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Why I bought Iconix and dispatched DirectTV
Iconix has grown its revenues from $30 million to almost $400 million over the last 5 years.
Manager Commentary Yale Bock on 7 May 2012
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The five stocks powering our long-term growth model
Our model has almost 85% of its market value held in 5 holdings: Liberty Interactive, Intuit, Direct TV, Quest Diagnostics, and Starbucks.
Manager Commentary Yale Bock on 17 Apr 2012
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Why Liberty Interactive and DTV Continue to Perform
In the Long Term GARP model, all most 85% of the market value of the portfolio is held in five holdings, including Liberty Interactive (LINTA), Intuit (INTU), Direct TV (DTV).
Manager Commentary Yale Bock on 7 Mar 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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Entertainment stocks: Selling dreams to the Have-nots
Businesses that can help people kill time, escape from reality and fantasize about a parallel life can prosper in a stagnating economy and an unequal society.
Manager Commentary Rocco Huang on 23 Jan 2012
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I've gone into lockdown mode; buying Johnson & Johnson, others (JNJ, NWL, GLW)
Author: Leif Eriksen Covestor model: Performance With Protection, Global Growth Brands Disclosure: Long GLW, GOOG, TEVA, JNJ, NWL, CTCT, DTV, IACI I’ve gone into lockdown mode in my more conservative Performance With Protection portfolio. I established new positions in Johnson & Johnson (NYSE: JNJ) and Newell Rubbermaid Inc. (NYSE: NWL) and added to positions in Corning Incorporated (NYSE: ... read more
Manager Commentary Frank on 22 Jul 2011
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Fewer Outstanding Shares, More Competitive Advantages
Portfolio manager David Fried puts his focus on those companies that have bought back some of their own shares, reducing some of the dilution of the market. In addition to buy backs, Diversified Buybacks pays close attention to the financial health and stability of the companies he buys and analyzes their earnings, cash flow, management, favorable ... read more
Manager Spotlight Covestor Live on 1 Jun 2010
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