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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
Fundamental Analysis of Growing Canadian Companies (ECA, IVN, AGU)

Model manager GEARS looks for accelerating Canadian companies that trade on U.S. exchanges to add to their Bluenose model. They find positions by analyzing financial statements and look for recent improvements in growth. The top holding in the model is EnCana Corp (NYSE: ECA). ECA specializes in the exploration and […]

Archive

Fundamental Analysis of Growing Canadian Companies (ECA, IVN, AGU)

by Yolander Prinzel
Published October 20, 2010
New Positions on Covestor (FVE, KVA)

Model manager Analytic Investment added two new positions to their Focus Value model recently. In the model, they use algorithms to look for equity mispricing as a result of market inefficiency. The first position they added was senior, community, nursing and assisted care living facility operators Five Star Quality Care […]

Strategies

New Positions on Covestor (FVE, KVA)

by Yolander Prinzel
Published October 20, 2010

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