*See important disclosures. In Mark Holder’s Opportunistic Arbitrage model, the goal is to look for positions with long-term growth possibilities as well as opportunistic situations that leave companies trading below their intrinsic value. Last month, Holder added Lincoln National (NYSE: LNC) to the model. In a recent post for Seeking […]
Strategies
3496 posts
*See important disclosures. Analytic Investment added electronics manufacturing services provider SMTC (NASDAQ: SMTX) to its Focus Value model last week. Focus Value is a model that attempts to take advantage of equity mispricing opportunities caused by market inefficiencies. Over the past few months, SMTX has been focusing on growth. On […]
The benefits and drawbacks of offshore drilling have long been debated. But life after BP’s (NYSE: BP) Deepwater Horizon oil spill not only brings in an even more heated debate, it also introduces new troubles for domestic offshore drillers in the form of an offshore drilling ban (which ended in […]
*See important disclosures Shares of Renasant (NASDAQ: RNST) were added to Andy Schornack’s Financial Services model last week. In the model, Schornack uses a bottom-up approach while looking for companies with stable dividends. In November 2010, RNST was mentioned favorably in the article “The Smart Money’s Top 8 Banking Stocks” […]
*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 […]
*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