Author: Michael Arold Model: Technical Swing Disclosure: Long BLX, RAX, SGI, SLV, OII, TTI, TTM I went into the month of March with a bearish bias. The Middle East crisis had just started, and important market breadth indicators such as the S&P 500 Percent of Stocks Above 50 Day Moving […]
Strategies
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Author: John D. Frankola, Vista Investment Management Covestor Model: Core Holding Disclosure: None Let’s say you possessed a crystal ball which could foretell significant world events months before they happened. At the beginning of the year, the crystal ball predicted there would be major political uprisings in North Africa and the […]
Author: Richard Moore Covestor Model: Market Comparables Disclosure: None 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 […]
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 […]
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 […]