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: 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 […]
Author: GEARS Model: Speedboat Disclosure: Long BLC, TIE I continue to trim the Speedboat model for more rapidly accelerating companies. It has become more difficult in recent weeks. The market is overbought and shares are commonly trading near the top of ranges. Corporate wealth is accelerating broadly and strongly. For […]