Blog - Page 90 - Covestor

I'm a contrarian bull on Nokia - Vivian Lewis (NOK)

Author: Vivian Lewis Covestor model: International Yield Disclosures: Long NOK T. Michael Walkley of Canaccord Genuity, the Canadian brokerage, on May 25 issued a bullish note on Nokia Corporation (ADR) (NYSE: NOK), due to coming dual-SIM products. “We believe Nokia has a renewed sense of urgency under Stephen Elop’s leadership, and we believe ... read more

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Manager Commentary Frank on 21 Jun 2011
Why I bought Raytheon, Annaly and Activision Blizzard for the Net Payout Yields model - Mark Holder (MICC, RTN, NLY)

Author: Mark Holder, Stone Fox Capital Covestor model: Net Payout Yields Disclosures: Long RTN, NLY, ATVI The Net Payout Yields Model had a positive month on a relative basis, but on an absolute basis the model lost money. The model was down 0.15% versus the 1.35% drop for the S&P500. That’s more verification of how ... read more

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Manager Commentary Frank on 21 Jun 2011
Double dip recession or just a soft patch? - Capital Ideas (UAN)

Author: Capital Ideas Covestor model: ETF Only and Macro Plus Income Disclosures: Long UAN Today’s economic news big question: “Double dip or soft patch?” So far this year the DJIA has almost traced out a double dip of its own. The Dow rallied at the start of the year, only to fall back in ... read more

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Manager Commentary Frank on 21 Jun 2011
Behavioral missteps are an investor's biggest challenge - Jeremy Zhou

Author: Jeremy Zhou Covestor model: Biotech and Medtech Disclosures: Long VNDA, MAXY, LXRX I've long recognized an intriguing phenomenon whereby the amount of questions from friends regarding their investments is inversely related to the percentage gain of major market indices. Usually the questions can be grouped into two categories: “Do I sell now?” or “Is it too ... read more

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Manager Commentary Frank on 21 Jun 2011
Why I sold AGNC and bought FTR - Ben Wong

Author: Ben Wong Covestor model: Tactical and Opportunistic Disclosures: Long FTR In the beginning of June, I allocated 30% of the portfolio to Frontier Communications Corp (NYSE: FTR) and closed out my position in American Capital Agency Corp. (NASDAQ: AGNC). The reason I closed out AGNC was because it was nearing its 52 week ... read more

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Manager Commentary Frank on 21 Jun 2011
Natural gas will run out after oil, but well before coal

GE has another great infographic up, this time on natural gas. Investors in the energy sector will certainly find it helpful and informative, as it illustrates the amounts and geographical sources of remaining resources in comparison to oil and coal. Click through to access the interactive graphic, and to see its data sources: ... read more

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Best of the Web Mick Weinstein on 20 Jun 2011
Moneyball - the trailer [VIDEO]

Michael Lewis is the best business writer alive today. His first book was "Liar's Poker" in 1989, a gripping account of his experience working on Wall Street. Lewis more recently penned "The Big Short," a must-read on the 2008 financial crisis. Between these two, in 2003, Lewis wrote a book about the economics of baseball ... read more

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Best of the Web Mick Weinstein on 20 Jun 2011
What Google might tell us about where the economy's headed

Google's "Insights for Search" product allows users to view the number of web searches for a given search term over time and by geography. The Wall Street Journal explores how this might predict the likelihood of another recessionary cycle: Google searches for “double dip recession” have shot up in the past two weeks. “In the ... read more

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Best of the Web Frank on 20 Jun 2011
10 Clean Energy stocks I'd buy now - Tom Konrad

Author: Tom Konrad Covestor model: Energy Efficiency Disclosures: Long NFI-UN, CVT, COMV, ENOC, RPG, MGMXF, AXPW, NGLPF, ABTG, RKWBF. Buying opportunities return to clean energy. Two years ago I had a problem. In the universe of clean energy stocks I watch, I could not find any that I thought were good values. So I wrote an article ... read more

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Manager Commentary Frank on 20 Jun 2011
Teva Pharmaceuticals showing strong relative value, growth prospects - L. Eriksen (TEVA, NXTM, PXP)

Author: Leif Eriksen Covestor model: Performance with Protection and Global Growth Brands Disclosures: Long TEVA May was a quiet month for me. In my Performance with Protection portfolio, I bought Teva Pharmaceutical Industries Ltd (ADR) (NASDAQ: TEVA) and sold NxStage Medical, Inc. (NASDAQ: NXTM). I had a very good run with NXTM and I believe, for ... read more

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Manager Commentary Frank on 20 Jun 2011