Strategies

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

Bob Preston of Craigmillar, LLC manages the Global Clean Energy-Clean Tech portfolio on Covestor. We had the opportunity to ask Bob about his thoughts on the impact of the recent turmoil in the Mideast on investing in the energy sector. His response: Craigmillar focuses on the decarbonization of energy, i.e. the […]

John Warn manages Covestor’s Precedent-Based portfolio, which combines fundamental analysis with technical indicators with the goal of minimizing risk. Once of John’s largest positions going into last week (2/20 – 2/25/11) was Netflix (NFLX), but he liquidated the position throughout the week. We took the opportunity to ask John about his […]

Priceline.com Incorporated (PCLN), the online fixed and auction hotel reservation site, posted a 35% increase in revenues in its 2010 fourth quarter, with growth led by new markets such as Asia-Pacific and South America. From the company’s press release: “The Group’s worldwide hotel business performed well for the 4th quarter […]

Toll Brothers, Inc. (TOL) is a luxury home builder active in nineteen states. Given the state of the housing market, one would expect poor performance, but according to TOL’s 1Q 2011 earnings release on 2/23/2011, the company has staged a comeback: The Company reported FY 2011 first quarter net income […]

Derek Pilecki of Gator Capital Management manages the Long Only Energy portfolio on Covestor. We had the opportunity to ask Derek about his thoughts on the impact of the recent turmoil in the Mideast on investing in the energy sector. His response: Here are some thoughts about the events in Libya […]

For his Breakouts and Reversals portfolio, Covestor model manager Ronald Guerrini uses “a simple but robust approach which aims to outperform the S&P500 and NASDAQ 100 with lower volatility and shallower drawdowns.” Ronald averages 22.5 trades a month, and this portfolio’s current top holdings include Baxter International Inc. (BAX), Patterson-UTI […]

Alejandro Paschalides manages the Energy portfolio on Covestor, and is the Founding Principal of Carina Funds. We had the opportunity to ask Alejandro how the recent turmoil in the Mideast affects his thinking about investing in the energy sector right now. His response: The recent turmoil in the Middle East […]

For his Greater China portfolio, Covestor model manager James Hofmann seeks “to invest directly in China through equities ADRs, using a value-based strategy” combining “a top-down macro approach… with a bottom up equity valuation.” Current top holdings in the model are Trina Solar Ltd (TSL), China Petroleum & Chemical Corp […]