model with Covestor, Systematic Long Only, combines public data, consensus estimates and other information to find stocks or inverse ETFs to buy. The portfolio
The Focus Value model, managed by Analytic Investment, uses algorithms to help them take advantage of mispricing opportunities due to market inefficiencies. The algorithms assist by continually computing a relative value for stocks based on their fundamental factors, which allows the model managers to quickly spot price-based opportunities brought on […]
In his Fundamental Growth model, manager Gerald Sparrow looks for companies that have grown their sales, earnings and cash flows over time and that have established their ability to survive varying economic cycles. This week, he added three new positions to his model. The first was Polo Ralph Lauren Corp […]
In his Financial Services model, Covestor manager Andrew Schornack invests in positions within the financial services and real estate sectors. We discussed his model in detail last week. This month, Schornack added First Niagara Financial Group Inc (NASDAQ: FNFG) to the model. On September 30th, FNFG had a dividend yield […]
In an effort to strengthen the progress of the country’s economic recovery, the Bank of Japan discussed plans for quantitative easing, which included a $59.7 billion program to increase liquidity in the financial sector by buying assets. In addition, they lowered their overnight rate to between 0 and 0.1 percent […]
The Census Bureau released the August 2010 Full Report on Manufacturers’ Shipments, Inventories and Orders today. It turns out that new orders of manufactured goods were down .5 percent in August. During the prior month, orders had risen .1 percent—still, analysts expected them to fall in August by about .4 […]
John Ballard’s Mid-Cap Fundamentals model focuses on the best companies in under-capitalized sectors. Ballard uses a fundamental approach and looks for strong balance sheets and high returns on capital. Recently, he added Sirius XM Radio Inc (NASDAQ: SIRI) to the model. SIRI’s total assets dropped slightly in 2009, going from […]
The first trading day of October laid a good foundation for the month after the release of some positive news from the Institute of Supply Management via their September 2010 manufacturing report. The report showed that economic activity within the manufacturing sector grew in September, although it had dropped from […]
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 […]
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 […]
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 […]
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 […]