September - 2011 - Covestor

Rising potential for American oil shale

The Utica Shale project in Ohio looks particularly promising.

Tweet

Manager Commentary Mark Holder on 30 Sep 2011
Citigroup's collateral damage from Bank of America

Here's why I've been adding to my Citigroup holdings at recent levels.

Tweet

Manager Commentary Derek Pilecki on 29 Sep 2011
Expecting Gold to stabilize, then head north again

The core forces that were at work for the last 12 months haven't changed and should reassert themselves once these big hedge funds have been blown out of this market.

Tweet

Manager Commentary Tom Yorke on 28 Sep 2011
Trading the range, but not going long any longer

My favorite scenario is a panic sell-off, because a reaction trade on the long side would offers what I consider a compelling risk-reward situation.

Tweet

Manager Commentary Michael Arold on 28 Sep 2011
London trader: The Eurozone is toast, and I'm dreaming we enter a huge recession so I can profit

Booking mistake Rastani is "the bland, reasonable face of predatory capitalism."

Tweet

Best of the Web Mick Weinstein on 27 Sep 2011
Some surprising names among Covestor's most widely held stocks

While Wells Fargo is extremely popular among mutual fund managers, it doesn't even make it to our top 20 list.

Tweet

Covestor News Mick Weinstein on 27 Sep 2011
Three stocks we're buying here, and why

We have been able to identify companies with undiminished and even enhanced long term prospects that have sold off along with less promising ones. Here are three.

Tweet

Manager Commentary Beckerman Institutional on 26 Sep 2011
Here's how I'm preparing for the S&P 500 to break 1120

While painful at first, as a longer-term investors I’d welcome this as a buying event - just another small mark on the overall, historical market uptrend.

Tweet

Manager Commentary Peter Lowden on 26 Sep 2011
Net payout yields getting more attractive

Not only do these stocks gain in appeal when the market drops, but I can sleep at night knowing that weakness is an advantage for the typical stock in the model, characterized by very strong income and liquidity.

Tweet

Manager Commentary Mark Holder on 26 Sep 2011
Emerging market risk is less attractive now

With institutional investors heading for the exits, only deep value or more conservative securities are compelling here.

Tweet

Manager Commentary Rahul Diddi on 26 Sep 2011