From CNBC this morning, here's Berkshire Hathaway's (NYSE: BRK.A) departing executive David Sokol. Money quote: "Knowing today what I know, what I would do differently is I just would never have mentioned it to Warren, and just made my own investment and left it alone." …
2011 Archive
Tesla stock could go to $135/share - Morgan Stanley analyst (Nasdaq: TSLA)
Morgan Stanley analyst Adam Jonas upgraded Tesla Motors (Nasdaq: TSLA) this morning in a big way - with a $70 price target, and a bull case scenario that the stock goes to $135/share, which is more than 400% up from here. It's a 50 page …
Mosaic reports doubling of earnings; holding of this Covestor model (NYSE: MOS)
Fertilizer provider Mosaic Company (NYSE: MOS) reported earnings last night. Strong results, on the back of a rise in phosphate and potash fertilizer prices, which were in turn driven by a rise in food demand. From Reuters: The company's revenue jumped 30 percent [year over …
Nuclear power supplier Entergy Corp - recent buy for Mark Holder's model (ETR, CSX, WLP)
Covestor manager Mark Holder has over 15 years of investment experience and is a CPA. He believes that the best market opportunities arise from underfollowed or underappreciated ideas. Holder manages Covestor's Net Payout Yields model, which Invests in stocks with high Net Payout Yields, which is the …
Robert Gay: Buying Intel, but hedging with an inverse ETF (INTC, BGZ)
Global Equity Analytics and Research Services LLC (GEARS) was founded by Robert Gay as a proprietary learning-based electronic documentation interpretation software company. Prior to founding GEARS, Robert was Vice President and Director of Quantitative Research at Donaldson, Lufkin and Jenrette in New York. Robert was selected to …
What Covestor managers are buying: Lululemon and MolyCorp (LULU, MCP)
Covestor model manager Raymond Urci brings more than 20 years of investing experience to New York based QSP Group LLC. He manages Covestor's QuantStockPicks model. Here's the strategy: QuantStockPicks provides a systematic, quantitative swing trading strategy to actively trade equities in both volatile and static markets. …
Shocker at Berkshire Hathaway: Buffett's Heir Apparent Sokol Resigns (BRK.A, BRK.B, LZ)
Legendary investor Warren Buffett, head of Berkshire Hathaway (NYSE: BRK.A), issued a press release today announcing that David Sokol (pictured) one of his top executives at the company and the frontrunner to replace Buffett, has resigned. Buffett writes: "Dave’s [resignation] letter was a total surprise …
What was the best investment ever?
Some great responses to the question on Quora - first up, Benedict Evans goes back to the 15th century: Ferdinand & Isabella's decision to back Columbus paid off pretty well. Spain ruled most of the south American continent for the next 300 years and used …
Lucas Krupinski's top holding: High-yielding REIT American Capital Agency (AGNC)
mortgage pass-through securities and collateralized mortgage obligations. Philip Mause recently explained this type of investment model: The world of real
What Covestor managers are buying: Northrop Grumman (NOC)
Covestor model manager Fat Pitch Financials focuses on special situation stocks and is a value investor. George Silva runs the company and is an economist who did his undergraduate degree at Cornell University and his Masters at Yale University. George has twenty years of experience investing …