The Suncoast Equity Management (SEM) model examines the workings of individual companies to determine whether or not they would be good fits for the portfolio. They examine cash flows, debt and more before deciding whether or not to invest in a particular equity. One position they’ve deemed appropriate for their […]
Strategies
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Monthly Investment Report for July 2010 from Capital Ideas on Covestor. While June may have been a good base building period for US equities we think it could have been a topping period for the US dollar. That is why we continued to build core ETF positions in foreign markets […]
Ryan Lee, manager of the Covestor Model Long-Term Conservative bought McCormick & Co Inc (NYSE:MKC) this week. Lee looks for positions that are trading at a 30% discount to their intrinsic value and he values free cash flow with debt that is manageable. MKC has managed to keep its long-term […]
Covestor model manager Robert Gay of Global Equity Analytics and Research Services LLC (GEARS) focuses his Speedboat model on the purchase of companies that are unusually depressed. He uses a proprietary program to interpret documents and identify companies that fit in his portfolio. This week Gay bought NVIDIA Corp (NASDAQ:NVDA), […]
Capital Ideas investment strategy involves using ETF’s as core holdings. One of our most basic strategies involves allocating capital between small medium and large capitalization market indexes. The advent of the Global X Brazil mid cap fund (NYSE:BRAZ) has allowed us to finish out this market cap indexing strategy, which […]
This week, portfolio manager Alejandro Paschalides bought shares of Diamond Offshore Drilling Inc (NYSE:DO). Paschalides has a portfolio that focuses on the energy sector and he evaluates positions using a top-down approach—which means he considers the overall activity within the market and sector before examining the individual characteristics of one […]
As you’ve no doubt noticed, some portfolio managers on Covestor choose individual sectors to invest in within their portfolios. But some just look for strong, undervalued companies in any sector. This week we’ve seen quite a few new positions purchased by managers with these free-thinking portfolios. Manager Douglas Estadt, who […]
company operating in the ocean marine, other liability, aircraft and inland marine/fire sectors) improved and showed increased stockholder equity and net
This week manager Leif Eriksen added Western Digital Corp (NYSE:WDC) to his portfolio. In order to understand this decision fully, it’s important to consider Eriksen’s overall approach to choosing investments for his portfolio. Eriksen practices a fundamental approach in his portfolio. That means he looks at the financial health of a company […]
This week, manager Andy Schornack added a few new positions to his portfolio. Andy uses a bottom-up approach to investing, which means he looks at the strength of individual stocks rather than predicting what sectors might be affected by the broader economy. He also focuses on the real estate and […]
Manager John Ballard, who has a fundamental buy and hold portfolio, scooped up some DreamWorks Animation SKG Inc. (NASDAQ:DWA) stock this week. With a recent decline in revenue and the much anticipated release of its final movie of the Shrek franchise underperforming expectations, DWA has slipped out of investor favor over […]
Manager Douglas Estadt is a manager who focuses his short-term holding model on companies with growth stories that are credible but whose price in the market shows that they are still under-valued. This week Douglas bought Baidu Inc (NASDAQ:BIDU). At just over 72, BIDU’s price to earnings ratio is pretty […]