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 […]
Strategies
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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 […]
model this week. This model has an ETF allocation strategy with no more than 20% invested in fixed income. D’Amico uses computer models for analysis to decide
Next week marks three months since the BP Deepwater Horizon explosion and spill, which, in addition to its impact on wildlife, the local fishing industry, and regional tourism, has severely depressed BP's stock price. During the first 2 months following the disaster, BP's stock price decreased sharply, though in recent weeks it has […]
I thought I'd offer some bullet points for Covestor's contemplation regarding the five largest positions in the Taxable Income Model, in which I try to carry minimal interest-rate risk, relative to bond alternatives. OSM is an exchange traded note "bond", with unique inflation protection monthly coupon payments. It trades at […]
There’s been no shortage of surprises in the past month. The biggest involved our holding Take-Two Interactive Software (TTWO) and their western epic Red Dead Redemption. I suggested in April that the consensus analyst estimates (that the game would sell between 2 and 3 million copies) were certainly reasonable, but […]