Author: Bristlecone Value Partners Model: Large Cap Value Disclosure: Long T, MSI, CTAS, NRG, PFE, S, DELL, APOL, MMI, CSCO, WAG In March, the portfolio’s value was effectively unchanged, matching the S&P 500 index return including dividends. For the first quarter, the portfolio was up about 6.2% versus 5.9% for […]
Strategies
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Author: Jesse Barkasy Model: Trend Following Disclosure: None Jesse Barkasy manages Covestor’s Trend Following model which uses trend following and chart reading techniques. Current top positions include Sky-mobi Ltd (ADR) (NASDAQ: MOBI). Jesse had this to say about March’s stock market rally: The market’s rally on low volume continued, and as stated, I […]
gold has gone hyperbolic. Given the rise, we thought it would be useful to touch base with some of Covestor’s model managers who run portfolios that hold the
Author: John King, Quacera Covestor model: QPM Radar Disclosure: none Janet Yellen made a speech in which she put to rest any idea that the Fed will raise rates soon. While admitting that oil and food prices are surging, she states this is a “temporary phenomenon.” She put forth the […]
Author: Mark Holder Models: Opportunistic Arbitrage, Opportunistic Arbitrage Long Only Disclosure: Long PUDA in both models Puda Coal (PUDA) is a coal mine consolidator and met coal washer in China that has been hit by fraud allegations from a noted short seller. At question is whether the Chairman of PUDA […]
Author: Kevin Shine, Shine Financial Services Model: Asset Allocation As I pass the one year mark since inception, I am very pleased with the risk adjusted returns of my Asset Allocation model. This is a “set it and fine tune it” type of fund of funds. It is meant to […]
Author: Mark Holder Model: Opportunistic Arbitrage Model Disclosure: Long X, WFT, FCX, IBN, CCIH, RDWR, ANR, MEE, CEPH March was another volatile month. The month ended on a solid note with the Opportunistic Arbitrage (levered) model ending with a 2.3% gain compared to a slight loss for the S&P500. Considering […]
Author: GEARS Model: Luxury Liner The fourth quarter corporate wealth numbers were very strong, with the entire market producing an earnings surprise pattern: high and rising sales growth, rising gross profit margins, falling SG&A expenses, lower interest costs, lower inventories and accelerating shareholder wealth – the strongest since 1996. For […]
Author: Spencer Mann Model: Anticitrade Disclosure: Long HQS Trading in shares of HQ Sustainable Maritime Industries (AMEX: HQS) was recently halted after the company failed to file its 10-K. The company’s auditor recently resigned, noting that the company had obstructed its attempts at engaging a law firm to begin an […]
Author: Vivian Lewis Covestor model: International Yield Disclosure: None After going to see the brilliantly performed but puzzling play Jerusalem last night, I think we need some more simple truths. So here are remarks by Mark Mobius, from his Passport to Profits book of 1999. I grabbed it to read while sitting […]
Author: Mark Holder Model: Net Payout Yields Model Disclosure: Long GPS, ETR March was another solid month for this model, as it beat the benchmark – up 1.95% versus a slight loss for the S&P 500. The model also wrapped up a solid first quarter with a 6.57% gain. For […]