products, and medical devices. It has a decade-long legacy of superior management and exceptional returns. Operational Issues Fixable JJ’s reputation has been
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Back in March, Henry Blodget shared internal traffic data from Google Analytics indicating 7.8 million monthly uniques for his site for February, 2011. While Quantcast is apparently directly measuring BI traffic (it’s ‘Quantified’), that service indicates just 6 million visitors for March. So let’s assume the two metrics services use […]
Author: Andrew Schornack Model: Financial Services Disclosure: Long TWGP, PBCT The month of April posted mixed results in the portfolio. While the portfolio outperformed the newly added benchmark SPSY (S&P Financials Index) by 2.13%, it underperformed the S&P 500 Index by 0.82% according to Covestor’s calculations. The existing portfolio as […]
companies approached their targets and may be sold in the near future. Additionally, some energy stocks may soon be sold to lower the portfolio’s exposure to
Manager: Bob Freedland Covestor model: Buy and Hold Value Reviewing the activity in the “Buy & Hold” model during the month of April, 2011, I sold my shares in McDonald’s (MCD) and Smucker (SJM) on concerns of food inflation pressuring margins. I was similarly concerned about the sharp rise in […]
Author: Czar Reyes Covestor model: Abandon Stock Abandon Stock gained 4.21% for April 2011 compared to the S&P500’s 2.85% gain. I was able to outperform the benchmark by 1.36%. The market enjoyed a solid gain in April that made up for the loss in March. The appreciation of the stock […]
Manager: Michael Arold Covestor model: Technical Swing Disclosure: Long S Sprint’s (NYSE: S) stock is currently printing a wonderful chart. The stock is a classical turnaround play and the weekly pattern is showing a nice pennant structure: Source: StockCharts.com From a technical standpoint, the stock could easily run significantly higher. […]
market appear to be improving gradually.” Meanwhile, core inflation readings are well within the Fed comfort level with restrained wage gains and the “output
Author: Bristlecone Value Partners Model: Large Cap Value In April, the model portfolio’s value rose by about 2.7%, slightly lagging the S&P 500 monthly increase. Year-to-date as of end of day 4/30/11, the portfolio is up about 9% versus 9.1% for the S&P 500, including dividends. Most sectors rose in April, with […]
Manager: Conrad Leifur Model: S&P 500 Best of Breed The model returned 3.38% in April, roughly 0.5% ahead of the S&P 500. Positions that significantly outperformed their respective sectors and were therefore responsible for the outperformance were Intel (NASDAQ: INTC), Costco (NASDAQ: COST), Merck (NYSE: MRK), Sara Lee (NYSE: SLE), […]
Manager: Focal Point Management Models: Quantitative Broad Index, Quantitative Hedging April saw a continuing rally in the broad financial markets along with a continued decline in volatility. Our portfolios stayed on the long side; a low volatility environment makes tactical counter-move positioning difficult, and our portfolios will be bullishly positioned […]
Models: Deep Value, Earnings Growth, Opportunistic Value, Enterprise Value, Focus Value, Dividend According to Yahoo! Finance, the SP 500 index finished the