Skip to content
Smarter Investing
Back Home
by InteractiveAdvisors
  • Outlook
  • Strategies
  • Sustainability
  • Reflections
  • About
  • Search
Back Home
by InteractiveAdvisors
  • Outlook
  • Strategies
  • Sustainability
  • Reflections
  • About
New Position on Covestor (CALM, MDT)

In the Under-Capitalized model, manager John Mooney attempts to invest in equities within sectors that other investors aren’t interested in and are, therefore, under-capitalized and have lowering price to earnings ratios than they may have when their sectors were popular. Recently, Mooney added Cal Maine Foods Inc (NASDAQ: CALM). CALM […]

Strategies

New Position on Covestor (CALM, MDT)

by Yolander Prinzel
Published October 25, 2010
New Managers on Covestor (BEXP, LINTA, IOC, BRKB, AN)

model manager Gator Capital Management was founded by Derek Pilecki in 2008. Derek is a Chartered Financial Analyst and a former portfolio manager for Goldman

Archive

New Managers on Covestor (BEXP, LINTA, IOC, BRKB, AN)

by Yolander Prinzel
Published October 25, 2010
The Dow Edges Downward as Global Concerns Outweigh Quarterly Financial Results (HON, VZ, AAI, EXC)

Despite primarily positive quarterly financial results from reporting companies this week, concerns over China’s interest rate and currency value kept trading restrained. The Dow Jones Industrial Average closed on Friday down 14.38 points to 11,132.19 which is still a gain over its Friday, October 15th closing of 11,062.78. The Nasdaq […]

Archive

The Dow Edges Downward as Global Concerns Outweigh Quarterly Financial …

by Yolander Prinzel
Published October 22, 2010
Buying the dips in Closed End Municipal Bond Funds (MNP, NFP)

The rally in Closed-End Municipal Bond Funds has taken a breather, if not corrected as money has poured into the most traditional risk assets since late August. Even the price of my current favorite Closed-End Municipal Bond Fund, Western Asset Municipal Partners, Inc (MNP) has fallen from $15+ at the end of August to a price below $14.50.

Strategies

Buying the dips in Closed End Municipal Bond Funds (MNP, …

by Dan Plettner
Published October 22, 2010
A Universe of Equities in Broad ETF (VTI, VGK, VPL, VWO)

Atlas Capital manages the Broad ETF model on Covestor with the goal of representing about 80 percent of the investable universe of equities within the model. The top holding in the model is Vanguard Total Stock Market ETF (VTI), a fund that attempts to replicate the MSCI US Broad Market […]

Archive

A Universe of Equities in Broad ETF (VTI, VGK, VPL, …

by Yolander Prinzel
Published October 22, 2010
New Positions on Covestor (BGC, ITRI, GIGM)

In the Global Clean Energy—Clean Tech model by Craigmillar, the investment strategy is to earn positive net annual returns over the long-term by putting a focus on companies that have an involvement in developing alternative energy because these companies will benefit from global energy decarbonization over the long haul. Recently, […]

Strategies

New Positions on Covestor (BGC, ITRI, GIGM)

by Yolander Prinzel
Published October 22, 2010
U.S. Markets Continue Gains (T, AMZN, LUV, PM)

This week’s initial jobless claims report from the Department of Labor (see the full report here) showed a total of 23,000 fewer claims for the week ending October 16th. This drop helped reduce the 4-week moving average by 4,250 claims. The Conference Board’s Leading Economic Index had a .3 percent […]

Archive

U.S. Markets Continue Gains (T, AMZN, LUV, PM)

by Yolander Prinzel
Published October 22, 2010
New Positions on Covestor (POT, BHP, CLCT, JOEZ)

Micheal Arold’s Technical Swing model uses technical indicators to view market movement and looks to create profits on short-term price swings. He recently added Potash Corporation of Saskatchewan Inc (NYSE: POT) to the model. POT has had some pretty wild price swings lately. On October 13th, it closed at $148.47. […]

Strategies

New Positions on Covestor (POT, BHP, CLCT, JOEZ)

by Yolander Prinzel
Published October 21, 2010
The Dow Wobbled but didn’t Stay Down (EBAY, NFLX, BA, MO)

Today was a big day for economic data. First, the Mortgage Bankers Association released its Weekly Application Survey for last week. According to the survey, mortgage loan applications reduced by 10.5 percent from the previous week, indicating a possible further slowdown in the housing market. Then, the Federal Reserve Board […]

Archive

The Dow Wobbled but didn’t Stay Down (EBAY, NFLX, BA, …

by Yolander Prinzel
Published October 21, 2010
New Positions on Covestor (THD, ECH, VOX, CHIQ)

Index Fund (THD), a fund that attempts to mirror the performance of the MSCI Thailand Investable Market. In order to do so, 90 percent of the fund’s underlying

Strategies

New Positions on Covestor (THD, ECH, VOX, CHIQ)

by Yolander Prinzel
Published October 21, 2010
GEARS Earnings Surprise 10/21/2010 (HAR, VECO)

We have selected the companies that have indicated that they will make their earnings announcement in the next few days and created four categories

Strategies

GEARS Earnings Surprise 10/21/2010 (HAR, VECO)

by Robert Gay
Published October 21, 2010
New Positions on Covestor (CKSW, CTXS, ATPG)

In her International Yield model, manager Vivian Lewis looks for international closed-end funds and stocks with a high yield. Recently she added ClickSoftware Technologies Ltd (NASDAQ: CKSW) to the model. CKSW provides automated software and workforce management solutions to businesses. The company recently released a new application for appointment management […]

Strategies

New Positions on Covestor (CKSW, CTXS, ATPG)

by Yolander Prinzel
Published October 20, 2010

Our Newsletters

By pressing Subscribe, I understand I will receive the Smarter Investing newsletter by email from Interactive Advisors, and I can unsubscribe at any time by using the links provided in those emails. I agree to Interactive Advisors Privacy Policy on our Forms and Agreements page.

✔ Thank you for requesting to receive the Smarter Investing newsletter by email. You may unsubscribe at any time by using the unsubscribe link provided at the bottom of each newsletter or by emailing us at clientservices@interactiveadvisors.com.

✘ Subscription failed. Please check you have entered a valid e-mail address.

Recent articles

  • Tariffs Test S&P 500 Margins
    Tariffs Test S&P 500 Margins
    4 days ago
  • 3 Steps To Investing: For Beginners
    3 Steps To Investing: For Beginners
    4 days ago
  • The New Gold Story: Who’s Buying, and Why?
    The New Gold Story: Who’s Buying, and Why?
    5 days ago
  • Positive Indicators Lift Stocks into May
    Positive Indicators Lift Stocks into May
    5 days ago
  • UK Economy Faces Substantial Risks Ahead
    UK Economy Faces Substantial Risks Ahead
    2 weeks ago
  • Navigating Volatility: Corporate Strategies in 2025
    Navigating Volatility: Corporate Strategies in 2025
    2 weeks ago
  • US Tariffs Break the USD Bull Case
    US Tariffs Break the USD Bull Case
    2 weeks ago
  • Bullish Options Positioning Sets High Bar for This Week’s Earnings
    Bullish Options Positioning Sets High Bar for This Week’s Earnings
    2 weeks ago

Posts navigation

  • Newer posts Newer posts
    • 1
    • …
    • 475
    • 476
    • 477
    • …
    • 515
  • Older posts Older posts

Covestor Ltd, also known and doing business as Interactive Advisors, is an Interactive Brokers Group Company. It is an investment advisor registered with and regulated by the Securities and Exchange Commission (“SEC”) under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training nor does it imply endorsement by the SEC.

The content of the Interactive Advisors blog includes commentaries written by third-party portfolio managers, freelance writers and Interactive Advisors employees and does not necessarily represent the opinions of Interactive Advisors or any of its officers, directors, employees or staff. The content, whether or not provided by Interactive Advisors, is offered for informational purposes only, does not constitute investment advice, and is not an offer to buy or sell any security. The content of this blog is not a substitute for obtaining professional financial advice from a qualified person or firm. For additional information or questions about this blog, please contact editorial@interactiveadvisors.com.

For more information and disclosures about the Smarter Investing blog, view our legal disclosures.

© Covestor, 2025. All rights reserved

Designed with the Customizr theme