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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
Conrad Leifur August Monthly Investment Report (SYK, CAH, GPS, HNZ, HAL, BHI, CVX, CSCO, FITB)

Disclaimers: Conrad Leifur owns SYK, CAH, GPS, HNZ, HAL, BHI, CVX, CSCO and FITB in his S&P Best of Breed Model August 2, 2010: Since the model is always fully invested with sector weights that match the S&P 500, outperformance or underperformance relative to the benchmark is driven by how […]

Strategies

Conrad Leifur August Monthly Investment Report (SYK, CAH, GPS, HNZ, …

by Conrad Leifur
Published August 9, 2010
The Dow Slides as the Unemployment Rate for July Remains 9.5%

The U.S. Department of Labor released a statement today that the unemployment rate in July remained at 9.5%. This means that though the private sector reported an increase in jobs, it was not enough to combat the 131,000 jobs lost in July and create a reduction in the unemployment rate. […]

Archive

The Dow Slides as the Unemployment Rate for July Remains …

by Yolander Prinzel
Published August 6, 2010
New Positions on Covestor (GIGM, SDS, IYZ)

Walter Lu, manager of the Covestor model Flexible Value, added the gaming company GigaMedia Ltd (NASDAQ:GIGM) to his value focused model. The company’s gross profit and operating income declined in 2009 as did their total assets and stockholder equity. During the beginning of July the company announced that it would […]

Strategies

New Positions on Covestor (GIGM, SDS, IYZ)

by Yolander Prinzel
Published August 6, 2010
Andy Schornack August Monthly Investment Report (LXP, NYB, KKR)

Disclaimer: Andy Schornack owns LXP, NYB and KKR in his Covestor Financial Services model. August 3, 2010: The month of July was a great month in the overall market. Stocks across the board saw significant gains (Yahoo Finance). The portfolio finished behind the benchmarks, XLF, VNQ, and S&P 500, but […]

Strategies

Andy Schornack August Monthly Investment Report (LXP, NYB, KKR)

by Andrew Schornack
Published August 6, 2010
U.S. Markets Fall on Adjusted Unemployment Claim Numbers for July

Yesterday, ADP’s National Employment report gave investors good news when it announced that the private sector had added 42,000 jobs between June and July. Today’s unemployment claims press release issued by the Department of Labor negated the good news by offering an adjusted figure for initial unemployment claims during the […]

Archive

U.S. Markets Fall on Adjusted Unemployment Claim Numbers for July

by Yolander Prinzel
Published August 5, 2010
Dan Plettner Core August Monthly Investment Report (GCS, VXX, VGK)

Disclaimers: Dan Plettner owns GCS and VXX in his Covestor Core 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 […]

Strategies

Dan Plettner Core August Monthly Investment Report (GCS, VXX, VGK)

by Dan Plettner
Published August 5, 2010
John Rodgers August Monthly Investment Report (RRC, MSB)

Disclaimer: John Rodgers owns RRC and MSB in his Covestor Resource and Commodity model. July 30, 2010: As the summer drags on, I continue to become more pessimistic with regard to the short-term. July seemed to represent a technical bounce from oversold levels and anticipation of positive earnings. The end […]

Strategies

John Rodgers August Monthly Investment Report (RRC, MSB)

by John Rodgers
Published August 5, 2010
John Mooney August Monthly Investment Report (GOOG, SWK, MRK, HON, MMM, AAPL, AMZN)

Disclaimer: John Mooney owns GOOG in his Covestor Under-Capitalized Sectors model. August 4, 2010: T. Rowe Price (the investor, not the firm he founded) isn’t mentioned much today, but in the mid-twentieth century he was well-known as one of the first modern proponents of growth stocks. He had clear criteria […]

Strategies

John Mooney August Monthly Investment Report (GOOG, SWK, MRK, HON, …

by John Mooney
Published August 5, 2010
New Positions on Covestor (FXI, EW)

This week, Robert Giannini, manager of the International Equities model added iShares FTSE/Xinhua China 25 Index Fund (FXI) to his model of inverse ETFs and international equities. FXI is designed to mirror the performance of the FTSE/Xinhua China 25 index which is a collection of the 25 biggest and most […]

Strategies

New Positions on Covestor (FXI, EW)

by Yolander Prinzel
Published August 5, 2010
The Dow Rises Slightly with Private Sector Jobs and Activity in the Non-Manufacturing Sector

The ADP National Employment report was released today and it showed an increase of 42,000 jobs in the private sector from June to July. Additionally, the number of jobs added from May to June was adjusted from 13,000 (as previously reported) to 19,000. The report also mentions that while this […]

Archive

The Dow Rises Slightly with Private Sector Jobs and Activity …

by Yolander Prinzel
Published August 4, 2010

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