For his Performance with Protection portfolio, Covestor model manager Leif Eriksen takes a top-down fundamental approach that favors large- and mid-cap companies. His goal is to outperform the market over the long run while protecting capital. Current top positions include Qualcomm Inc (QCOM), Devon Energy Corp (DVN), and NxStage Medical […]
DELL
45 posts
Author: Bristlecone Value Partners Covestor model: Large Cap Value Disclosure: Long DELL, XOM, VMC, APOL, PFE, CSCO, WMT, NRG, CX, S, EOG, MXIM *See important disclosures In February, the portfolio roughly matched January’s return, rising approximately 3% again, slightly lower than the S&P 500’s return for the month. Year-to-date as […]
While we have a slew of economic data coming this week, today gave us nothing but corporate acquisitions. Some of the major players in the merger and acquisition activity today included Cisco Systems Inc (NASDAQ: CSCO) who completed its acquisition of LineSider Technologies Inc., Dell Inc (NASDAQ: DELL) who announced […]
Sometimes, it can be difficult to figure out what economic catalyst prompted the day’s market movement. Today is not one of those days. While there were no major economic reports released today and yesterday’s reported drop in jobless claims was good news, the 2011 fiscal year outlook of Cisco Systems […]
This week we have two new Covestor model managers to introduce to you. The first is Ryan Leggio, a research analyst in the financial services industry. His Intrinsic Value model is focused on investing in above average companies that are at a below average price. The long-term model generally is […]
The Intrinsic Value model managed by Ryan Leggio looks for above average companies that are priced below average. Leggio looks for companies that earn returns on invested capital for a sustained period of time, thereby creating some intrinsic value. Leggio leaves cash in the model when he doesn’t find enough […]
August was a lousy month for the markets, and my portfolio as well. My thesis remains the same though, but it's going to take more than a month to come to fruition. Which, to me, is perfectly fine.
The National Association of Realtors (NAR) released the July results for the Pending Home Sales Index today. Thanks to contracts for home sales signed in July, the index rose 5.2 percent. The chief economist for the NAR said that home sales will still be “soft” in the coming months. This […]
The Bureau of Economic Analysis announced today that the pace of GDP had slowed to 1.6 percent in the second quarter of 2010, compared to the 3.7 percent it had grown the first quarter. This slowing pace of recovery brought about fresh concerns over a double dip recession. Federal Reserve […]