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American Values August Monthly Investment Report (SJM, STC)

Disclaimer: Carter LeCraw (American Values Investments) owns SJM in his Covestor American Heroes model. August 5, 2010: I am deeply grateful for JM Smucker (NYSE: SJM), a public company that stands out as a light in the American marketplace. Even though most Americans readily recognize and respect the Smucker brand, […]

Strategies

American Values August Monthly Investment Report (SJM, STC)

by Carter Lecraw
Published August 12, 2010
New Positions on Covestor (AHL, RNR, TOT)

In June we discussed David Fried’s Diversified Buybacks model and went over some of his top holdings within the model. This week Fried made some changes to Diversified Buybacks by buying many new positions. One of the positions Fired purchased this week was Aspen Insurance Holdings Ltd (NYSE: AHL). According […]

Strategies

New Positions on Covestor (AHL, RNR, TOT)

by Yolander Prinzel
Published August 12, 2010
Dan Plettner Long/Short Opportunistic Model Monthly Investment Report (AOD, GCS, DB, PGP, DNP, VGK)

The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading data to Covestor Ltd. (“Covestor”). Covestor is a Registered Investment Advisor […]

Strategies

Dan Plettner Long/Short Opportunistic Model Monthly Investment Report (AOD, GCS, …

by Dan Plettner
Published August 11, 2010
Undervalued Stocks with a Value Enhancing Catalyst (RDI, ENZN)

Covestor model manager Cheng Yuan’s diverse Value with Catalyst model is filled with positions that are deeply discounted and that Yuan feels have a possible catalyst in place that will further unlock their value to shareholders. Yuan does not restrict the model to any particular sector. Reviewing the fund’s top […]

Archive

Undervalued Stocks with a Value Enhancing Catalyst (RDI, ENZN)

by Yolander Prinzel
Published August 11, 2010
U.S. Markets Plummet as Trade Deficit Rises

Tuesday’s statement by the FOMC that economic growth in the U.S. was slowing and their plan to buy long-term treasuries as a means to help the economy did little to settle investor’s nerves on Wednesday. Even further unsettling news was released in the Bureau of Economic Analysis report which showed […]

Archive

U.S. Markets Plummet as Trade Deficit Rises

by Yolander Prinzel
Published August 11, 2010
New Positions on Covestor (RIG, RIMM, KFN, UGL)

Model manager Sean Hannon added two new positions to his RIG), an offshore drilling contractor. The company’s quarter two results have shown weakened revenues, reduced income and a higher earnings per share than the previous quarter. The company has a low price to earnings ratio and its stock price seemed […]

Strategies

New Positions on Covestor (RIG, RIMM, KFN, UGL)

by Yolander Prinzel
Published August 11, 2010
Economic Recovery Lagging Which Drives U.S. Markets Down

Investors were nervous today as was evidenced by the Dow Jones Industrial Average’s drop of as many as 141.46 points before 10 AM. Anticipation of The Federal Reserve’s Federal Open Market Committee (FOMC) meeting notes and concern over the action the Fed would to take to help boost the economy […]

Archive

Economic Recovery Lagging Which Drives U.S. Markets Down

by Yolander Prinzel
Published August 10, 2010
Peter Kurata August Monthly Investment Report (SAN, CIB, CRM, VMW, CREE, VECO)

Disclaimer: Peter Kurata does not own any of the discussed securities in his Covestor CANSLIM model. August 2, 2010: July started off with the S&P 500 Index correcting down, between June 25, 2010 and July 2, 2010, then follow-thru’d (FTD) on July 13, but after the two 2 previously failed […]

Strategies

Peter Kurata August Monthly Investment Report (SAN, CIB, CRM, VMW, …

by Peter Kurata
Published August 10, 2010
Searching for Value in the Best Businesses (PPD, TJX)

Covestor model manager Czar Reyes developed Only the Best with the goal of creating a model filled with excellent businesses purchased at fair prices. He uses a value approach and his goal for the model is to own shares of between 11 and 20 businesses. Let’s take a look at two of […]

Archive

Searching for Value in the Best Businesses (PPD, TJX)

by Yolander Prinzel
Published August 9, 2010
U.S. Markets Rise as Investors Anticipate Economy-Boosting Measures from the Federal Reserve (MCD)

It was a mixed bag of economic news today as McDonald’s Corp (NYSE: MCD) announced a 7 percent increase in global sales in company restaurants that had been open for at least 13 months. Analysts expected growth of 5 percent, so this cheered investors and McDonald’s stock rose 1.78 percent. […]

Archive

U.S. Markets Rise as Investors Anticipate Economy-Boosting Measures from the …

by Yolander Prinzel
Published August 9, 2010
Dan Plettner Taxable Income August Monthly Report (OSM, BAC, GS, GS-A, GS-D, AOD, AGD, AGG, BND, GLJ, BLV, VGLT, WY)

Disclaimers: Dan owns OSM, BAC PRE, GS PRA and GS PRD in his Covestor Taxable Income Model The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan […]

Strategies

Dan Plettner Taxable Income August Monthly Report (OSM, BAC, GS, …

by Dan Plettner
Published August 9, 2010
Dan Plettner Tax Advantaged August Monthly Investment Report (IIC, NOM, NGK, CCA, NTX, BHV, NGB, NNB, NPV, BPK, EIV, EVN, PMF, PMX, NMZ, EIO, PCK)

Disclaimers: Dan Plettner owns IIC in his Covestor Tax Advantaged Model The below text is licensed to Covestor Ltd. (“Covestor”), by Dan Plettner. Such text may be disseminated only by Covestor. Dan Plettner invests and receives income for securities research, including “buy-side” research. Dan licenses his own real time trading […]

Strategies

Dan Plettner Tax Advantaged August Monthly Investment Report (IIC, NOM, …

by Dan Plettner
Published August 9, 2010

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