In his Price Volatility Volume model, manager William Smith uses quantitative analysis to find equities that have been overbought or oversold. Recently, he added Exact Sciences Corp (NASDAQ: EXAS) to the model. EXAS, a colorectal cancer-focused molecular diagnostics company, recently had a jump in stock price. On August 24th EXAS […]
Strategies
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Focus Value model manager Analytic Investment attempts to take advantage of equity mispricing opportunities led by market inefficiency. To do so, Analytic Investment utilizes computer algorithms that compute the relative value of all stocks based on their fundamental factors. Last week, they added several new positions to the model, including […]
Jeff Phillips manages the Long-Short Equity model on Covestor with an eye toward maximizing the probability of the portfolio’s profitability by using results of ongoing empirical research. The model has assets stretching across all sectors and uses a market timing strategy. The top holding in the model is Dynamex Inc […]
The Cash Flow model managed by Jose Betancourt uses fundamental analysis to focus on cash flow and negative net debt. Recently Betancourt added a couple of new positions to the model. The first was Bridgepoint Education Inc (NYSE: BPI). BPI had assets totaling $281.7 million in 2009 and liabilities totaling […]
If ever there was a sign that individual investors need protection from themselves, it may have shown up in Tuesday’s November 2nd 2010 market action in Equus Total Return (EQS) shares. I have no position. Rarely do shares of a company trade higher on news that it is entering wealth destructive transactions. However that is exactly what occurred on November 2, 2010 with EQS shares trading significantly higher. Investors paid up for the right to infuse additional capital into a Closed-End Fund with a transaction which would appear highly destructive to per share published Net Asset Value.
The market discount of Cohen and Steers Dividend Majors Fund (DVM) shares has narrowed by more than 11% in less than two months. On the evening of September 15th, 2010 Cohen & Steers announced adopting a level rate distribution policy, and declared third quarter distributions for its affected Closed-End Funds. That afternoon, DVM had closed at $11.20, a 15.66% discount to its $13.28 Net Asset Value (“NAV”). Yesterday, November 4th 2010 DVM closed at $13.61, a 2.86% discount to its $14.01 NAV. (Data source: CEF Connect)
I added three new companies to the Dividend Value Plus model in Oct 2010. All companies have excellent balance sheets and are currently out of favor with investors and analysts.
In his Only The Best model, manager Czar Reyes takes a value approach in order to buy excellent businesses at fair prices. The model generally has between 11 and 20 holdings. Last month, Reyes added a few new positions to the model, including Humana Inc (NYSE: HUM). According to their […]
In his Under-Capitalized Sectors model, manager John Mooney looks for sectors that are currently out of favor with investors and have relatively low price to earnings ratios. Recently, he added H&R Block Inc (NYSE: HRB) to the model. HRB has a low price to earnings ratio compared to competitors and […]
In the long-term Global Clean Energy—Clean Tech model, manager Craigmillar focuses on companies involved in alternative energy. Recently, they added Ormat Technologies Inc (NYSE: ORA) to the model. ORA operates, owns and develops both geothermal and recovered energy-based power plants globally, which do not issue new CO2 into the environment. […]
In the day trading model, Management Access, manager Douglas Estadt buys the stocks of small to mid cap companies with credible growth stories and recent news that can affect stock price. Recently, he added Verizon Communications Inc (NYSE:VZ) to the model. In the seemingly endless wireless communication showdown, VZ has […]
Analytic Investment has been adding many new positions to their Focus ETF model recently. Last week we told you about the model and a few of the new positions they had added, and this week we’re back to tell you some more. On October 18th, they added shares of iShares […]