Sunday, 15 August 2010 Author: Robert Freedland In the difficult market that we find ourselves, I also find it difficult to highlight new stocks that I find appropriate to include in this blog and possibly in my own portfolio. Picking up an old copy of “100 Best Stocks to own […]
Author: Paul MacNamara, Strategic Investment Partners Disclaimer: Paul MacNamara owns SSO in his Covestor Capital Appreciation ETF model. August 12, 2010: July marked our sixth consecutive month of outperforming the market and six out of seven months since inception under CV. The market made a dramatic rebound in July even […]
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 […]
Author: Dan Plettner Disclaimer: Dan shorts ( AOD ) in his Covestor Long/Short Opportunistic 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 […]
Here are a few of the new managers we’ve added to the Covestor community. Bill Smith is a business man with an affinity for numbers. He has a 20-year history in trading and has used a quantitative analysis method to trade equities for the past decade. This method helps him […]
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 […]
According to a release today by the National Association of Realtors, sales of existing homes during the month of July dropped 27.2 percent. Total home sales are now at their lowest level since 1999, and single-family home sales are at their lowest since 1995. The home buying tax credits that […]
Covestor model manager Ryan Lee’s Long-Term Conservative model has a five year time horizon and takes a conservative approach to investing. When reviewing potential companies to add to the model, Lee looks for returns on invested capital, cash flow, debt and company growth. His goal is to buy at a […]
On Friday, the Equipment Leasing and Finance Association (ELFA) issued a press release showing that their monthly confidence index for the equipment finance industry had increased slightly in August. In July, the index was at 57.6 and in August it rose to 58.2. Even in light of this increase, 73% […]
U.S. markets were mixed today after a slew of mixed economic news and indicators this week curbed investor optimism and reignited fears of a double dip recession. Concerns over a double dip recession weren’t just contained to U.S. investors; Bloomberg.com reported this week that former Office for Budget Responsibility Chairman […]
Braver Wealth’s model, Diversified, uses ETFs in its allocation strategy. The fund’s objectives include preserving capital. This week, Braver Wealth added iShares Russell 2000 Value Index Fund (IWN) to the model. IWN was designed to mimic the performance of the Russell 2000 Value index and does so by investing 90 […]
Creating a model that outperforms the S&P 500 requires vision, discipline and the ability to recognize positions that will and won’t support the goal. This week we spoke with William DeShurko of 401 Advisor about his Value Plus model which has been outperforming the S&P since May. Covestor Live: In […]