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 […]
Strategies
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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 […]
For his Opportunistic Arbitrage portfolio, Covestor model manager Mark Holder looks for small- to mid-cap companies involved in a major corporate transaction such as an IPO or spinoff, or simply operating in “beaten down sectors.” Mark is a CPA educated at the University of Tulsa. He aims for a “well […]
For his Small Cap portfolio, Covestor model manager Derek Pilecki looks for companies “with strong competitive advantages, attractive business models, and management teams that think like shareholders.” Derek, portfolio manager at Tampa, Florida based Gator Capital, generally holds 30 stocks in this model. Current top holdings are Brigham Exploration (BEXP), […]
In his Small Cap Growth model, manager Michael Simon of Alpha Mark Advisors looks for “growth companies with sustainable business models, reliable cash flows and strong management.” Performance of his model as of end of day 2/18/11: * See important disclosures Last week Simon made a number of interesting purchases […]
Author: Yale Bock, YH&C Investments Covestor model: GARP Disclosure: Long GIGM, DGI, NDAQ, CASS, CLGX, JMBA January 2010 was a month of increasing volume and very eventful, with a slew of earnings reports, the State of the Union Address, and the recent turmoil in Egypt. I see February as an […]
Tiernan Ray of Barron’s Tech Trader Daily reported yesterday (2/14) the rumors that chipmaker AMD might be bought by Dell. Ian King at Bloomberg added this harsh quote from an analyst: “There is no management team there [at AMD],” said Patrick Wang, an analyst at Wedbush Securities in New York. There […]
Author: Vivian Lewis Covestor model: International Yield Disclosure: Long EC, TEI, SDRL, CEL See important disclosures Given how well small capitalization stocks have performed in the past two years or so in the U.S., voices are growing on Wall Street that the time has come to move to large capitalization […]
Author: Mark Holder Covestor model: Opportunistic Arbitrage Disclosure: Long TMRK, ANR, MEE, PUDA, DKS, LNC, FWLT, ATW, LLNW, LIZ, GFA, SVNT, RIGL See important disclosures January was another decent month for the market, but this model struggled to keep up. After months of strong gains, numerous stocks hit the wall. […]