Author: Patrick McFadden, M2 Capital Holdings Covestor Model: M2 Global Disclosure: Long MNKD Good for Mannkind? The recent insider trading case brought by the SEC against a chemist working in the Center for Drug Evaluation and Research within the FDA, may not bode well for investor confidence. However, specifics of […]
Strategies
Author: John King, Quacera Covestor model: QPM Radar Disclosure: none We watched an interesting interview on Bloomberg over the weekend with Howard Schultz, the CEO of Starbucks (Nasdaq: SBUX). The interviewer asked him how the company was coping with the higher costs of coffee and the other products it uses. […]
Author: Karen Burns and CJ Brott, Capital Ideas Inc Covestor Models: Macro Plus Income, ETF Only Disclosure: Long MDY, XES, MOO, EFA, USL Capital Ideas’ macro models invest in large, forward looking market themes. Currently we continue to believe the most important investment themes are solutions to the problem of […]
Author: Peter Kurata Covestor Model: CANSLIM Disclosure: Long SLV, GLD March continued to head fake and fool investors. Inflation has been most obvious at the gap pumps, and while we consumers complain about $4/gallon gas, the government simply turns its head the other way, as energy is not included in […]
Jack Brown, Laureola Asset Management Covestor Model: Dividend Payers Disclosure: None Laureola Asset Management is an SEC registered investment advisor
Richard Moore is a Covestor manager with more than 40 years of investment experience. Richard has worked for banks, mutual funds and investment advisors. Richard believes it’s counterproductive to spend time trying to outguess the market on large, widely-followed stocks, so he screens the broad US market with models he […]
EPIC Advisors’ Sean Hannon bought stock of Sirius XM Radio (Nasdaq: SIRI) for his Bottom-Up Analysis portfolio on Thursday 4/7, a new position. This Covestor model focuses on around one hundred and fifty stocks, where the manager looks deep into their financial statements and restates what these might look like […]
By Frank Voisin 4/8/11 BTC Impex, based in Kyiv, Ukraine, is run by Volodymyr Khmurych, a CFA Charterholder and member of the CFA Ukraine Society. Volodymyr takes a generalist approach with no focus on certain industries and sectors with specialization in value stocks. Top down analysis of industries followed by […]
We recently profiled a trade by Covestor model manager Jesse Barkasy, whereby Jesse sold Tesla Motors (NASDAQ: TSLA) from Covestor’s Trend Following model. As mentioned there,, this model uses trend following and chart reading techniques. The model will take big risks investing large portions of capital in some situations. We asked Jesse […]
Covestor model manager Philip Pecoraro is a psychiatrist turned investor, with 26 years of clinical practice experience and a lifetime of market exposure, having grown up in a household led by an active investor. Phil focuses on the biotechnology and healthcare sector, utilizing his experience in general internal medicine, emergency medicine […]
Yesterday we showed how the price of 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 whohold the SPDR Gold Trust ETF (NYSE: GLD), the world’s largest gold ETF. One such manager is Bill DeShurko […]
Covestor manager Jesse Barkasy has traded his own accounts for 24 years and has worked as a professional trader for 13 years. He describes himself as a “trend follower and chart reader.” Barkasy manages Covestor’s Trend Following model, which uses trend following and chart reading techniques. The model will take big risks […]