Market Momentum for Investing Direction

Profiles //

Today we are going to take a look at the top holdings of portfolio manager Robert Foo. Foo uses market momentum to determine his investment strategy. During a bull market Foo invests in large-cap equities as well as exchange traded funds (ETFs) that are underleveraged.

Financial Statements sans Creative Accounting

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Creative accounting is no match for Epic Advisors’ model Bottom Up Analysis. This portfolio takes away the unbridled optimism offered by creative accounting and looks deeper into the financial statements of each company to assess its value. Then, using a proprietary system, Bottom Up Analysis

Fundamental Analysis and Irrational Price Movements

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Harsh Nahar uses a fundamental approach to analyzing positions for his portfolio. He focuses on financials of the companies and their adherence to Generally Accepted Accounting Principles (GAAP) before determining whether or not he will buy. Nahar also likes to watch for irrational price drops as

Under-Priced Closed-End Funds

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Closed-end funds often trade below their net asset value (NAV). This market inefficiency can offer a competitive advantage for both buy and hold investors and short sales because it allows the investor to buy the fund at a discount. Dan Plettner’s model, Long/Short Opportunistic, exploits

Factoring Earnings Growth into Stock Price

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Model manager BSGL has created a portfolio loaded with equities with at least a 15% return on equity and a PEG ratio that factors a company’s earnings growth into the standard price to earnings ratio formula. This is done by dividing the company’s price to earnings

New Positions on Covestor

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Manager Douglas Estadt is a manager who focuses his short-term holding model on companies with growth stories that are credible but whose price in the market shows that they are still under-valued. This week Douglas bought Baidu Inc (NASDAQ:BIDU). At just over 72, BIDU’s price

Profiles

What makes these smart investors tick? Interviews and insights.