For his Biotech and Medtech portfolio, Covestor model manager Jeremy Zhou invests in the US healthcare industry. Current top holdings include Teva Pharmaceutical Industries (TEVA), Transcept Pharmaceuticals (TSPT) and Biodel (BIOD). On March 16, Zhou added a position in Dendreon Corporation (DNDN), a biotechnology company focused on the discovery, development and commercialization of therapeutics […]
Strategies
3491 posts
Author: The Coe Report Model: Market Timing Technicals Disclosure: None Technology has shown underperformance for several weeks and that is becoming a concern as it is now threatening the long-term bullish case. The ratio of the NASDAQ 100 (NDX) versus the S&P 500 (SPX) has pulled back to the 200-day […]
Author: Darren Taylor Model: Top 5 Screener Disclosure: None The Top Five Screener model is long only. We invest in what we believe are undervalued stocks and sell only when better opportunities arrive. Because of this, the model normally maintains some cash to take advantage of pullbacks. Despite all the […]
Author: CJ Brott, Capital Ideas Model: Macro Plus Income Disclosure: Long KWK Darden Family Interests announced Thursday (3/17) that they have determined not to pursue a take-private transaction announced last October. Although Quicksilver Resources Inc (KWK) is down 3.56% on 578% of average daily volume (as of end of day, […]
Author: Robert Gay, GEARS Model: Luxury Liner Disclosure: Long LYTS, COHU, VECO, NSM With the most recent quarterly financial statements from the large majority of the capital value of the stock market now accounted for, I see a continued powerful and now leveraged acceleration in corporate wealth. The capital-weighted average sales […]
For his Price Volatility Volume portfolio, Covestor model manager William Smith uses a proprietary quantitative model to scan 8,000 stocks each day for overbought and oversold conditions that create investment opportunities. This portfolio’s current top holdings include Georesources (GEOI), Emcore (EMKR) and Northern Dynasty Minerals (NAK) (as of end of […]
American Values Investments manages the American Heroes portfolio, which combines fundamental analysis with its proprietary ranking methodology to select investments. This portfolio’s current top holdings include Hormel Foods (HRL), Cognizant Technology Solutions (CTSH), and NextEra Energy (NEE) (as of end of day 3/16). On March 9, a new position in WW […]
For the Athena US Equity portfolio, Covestor model manager Athena Invest looks for twenty US stocks that are held by top equity managers. This portfolio’s current top holdings include Rite Aid (RAD), Sirius XM Radio (SIRI), and Hurco Companies (HURC) (as of end of day 3/16/11). On March 10, the RAD position […]
Author: Robert Gay, GEARS Model: Earnings Surprise Disclosure: Long ENER I created the Earnings Surprise Model to exploit the earnings surprise pattern in fundamental data. The components of the surprise pattern are rising sales growth, higher gross profit margins, high and falling SG&A expenses, lower financing costs and positive and […]
Author: Robert Gay, GEARS Model: Speedboat Disclosure: Long LYTS The Speedboat model is financially leveraged as a matter of policy. This characteristic can produce a higher degree of performance volatility, but is designed to contribute to superior returns over time. This return pattern is evident in the performance chart above. […]
Author: Andrew Laubie Covestor model: Russell 2000 Long-Short Disclosure: Long TWM, SRTY The Russell 2000 Long-Short model has suffered through the market rally since November 2010, but we opened the month of March with strong performance on March 1 thanks to the leveraged short ETFs (TWM) (SRTY) in the portfolio. The […]
Craigmillar Energy Fund seeks to take advantage of the global energy sector’s trend toward decarbonization by investing in alternative energy companies. One of its holdings is the Market Vectors Nuclear Energy ETF (NLR). Given the turmoil in the nuclear energy industry following the Japanese earthquake and tsunami, I asked Craigmillar portfolio […]