BLK
7 posts
Bob Gay of GEARS manages Covestor's Earnings Surprise model. In this post he shares his methodology as well as the trades he made this month.
A few weeks ago we talked about the Technical Swing model on Covestor–a model that attempts to take advantage of short-term price swings—and the new positions manager Michael Arold added to the model. This week, Arold added two more. The first was BanColombia SA (NYSE: CIB), a bank with clients […]
Covestor model manager Harsh Nahar takes a bottom up approach to identifying appropriate investments for his Bottom Up Concentrated model. He also looks for positions with price movements created by short-term irrationalities. The top holding in this model is Citigroup Inc (NYSE: C). In 2009, C’s net revenues increased to […]
Global Equity Analytics & Research Service LLC. Robert Gay, Director of Research — Website: http://www.the-gears.com Blackrock Inc (BLK) $171.00 – May 17, 2010 (http://www.google.com/finance?q=blk) Current Positive factors are: Lower shareholders capital(inverted) Increased cash from operations ROI Higher net shareholder wealth Rising gross margin Current Negative factors are: Decreased cash from […]
Visit Global Equity Analytics and Research Services (GEARS) on Covestor The positive surprise pattern is traced in fundamental data. Companies with rising sales growth, higher gross profit margins, lower fixed costs to sales, lower financing cost, and rising profitability are more likely to announce a positive surprise. The Earnings Surprise Model […]
VisitGlobal Equity Analytics and Research Services(GEARS) on Covestor Positive surprises continue to outnumber negative ones by a wide margin. Maybe that should not be such a surprise when during 1Q2010 over 80% of companies showed a rising sales growth rate and nearly 70% recorded a profit margin improvement (according to […]