Analytic Investment

Look for M&A from U.S. companies in search of a skilled workforce

The US equity market put in a bottom on October 5th, the date of Steve Jobs’ death.

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Manager Commentary Hengfu Hsu on 15 Nov 2011
Even flat Q3 earnings could boost the U.S. equity market

We could see rallies similar to October 1982 or October 1974 if the current pessimistic view proves to be unjustified after corporations turn in their Q3 report cards.

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Manager Commentary Hengfu Hsu on 20 Oct 2011
Keep your eye on corporate earnings

After such a big correction in the equity market, the probability a full-blown bear market increases if earnings start to slow down significantly.

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Manager Commentary Hengfu Hsu on 16 Sep 2011
Drawdown is unavoidable. The question is what you learn from it.

In this series, we’ve asked Covestor managers: “What is the single most important lesson you’ve learned about being a successful investor, and how do you try to apply that today?” Author: Hengfu Hsu, Analytic Investment LLC Covestor models: Focus Value, Dividend, Enterprise Value, Deep Value, Opportunistic Value, Earnings Growth * * * I was born ... read more

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Manager Spotlight Mick Weinstein on 1 Sep 2011
Equity valuations remain cheap and earnings are on an uptrend - Analytic Investments

Author: Hengfu Hsu, Analytic Investment LLC Covestor model: Focus Value, Dividend, Enterprise Value, Deep Value, Opportunistic Value, Earnings Growth Disclosures: None The S&P 500 index finished the month of July with a loss of 2.15%, well below its 10-year average July gain of 0.343% from 2001 to 2010. The last few trading days ... read more

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Manager Commentary Frank on 9 Aug 2011
Clorox releases earnings under shadow of Icahn (CLX)

Clorox Co (NYSE: CLX) has recently found itself in the position of being activist shareholder Carl Icahn's latest target. Earlier in July, the famed investor made an offer to buy the company for $10 billion. Clorox rejected Icahn's initial offer. Clorox is officially saying “no way” to the billionaire investor’s offer to buy the company for ... read more

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Positions Frank on 7 Aug 2011
Archer Daniels Midland earnings hit by corn prices (ADM)

Archer Daniels Midland Company (NYSE: ADM) is a vertically integrated agriculture conglomerate, with operations in procurement, transport, storage, processing and merchandising of a wide array of aggricultural commodities. The company recently reported its Q2 earnings: [ADM] today reported net earnings for the fiscal year ended June 30, 2011, of $ 2.0 billion and record segment operating ... read more

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Positions Frank on 3 Aug 2011
O'Reilly Automotive may have benefited from the recession (ORLY)

O’Reilly Automotive, Inc. (NASDAQ: ORLY) is a specialty retailer of automotive aftermarket parts, tools, supplies, equipment and accessories in the United States, selling its products to both do-it-yourself (DIY) customers and professional service providers. The company recently released its Q2 2011 earnings. According to The Wall Street Journal, O'Reilly Automotive Inc.'s (ORLY) second-quarter earnings ... read more

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Positions Frank on 29 Jul 2011
McDonald's changes its Happy Meal - will investors approve? (MCD)

On Tuesday, July 26, it was announced that McDonald's Corp (NYSE: MCD) would be putting its iconic Happy Meal on a diet. Menu changes underway include the addition of more nutritionally-balanced choices that meet McDonald’s reputation for great taste and affordability, along with an increased focus on providing nutrition information that enable customers and employees ... read more

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Positions Frank on 27 Jul 2011
Hello Ruby Tuesday: Carlson Capital and Covestor's Analytic Investment are bulls (RT)

Ruby Tuesday Inc (NYSE: RT), owner of the eponymous casual dining restaurant chain, owns and operates 656 restaurants and franchises operations in 14 foreign countries. The company's shares have performed poorly this year, down 15.6% (as of 7/1). This performance has attracted the interest of activist investor Carlson Capital. According to Market Folly: Clint Carlson's ... read more

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Positions Frank on 5 Jul 2011