines (DIA)

by Frank Voisin
Published March 17, 2011

Welcome to the new Covestor blog! We’re doing a number of things here to augment our main site, but there are three elements I want to point out that I think constitute an evolutionary step forward for free market commentary: our managers’ commentary is always accompanied by a verified track […]

Archive

Stock market blogging, evolved

by Mick Weinstein
Published March 16, 2011

Visa (NYSE: V) announced a new service today that allows someone who holds a Visa account to receive and send funds to any other Visa account holder. From the press release: Bank customers of participating financial institutions will have the option to select a Visa account as the destination for […]

Outlook

Visa’s new personal payments system – a gamechanger?

by Mick Weinstein
Published March 16, 2011

Author: Robert Gay, GEARS Model: Speedboat Disclosure: Long LYTS The Speedboat model is financially leveraged as a matter of policy. This characteristic can produce a higher degree of performance volatility, but is designed to contribute to superior returns over time. This return pattern is evident in the performance chart above. […]

Strategies

With sharp acceleration in corporate sales, I’m reducing leverage – …

by Frank Voisin
Published March 16, 2011
These two ETFs should perform well in a pullback – A. Laubie (TWM, SRTY)

Author: Andrew Laubie Covestor model: Russell 2000 Long-Short Disclosure: Long TWM, SRTY The Russell 2000 Long-Short model has suffered through the market rally since November 2010, but we opened the month of March with strong performance on March 1 thanks to the leveraged short ETFs (TWM) (SRTY) in the portfolio. The […]

Strategies

These two ETFs should perform well in a pullback – …

by Frank Voisin
Published March 16, 2011
Given Japan, these alt energy ETFs present investment opportunities – Craigmillar (NLR, TAN)

Craigmillar Energy Fund seeks to take advantage of the global energy sector’s trend toward decarbonization by investing in alternative energy companies. One of its holdings is the Market Vectors Nuclear Energy ETF (NLR). Given the turmoil in the nuclear energy industry following the Japanese earthquake and tsunami, I asked Craigmillar portfolio […]

Strategies

Given Japan, these alt energy ETFs present investment opportunities – …

by Frank Voisin
Published March 16, 2011
I’m buying these stocks as their prices decline – J. Hofmann (NOK, LO, MRK)

Author: James Hofman Covestor model: Dividend Growth Disclosure: Long NOK, FTR, ENP,MRK, HCBK, LO *See important disclosures My dividend value model is a long-term focused portfolio that emphasizes both income and valuation. I look to take advantage of opportunities that arise from companies and sectors temporally falling out of favor. Once the […]

Strategies

I’m buying these stocks as their prices decline – J. …

by Frank Voisin
Published March 15, 2011

For Capital Ideas’ Macro Plus Income portfolio, the portfolio manager seeks securities suitable for income reinvestment before retirement. The model averages around 16 trades per month and its current top holdings include the SPDR S&P MidCap 400 ETF (MDY), Baltic Trading (BALT) and the SPDR S&P Semiconductor ETF (XSD) (as of […]

Strategies

What Covestor managers are buying: eBay (EBAY)

by Frank Voisin
Published March 15, 2011

Author: Bristlecone Value Partners Covestor model: Large Cap Value Disclosure: Long DELL, XOM, VMC, APOL, PFE, CSCO, WMT, NRG, CX, S, EOG, MXIM *See important disclosures In February, the portfolio roughly matched January’s return, rising approximately 3% again, slightly lower than the S&P 500’s return for the month. Year-to-date as […]

Strategies

Mideast turmoil is clearly benefiting these two companies – Bristlecone …

by Frank Voisin
Published March 15, 2011

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