Smarter Investing

Jeffrey Gundlach: I'd short Chipotle at $380 and avoid everything Apple

Mon, 20 May 2013 09:09:07 -0400

"I've been all dollar, all the time."

The drone revolution is just beginning

Mon, 20 May 2013 06:08:19 -0400

Drones will emerge as a big investment sector.

The Long Term GARP portfolio delivers in April

Mon, 20 May 2013 05:52:16 -0400

Here's how the key holdings performed.

Why Oracle is a smart cloud computing play

Sun, 19 May 2013 20:30:40 -0400

Oracle is a cloud computing leader with plenty of free cash flow.

And the Masters of the Universe say...

Sun, 19 May 2013 04:58:46 -0400

Some of these “smart money” guys haven’t been looking too smart of late.

Five takeaways from the global commodities rout

Sun, 19 May 2013 04:21:59 -0400

It's now reaching far and wide.

A stock market correction will yield trading opportunities

Sat, 18 May 2013 10:27:39 -0400

We are searching for stocks that aren't too over-extended in this bull market.

Boulder Income Fund is my Berkshire proxy trade

Fri, 17 May 2013 21:39:57 -0400

Boulder Income Fund has a 25% stake in Berkshire.

The music industry gets its groove back

Thu, 16 May 2013 02:39:07 -0400

Google's new music streaming service is good news for the industry.

Carter Lecraw: Aligning stock picks with American Values

Wed, 15 May 2013 06:58:04 -0400

Carter Lecraw discusses his red, white and blue investing philosophy.

Why I'm shorting Guggenheim Strategic and Clearbridge Energy

Tue, 14 May 2013 12:46:38 -0400

There are some short opportunities in closed-end funds.

Our position in Blackstone looks like a winner

Tue, 14 May 2013 12:37:05 -0400

The private equity model delivers in this market environment.

Is the market still cheap?

Tue, 14 May 2013 06:32:12 -0400

The debate over stock valuations rages on.

Bitcoin has a bright future

Mon, 13 May 2013 06:20:55 -0400

Not a fad, but rather a unique and powerful utility.

A new lineup for the American Heroes portfolio

Sun, 12 May 2013 10:37:02 -0400

Here's how we refreshed the model.

CEOs are increasingly gloomy about the earnings outlook

Fri, 10 May 2013 19:06:36 -0400

Earnings guidance was negative for seventh straight quarter.

A modest proposal to save America

Thu, 09 May 2013 17:57:10 -0400

The U.S. is in serious trouble.

Barry Randall: Cerner is a fleet flooted giant

Thu, 09 May 2013 09:04:52 -0400

Cerner is a standout, says Barry Randall.

Why we bought a position in the DoubleLine Income Solutions Fund

Thu, 09 May 2013 06:15:26 -0400

We've adjusted the lineup of our model.

Tokyo's epic rally is showing signs of fatigue

Thu, 09 May 2013 05:30:23 -0400

Is a correction coming in Tokyo?

The U.S. economy's virtuous circle

Wed, 08 May 2013 21:06:19 -0400

My take on Boston, the markets and the economy.

31 year old Warren Buffett is just like 83 year old Warren Buffett

Wed, 08 May 2013 09:31:20 -0400

A University of Nebraska at Omaha documentary team discovered this film clip of a young Warren Buffett in the Nebraska State Historical Society archives just a few weeks ago.

Why gold is still a worthy investment despite selloff

Tue, 07 May 2013 08:12:22 -0400

Gold remains an insurance policy in times of distress.

Bill Gross: Government's gain is a saver's loss

Tue, 07 May 2013 04:14:22 -0400

Negative interest rates are a wealth transfer from savers to borrowers.

Chinese search engine Baidu is a winner

Sun, 05 May 2013 11:45:09 -0400

Baidu.com is the Google of China.

Investing: it’s only art if it’s pretty

Sun, 05 May 2013 11:33:02 -0400

Is investing an art or science?

Why the Q1 earnings season isn't wowing investors

Fri, 03 May 2013 18:14:23 -0400

The earnings beat rate is a ho-hum 59%

Ben Dickey: Chesapeake better off without McClendon

Thu, 02 May 2013 06:38:23 -0400

Covestor's Ben Dickey is upbeat about Chesapeake's outlook.

Why Aveo's Tivozanib will win FDA approval

Thu, 02 May 2013 06:06:01 -0400

Aveo's Tivozanib kidney cancer drug will get the nod from regulators.

Five takeaways from Facebook’s Q1 earnings results

Thu, 02 May 2013 05:07:55 -0400

Facebook's mobile strategy is starting to deliver.

Learning from what Big Money's thinking

Wed, 01 May 2013 09:47:34 -0400

Look who is incredibly bullish.

The trouble with tech stocks

Tue, 30 Apr 2013 01:45:09 -0400

They're sitting out this big market rally.

Samsung blew Apple away in Q1 smartphone sales

Mon, 29 Apr 2013 08:43:31 -0400

The global smartphone market grew 42 percent in the first quarter of 2013 as smartphones out-shipped feature phones for the first time.

Check out the first quarter earnings winner's circle

Fri, 26 Apr 2013 18:52:21 -0400

Netflix shares shot up 24% after releasing a stellar earnings report.

Patrick Larkin: Apple's buyback is perfectly timed

Thu, 25 Apr 2013 18:06:48 -0400

Tim Cook is a great capital strategist.

Seth Klarman: Investing is first and foremost an art, not a science

Thu, 25 Apr 2013 08:27:56 -0400

"The ability to distill two or three major themes out of an investment and get right to the heart of the matter."

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Gold: What happened?!

Thu, 25 Apr 2013 04:27:50 -0400

The inflation trade that went wrong.

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"The mother of all bubbles" is fixed income securities today - Robert Sanborn

Thu, 25 Apr 2013 03:50:01 -0400

"The least unattractive asset class to me is stocks."

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Charles Sizemore: Netflix needs to control content costs

Wed, 24 Apr 2013 21:57:40 -0400

Netflix's rapid growth may cause problems with movie studios.

The post Charles Sizemore: Netflix needs to control content costs appeared first on Smarter Investing

Eric Steiman: Why I'm staying short Apple

Wed, 24 Apr 2013 10:26:30 -0400

The buyback was the only positive I could see in the report.

The post Eric Steiman: Why I'm staying short Apple appeared first on Smarter Investing

Netflix shares are smoking hot once again

Wed, 24 Apr 2013 01:31:32 -0400

Reed Hastings can keep on smiling.

The post Netflix shares are smoking hot once again appeared first on Smarter Investing

Charles Sizemore on CNBC: Apple looks like Microsoft 10 years ago

Tue, 23 Apr 2013 07:14:07 -0400

Multiple compression and a movement from growth to value hands.

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Easy money will support global equities in 2013

Tue, 23 Apr 2013 06:49:27 -0400

The stock market may pause, but low interest rates will bolster equities.

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Gallop along with the global nouveau riche

Tue, 23 Apr 2013 00:30:33 -0400

An investment theme worth considering.

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Sell in May? Maybe not this year

Mon, 22 Apr 2013 20:43:26 -0400

The stock market has plenty of supports heading into the second half.

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The Fed's liquidity party won't last forever

Mon, 22 Apr 2013 18:54:45 -0400

The day is approaching when the Fed will have to raise rates.

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Emerging economies are trouncing US, Europe and Japan in growth

Sun, 21 Apr 2013 04:47:57 -0400

In the driver's seat of the global economy.

Early read on earnings season? Dreadful

Fri, 19 Apr 2013 19:14:20 -0400

Only 43.9% of the companies that have reported have beaten revenue estimates.

Gregg Giboney outlines his approach to dividend stock investing

Thu, 18 Apr 2013 06:25:31 -0400

Dividend stocks have outperformed the S&P 500 Index, says Giboney.

The post Gregg Giboney outlines his approach to dividend stock investing appeared first on Smarter Investing.

Covestor Ltd. is a registered investment advisor. Covestor licenses investment strategies from its Model Managers to establish investment models. The commentary here is provided as general and impersonal information and should not be construed as recommendations or advice. Information from Model Managers and third-party sources deemed to be reliable but not guaranteed. Past performance is no guarantee of future results. Transaction histories for Covestor models available upon request. Additional important disclosures available at http://site.covestor.com/help/disclosures. For information about Covestor and its services, go to http://covestor.com or contact Covestor Client Services at (866) 825-3005, x703.

World commodities are getting crushed

Thu, 18 Apr 2013 05:54:15 -0400

A sluggish world economy and low inflation are weighing on commodity prices.

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