Andy Djordjalian - Covestor

Oracle's big miss is actually no reason to sell

The earnings announcement was discouraging, but there were some positive points.

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Manager Commentary Andy Djordjalian on 28 Dec 2011
South America and Emerging Markets stocks: Q4 outlook

Sure, there may be tough times ahead for the economy, but that doesn't necessarily mean you should stay out of the stock market.

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Manager Commentary Andy Djordjalian on 21 Sep 2011
Investing in emerging markets with Covestor

A recent AOL DailyMarkets article points to Covestor as an option emerging markets investors should explore.

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Covestor News Mick Weinstein on 11 Sep 2011
Mexican stocks are outperforming, while Peruvian stocks slump (NIHD, XRA, EWW)

Author: Andy Djordjalian Covestor model: South America Disclosures: Long SSRI, NIHD, EWW, XRA June was a rough month for the global markets due mainly to concerns about European sovereign debt. Emerging markets were sharply down by the middle of the month but recovered most of that by the end of June as the Greek-debt ... read more

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Manager Commentary Frank on 15 Jul 2011
Latin American markets still growing in a healthy manner - A. Djordjalian (GFA, BAP, XPL)

Author: Andy Djordjalian Covestor Model: South America Disclosure: Long XPL, BAP, GFA This is my first report since March. Sorry about the delay. I hope that, as a replacement for the missing reports, you had the chance to read the rationale for my purchase of Gafisa (NYSE: GFA) that Frank Voisin kindly published on ... read more

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Manager Commentary Frank on 14 Jun 2011
Why I added Brazilian homebuilder Gafisa SA to my portfolio - A. Djordjalian (GFA)

Manager: Andy Djordjalian Model: South America Andy Djordjalian is a private investor living in Buenos Aires, Argentina. He manages Covestor's South America model, which diversifies across South American countries, asset classes and industries. He recently purchased Gafisa SA (NYSE: GFA) for the model, so we asked Andy to share his investment thesis with us. His ... read more

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Manager Commentary Frank on 13 May 2011
As emerging markets go, so goes South America - A. Djordjalian (EWZ, ECH, BRF, EEM)

Author: Andy Djordjalian Covestor model: South America Disclosure: None *See important disclosures I feel I should begin by apologizing about not delivering a report for February, more so considering that January was a poor month for the South America model and therefore an explanation would have been useful. This poor performance was a reflection of generalized ... read more

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Manager Commentary Frank on 10 Mar 2011