Monthly Archives: March 2011

Video: David Sokol claims “I did nothing wrong”

From CNBC this morning, here’s Berkshire Hathaway’s (NYSE: BRK.A) departing executive David Sokol. Money quote: “Knowing today what I know, what I would do differently is I just would never have mentioned it to Warren, and just made my own investment and left it alone.” Prediction: We haven’t heard the […]

Nuclear power supplier Entergy Corp – recent buy for Mark Holder’s model (ETR, CSX, WLP)

Covestor manager Mark Holder has over 15 years of investment experience and is a CPA. He believes that the best market opportunities arise from underfollowed or underappreciated ideas. Holder manages Covestor’s Net Payout Yields model, which Invests in stocks with high Net Payout Yields, which is the combination of dividends and stock […]

Robert Gay: Buying Intel, but hedging with an inverse ETF (INTC, BGZ)

Global Equity Analytics and Research Services LLC (GEARS) was founded by Robert Gay as a proprietary learning-based electronic documentation interpretation software company. Prior to founding GEARS, Robert was Vice President and Director of Quantitative Research at Donaldson, Lufkin and Jenrette in New York. Robert was selected to Institutional Investor Magazine’s All-American Research […]

What Covestor managers are buying: Lululemon and MolyCorp (LULU, MCP)

Covestor model manager Raymond Urci brings more than 20 years of investing experience to New York based QSP Group LLC. He manages Covestor’s QuantStockPicks model. Here’s the strategy: QuantStockPicks provides a systematic, quantitative swing trading strategy to actively trade equities in both volatile and static markets. QuantStockPicks is a very concentrated […]

Shocker at Berkshire Hathaway: Buffett’s Heir Apparent Sokol Resigns (BRK.A, BRK.B, LZ)

Legendary investor Warren Buffett, head of Berkshire Hathaway (NYSE: BRK.A), issued a press release today announcing that David Sokol (pictured) one of his top executives at the company and the frontrunner to replace Buffett, has resigned. Buffett writes: “Dave’s [resignation] letter was a total surprise to me.” The Wall St. […]

What was the best investment ever?

Some great responses to the question on Quora – first up, Benedict Evans goes back to the 15th century: Ferdinand & Isabella’s decision to back Columbus paid off pretty well. Spain ruled most of the south American continent for the next 300 years and used the flow of silver to […]

What Covestor managers are buying: Northrop Grumman (NOC)

Covestor model manager Fat Pitch Financials focuses on special situation stocks and is a value investor. George Silva runs the company and is an economist who did his undergraduate degree at Cornell University and his Masters at Yale University. George has twenty years of experience investing in individual stocks. He uses […]

Apple’s great, if you have a lot of money and live on an island – Dell VP (Nasdaq: DELL, AAPL)

Dell (Nasdaq: DELL) is flexing some muscles these days. Speaking to CIO Australia in Sydney yesterday (3/29), Dell’s Vice President and global head of marketing Andy Lark (pictured) went on the offensive against Apple (Nasdaq: AAPL): “I couldn’t be happier that Apple has created a market and built up enthusiasm […]

What Covestor managers are buying: KBR Inc (KBR, KWK, MDY)

For the Macro Plus Income portfolio, Covestor model manager Capital Ideas, a Texas based RIA co-founded by CJ Brott (pictured), aims to provide current income for investors who are five years either side of retirement.  That is, we try to invest in securities suitable for income reinvestment before retirement.  However, after […]