Monthly Archives: February 2011

Why I sold out of Netflix – J. Ward (NFLX)

John Warn manages Covestor’s Precedent-Based portfolio, which combines fundamental analysis with technical indicators with the goal of minimizing risk. Once of John’s largest positions going into last week  (2/20 – 2/25/11) was Netflix (NFLX), but he liquidated the position throughout the week. We took the opportunity to ask John about his […]

Toll Brothers staging a turnaround in tough market (TOL)

Toll Brothers, Inc. (TOL) is a luxury home builder active in nineteen states. Given the state of the housing market, one would expect poor performance, but according to TOL’s 1Q 2011 earnings release on 2/23/2011, the company has staged a comeback: The Company reported FY 2011 first quarter net income […]

Smart responses to Buffett’s annual letter (BRK.A BRK.B)

Warren Buffett’s annual letter reviewing Berkshire Hathaway’s performance is is out (.pdf). As always, it’s a highly accessible must-read not only for hard core investors, but for anyone interested in one of our generation’s great business minds. As venture capitalist Brad Feld succinctly states, “it’s good, interesting, fun and clever.” […]

Boeing Lands Deal, Shares Take Off (BA)

The Boeing Company (NYSE: BA) won a lucrative contract from the Air Force on Thursday for aerial fueling tankers. According to the New York Times: Pentagon officials said decision was based solely on price. Boeing’s bid was more than 1 percent below that of its rival, the European Aeronautic Defense […] Floating on the Cloud (CRM)

Enterprise cloud computing company, Inc. (NYSE: CRM), issued its 4Q 2010 results Thursday, reporting double digit growth in revenue resulting from a 27% improvement in total customers for the year. Summary results from the company’s press release include: Raises FY12 Revenue Guidance to $2.03 – $2.05 Billion Record Quarterly […]

What Covestor managers are buying: Patterson-UTI Energy (PTEN)

For his Breakouts and Reversals portfolio, Covestor model manager Ronald Guerrini uses “a simple but robust approach which aims to outperform the S&P500 and NASDAQ 100 with lower volatility and shallower drawdowns.” Ronald averages 22.5 trades a month, and this portfolio’s current top holdings include Baxter International Inc. (BAX), Patterson-UTI […]

What Covestor managers are buying: Lihua International Inc. (LIWA)

For his Greater China portfolio, Covestor model manager James Hofmann seeks “to invest directly in China through equities ADRs, using a value-based strategy” combining “a top-down macro approach… with a bottom up equity valuation.” Current top holdings in the model are Trina Solar Ltd (TSL), China Petroleum & Chemical Corp […]