Ginu Thomas manages the Discount to Intrinsic Value model with a value-based approach to investing. He looks for undervalued positions that are not likely to have significant declines in value in future years. Once undervalued positions reach intrinsic value, they will be sold. The top …
Core Positions mixed with Day Trading (AAPL, DRYS)
The Bottom-Up Analysis Agg model managed by Epic Advisors is the result of financial analysis and market timing. The model is a combination of day trading positions and core positions that are held until the stock reaches intrinsic fair value. The goal for market timed …
Markets Show Modest Gains for the Week (FCX, GE, CYH, THC, GMCR)
According to the U.S. Census Bureau, the trade deficit dropped 13 percent--from $44.6 billion in September to $38.7 billion in October. The report (which you can view here) illustrates this increase in demand for U.S. goods, but also shows that the gap between imported goods …
MergerArb: Mergers and Takeovers (TLCR, AAI, LUV, BUCY, CAT)
The MergerArb model managed by Atlas Capital stays focused on US companies that are definite or potential takeover targets. Atlas Capital uses screening guidelines to choose which pre-takeover companies to add to the model. These guidelines consider liquidity, premium and share prices of the company. …
Five Percent Yield through Multiple Sectors (MSB, ARLP, CAT, BUCY)
In their Growth Plus Income model, managers BSG&L look for a target yield of 5 percent with bond ETFs and dividend-paying stocks. Their holdings can stretch across multiple sectors and investments. They target overweight sectors and look to income positions to reduce risk. Income producing …
New Managers on Covestor (EZCH)
model for Covestor, Undervalued Growth Companies, identifies those companies with a unique product and the financial resources to withstand economic stress but
Maximizing Returns with Undervalued Companies (QUIK, WAVX)
Undervalued Growth Companies model manager Gehman Capital attempts to build a diversified portfolio of undervalued stocks within the model. Their goal is to maximize returns and add undervalued companies that have a unique product, are in a growth industry and that have sufficient financial resources …
The TenStocks Model: Looking for Value and Special Situations (BAC, IMOS, ESV)
The TenStocks model takes both a top down and a bottom up approach to creating a model with deep value and special situation investments. The model currently has four holdings and is long only. The top holding in TenStocks is Bank of America Corp (NYSE: …
Interview with Model Manager Robert Freedland (HOLX, QSII, ABT, RMD, WAG, CVS, RAD, PDCO)
This week we talked to optical surgeon and 42-year investing veteran Robert Freedland about his new Healthcare model. Covestor LIVE: What made you decide to create your Healthcare model? Robert Freedland: I have been with Covestor for several years and was fortunate to be one …
Long-Term Capital Appreciation with Minimal Volatility (PBP, CIU, VGK)
The Fundamental Asset Allocation model managed by Prism Capital uses a fundamental approach to investing and focuses on long-term capital appreciation as well as risk management. The model is diversified globally among many different asset classes and is designed to have minimal volatility in order …