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 […]
Strategies
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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 […]
With a model like Dividend Growth, one of the goals is to find equities paying high dividends—but another is to look for positions that have the opportunity to grow and create greater returns for investors. To that end, model manager James Hofmann has added additional shares of Microsoft (NASDAQ: MSFT) […]
Author: Steve Beamer Model: High Earnings Momentum Disclosure: Long AGU, ARUN, FFIV, MIPS, MPEL, SLW, TQQQ Commentary from December 29, 2010 The High Earnings Momentum Model started in late November and has basically held even in December. General Market The long term trend is upward with indexes making new highs. […]
Author: Andrew Laubie Model: Russell 2000 Long-Short Disclosure: Long TWM, SRTY How long can a plane out of gas keep on flying? For 2011, I am trying to follow the advice of my mother and be more positive. To a large extent she is right: being optimistic paid very well […]
Author: Capital Ideas, a Texas-based RIA. CJ Brott and Karen Burns are the two founding principals. Covestor models: ETF Only and Macro Plus Income Disclosure: Capital Ideas is long BALT, ACOM, ARMH and MDY in the Macro Plus Income model Capital Ideas January Monthly Investment Report Here at the end […]
See Important Disclosures In his Diversified Buybacks model (performance indicated above – click to enlarge), manager David Fried selects among stocks of companies that have recently bought back their own shares. Last week Fried added two new positions to the model. On January 5th, Fried added Coach Incorporated (NYSE: COH). […]
See important disclosures Manager Douglas Estadt’s strategy is to wait for a credible growth story before adding a position to his Management Access model. He then looks for the news to be priced in before he sells. On December 23rd, Estadt added Optex Systems Holdings Inc (OTC Bulletin Board Market: […]
In Covestor’s Focus Value model (performance shown above – click to enlarge), the goal is to capture mispricing opportunities caused by market inefficiencies. On December 27th, Focus Value manager Analytic Investment added Puda Coal Inc (AMEX: PUDA) to the model. Many investors are looking to green energy providers for long-term […]
James Hofmann added shares of AT&T Inc (NYSE: T) to his Dividend Plus model on December 28th. Hofmann’s model “invests in equities with a stable dividend and above average yield using a value-based philosophy.” T now has a dividend yield of 5.76% (per Google Finance, as of market close 1/4/11). […]