Author: George Silva, Fat Pitch Financials Covestor model: Workouts There was a modest amount of activity in the Workouts model in the month of April. As was mentioned in the April report, the remaining shares of the model’s position in The European Equity Fund (EEA) were sold on April 1, […]
Strategies
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Author: Capital Ideas Model: Macro and Macro Plus Income The month of April brought a few changes to our portfolios. The Macro ETF fund remained focused on the three major trends we believe will continue. To invest in those trends we own the following securities. They are: Trend 1: The expanding need for […]
Manager: Michael Arold Model: Technical Swing Michael Arold manages Covestor’s Technical Swing model, which uses multiple technical indicators. Arold takes a discretionary view of trending stocks and sectors, based on the fundamentals of likely moves in the opposite direction. It’s a short term model looking to capture profits in short term price […]
Corsair Capital Management is a value-driven investment manager that focuses on conducting extensive due diligence to give it an edge in identifying positive discrepancies between price and intrinsic value. The firm recently released its 1Q 2011 shareholder letter, in which is profiled IDT Corporation (NYSE: IDT) a multinational holding company with operations […]
On 5/10, Microsoft (NASDAQ: MSFT) announced it had reached an agreement to buy Skype from its current owners, including eBay (NASDAQ: EBAY), for $8.5 billion. According to The New York Times, the deal helps MSFT expand its role in telecom, which has declined in recent years but is experiencing a […]
At the Value Investing Congress in early May, Whitney Tilson provided his latest take on The St. Joe Company (NYSE: JOE), which his hedge fund is short: T2-Partners-JOE-HHC Covestor models that hold JOE as of 5/10 include: Douglas Estadt’s Management Access is long JOE Michael Arold’s Technical Swing is short […]
Corsair Capital Management is a value-driven investment manager that does heavy due diligence to try to gain an edge in identifying discrepancies between price and intrinsic value. The firm recently released its 1Q 2011 shareholder letter, where management discussed some of its recent investments. One of these was Globe Specialty […]
Manager: Todd Feldman, BFI Advisors Model: Behavioral Global Macro For the Behavioral Global Macro model, manager Todd Feldman of BFI Advisors aims to pinpoint key inflection points within financial market cycles. Based on a variety of critical factors, the model framework varies risky asset allocations and determines the optimal amount of cash […]
Author: Tom Konrad Model: Alt Energy Stocks Disclosure: No positions A truly sustainable economy would produce no waste: everything would be recycled or reused for some productive purpose. We’re a long way from that ideal today, but the rising cost of commodities makes recovering used material through recycling increasingly economic. Further, […]
Manager: Ted Dumbauld, D5 Advisors Model: Oil and Gas Producers Disclosure: Short TNK For the Oil and Gas Producers model, manager Ted Dumbauld focuses on high dividend paying oil and gas producers while seeking to exploit the inefficiencies created when unsophisticated investors focus on dividend yields rather than fundamentals. Dumbauld recently […]
Suze Orman is a voice of financial reason for American women who struggle with overspending and debt. She’s become the Oprah of personal finance – and a force for good for American consumers – by insisting on a common-sense, brutally honest approach to money. When discussing investing, Orman has generally […]
Author: John King, Quacera Covestor model: QPM Radar Disclosure: none The regulators are doing nothing if not causing conflict. Ben Bernanke last week opined that the reason QE1 and 2 are not moving things along as advertised is because loans are not being made. That’s not technically correct but insofar […]