IMOS
12 posts
In the Long Term GARP model, all most 85% of the market value of the portfolio is held in five holdings, including Liberty Interactive (LINTA), Intuit (INTU), Direct TV (DTV).
Here's why Covestor manager TenStocks likes Bank of America, Chipmos Technologies and Hutchinson Technology
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: BAC). BAC has had some […]
The S&P 500 has fallen approximately 13% between August 27, 2010 and its recent April 23, 2010 high and being 90% cash during this period was not a bad place to be. The lower market in August allowed us to put a bit more money to work. We added Chipmos Technologies (IMOS) and Bank of America (BAC). We believe both will contribute to long term future performance.