As the Greek elections loom, here's a look at a few stock sectors that may be able to weather Europe-bases weakness better than others.
NYB
9 posts
This time of year always seems to be finicky in the markets so it is important to rely on the fundamentals and your thesis.
2011 was a particularly tough year for the financial services sector, but there remains significant value in individual names and in the regional banks.
Author: Andy Schornack Covestor model: Financial Services Disclosure: Long LXP, NYB, CWH-D, FMER, TWGP February was the sixth straight month of model portfolio gains. A rising tide certainly lifts all boats, and this portfolio is no exception. However, I did spend particular time researching investments to position the portfolio into the […]
In his Financial Services model, Andy Schornack invests in positions within the financial services and real estate sectors. Before buying a position, he conducts a detailed financial analysis as part of his bottom-up approach. The model takes long positions only and limits investments to U.S. equities. He also looks for […]
This week we’d like to introduce three new managers with models on Covestor. Let’s start with Kevin Stewart who is a CFA as well as a Harvard Business School and Wharton School graduate with 25 years of experience in the investment industry. His Covestor model, Top Internationals, is an opportunistic […]
Disclaimer: Andy Schornack owns LXP, NYB and KKR in his Covestor Financial Services model. August 3, 2010: The month of July was a great month in the overall market. Stocks across the board saw significant gains (Yahoo Finance). The portfolio finished behind the benchmarks, XLF, VNQ, and S&P 500, but […]