Epic Advisors added Best Buy (NYSE: BBY) to their Bottom-Up Analysis model this month. BBY has been the subject of some investor apprehension lately for a few reasons, among them: There was a concern that the free shipping promotions offered by competing retailers would make BBY seem less attractive to […]
Strategies
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Model manger Jeff Philips is a Harvard University graduate and a former division finance manager for Wells Fargo. This month he added a few new positions to his Long-Short Equity model, including Exide Technologies (Nasdaq: XIDE). XIDE had a big jump in price between November 1st, when it closed at […]
The Management Access model managed by Douglas Estadt is a day trading model with a focus on the purchase of the stock of companies with credible growth stories that have released news that will eventually be worked into the stock’s price. Estadt uses management presentations with fundamental analysis and trade […]
In the Rebound ETF model, manager Rebound Trading Systems uses both technical analysis and a proprietary momentum model for choosing ETFs to add. When the model is fully invested, a total of seven ETFs will be in the model. When the model is not fully invested, excess funds remain in […]
The International Hedged Equity model managed by SWAN Asset Management attempts to provide stable performance with income and growth provided by international stocks. Stocks are evaluated by the company’s growth, profitability and cash flow before being added to the model. This month, SWAN added energy company National Grid PLC (NYSE: […]
ETF model is no longer available on Covestor Model manager Analytic Investment added several new positions to the Focus ETF model at the beginning of December.
In his Market Comparables model, manager Richard Moore evaluates stocks based on their relative stock price movement and valuations over time. He also reviews financial forecasts to assess the potential for earnings growth. This month, Moore added several positions to the model including UsaNA Health Sciences Inc (NASDAQ: USNA), the […]
The Management Access model, managed by Douglas Estadt, is a day trading model. When choosing new positions for the model, Estadt evaluates management pitches and company conference calls to look for growth stories that are credible. This month, he has added several new positions to the model including National Beverage […]
In the Performance with Protection model, manager Leif Eriksen takes a top-down, fundamental approach and favors large and mid cap companies. The goal of the model is to protect capital while outperforming the market. This month, Eriksen added Medtronic Inc (NYSE: MDT) to the model. MDT’s net revenues have been […]
During the month of December, model managers Ascendere Associates added several new financial stocks to their Systematic Long-Only model. In this model, the goal is to find stocks and ADRs that illustrate the potential for growth at a reasonable price with a market cap of more than $2.5 billion. Ascendere […]
Manger Craig Steury uses initial screening criteria to identify top performers and then reviews key indicators to choose equities for his Algorithmic Trading model. The model trades on a computerized system and utilizes short-term trading strategies. While it is no longer in the model, on December 20th he added shares […]
The Labor Department’s Weekly Claims Report for initial unemployment claims showed that claims decreased by 17,000 last week. This was an encouraging development given all the concern about employment—or the lack thereof—during recent weeks after the unemployment rate was raised to 9.8 percent and initial jobless claims rose last week. […]