Author: Ben Dickey, BSG&L Financial Ben’s Covestor Growth Plus Model owns CAT, FCX, LINE, EPD, KMP, MSB, SDRL and BUCY as of August 1, 2010. August 1, 2010: Over the last two months, I have discussed how the markets need clarity on many issues to move ahead (https://interactiveadvisors.com/bsgl/pure-growth). Several of […]
Strategies
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Author: Amin Khakiani Disclaimer: Focal Point Advisors (Amin Khakiani) owns GDX and SPY in its Covestor Quantitative Hedging model. July 30, 2010: After a difficult May and June, July saw marked improvement in the equity market. Our technical indicators led to us to increase our long positions, particularly as we […]
Today let’s look at two bearish additions in the form of a short sale and an ETF. In his Opportunistic Arbitrage model Mark Holder takes advantage of opportunities he sees in the market. This includes investing in sectors that have been beaten down. This week, Holder sold short shares of […]
Author: Mark Holder Disclaimer: Mark Holder owns TER in his Covestor Opportunistic Arbitrage Model. July 29, 2010: Teradyne (TER) reported results that were explosive after market hours on July 28, 2010. Earnings of $.69 beat analyst estimates by $.22 or over 40% for the 2nd straight quarter. Revenue was up […]
Author: Michael Arold Disclaimer: Michael Arold owns MELI in his Covestor Technical Swing model. July 29, 2010: Mercardo Libre is an online commerce platform in Latin America. The company is often called the “EBay of Latin America” and has been on my watchlist for a while since it has been […]
Let’s take a look at two positions added by our Covestor model managers this week. One manager looks beyond creative accounting for his model while the other uses a rotational approach to investing in sectors and market indices. We’ve talked about Sean Hannon’s Bottom-Up Analysis portfolio before and mentioned its […]
Author: Vivian LewisDisclaimer: Vivian currently owns GSK in her Covestor International Yield Model. Mellanox (NYSE: MLNX) is the Israeli maker of connectivity devices for servers, ethernet and financial data centers, storage systems, cloud computing, and supercomputers. On July 21, 2010 MLNX reported after the market close 2Q2010 revenues at $40 […]
Disclaimer: Robert Freedland does not own DPS in his Covestor Buy and Hold Value model. We have been having a heat wave in Boston, Southern California, in fact much of the United States, including New York City, as well as overseas in London, and across Russia. Putting it plainly, it has been a hot […]
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 […]
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 […]