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A real estate play that's riding the U.S. shale boom
The company is uniquely positioned in one of the strongest markets in the country
Manager Commentary Andy Schornack on 12 May 2012
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Don't listen to the shorts: Supervalu is a buying opportunity
This time of year always seems to be finicky in the markets so it is important to rely on the fundamentals and your thesis.
Manager Commentary Andy Schornack on 17 Apr 2012
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The Financial Sector is Poised for a Big Earnings Rebound
The market has recently pulled back from an impressive run thus far in 2012. The overall market has certainly been encouraging.
Manager Commentary Andy Schornack on 15 Mar 2012
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The financial sector has reawakened
This drove outperformance for both my Financial Services and Market Maven models.
Manager Commentary Andy Schornack on 15 Feb 2012
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How private equity firms work
PE firms are in the spotlight recently due to Mitt Romney's ascendance as the leader in the Republican primaries. Here's how they work.
Best of the Web Mick Weinstein on 17 Jan 2012
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Two sleeper financial stocks: Bank of America and Tower Group
2011 was a particularly tough year for the financial services sector, but there remains significant value in individual names and in the regional banks.
Manager Commentary Andy Schornack on 17 Jan 2012
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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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Adding to my KKR position for these 4 reasons
Call me an optimist, but I don't see Europe allowing such a drastic and negative situation to manifest itself to large scale contagion.
Manager Commentary Andy Schornack on 13 Dec 2011
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Uncertainty is the friend of the long-term value buyer
I think we are in a near-term bottoming process for the financial sector driven by fear and the unknown unknowns of the European crisis.
Manager Commentary Andy Schornack on 23 Nov 2011
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Here are the three largest positions in my new, cross-sector portfolio
My new Covestor model applies my approach to banking stocks to the broader market.
Manager Commentary Andy Schornack on 17 Oct 2011
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