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Hedging my portfolio after January's big lift
On the short side, I have initiated a position in Bank of America (BAC) after a 30% up move and am looking for some sellers to enter the market.
Manager Commentary Eric Steiman on 14 Feb 2012
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You have to keep it simple
We see three great stocks for 2012: Apple (AAPL), Philip Morris (PM) and Cinemark (CNK)
Manager Commentary Walt Sokira on 14 Feb 2012
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My 5 high conviction holdings in the Long Term GARP model
It is nice to begin this portfolio on Covestor after having success with it elsewhere.
Manager Commentary Yale Bock on 13 Feb 2012
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The quick thesis for my four new positions
Here's why I consider these stocks attractive from a fundamental perspective.
Manager Commentary Don Merrell on 19 Jan 2012
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As investors in Europe, we need to see this 3-part solution
We are not optimistic that a political solution can be delivered, but at least we’ve begun to see the ECB act as a provider of liquidity.
Manager Commentary Atlas Capital on 18 Jan 2012
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Pfizer, Apollo Group and Cintas: Rising, yet still not fully valued
Meanwhile, Sprint could be mortally wounded - so we have it on a short leash.
Manager Commentary Jean-Luc Nouzille on 16 Jan 2012
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Expecting Frontier Communications and these REITs to outperform
It looks like the start of 2012 is going to be as volatile as 2011, with unresolved European issues, expanding U.S debt and presidential elections.
Manager Commentary Ben Wong on 16 Jan 2012
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Oracle's big miss is actually no reason to sell
The earnings announcement was discouraging, but there were some positive points.
Manager Commentary Andy Djordjalian on 28 Dec 2011
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Is Wal-Mart safe in a global downturn?
Here's why I believe Wal-Mart will continue to keep investors happy through the near future.
Manager Commentary Tyler Kocon on 22 Dec 2011
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Best Buy and Supervalu continue to look attractive
I reduced the portfolio’s heavy concentration in MS at a positive gain to employ into BBY and SVU after significant drops in those positions.
Manager Commentary Andy Schornack on 22 Dec 2011
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