After Federal Reserve Chairman Ben Bernanke took the wind out of investors’ sails on Wednesday with his gloomy predictions of slow economic improvement, Thursday brought in some good news that lifted spirits and the Dow. Among the good news was United Parcel Service Inc.’s (NYSE:UPS) announcement that they had nearly […]
Visit Global Equity Analytics and Research Services(GEARS) on Covestor I have chosen companies that will report their earnings on July, 23 that have a positive surprise pattern in their 2Q2010 fundamentals. I have pared down that list to focus on companies with depressed share prices. These should give us the […]
Global Equity Analytics & Research Service LLC. Robert Gay, Director of Research — Website: http://www.the-gears.com Freeport McMoran Cop-Gold (FCX) $67.97 – May 17, 2010 (http://www.google.com/finance?q=fcx) Current Positive factors are: Lower interest costs/sales(inverted) Higher income taxes to sales Lower SGA costs to sales(inverted) Lower shareholders capital(inverted) Lower inventory turnover(inverted) Higher net […]
Global Equity Analytics & Research Service LLC. Robert Gay, Director of Research — Website: http://www.the-gears.com Blackrock Inc (BLK) $171.00 – May 17, 2010 (http://www.google.com/finance?q=blk) Current Positive factors are: Lower shareholders capital(inverted) Increased cash from operations ROI Higher net shareholder wealth Rising gross margin Current Negative factors are: Decreased cash from […]
Global Equity Analytics & Research Service LLC. Robert Gay, Director of Research — Website: http://www.the-gears.com Western Digital Corp (WDC) $39.08 – May 17, 2010 (http://www.google.com/finance?q=wdc) Current Positive factors are: Lower interest costs/sales(inverted) Higher net shareholder wealth Increased cash from operations ROI Increased cash from operating atv ROI Rising gross margin […]
Covestor.com’s model manager Vivian Lewis offers her daily international briefing. Note that not all companies are held in the International Yield Covestor Model. Rather, some are just International Companies that Vivian tracks. Followed Securities Disclaimer: Vivian currently owns GSK, CVE and BCS in her Covestor Top International Model. The value […]
Covestor.com’s model manager Vivian Lewis offers her daily international briefing. Disclaimer: in her International Yield Covestor Model, Vivian owns GSK and BLX. VIT, WILC and NABI are currently not owned in the Covestor International Model. Rather, these are just International Companies that Vivian tracks. The burden hanging over Glaxo Smith […]
Visit Global Equity Analytics and Research Services (GEARS) on Covestor The positive surprise pattern is traced in fundamental data. Companies with rising sales growth, higher gross profit margins, lower fixed costs to sales, lower financing cost, and rising profitability are more likely to announce a positive surprise. The Earnings Surprise Model […]
Federal Reserve Chairman Ben Bernanke spoke today before the Committee on Banking, Housing and Urban Affairs. He discussed many economic issues including the slow improvement of the unemployment rate. He mentioned that a “significant amount of time” would be needed to restore all the jobs that have been lost over […]
There has been a lot of movement Covestor Models this week, let’s take a look at some of the new positions our model managers have brought in. We discussed Vivian Lewis’ International Yield model a few weeks ago. This week, Lewis added Barclays PLC (NYSE:BCS) to her model. BCS provides […]
The small cap portfolio benchmark, the Russell 2000 Growth Index dropped over 6.7% during the month of June (Russell Website). We have previously noted that we feel our philosophy of owning quality stocks with earnings momentum at a reasonable price provides significant support during times of volatility. In our opinion, […]
During the month of June, our small cap growth benchmark, the Russell 1000 Growth Index lost 5.51% (). The only bright spots during the month were the communication stocks and the health care stocks. All other sectors in the portfolio performed negatively and the worst performing sector was the materials […]