Capital Ideas investment strategy involves using ETF’s as core holdings. One of our most basic strategies involves allocating capital between small medium and large capitalization market indexes. The advent of the Global X Brazil mid cap fund (NYSE:BRAZ) has allowed us to finish out this market cap indexing strategy, which […]
The reality of the Federal Reserve’s FMOC Statement on Wednesday seemed to finally sink in today as investors abandoned ship and left the Dow Jones Industrial Average to plummet 145.71 points and close at 10,152.73. The statement discussed the fact that economic recovery was expected to continue at a moderate […]
This week, portfolio manager Alejandro Paschalides bought shares of Diamond Offshore Drilling Inc (NYSE:DO). Paschalides has a portfolio that focuses on the energy sector and he evaluates positions using a top-down approach—which means he considers the overall activity within the market and sector before examining the individual characteristics of one […]
When you are looking for signs of economic improvement, interest rates are the first piece of economic data you should review. When the Federal Reserve keeps interest rates low, it generally means the economy isn’t doing so well and they want to stimulate spending. When they raise rates—even incrementally—then we […]
As you’ve no doubt noticed, some portfolio managers on Covestor choose individual sectors to invest in within their portfolios. But some just look for strong, undervalued companies in any sector. This week we’ve seen quite a few new positions purchased by managers with these free-thinking portfolios. Manager Douglas Estadt, who […]
Investors seemed indecisive today as the Dow Jones Industrial Average fell and rallied over and over before committing fall this afternoon. Reports of weaker than expected housing sales in May (likely due to bank delays in approving new mortgages) as well as imminent financial reforms seemed to have investors running […]
The goal of portfolio manager Laureola's Dividend Payers model is to outperform the market by investing in companies that are undervalued. This portfolio makes sure to focus on dividend-paying companies with strong credit profiles. In general, the profile attempts to invest in U.S. companies only, although some exceptions are made. […]
Interesting new research out this week on Financial Advisors and their use of New Media. Unsurprisingly it shows that a growing use of the major social networks both for research and marketing. As referenced on the Socialware Blog, highlights of the study from American Century Investments include: 44% of advisors […]
Creative accounting is no match for Epic Advisors’ model Bottom Up Analysis. This portfolio takes away the unbridled optimism offered by creative accounting and looks deeper into the financial statements of each company to assess its value. Then, using a proprietary system, Bottom Up Analysis determines the best price at […]
Stocks seemed determined to soar today as the Dow Jones Industrial Average rose over 100 points from Friday’s close just minutes into the session. The Dow maintained a portion of its early morning gain most of the day but unfortunately, ominous mortgage news may have spooked investors resulting in an […]
The Dow Jones Industrial Average managed to maintain its delicate forward momentum to close at 10,450.64 today, an increase of 16.47 points. This combined with $7.65 billion in sales of HSBC, JPMorgan Chase, and Bank of America bonds have shown an increase in overall investor confidence. HSBC’s bond sales were […]
company operating in the ocean marine, other liability, aircraft and inland marine/fire sectors) improved and showed increased stockholder equity and net