The Quantemonics Relative Value portfolio has been lagging the sharp rise in the market since November 2011.
March, 2012 Archive
Drawing inspiration from Buffett's generals and work outs
Warren Buffett had three types of investments when he ran his partnerships: generals, work outs, and control investments.
SodaStream: A smart move for the patient investor
As first quarter earnings came out, most of our companies continued to show tremendous success in their businesses.
MoneyShow.com interview with Covestor model manager Robert Gay
Manager Robert Gay of GEARS is asked what makes his investment models tick and how individuals can match him trade-for-trade at Covestor.
Why an Apple buyback may be a negative signal
A big Apple stock buyback or dividend may be viewed as admission by top brass that it cannot manage such a large and valuable company effectively.
A dirty word returns ahead of today's Next Invest conference
Just when you thought it was dead, stagflation is making its way into the conversation again. Ahead of the free conference, NextInvest participants weigh the potential for its return.
Why I Love this Unloved mREIT
My three-year-old granddaughter feels weird when she goes to a little boy’s birthday party, as opposed to a little girl’s.
Riding Herd Over My Model's Lineup Yields Gains
The Buy and Hold model had a good month in February maintaining a slight edge over the S&P 500 index for the month.
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.
We Still Believe in the Future of Mannkind
Don't get burned by the weather! The weather in much of the US has been a month or two ahead of the calendar in terms of average temperatures.