-
This new Covestor model targets short-term movement (PDE, ARUN, CSTR, NFLX, TQQQ)
New Covestor model manager Steve Beamer uses a fundamental and technical approach to investing. He made his first stock purchase back in the 1980s and for the past decade has mostly focused on options trading. On his website, Trading for Yourself, Steve addresses his history with investing, I have been trading my own account for ... read more
Manager Spotlight Yolander Prinzel on 26 Jan 2011
-
Julian Day Steps Down as RadioShack CEO: Can the company bounce back? (RSH, SHLD, BBY, VZ)
Radioshack (NYSE: RSH) fell substantially today---from $17.61 to $15.62---on both the announcement of CEO Julian Day's retirement and the pre-announcement of a reduced quarter four 2010 EPS that is lower than 2009 quarter four's EPS and analysts' estimates. RSH hired Day in 2006 after the company dealt with a disappointing revenues, legal fees and weak ... read more
Uncategorized Yolander Prinzel on 25 Jan 2011
-
What Covestor managers are buying: Apple (AAPL)
*See important disclosures. John Ballard uses a long-term buy and hold strategy in his Mid-Cap Fundamentals model. A buy and hold strategy generally results in fewer instances of short-term capital gains tax penalties. But because little attention is paid to the short-term price movements of the equities in a buy and hold model, companies that ... read more
Positions Yolander Prinzel on 25 Jan 2011
-
The New da Vinci Code: Less invasive surgery system helps ISRG's revenues grow (ISRG, ETRM, AMAC, VSCI)
Intuitive Surgical (NASDAQ: ISRG) announced its fourth quarter 2010 financial results Friday and the price of its shares shot up. It reported a 21 percent gain in revenues over the same quarter of 2009 and mentioned that this gain was largely driven by the increasing popularity of its robotic surgical system, da Vinci. The da ... read more
Uncategorized Yolander Prinzel on 23 Jan 2011
-
Deep value investing to maximize total returns (NE, BP)
*See important disclosures In the Flexible Value Covestor model, manager Walter Lu uses a deep value investing approach that focuses on arbitrage opportunities and special situations. In his latest investment report for the model, Lu says, In August, I believed that the market was overreacting to the bleak economic outlook at that time. Now, I ... read more
Manager Spotlight Yolander Prinzel on 23 Jan 2011
-
What Covestor Managers are Buying: Pimco High Income Fund (PHK)
*See important disclosures. Last week, BSG&L Growth added to their Pimco High Income Fund (PHK) position, which is the top holding in their Growth Plus Income Covestor model. The main objective for the PHK fund is to create a current income and the secondary objective is to appreciate capital. The fund generally invests 80 percent ... read more
Positions Yolander Prinzel on 21 Jan 2011
-
Ebay sees gains after beating analysts' expectations (EBAY, AMZN)
Shares of online auction site eBay (NASDAQ: EBAY) jumped today after its quarter four 2010 financial results were released. The company reported a 5 percent increase in revenues year-over-year and a 10 percent increase when excluding Skype's financial results. At $2.5 billion, EBAY's actual revenues beat the average estimate of analysts. All of this worked ... read more
Uncategorized Yolander Prinzel on 21 Jan 2011
-
Goldman Sachs Revenues Disappoint and the Financial Sector Edges Down (GS, WFC, RF, NTRS, BAC, HCBK)
Financial stocks were hit hard today after Goldman Sachs (NYSE: GS) announced revenues that missed analysts’ expectations. On average, analysts had anticipated $39.49 billion in net revenues for 2010, but at $39.16 billion, GS’ actual results were lower. GS’s EPS was down from 2009 but did beat analysts’ expectations. That wasn’t enough to reverse the ... read more
Uncategorized Yolander Prinzel on 20 Jan 2011
-
Athena Invest's top holding: US Ecology - A high-yielding waste management stock (ECOL)
*See important disclosures. Buying stocks with a high dividend yield can be a great way to increase income and that's the goal within Athena Invest’s Athena Dividend Income model. The top holding in the model is US Ecology (NASDAQ: ECOL), which had a 4.13 percent dividend on January 19th (Money.CNN.com). In September of 2010, ECOL ... read more
Manager Spotlight Yolander Prinzel on 20 Jan 2011
-
A Covestor manager who's buying muni bonds (VKQ)
Editor's note: As of 9/20/11 Lucas Krupinski no longer manages a Covestor model In the December 2010 investment report for his Small Cap Fundamentals model, Lucas Krupinski had this to say about his portfolio and his source of investing know-how: The two people I look to the most in terms of gleaning knowledge of the ... read more
Positions Yolander Prinzel on 20 Jan 2011
Call 1.866.825.3005 for more information




Follow us