Author: Gerald Gehman Covestor model: Undervalued Growth Companies Disclosure: Long EZCH, FNSR, QUIK, ANAD, LSCC, DRWI, TWER, TSEM * See important disclosures Worldwide broadband usage, particularly video, is projected to grow explosively for a number of years. Eight of the eleven companies in my Covestor portfolio are coiled to participate […]
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Author: TenStocks Covestor model: TenStocks Disclosure: Long HTCH, BAC * See important disclosures We added a new investment to the TenStocks Covestor portfolio at the end of February. This brings our current holdings to five. We are now approx 60% invested and 40% in cash. The new investment is Hutchinson […]
Yahoo Inc (YHOO) is reportedly in advanced talks to exit its Japanese joint venture. This is the company’s latest effort to to cut costs and raise capital for its fight against Google (GOOG) and Facebook. Reuters reports: A deal to transfer Yahoo’s 35 percent stake in Yahoo Japan to Softbank […]
PlayBook, at least one company may be gearing up for a fight. Hewlett Packard (HPQ) is accusing RIMM of copying HPQ's well received WebOS tablet platform. As
John Ballard manages Covestor’s Mid-Cap Fundamentals portfolio, which focuses on long term investments in companies operating in under-capitalized sectors. This portfolio holds Rosetta Stone (RST), which has recently been making 52 week lows. We asked John whether this changes his investment thesis for RST, or whether he is taking this […]
Apple Inc. (AAPL) is set to make a major announcement at a special media event at San Francisco’s Yerba Buena Center for the Arts on March 2. Expectations are high, with many expecting the release of the iPad 2. With Motorola’s (MMI) release of the Motorola Xoom last week, many […]
Mark Holder manages Covestor’s Opportunistic Arbitrage Long Only portfolio, which focuses on small- and mid-cap companies that appear fundamentally strong and operate in industries with attractive macroeconomic trends. Mark recently added a new position in ChinaCache International Holdings Ltd. (CCIH) to this portfolio and we took the opportunity to ask Mark […]
Mark Holder manages Covestor’s Opportunistic Arbitrage Long Only portfolio, which focuses on small- and mid-cap companies that appear fundamentally strong and operating in industries with attractive macroeconomic trends. Mark recently added a new position in Radware Ltd. (RDWR) to this portfolio and we took the opportunity to ask Mark about […]
Lorillard (LO) shares are up strongly today as it became known that an FDA advisory panel is likely to find that menthol does not increase the risk smokers face. “Menthol tobacco products may not increase smokers’ risk of disease more than other cigarettes,” according to a draft report from a […]
When the dust settled on the 83rd Academy Awards Sunday night, it became clear that once again the major prizes went to big studio productions dominated by five public companies: Disney (DIS), News Corp. (NWSA), Sony (SNE), Time Warner (TWX), and Viacom (VIA). Let’s look at how the top movies performed and […]
JP Morgan Chase & Co. (JPM) created a social media fund that is rumored to be in talks to buy a 10% stake in Twitter. The New York Times’ Dealbook reports: JPMorgan Chase’s new fund aimed at investing in social media companies is seeking to buy a minority stake in Twitter that […]
letter to shareholders on Saturday. In his typical folksy manner, the Oracle from Omaha touched on such complex topics as performance measurement and capital