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 […]
Strategies
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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. […]
In her International Yield model, manager Vivian Lewis uses closed-end funds, stocks and preferred shares from countries outside the United States in order to create a portfolio with a target yield of 5 percent. Last week, she added offshore deepwater drilling company SeaDrill Ltd (NYSE: SDRL) to the model. After […]
In his Precedent-Based model, manager John Ward couples fundamental analysis with market timing strategies that he’s developed through a daily review of technical data. His main objective for the model is to minimize risk and to ignore the “noise” of Wall Street. Last week he added Grupo Financiero Galicia SA […]
I recently contemplated Fiduciary / Claymore MLP Opportunity Fund (FMO), which I neither own, nor am I short. Still, there appears to be a lack of awareness about FMO structural inefficiency and recent governance history. I have no interest in being long this Closed-End Fund, even as its relative valuation has become less unattractive.
On Tuesday evening November 23rd 2010, Kayne Anderson Midstream/Energy Fund (KMF) announced the pricing of its Initial Public Offering (“IPO”). Closed End Fund IPOs are always priced at a premium to their Net Asset Value (“NAV”) so regardless how good or bad the investment is for its new shareholders, such an announcement always marks a particular marketing feat.
The International Equities model managed by Robert Giannini takes a quantitative and systematic approach to investing in international equities. The model hedges against downside risk from long exposure by using broad market ETFs. International Equities is rebalanced monthly and generally holds from three to ten international ETFs. When a position […]
The China & India model, managed by Joseph Agresti, is focused on Chinese and Indian securities that are traded on U.S. exchanges. Agresti uses fundamental analysis and a momentum-based approach to choose positions for the model. The model generally has between three and ten positions and uses commodities to hedge […]
The Analytic Investment model seeks to take advantage of equity mispricing opportunities caused by market inefficiencies. Last month, Amtech Systems Inc (NASDAQ: ASYS) was added to the model. ASYS’ stock price had been climbing pretty steadily over the past six months. According to Yahoo! Finance, on June 29th ASYS had […]
In manager Richard Moore’s Market Comparables model, a long-refined financial model is used to help find companies based on relative price movement and valuations over time. From there, Moore looks at each company’s financial forecast to get an idea of their potential for earnings growth. This month, Moore added several […]
Ronald Guerrini attempts to outperform the S&P 500 and Nasdaq 100 while picking positions that will have less volatility and shallower drawdowns in his Breakouts and Reversals model. The model has a multi-day holding approach that focuses on breakouts and reversals. This month, he added power and automation company Abb […]
In the Precedent-Based model managed by John Ward, the goal is to minimize risks while combining fundamental analysis with market timing strategies that stem from technical analysis. Recently, additional shares of Netflix Inc (NASDAQ: NFLX) were added to the model. NFLX has recently changed its membership options, adding a streaming […]