Yearly Archives: 2010

Testing the theory that consensus estimates affect short-term price fluctuations (LRCX, RES)

When we interviewed J. Stephen Castellano of Ascendere Associates last month about his Systematic Long-Only model, we found his take on consensus estimates interesting. Consensus estimates (see definition) are provided by most media outlets like Yahoo Finance that have financial news and stock information. What was interesting about the Ascendere […]

The Ride of Your Life

London-based Lazar Dzamic created this infographic in the format of a subway map, entitled ‘The Ride of Your Life’, to illustrate some of the darker sides of capitalism. Click to enlarge: Dzamic, a Digital Planning Director at Kitcatt Nohr,  describes his motivation: It was inspired by two books: Robert Cialdini’s ‘Influence: the […]

Daddy’s Day

An illuminating ongoing series in The New York Times examines recent changes in women’s prominence and economic impact on societies around the world. Today’s piece focuses on shifting work schedules in Holland, where more fathers in demanding professions are moving to a 4-day workweek to allow a day with their young […]

2010 Holiday retail sales increased – how will that affect retail stocks? (TGT, BBY, MW, SHLD, WMT, JCP)

The International Council of Shopping Centers (ICSC) and Goldman Sachs released their weekly index of chain-store sales this week. The report (found here) shows that chain store sales during the week of December 25th were up 1 percent from the prior week and up 4.8 percent year-over-year. This was especially […]

How the art market works, in one brilliant drawing

New York artist William Powhida produced this drawing on the dynamics of the current art market, entitled “A Guide to the Market Oligopoly System” (click for larger version): Reuters’ finance blogger Felix Salmon recently bought the drawing, and Salmon now has an indepth analysis of it that’s required reading for anyone […]

Large Cap Companies in One Model (LINTA, WFC, ORCL)

In their Large Cap model, manager Gator Capital Management invests in 30 large cap companies. They use fundamental research to determine which companies to add to the model and review earnings releases and conference calls to help narrow the choices down. They also talk to company managers to clarify any […]

New Managers on Covestor (RZV, ECOL)

BTC Impex takes a generalist approach to investing with no focus on any particular industries or sectors. They specialize in value stocks and use a combination of top down analysis with bottom up fundamental analysis. They attempt to identify companies that are either fundamentally strong or weak and find both […]