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New Positions on Covestor (AMZN, SKF)
Today let’s look at two bearish additions in the form of a short sale and an ETF. In his Opportunistic Arbitrage model Mark Holder takes advantage of opportunities he sees in the market. This includes investing in sectors that have been beaten down. This week, Holder sold short shares of Amazon.com Inc (NASDAQ:AMZN). With a ... read more
Positions Yolander Prinzel on 30 Jul 2010
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New Covestor Position: Mercardo Libre (MELI)
Author: Michael Arold Disclaimer: Michael Arold owns MELI in his Covestor Technical Swing model. July 29, 2010: Mercardo Libre is an online commerce platform in Latin America. The company is often called the “EBay of Latin America” and has been on my watchlist for a while since it has been showing superior trading characteristics. During ... read more
Positions Covestor Live on 29 Jul 2010
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New Positions on Covestor (EBAY, RFMD)
Let’s take a look at two positions added by our Covestor model managers this week. One manager looks beyond creative accounting for his model while the other uses a rotational approach to investing in sectors and market indices. We’ve talked about Sean Hannon’s Bottom-Up Analysis portfolio before and mentioned its goal to look beyond creative ... read more
Positions Yolander Prinzel on 29 Jul 2010
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Daily International Briefing from Global Investing (GSK, MLNX, TEF, PT, RDY)
Author: Vivian LewisDisclaimer: Vivian currently owns GSK in her Covestor International Yield Model. Mellanox (NYSE: MLNX) is the Israeli maker of connectivity devices for servers, ethernet and financial data centers, storage systems, cloud computing, and supercomputers. On July 21, 2010 MLNX reported after the market close 2Q2010 revenues at $40 mn, up 10.4% sequentially, and ... read more
Positions Vivian Lewis on 27 Jul 2010
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New Positions on Covestor (V, PAYX)
Today let’s look at the new positions added by two different mangers—one who looks at cash flow and liabilities before adding positions and one who looks for under-priced companies that pay dividends. We’ve talked about Covestor manager Donald Jowdy’s Suncoast Equity model here. This week, Jowdy added Visa Inc (NYSE:V) to this cash flow and ... read more
Positions Yolander Prinzel on 23 Jul 2010
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Daily International Briefing from Global Investing (NVS, CAL, PT, TII, CVE, BCS, GSK, TEVA, MLNX, ORA)
Covestor.com’s model manager Vivian Lewis offers her daily international briefing. Note that not all companies are held in the International Yield Covestor Model. Rather, some are just International Companies that Vivian tracks. Followed Securities Disclaimer: Vivian currently owns GSK, CVE and BCS in her Covestor Top International Model. The value of the Novartis (NYSE: NVS) ... read more
Positions Vivian Lewis on 22 Jul 2010
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Daily International Briefing from Global Investing (GSK, BLX, VIT, WILC, NABI)
Covestor.com’s model manager Vivian Lewis offers her daily international briefing. Disclaimer: in her International Yield Covestor Model, Vivian owns GSK and BLX. VIT, WILC and NABI are currently not owned in the Covestor International Model. Rather, these are just International Companies that Vivian tracks. The burden hanging over Glaxo Smith Kline (NYSE: GSK) for years ... read more
Positions Vivian Lewis on 22 Jul 2010
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New Positions on Covestor (BCS, SWN)
There has been a lot of movement Covestor Models this week, let’s take a look at some of the new positions our model managers have brought in. We discussed Vivian Lewis’ International Yield model a few weeks ago. This week, Lewis added Barclays PLC (NYSE:BCS) to her model. BCS provides financial services globally. The company ... read more
Positions Yolander Prinzel on 21 Jul 2010
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Daily International Briefing from Global Investing (IBN, PT, GSK, VVUS, FCO, BNS, WSH, SLB, RIG, TS)
Covestor model manager Vivian Lewis offers her daily international briefing. Note that not all companies are held in the International Yield Covestor Model. Rather, some are just International Companies that Vivian tracks. Market Update for Tuesday July 19th, 2010 US data is actually expected to be woeful. Especially existing home sales (Friday) - forecast to ... read more
Positions Vivian Lewis on 19 Jul 2010
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New Positions on Covestor (IJS, PCLN, DPS)
David D’Amico of Braver Wealth Management, bought iShares S&P SmallCap 600 Value Index Fund (IJS) in his Diversified model this week. This model has an ETF allocation strategy with no more than 20% invested in fixed income. D’Amico uses computer models for analysis to decide what ETFs to add to the model. The IJS fund ... read more
Positions Yolander Prinzel on 16 Jul 2010
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