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) […]
Author: Steve Beamer Model: High Earnings Momentum Disclosure: Long AGU, ARUN, FFIV, MIPS, MPEL, SLW, TQQQ Commentary from December 29, 2010 The High Earnings Momentum Model started in late November and has basically held even in December. General Market The long term trend is upward with indexes making new highs. […]
Author: Andrew Laubie Model: Russell 2000 Long-Short Disclosure: Long TWM, SRTY How long can a plane out of gas keep on flying? For 2011, I am trying to follow the advice of my mother and be more positive. To a large extent she is right: being optimistic paid very well […]
Here’s a November, 2010 talk at MIT from Charles Ferguson, who directed the outstanding film about Wall Street and the credit crisis Inside Job. There’s a long introduction and ongoing tech difficulties at the start – skip to Ferguson’s actual beginning at the 8:00 mark: A pull quote: What occurred […]
Lee Eisenberg, former editor-in-chief of Esquire, wrote a book on Americans and shopping. As part of his research, Eisenberg investigated the conventional belief that “women shop, while men buy.” Here’s what he found on that and other differences in male versus female shopping:
Author: Capital Ideas, a Texas-based RIA. CJ Brott and Karen Burns are the two founding principals. Covestor models: ETF Only and Macro Plus Income Disclosure: Capital Ideas is long BALT, ACOM, ARMH and MDY in the Macro Plus Income model Capital Ideas January Monthly Investment Report Here at the end […]
See Important Disclosures In his Diversified Buybacks model (performance indicated above – click to enlarge), manager David Fried selects among stocks of companies that have recently bought back their own shares. Last week Fried added two new positions to the model. On January 5th, Fried added Coach Incorporated (NYSE: COH). […]
Cupcakes have been a dessert staple for several years, and many believe that it’s a trend set to be around for a while. At least, that’s what the 57th Street General Acquisition Corp is hoping since it is buying Crumbs Bake Shop next month, a deal that will result in […]
The terrific public radio show This American Life tackles this week what host Ira Glass calls “the most stoner question we’ve ever posed: ‘What Is Money?'” Along they way they enter the bowels of the Federal Reserve, learn why Brazil created a fake currency, and consider what giant stone coins […]
The data and chart are from the United Nations. Bill Luby adds some detail on the rising prices: Among the various sub-indices, the most dramatic increase has been seen in sugar, which is up 51% in just four months and is up a staggering 239% over the course of the […]
David Tepper—a renowned value investor, hedge fund manager, and founder of Appaloosa Management—disclosed today that he has a 7.35 percent stake in Dean Foods Co (NYSE: DF). Tepper is probably best known for his strategy of investing in bank stocks during 2009 when other investors were running away from them. […]