*See important disclosures. John Ballard uses a long-term buy and hold strategy in his Mid-Cap Fundamentals model. A buy and hold strategy generally results in fewer instances of short-term capital gains tax penalties. But because little attention is paid to the short-term price movements of the equities in a buy […]
Strategies
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*See important disclosures. Last week, BSG&L Growth added to their Pimco High Income Fund (PHK) position, which is the top holding in their Growth Plus Income Covestor model. The main objective for the PHK fund is to create a current income and the secondary objective is to appreciate capital. The […]
VKQ is to provide a high level of income that is exempt from federal income tax, though it could still present some exposure to state income taxes depending on
*See important disclosures. John Ballard looks for the best companies within under-capitalized sectors in his Mid-Cap Fundamentals model. This month, he increased the Amazon.com (NASDAQ: AMZN) holdings within the model. AMZN, like other online stores, is benefiting from an increase in the popularity of online shopping. A recent example we […]
Author: Mark Holder Covestor Model: Opportunistic Arbitrage Disclosure: Long PUDA, RF, TEX, FWLT, ANR, FCX, LLNW, RIGL, SVNT, CEPH, LIWA Commentary for January, 2011 December was another excellent month for the Opportunistic Arbitrage model as the streak of months exceeding 9% gains extended to 4. The model was up 10.92% […]
*See important disclosures. Model mangers TruePath Financial added ProShares UltraShort MSCI Europe (EPV) to their Archipelago model (performance above) last week. EPV attempts to deliver results equal to two times the inverse of the MSCI Europe Index, which measures the equity market performance of developed markets in Europe including France, […]
Author: James Hofmann Covestor Model: Dividend Growth Disclosure: Long EXC Commentary for January, 2011 Fitting into my general macro thesis of a continued bull market in commodities and our focus on conservative dividend value, I was trying to figure out a way to play this trade. I started thinking nuclear […]
model this month. Some believe that airlines in emerging markets are in for a surge of business as travel to the regions they serve becomes more popular. This
Author: Yale Bock, YH&C Investments Covestor Model: GARP Disclosures: Long GIGM, DGI, NDAQ, CASS, CLGX, JMBA December 2010 was a month of low volume and was overall pretty non eventful. A new fiscal year brings a fresh outlook for portfolio managers, and outperformance is the goal. There are varying opinions […]
Quantum Opportunity Value model manager Tong Li added Todd Shipyards (NYSE: TOD) and Lihua International (NASDAQ: LIWA) to his model last week. In December it was announced that Vigor Industrial would be acquiring TOD for $22.27 per share. TOD has a 1.78 percent dividend yield (per Money.CNN.com on January 12th), […]
Author: Bristlecone Value Partners, LLC Covestor Model: Large Cap Value Disclosure: Long CX, MOT, TYC, HD, WPO, AXP, INTC, CSCO Dear Fellow Investors, During December, the S&P 500 gained 6.53%* on the back of renewed optimism in the economic recovery. The gains were pretty widespread as all sectors saw positive […]
Author: Bill Deshurko Covestor model: Dividend and Income Plus Disclosures: Long VZ, ALSK, WIN, GGN, NLY 2010 was an excellent year for our Dividend and Income Plus Portfolio. Covestor gives our portfolio a “2” risk score on a 1-5 scale with one being the lowest risk. We have also outperformed […]