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… […]
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 […]
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 […]
Author: James Hofmann Model: Dividend Growth Disclosure: Long T Over the weekend AT&T (NYSE: T) the second largest wireless carrier in the US announced plans to buy T-Mobile the fourth largest carrier in the US for $39 billion. The combined company will be the largest provider in the US surpassing […]
For the Pure Growth portfolio, Covestor model manager BSG&L focuses on companies with 15% ROE, good liquidity and a PEG ratio of less than 1.25. Current top holdings include Caterpillar (CAT), Linn Energy (LINE) and Peabody Energy (BTU). On March 17, BSG&L added a position in Continental Resources (CLR), an independent crude oil and […]
The folks at GOOD collected a sample of gas prices from throughout the industrialized Western world in this infographic: Here are some more countries, via the Gasoline-Germany site: Afghanistan: $8.04 Bolivia: $2.26 Brazil: $5.99 China: $4.47 Greenland: $7.14 Hong Kong: $7.67 India: $4.57 (for 91 octane, on July 14, 2010) […]
Om Malik has been covering the telecom beat with great insight for many years and isn’t afraid to speak his mind. In the wake of the huge AT&T (NYSE: T) acquisition of T-Mobile USA, Malik weighs in, saying “it’s hard to find winners, apart from AT&T and T-Mobile shareholders.” The […]
For the Pure Growth portfolio, Covestor model manager BSG&L focuses on companies with 15% ROE, good liquidity and a PEG ratio of less than 1.25. Current top holdings include Caterpillar (CAT), Linn Energy (LINE) and Peabody Energy (BTU). On March 17, BSG&L added a position in EMC Corporation (EMC), which develops, delivers and supports […]
For his Biotech and Medtech portfolio, Covestor model manager Jeremy Zhou invests in the US healthcare industry. Current top holdings include Teva Pharmaceutical Industries (TEVA), Transcept Pharmaceuticals (TSPT) and Biodel (BIOD). On March 16, Zhou added a position in Dendreon Corporation (DNDN), a biotechnology company focused on the discovery, development and commercialization of therapeutics […]
Author: The Coe Report Model: Market Timing Technicals Disclosure: None Technology has shown underperformance for several weeks and that is becoming a concern as it is now threatening the long-term bullish case. The ratio of the NASDAQ 100 (NDX) versus the S&P 500 (SPX) has pulled back to the 200-day […]
Clusterstock created this interesting chart from a Barclays report about the coming reconstruction boom in Japan, which concludes that short-term GDP declines will ultimately give way to faster GDP growth. (Click image for full size) What companies will profit from the reconstruction boom? According to Scott Rothbort of StockPickr, there […]