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 […]
Strategies
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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
Manager: Sreeni Meka Covestor model: Long Term Value According to the recent employment report, non-farm payrolls added a quarter million jobs and unemployment stayed at 9 percent, which is one and a half percent lower than peak 2008 unemployment figures. First quarter GDP edged up a little, to $15 trillion […]
Manager: Gerry Wollert Model: Rebound Mutual Fund Trader The month of April started on a down trend. And then, mid-month, the markets changed direction and trended higher for the balance of the month. This positive performance was encouraging given the continued civil unrest in Northern Africa and the Middle East […]
yield. To accomplish this the strategy has two components: a high dividend stock component and a trading component that trades the SPDR Barclays Capital High
Manager: Don Peters Model: QFT Long Short My long/short model buys stocks with strong fundamentals and technicals and shorts stocks with weak fundamentals and technicals. The strategy is currently (as of 5/9/11) 70% long and 30% short. Despite the continuing bull market, I will always maintain an allocation on the […]