Dan Plettner seeks to exploit inefficiencies in Closed-End Funds and other under-followed exchange-traded securities across multiple asset categories. He first entered the Investment Industry directly out of college in 1997. After achieving “NSD award” as retail Financial Advisor at Morgan Stanley Dean Witter, he relocated …
Why I went long silver and two oil services stocks - M. Arold (BLX, RAX, SGI)
Author: Michael Arold Model: Technical Swing Disclosure: Long BLX, RAX, SGI, SLV, OII, TTI, TTM I went into the month of March with a bearish bias. The Middle East crisis had just started, and important market breadth indicators such as the S&P 500 Percent of …
How is this market rising, despite world events? - Vista Investment Management (SPY, IWM)
Author: John D. Frankola, Vista Investment Management Covestor Model: Core Holding Disclosure: None Let’s say you possessed a crystal ball which could foretell significant world events months before they happened. At the beginning of the year, the crystal ball predicted there would be major political uprisings …
The market is currently high risk, so I'm staying hedged - R. Moore (SH, RWM, OME)
Author: Richard Moore Covestor Model: Market Comparables Disclosure: None Richard Moore is a Covestor manager with more than 40 years of investment experience. Richard has worked for banks, mutual funds and investment advisors. Richard believes it's counterproductive to spend time trying to outguess the market …
Mannkind Corp and the SEC's FDA chemist case (MNKD)
Author: Patrick McFadden, M2 Capital Holdings Covestor Model: M2 Global Disclosure: Long MNKD Good for Mannkind? The recent insider trading case brought by the SEC against a chemist working in the Center for Drug Evaluation and Research within the FDA, may not bode well for …
These ETFs capture our highest conviction macro trends - Capital Ideas (MOO, XES, USL)
Author: Karen Burns and CJ Brott, Capital Ideas Inc Covestor Models: Macro Plus Income, ETF Only Disclosure: Long MDY, XES, MOO, EFA, USL Capital Ideas' macro models invest in large, forward looking market themes. Currently we continue to believe the most important investment themes are …
Inflation is coming, so I'm long gold and silver - P. Kurata (GLD, SLV, WMT)
Author: Peter Kurata Covestor Model: CANSLIM Disclosure: Long SLV, GLD March continued to head fake and fool investors. Inflation has been most obvious at the gap pumps, and while we consumers complain about $4/gallon gas, the government simply turns its head the other way, as …
The market is fairly valued, so here's how we're playing it - Laureola Asset Management (SPY)
Jack Brown, Laureola Asset Management Covestor Model: Dividend Payers Disclosure: None Laureola Asset Management is an SEC registered investment advisor
Why I sold Westell Technologies - R. Moore (WSTL)
Richard Moore is a Covestor manager with more than 40 years of investment experience. Richard has worked for banks, mutual funds and investment advisors. Richard believes it's counterproductive to spend time trying to outguess the market on large, widely-followed stocks, so he screens the broad …
Why I sold Tesla Motors - J. Barkasy (TSLA)
We recently profiled a trade by Covestor model manager Jesse Barkasy, whereby Jesse sold Tesla Motors (NASDAQ: TSLA) from Covestor's Trend Following model. As mentioned there,, this model uses trend following and chart reading techniques. The model will take big risks investing large portions of capital …
Frank Voisin
