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What Covestor managers are buying: Illumina, Corcept and Opko Health (ILMN, CORT, OPK)
Philip Pecoraro is a psychiatrist and internist with 26 years of clinical practice experience in general internal medicine, emergency medicine and general and consultation (hospital-based) psychiatry. He has been an associate professor of Medicine and Psychiatry at a university medical center. He has ten years of private investment experience and have read extensively in technical ... read more
Manager Spotlight Frank on 4 Apr 2011
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What Covestor managers are buying: Rackspace Hosting (RAX, BBY, SOXL)
Keshav Agrawal is a CPA with a background in accounting and finance. He has more than 10 years of experience in trading stocks and derivatives for his personal account. Keshav believes that the market always offers opportunities. He follows various industries and companies depending on current domestic and international market conditions. He also owns suitable ETFs ... read more
Manager Spotlight Frank on 4 Apr 2011
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This Covestor manager trades the Nasdaq 100 ETF exclusively (QQQ)
Covestor manager Scott Daly is a fifteen year veteran of the investment management business. He describes his investment style as active management utilizing a proprietary method for strategic risk reduction. Here's how Scott got his start in investing: After a period of personally investing in mutual funds, I came to believe that buy and hold ... read more
Manager Spotlight Frank on 4 Apr 2011
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New Russia portfolio from DCA: Long RSX, Lukoil, VimelCom and Gazprom
New Covestor manager Diddi Capital Advisors Inc. is a New Jersey based boutique investment advisory firm specializing in Global and Emerging Markets Investment strategies. The experience of the firm since its inception in 2004 has been in investing in the emerging BRIC nations and frontier markets. Rahul Didi, the firm's founder, describes its investment approach ... read more
Manager Spotlight Mick Weinstein on 4 Apr 2011
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Leonard Fox: Reducing leverage with these two ETFs (QLD, UWM)
Minnesota based Covestor manager Leonard Fox worked for 25 years at AT&T. He retired from the company in 2003 to join Scarecrow Trading, which provides absolute return market index signals for individual account management, investment advisors, and investment clubs. In doing so, Scarecrow Trading has developed various signals that are built with absolute return algorithms ... read more
Manager Spotlight Frank on 1 Apr 2011
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Mosaic reports doubling of earnings; holding of this Covestor model (NYSE: MOS)
Fertilizer provider Mosaic Company (NYSE: MOS) reported earnings last night. Strong results, on the back of a rise in phosphate and potash fertilizer prices, which were in turn driven by a rise in food demand. From Reuters: The company's revenue jumped 30 percent [year over year] to $2.21 billion, although Wall Street had expected $2.34 ... read more
Manager Spotlight Mick Weinstein on 31 Mar 2011
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Lucas Krupinski's top holding: High-yielding REIT American Capital Agency (AGNC)
Editor's note: As of 9/20/11 Lucas Krupinski no longer manages a Covestor model Covestor model manager Lucas Krupinski is a Florida-based registered investment advisor with a focus on trusts and estates. Regarding his investment process, Lucas says "I go through company balance sheets and income statements thoroughly, and if anything catches my interest I make ... read more
Manager Spotlight Frank on 30 Mar 2011
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Teva, Transcept, Biodel and now Bristol-Myers Squibb - Jeremy Zhou's top holdings (BMY, TEVA, TSPT)
Jeremy Zhou manages Covestor's Biotech and Medtech portfolio, which launched just recently. He brings to his investing a strong background in nutrition, toxicology and finance: his academic background includes a B.S. degree in Nutrition & Toxicology and a Masters of Public Health (MPH) with an emphasis on Epidemiology from UC Berkeley. Jeremy is also ... read more
Manager Spotlight Frank on 30 Mar 2011
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Tarquin Coe's new Covestor model: Top-down, technical market timing
Tarquin Coe, based in New Rochelle, NY, is the editor of The Coe Report, a brand of Chartcraft Inc. Chartcraft is a provider of market research and technical analysis, founded in 1947 by A.W. Cohen and a developer of many analytical tools still in broad use (e.g. the NYSE Bullish percentage, the ADvisory Sentiment Index, ... read more
Manager Spotlight Frank on 28 Mar 2011
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A core equity portfolio - Vista IM's new Covestor model
John Frankola is the founder of Vista Investment Management, a Pittsburgh, PA based registered investment advisor that manages assets for high net worth individuals and institutional clients. As of January 2011, the firm has approximately $40 million under management. John has 33 years of experience in investment management, and previously held positions as Research Director ... read more
Manager Spotlight Frank on 28 Mar 2011
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