Visit Global Equity Analytics and Research Services (GEARS) on Covestor Disclaimer: The Covestor Earnings Surprise model owns ETM, SLAB, VECO) The earnings surprise pattern in fundamental data has a history. Over the past 15 years since filings began to appear on the Internet, we have observed many thousands of surprise […]
Author: Robert Freedland Disclaimer: Robert owns ECL, CHD, MCD, MMM, SYY, T and TJX in his Covestor Buy and Hold Value Model. July continued the recent pattern of volatility, but the bias has been to the upside as the S&P which opened near 1,000 at the beginning of the month […]
Capital Ideas, Inc Authors: CJ Brott & Karen Burns Disclaimer: Capital Ideas, Inc owns F and MFB in their Covestor Macro Plus Income model. We decided to target a few stocks as long side plays for the current round of earnings releases. Among those chosen for inclusion in our portfolio […]
Today let’s look at the new positions added by two different mangers—one who looks at cash flow and liabilities before adding positions and one who looks for under-priced companies that pay dividends. We’ve talked about Covestor manager Donald Jowdy’s Suncoast Equity model here. This week, Jowdy added Visa Inc (NYSE:V) […]
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 […]