January, 2011 Archive

In the money

Best of the Web //

In Davos, questioning the wine and the art – Felix Salmon and Dan Arieli World market valuation heat map – Seeking Delta Big mac inflation versus official inflation rates – The Economist’s Daily Chart Super Bowl Indicator: The Secret History – Jason Zweig, WSJ John

What Covestor managers are buying: SMTC (SMTX, MKSI)

Positions //

*See important disclosures. Analytic Investment added electronics manufacturing services provider SMTC (NASDAQ: SMTX) to its Focus Value model last week. Focus Value is a model that attempts to take advantage of equity mispricing opportunities caused by market inefficiencies. Over the past few months, SMTX has