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Interview with Model Manager Robert Freedland (HOLX, QSII, ABT, RMD, WAG, CVS, RAD, PDCO)

This week we talked to optical surgeon and 42-year investing veteran Robert Freedland about his new Healthcare model. Covestor LIVE: What made you decide to create your Healthcare model? Robert Freedland: I have been with Covestor for several years and was fortunate to be one of the initial models since […]

Archive

Interview with Model Manager Robert Freedland (HOLX, QSII, ABT, RMD, …

by Yolander Prinzel
Published December 6, 2010
Markets Lessen Gains on Jobs and Manufacturing (BIG, SUN, ARO)

Economic news was not as positive today as it had been earlier this week, and that definitely had an effect on U.S. markets. First, the Department of Commerce released their October 2010 Full Report on Manufacturers’ Shipments, Inventories and Orders (found here) which revealed that new orders for manufactured goods […]

Archive

Markets Lessen Gains on Jobs and Manufacturing (BIG, SUN, ARO)

by Yolander Prinzel
Published December 6, 2010
Adib Motiwala Is Long AZSEY

Allianz SE (AZSEY) is an integrated financial services provider. The Company serves approximately 75 million customers in about 70 countries.

Strategies

Adib Motiwala Is Long AZSEY

by Interactive Advisors
Published December 6, 2010
Is Not Broke – Recession Proof Wallet

On the interior, a fabric twenty dollar bill is printed permanently inside so the owner always has money. via » about | Is Not Broke Recession Proof Wallet Co..

Outlook

Is Not Broke – Recession Proof Wallet

by Interactive Advisors
Published December 6, 2010
What Jamie Dimon Won’t Tell You

The New York Times Magazine published a big Roger Lowenstein cover piece on JP Morgan CEO Jamie Dimon. Some reactions: Simon Johnson: “in every significant detail it confirms that Mr. Dimon is now – without question – our most dangerous banker.” My biggest problem with Lowenstein’s piece is that he never […]

Outlook

What Jamie Dimon Won’t Tell You

by Interactive Advisors
Published December 6, 2010
Long-Term Capital Appreciation with Minimal Volatility (PBP, CIU, VGK)

The Fundamental Asset Allocation model managed by Prism Capital uses a fundamental approach to investing and focuses on long-term capital appreciation as well as risk management. The model is diversified globally among many different asset classes and is designed to have minimal volatility in order to enhance the model’s long-term […]

Archive

Long-Term Capital Appreciation with Minimal Volatility (PBP, CIU, VGK)

by Yolander Prinzel
Published December 3, 2010
U.S. Markets Continue their Impressive Rise (JPM, PEP, WBD)

The National Association of Realtors added a little fuel to the market-rising fire today with their October Pending Home Sales report (found here). The report states that pending home sales increased by 10.4 percent in October. Also bolstering investor confidence was an article on Reuters reporting that Cyber Monday sales […]

Archive

U.S. Markets Continue their Impressive Rise (JPM, PEP, WBD)

by Yolander Prinzel
Published December 3, 2010
Make money by obeying the law! The Speed Camera Lottery
Outlook

Make money by obeying the law! The Speed Camera Lottery

by Interactive Advisors
Published December 3, 2010
New Positions on Covestor (JAZZ, TGA)

New Positions on Covestor (JAZZ, TGA) from Jeff Phillips

Strategies

New Positions on Covestor (JAZZ, TGA)

by Yolander Prinzel
Published December 2, 2010
New Managers on Covestor (OSK, IWM, DIS)

We added a few new model managers and models to Covestor this week. The first is Sreeni Meka, a value investor who has a sixteen year history investing. In order to choose positions for his model, Sreeni conducts an in-depth analysis of companies by reviewing their annual and quarterly financial […]

Archive

New Managers on Covestor (OSK, IWM, DIS)

by Yolander Prinzel
Published December 2, 2010
U.S. Markets Jump on Positive Economic News (GS, LOW, AMR)

U.S. markets rose substantially today after a spate of positive news and forecasts were released. First, the ADP National Employment Report for November was issued and noted that there was an increase of 93,000 private-sector jobs for the month. In addition, the increase of 43,000 noted for October was revised […]

Archive

U.S. Markets Jump on Positive Economic News (GS, LOW, AMR)

by Yolander Prinzel
Published December 2, 2010
The Kayne Anderson Midstream/Energy Fund (KMF) IPO assessed by Covestor Model Manager of MLP Direct ownership and Various Closed-End Fund Focused Models

Closed End Fund IPOs are always priced at a premium to their Net Asset Value (“NAV”) so regardless how good or bad the investment is for its new shareholders, such an announcement always marks a particular marketing feat.

Strategies

The Kayne Anderson Midstream/Energy Fund (KMF) IPO assessed by Covestor …

by Dan Plettner
Published December 1, 2010

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