John Frankola is the founder of Vista Investment Management, a Pittsburgh, PA based registered investment advisor that manages assets for high net worth individuals and institutional clients. As of January 2011, the firm has approximately $40 million under management. John has 33 years of experience …
What Covestor managers are buying: Best Buy (BBY, ARO, HOLL)
For his Flexible Value portfolio, Covestor model manager Walter Lu aims to maximize total returns in the long term by using a deep value investing approach that looks for liquidations, arbitrage opportunities and special situations. Current top positions include Hollywood Media Corp (HOLL), Celgene Corp …
A quantitative approach to the markets - Focal Point Management (QQQQ, SH)
Focal Point Management is a California-based investment advisor founded by Amin Khakiani. A graduate of the University of Michigan, Khakiani brings a quantitative background in engineering and mathematics, as well as eleven years' experience in corporate finance to the management of two of Covestor's quantitative models, Quantitative …
What Covestor managers are buying: Lowe's Companies (LOW, DOW, EMC)
For his S&P 500 Best of Breed portfolio, Covestor model manager Conrad Leifur attempts to outperform the S&P 500 by identifying those component stocks that have the greatest potential to outperform their respective sectors. Current top positions include EMC Corp (EMC), Chevron Corp (CVX) and The Dow …
Seeing opportunity in these oil and gas companies - D5 Advisors (EOG, COG, PXP)
D5 Advisors' team has seen a thing or two over the past 25 years of investing. Though the Connecticut-based firm was launched in 2007, its roots began in 1995 when it was known as Trident Advisors, focusing on relative value strategies. D5 Advisors is the …
What Covestor managers are buying: Dell (DELL, QCOM, GOOG)
For his Performance with Protection portfolio, Covestor model manager Leif Eriksen takes a top-down fundamental approach that favors large- and mid-cap companies. His goal is to outperform the market over the long run while protecting capital. Current top positions include Qualcomm Inc (QCOM), Devon Energy …
Michael Wagner: Airline pilot, Covestor model manager (MCZ, BNX)
Michael Wagner knows risk. An airline pilot by profession, he has a deep respect for the riskiness of a situation, which he brings to his investment philosophy. A graduate of Ball State University, here's how Michael became interested in investing: I got interested in trading …
What Covestor managers are buying: Baidu (BIDU, CCJ, SLV)
For his Technical Swing portfolio, Covestor model manager Michael Arold uses technical indicators in conjunction with a discretionary view of trending stocks and sectors to capture profits in short term price swings. Current top holdings include ProShares UltraPro Short S&P 500 (SPXU), Cameco Corp (CCJ) and iShares Silver …
BFI Advisors: Modeling investor sentiment (HYG, EMB, RSX)
Behavioural Finance Investment (BFI) Advisors eschews strict fundamental and technical investing in favor of a behavioral approach. Since 2009, the group, led by Dr. S.J. Feldman, Ricardo Vernazza, Philip Braun and Chris Panon, has been modeling sentiment in an attempt to quantify the extent of …
Comparing taxes around the world
CreditLoan presents this fascinating infographic comparing both corporate and personal tax rates around the world. Now we wait for an infographic showing the mass migration from Denmark to Switzerland!
Frank Voisin
