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The Goal of S&P Best of Breed: To Outperform the S&P 500 (TGT, GPS, MMM)
The S&P Best of Breed model managed by Conrad Leifur is designed with the goal of outperforming the S&P 500. It does so by investing in large and liquid S&P 500 stocks that have the potential to outperform others within their sector while maintaining representative sector weights. Another goal of the model is to minimize ... read more
Manager Spotlight Yolander Prinzel on 4 Aug 2010
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Searching for Surprising Earnings (NTY, VECO, LZB)
The GEARS Covestor model, Earnings Surprise, puts its focus on companies that are likely to deliver an earnings number that serves as a pleasant surprise to investors. Positions for the model are chosen by financial statement analysis during which the manager looks for low corporate costs, rising sales growth, increasing growth profit margin and other ... read more
Manager Spotlight Yolander Prinzel on 2 Aug 2010
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Don’t Lose Money (LPHI, APOL)
Covestor model manager Lance Langenhoven has an easy to remember goal for investing in his Rule Number 1 model: Don't lose money. Langenhoven adopted this rule after reading the Phil Town book “Rule #1”. As you might have guessed already, that first rule is not to lose money. Predictably, the goal is to buy low ... read more
Manager Spotlight Covestor Live on 28 Jul 2010
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Buy and Hold After Indications of Price Movement (ALG, LXK)
Covestor model manager Richard Moore uses a buy and hold approach in his Market Comparables model. When choosing positions, Moore looks for price movement and valuation and then examines each potential position’s financial forecast to determine whether there is any hidden value or prospect for growth. One of the first top holdings in the Market ... read more
Manager Spotlight Covestor Live on 27 Jul 2010
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Earnings Surprises 7/27/10 (CBT, ELY, CERN, CTXS, CTV, GLW, JNY, LSI, MHO, MWV, NEWP, ROK, RYL, SLAB, TBL, TQNT, WDR, RFMD)
Author: Bob Gay - GEARS Disclaimer: Bob Gay owns RFMD, LSI and MHO in his Covestor Earnings Surprise Model. It was a light week for filings last week with only 4% of the GEARS company population presenting their most recent financial statements. The fundamentals improvement continues and cash flow growth is advancing. Companies that are ... read more
Manager Spotlight Robert Gay on 27 Jul 2010
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Earnings Surprises 7/26/10 (TM, COH, FARO, LF, MAS, MHO, SANM, SGY, SLAB, VECO, AA)
Visit Global Equity Analytics and Research Services (GEARS) on Covestor Disclaimer: The Covestor Earnings Surprise model owns ETM, SLAB, VECO) The earnings surprise pattern in fundamental data has a history. Over the past 15 years since filings began to appear on the Internet, we have observed many thousands of surprise patterns both positive and negative. ... read more
Manager Spotlight Robert Gay on 25 Jul 2010
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Earnings Surprises 7/22/10 (ALV, F, JCI, NVR, SKY, BPOP, UBSI)
Visit Global Equity Analytics and Research Services(GEARS) on Covestor I have chosen companies that will report their earnings on July, 23 that have a positive surprise pattern in their 2Q2010 fundamentals. I have pared down that list to focus on companies with depressed share prices. These should give us the biggest bang for the buck ... read more
Manager Spotlight Robert Gay on 22 Jul 2010
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Freeport McMoran Cop-Gold (FCX) – Global Equity Analytics & Research Service (GEARS)
Global Equity Analytics & Research Service LLC. Robert Gay, Director of Research -- Website: http://www.the-gears.com Freeport McMoran Cop-Gold (FCX) $67.97 – May 17, 2010 (http://www.google.com/finance?q=fcx) Current Positive factors are: Lower interest costs/sales(inverted) Higher income taxes to sales Lower SGA costs to sales(inverted) Lower shareholders capital(inverted) Lower inventory turnover(inverted) Higher net shareholder wealth Higher sales growth ... read more
Manager Spotlight Robert Gay on 22 Jul 2010
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Blackrock Inc (BLK) – Global Equity Analytics & Research Service (GEARS)
Global Equity Analytics & Research Service LLC. Robert Gay, Director of Research -- Website: http://www.the-gears.com Blackrock Inc (BLK) $171.00 – May 17, 2010 (http://www.google.com/finance?q=blk) Current Positive factors are: Lower shareholders capital(inverted) Increased cash from operations ROI Higher net shareholder wealth Rising gross margin Current Negative factors are: Decreased cash from operating atv ROI Disclaimer: Robert ... read more
Manager Spotlight Robert Gay on 22 Jul 2010
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Western Digital Corp (WDC) – Global Equity Analytics & Research Service (GEARS)
Global Equity Analytics & Research Service LLC. Robert Gay, Director of Research -- Website: http://www.the-gears.com Western Digital Corp (WDC) $39.08 – May 17, 2010 (http://www.google.com/finance?q=wdc) Current Positive factors are: Lower interest costs/sales(inverted) Higher net shareholder wealth Increased cash from operations ROI Increased cash from operating atv ROI Rising gross margin Rising EBITDA margin Lower SGA ... read more
Manager Spotlight Robert Gay on 22 Jul 2010
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