Author: Yale Bock, YH&C Investments Covestor Model: GARP Disclosures: Long GIGM, DGI, NDAQ, CASS, CLGX, JMBA December 2010 was a month of low volume and was overall pretty non eventful. A new fiscal year brings a fresh outlook for portfolio managers, and outperformance is the goal. There are varying opinions […]
Walk down the drinks aisle in an American supermarket and you encounter a broad wall stacked high with hundreds of varieties of colorful liquid bearing dozens of brands. So much to choose from! But this seeming diversity is misleading at the business level. Just three companies – Coca-Cola, Pepsi, and […]
Undergraduate yearly tuition at Yale is now $49,800 and at Berkeley it’s $35,000 (out of state), but you can skip that and the keg parties and audit some of these fine institutions’ most interesting courses online for free. Open Culture editor Dan Colman aggregates links to free online university courses […]
Earlier this week we addressed Sara Lee’s (NYSE: SLE) decision to break up its meat and coffee businesses into two separate companies. Last week, we mentioned that Motorola was doing the same thing by spinning off its mobile device business and creating two new companies—Motorola Mobility Holdings (NYSE: MMI) and […]
Quantum Opportunity Value model manager Tong Li added Todd Shipyards (NYSE: TOD) and Lihua International (NASDAQ: LIWA) to his model last week. In December it was announced that Vigor Industrial would be acquiring TOD for $22.27 per share. TOD has a 1.78 percent dividend yield (per Money.CNN.com on January 12th), […]
Author: Bristlecone Value Partners, LLC Covestor Model: Large Cap Value Disclosure: Long CX, MOT, TYC, HD, WPO, AXP, INTC, CSCO Dear Fellow Investors, During December, the S&P 500 gained 6.53%* on the back of renewed optimism in the economic recovery. The gains were pretty widespread as all sectors saw positive […]
Author: Bill Deshurko Covestor model: Dividend and Income Plus Disclosures: Long VZ, ALSK, WIN, GGN, NLY 2010 was an excellent year for our Dividend and Income Plus Portfolio. Covestor gives our portfolio a “2” risk score on a 1-5 scale with one being the lowest risk. We have also outperformed […]
Detroit’s economic decline and urban decay are well documented, but here’s a fresh, alternative window to the city, where inspiring young entrepreneurs see a blank canvas to explore new ideas and business. Palladium Boots produced this video (in three parts below) featuring musicians, new restaurant owners, artists, urban farmers and […]
New Covestor model managers System Research LLC began its business in 2008 by selling market timing research to investment advisory firms. Now offering portfolio managing services, System Research has their own approach to investing. According to the company’s website: System Research believes that actively traded quantitative investment models can provide […]
Former Bruckmann, Rosser, Sherrill & Co. Partner Hal Rosser has left the private equity firm he co-founded to form a new firm specializing in investing in the restaurant sector. In a January 11th interview with Fortune (“Hal Rosser talks about his new firm, and why it’s always a good time […]
With a model like Dividend Growth, one of the goals is to find equities paying high dividends—but another is to look for positions that have the opportunity to grow and create greater returns for investors. To that end, model manager James Hofmann has added additional shares of Microsoft (NASDAQ: MSFT) […]