Author: Robert Freedland Disclaimer: Robert owns ECL, CHD, MCD, MMM, SYY, T and TJX in his Covestor Buy and Hold Value Model. July continued the recent pattern of volatility, but the bias has been to the upside as the S&P which opened near 1,000 at the beginning of the month […]
Strategies
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Capital Ideas, Inc Authors: CJ Brott & Karen Burns Disclaimer: Capital Ideas, Inc owns F and MFB in their Covestor Macro Plus Income model. We decided to target a few stocks as long side plays for the current round of earnings releases. Among those chosen for inclusion in our portfolio […]
Today let’s look at the new positions added by two different mangers—one who looks at cash flow and liabilities before adding positions and one who looks for under-priced companies that pay dividends. We’ve talked about Covestor manager Donald Jowdy’s Suncoast Equity model here. This week, Jowdy added Visa Inc (NYSE:V) […]
Covestor.com’s model manager Vivian Lewis offers her daily international briefing. Note that not all companies are held in the International Yield Covestor Model. Rather, some are just International Companies that Vivian tracks. Followed Securities Disclaimer: Vivian currently owns GSK, CVE and BCS in her Covestor Top International Model. The value […]
Covestor.com’s model manager Vivian Lewis offers her daily international briefing. Disclaimer: in her International Yield Covestor Model, Vivian owns GSK and BLX. VIT, WILC and NABI are currently not owned in the Covestor International Model. Rather, these are just International Companies that Vivian tracks. The burden hanging over Glaxo Smith […]
There has been a lot of movement Covestor Models this week, let’s take a look at some of the new positions our model managers have brought in. We discussed Vivian Lewis’ International Yield model a few weeks ago. This week, Lewis added Barclays PLC (NYSE:BCS) to her model. BCS provides […]
The small cap portfolio benchmark, the Russell 2000 Growth Index dropped over 6.7% during the month of June (Russell Website). We have previously noted that we feel our philosophy of owning quality stocks with earnings momentum at a reasonable price provides significant support during times of volatility. In our opinion, […]
During the month of June, our small cap growth benchmark, the Russell 1000 Growth Index lost 5.51% (). The only bright spots during the month were the communication stocks and the health care stocks. All other sectors in the portfolio performed negatively and the worst performing sector was the materials […]
Second Quarter Review for Investment Clients of Sparrow Capital Management (Ending June 30, 2010) If you view the price change for the Dow Jones Industrial Average over the prior 90 days you may become disappointed. On the surface, the second quarter of 2010 was not good for investors. However, when […]
Covestor Model Manager Mark Holder gives his take on the BP oil spill and Massey Energy (MEE). With all the focus on BP, everybody has forgotten the damage done to the stock of Massey Energy (MEE) after the explosion at the Upper Big Branch Mine (UBB) in early April. MEE […]
Covestor model manager Vivian Lewis offers her daily international briefing. Note that not all companies are held in the International Yield Covestor Model. Rather, some are just International Companies that Vivian tracks. Market Update for Tuesday July 19th, 2010 US data is actually expected to be woeful. Especially existing home […]
Regarding Goldman Sachs (GS), I today added to my positions in the Preferred Stock Floaters in the Taxable Income Model: GS PRA (as traded on IB) is GS.PA on Seeking Alpha (where I've written on it) and GS-A on Google Finance GS PRD (as traded on IB) is GS.PD on […]