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New Managers on Covestor (MSFT, DELL, JNJ, IGOV, IWM)

This week we have two new Covestor model managers to introduce to you. The first is Ryan Leggio, a research analyst in the financial services industry. His Intrinsic Value model is focused on investing in above average companies that are at a below average price. The long-term model generally is […]

Archive

New Managers on Covestor (MSFT, DELL, JNJ, IGOV, IWM)

by Yolander Prinzel
Published October 1, 2010
High Quality Companies with Dividends (MA, XOM, CVX)

The Domestic Dividend model from Harvest Financial Partners is comprised of high quality companies that pay dividends and are well managed. The top position in the model, MasterCard Inc (NYSE: MA), had a dividend yield of .27 percent on September 29th, 2010. In 2009, the company’s net revenues grew to […]

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High Quality Companies with Dividends (MA, XOM, CVX)

by Yolander Prinzel
Published September 30, 2010
Spain’s Debt is Downgraded and U.S. Markets Feel Global Economic Concerns (POT, NOK, JNJ)

There was good news on the unemployment front this week. The Department of Labor’s weekly unemployment claims report (which you can read here) reported a 16,000 claim decrease for the week ending September 25th. Unfortunately, the good news from the Labor Department did not do enough to allay investor’s fears […]

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Spain’s Debt is Downgraded and U.S. Markets Feel Global Economic …

by Yolander Prinzel
Published September 30, 2010
European Debt Downgrades and Economic Insecurity Leave Investors Wary (FDO, EQT, NWSA, GMCR)

Family Dollar Stores Inc (NYSE: FDO) announced their 2010 fiscal year financial results today. According to the report, the company’s sales increased by 6.3 percent in 2010. Net sales in the fourth quarter of 2010 rose 8 percent over the results of the same period during the year prior. Their […]

Archive

European Debt Downgrades and Economic Insecurity Leave Investors Wary (FDO, …

by Yolander Prinzel
Published September 30, 2010
Secrets of a Top Performer Webinar with Dan Plettner (MNP, SLS, IDE, PGP)

Did you miss yesterday’s Secrets of a Top Performer webinar with Dan Plettner? Watch the video here Dozens of atendees joined us as Dan explained Closed End Funds and the various strategies he employs in his Covestor models. In addition, Dan discussed four specific holdings from his models during the […]

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Secrets of a Top Performer Webinar with Dan Plettner (MNP, …

by Josh Mohrer
Published September 30, 2010
Interview with Covestor Model Manager Mark Holder (AER, RVBD, FCX, LIWA, MEE, PUDA, ANR, TEX, LULU, MMYT, TSLA, RVBD)

As of September 27th, 2010, manager Mark Holder’s Opportunistic Arbitrage model has enjoyed a 22.56 percent return since its inception in February 2010. Holder uses a variety of strategies to achieve this return, including investing in IPOs and beaten down sectors. We talked to him this week to get some […]

Archive

Interview with Covestor Model Manager Mark Holder (AER, RVBD, FCX, …

by Yolander Prinzel
Published September 29, 2010
New Positions on Covestor—September 27th, 2010 (DHY, CRM)

week when he added some new positions. This week, he’s added another, Credit Suisse High Yield Bond Fund (DHY). DHY is a fund that works to create income but

Strategies

New Positions on Covestor—September 27th, 2010 (DHY, CRM)

by Yolander Prinzel
Published September 28, 2010
Consumer Confidence Falls in September, but U.S. Markets Rise (AOL, BKS, CVS, WAG)

Despite a negative shift in consumer confidence, U.S. markets were up today. The Dow Jones Industrial Average rose 46.10 points to 10,858.14—almost erasing the losses experienced on Monday. The Nasdaq climbed 9.82 points to 2,379.59 while the S&P 500 gained 5.54 points to 1,147.70. The Conference Board released their consumer […]

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Consumer Confidence Falls in September, but U.S. Markets Rise (AOL, …

by Yolander Prinzel
Published September 28, 2010
Michael Arold Bullish on AVB

Author: Michael Arold Disclaimer: Michael Arold owns AVB in his Covestor Technical Swing model. September 16, 2010: Avalonbay Coummunities (NYSE: AVB) is a residential REIT, focused on rental apartment communities. I believe that AVB is currently in a sweet spot of the market: – More and more individuals are choosing […]

Strategies

Michael Arold Bullish on AVB

by Interactive Advisors
Published September 27, 2010
BioTechs Finally Perking Up (CEPH, RIGL, SVNT)

Limiting portfolio sizes to 20-30 stocks allows for diversification without getting to levels of diworstification. Hence, I have always had a few 'risky' biotech stocks. Based on the results of Savient Pharma (SVNT) the rewards have clearly outweighed the risks. Additionally, Rigel Pharma (RIGL) and Cephalon (CEPH) have seen bullish trading of late. Not being predisposed to investing in this sector, I just found the valuations too compelling.

Strategies

BioTechs Finally Perking Up (CEPH, RIGL, SVNT)

by Mark Holder
Published September 27, 2010
John Rodgers September Monthly Investment Report (AZC, NSU, CNX, XOM, ADM, BG, CZZ, MSB, CNX)

As of the date of this report, the S&P500 has managed to rally substantially over the past week and a half. There were some less dire economic reports that came out that pushed the market up. To give some insight to my thinking in August and going forward I am going to spend a little time with some trades I made.

Strategies

John Rodgers September Monthly Investment Report (AZC, NSU, CNX, XOM, …

by John Rodgers
Published September 27, 2010
U.S. Markets Drop on Chicago Fed National Activity Index (LUV, AAI, ACV, UN)

The Chicago Fed released their National Activity Index for August today and noted that their index decreased from -.11 in July to -.53 in August. The report also mentioned the recent announcement by the National Bureau of Economic Research that the recession had ended in June of 2009. The Chicago […]

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U.S. Markets Drop on Chicago Fed National Activity Index …

by Yolander Prinzel
Published September 27, 2010

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