Author: Robert Freedland Covestor model: Healthcare Disclosure: Long ISRG, BAX *See important disclosures During the month of February, 2011, the Healthcare model had a decent month, but slightly underperformed the S&P 500. I continued to fine tune the holdings of the Healthcare model and made a few changes into what I […]
Barry Ritholtz posted this great infographic showing the month to month price changes in the price of houses using the cities that comprise the Case-Shiller Home Price Index. Source: “Housing Heat Map” Barry Ritholtz, 3/9/11. http://www.ritholtz.com/blog/2011/03/housing-heat-map/
Author: Mark Holder Covestor model: Opportunistic Arbitrage Disclosure: Long FCX, IBN, CCIH, RDWR, ATW, SHLD, PUDA, CEPH, MEE, ANR *See important disclosures After a disappointing January, February was a welcome return to outperforming the market. The model returned approximately 3% greater than the S&P500. The market remained strong even in […]
Author: Capital Ideas Covestor model: Macro Plus Income Model and ETF Only Model Disclosure: Long BALT, DNR, EMC, FXL, IYJ, IYW, JNK, KWK, MDY, NRGY, PDS, WY, XSD, MOO, MDY, XES, XSD We continue to view the US markets as more attractive than those markets overseas. Therefore we have liquidated our […]
Author: Robert Freedland Covestor model: Buy and Hold Value Disclosure: Long AMZN, COP, JCI, PRGO) *See important disclosures After waiting patiently with several positions that were lagging the market, I chose to ‘swap out’ several holdings that had short-term issues and moved into new positions in what appeared to be more […]
TenStocks‘ eponymous portfolio strategy is based on deep value and special situation investments, hunting for opportunities trading at 50% of their estimated intrinsic value. On March 6, we published TenStocks’ discussion of Hutchinson Technology (HTCH). HTCH recently hit 52 week lows after falling 20.25% since 2/17 (as of 3/9) after […]
At Business Insider, Joe Weisenthal published an remarkable graphic originally from Stifel Nicolaus. It shows equities and commodities over the last 140 years and presents a strong bullish signal for equities – at least by this measure: Source: “A Big, Beautiful, and Bullish 140-Year Look at Equities Vs. Commodities” Joe […]
Author: Brendan Ruchert-Dixon Covestor model: Alpha Trapper Disclosure: Short PST, VXX *See important disclosures February 2011 was a good month for the Alpha Trapper model. It was the first month since the model’s inception in December that its results really demonstrated the value of a hedging strategy. The first half […]
Just had to have that bleeding edge PowerBook G3 in 1997? Well, if you had plunked down the $5,700 it ran you on Apple stock instead of the Apple laptop (with its massive 5GB hard drive), that stock would be worth over $330,000 today. Kyle Conroy put together this chart […]
Author: Michael Arold Covestor model: Technical Swing Disclosure: Long AXAS, BX, ARMH, CLF, JNPR, SWK, SGI. Short PHM, CHRW, EEV *See important disclosures Summary February was positive month for the model portfolio. As of the end of day 28th of February, the model outperformed the S&P 500 for the month, according to […]
Author: Sreeni Meka Covestor model: Long Term Value Disclosure: Long BRK, THI, SEO:005490 *See important disclosures In the last three months since I wrote my previous letter this long term value portfolio returned approximately twice the S&P 500’s return. Part of the reason was outstanding short term performance by Oshkosh Corporation and […]
Zack Miller is the Managing Director of Lighthouse Capital Ltd., a boutique investment firm servicing high-net-worth investors from around the world and the author of the book Tradestreaming, which documents how investors are using new technologies to assist their investing. In this post, he highlights five companies developing new services that […]