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 […]
Strategies
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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). […]
Capital Ideas added additional shares of Alcoa Incorporated (NYSE: AA) to its Macro Plus Income model last week. Today, analysts at Deutsche Bank raised AA from a hold to a buy. Investors drove AA’s stock price up from its December 31st closing price of $15.39 to $15.80, according to Yahoo […]
In the Performance with Protection model, manager Leif Eriksen takes a top-down, fundamental approach and generally favors large and mid cap companies. He recently bought the natural gas ETF (UNG), an interesting choice given nat gas’s underperformance in 2010. While most commodities showed considerable strength over the past twelve months […]
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 […]
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: […]