Holdings and News


View/Download the Current Fund Tracker Statement
(as of 02.24.2014)




Company Tearsheets:

 
Alternatives Och-Ziff Capital Management (OZM)                       
   
Consumer Goods XLP
Vera Bradley (VRA)
Dollar General (DG)
PepsiCo, Inc. (PEP)
   
Energy Vanguard Utilities ETF (VPU)
Halliburton Company (HAL)
Occidental Petroleum Corporation (XNRG)
First Trust Energy Income (FEN)
ALPS Alerian MLP ETF (AMLP)
   
Financials Assured Guaranty Ltd. (AGO)
Bank of America Corporation (BAC)
Altisource Residential Corporation (RESI)
Verisk Analytics, Inc. (VRSK)
   
Fixed Income John Deere Equity (DE) 
   
Healthcare AbbVie, Inc. (ABBV)
Abbott Laboratories (ABT)
Gilead Sciences, Inc. (GILD)
Synergy Pharmaceuticals (SGYP)
   
Industrials & Materials UPS
General Electric (GE)
Xylem, Inc. (XYL)
   
IT & Telecom Apple (AAPL)
EMC
iShares Global Tech ETF (IXN)
iShares Global Telecom ETF (IXP)
KEYW Holding Corporation
Oracle Corporation (ORCL)
 

 

Stock Markets News Headlines - Yahoo! News

Stock Markets News Headlines - Yahoo! News
  • By Michael Connor NEW YORK (Reuters) - Wall Street and other stock markets paused on Friday, halting the week's strong gains, as worsening Ukraine tensions dogged trading, while the dollar rose after Federal Reserve Chair Janet Yellen said policymakers eyeing interest rate hikes need to move cautiously. Ukraine on Friday said Russia had launched a "direct invasion" of its territory after Moscow sent a convoy of aid trucks across the border into eastern Ukraine, where pro-Russian rebels are fighting government forces. "We will probably be talking about Ukraine through the winter." The Dow Jones industrial average fell 38.27 points, or 0.22 percent, to 17,001.22, the S&P 500 lost 3.97 points, or 0.2 percent, to 1,988.40, and the Nasdaq Composite added 6.45 points, or 0.14 percent, to 4,538.55.

  • Reaching it ahead of schedule is the latest affirmation that stocks are widely preferred to bonds, even with further upside seen as limited as the Federal Reserve remains on track to end its bond-buying stimulus program in October.. The level has more psychological than fundamental significance, and it could prompt market participants to consider whether their holdings have become stretched. The "2,000 (level) has no fundamental significance outside of suggesting that stocks are fully valued and getting more so all the time," said David Joy, chief market strategist at Ameriprise Financial in Boston. Both defensive and cyclical stocks have led at times, but traders expect technology and healthcare names, the market's current leaders, to drive it over 2,000. "Now is not the time to seek out value over growth," said Jeff Mortimer, director of investment strategy for BNY Mellon Wealth Management in Boston.

  • (Reuters) - Amazon Inc is planning to develop its own software for placing advertisements online, The Wall Street Journal reported, citing people with knowledge of the matter. While the in-house platform is initially planned to replace ads supplied by Google Inc on Amazon's own website, the new system could challenge Google and Microsoft Corp's advertising business in the future, the newspaper cited the people as saying. Amazon's system would resemble Google's AdWords, and is planned to make it easier for marketers to reach the company's users, the newspaper reported the people as saying. The retailer is also building a tool that would help advertising agencies buy in bulk for thousands of advertisers, the Journal said, citing the people.

  • By Michael Connor NEW YORK (Reuters) - Wall Street and other stock markets paused on Friday, halting the week's strong gains, as worsening Ukraine tensions dogged trading, while the dollar rose after Federal Reserve Chair Janet Yellen said policymakers eyeing interest rate hikes need to move cautiously. Ukraine on Friday said Russia had launched a "direct invasion" of its territory after Moscow sent a convoy of aid trucks across the border into eastern Ukraine, where pro-Russian rebels are fighting government forces. "We will probably be talking about Ukraine through the winter." The Dow Jones industrial average fell 38.27 points, or 0.22 percent, to 17,001.22, the S&P 500 lost 3.97 points, or 0.2 percent, to 1,988.40, and the Nasdaq Composite added 6.45 points, or 0.14 percent, to 4,538.55.

  • By John Tilak and Leah Schnurr TORONTO (Reuters) - Canada's main stock index slipped on Friday, pulling back from another record high hit earlier in the day on concerns of a further escalation of tensions in Ukraine and as shares of financial and energy companies fell. Federal Reserve Chair Janet Yellen, which had been highly anticipated by investors for any clues it might offer on the path of monetary policy. Investors were also focused on the ongoing situation in Ukraine, which said Russia had launched a "direct invasion" of its territory after Moscow sent a convoy of aid trucks across the border. Investors should be cautious because of the recent gains the Canadian stock market has seen, said Picardo.

Economy News Headlines - Yahoo! News

Economy News Headlines - Yahoo! News
  • Federal Reserve is focused on an initial interest rate hike between the first quarter and the middle of next year, with possible changes in its main policy statement as soon as next month, Atlanta Fed President Dennis Lockhart said on Saturday. "It is reasonable with the improving data to begin to anticipate a change in the basic interest rate policy and, therefore, it is quite a reasonable debate as to whether that ought to be early 2015 or mid-2015 or even later," Lockhart told Reuters in an interview here. "The debate is real." Lockhart said he continues to forecast a rate increase in mid-2015, with economic growth hovering around 3 percent, and that he feels it is "still early" to change the central bank’s main policy statement. "Even with good data, and we have had a run of very good data on balance, you still can only draw tentative conclusions," said Lockhart, who does not presently have a vote on the Fed's main policy committee.

  • Yemen's government offered on Saturday to resign within a month and to review an unpopular decision to cut fuel subsidies, in an attempt to end protests by the Shi'ite Houthi movement, a government source told Reuters. Tens of thousands of Yemenis massed in the capital Sanaa on Friday in a protest called by the Houthis to demand the government's resignation and a reversal of the subsidy cuts. The source, who is from Yemen's presidential committee, said officials had handed to the Houthis a draft proposal that includes an offer to form a new government within a month and to set up an economic committee to review the fuel subsidy issue. "This proposal will take effect in exchange for the Houthis removing their camps from Sanaa, they can either respond or leave the capital if negotiations fail," said the source.

  • French Economy Minister Arnaud Montebourg on Saturday criticised German austerity measures and warned France would no longer "be pushed around" by the EU's economic powerhouse. Germany is trapped in an austerity policy that it imposed across Europe," the Socialist minister said in an interview with Le Monde newspaper. Montebourg's comments follow Germany's snubbing of a request from French President Francois Hollande earlier this month for an EU-wide shift of economic policy in order to encourage growth. They put Montebourg at loggerheads with Hollande, who said this week he did not want to see France go "head to head" with Berlin.

  • Ivory Coast has closed its land borders with Ebola-affected West African neighbours Guinea and Liberia in an attempt to prevent the world's deadliest outbreak of the virus from spreading onto its territory, the government announced. A number of African nations have defied advice from the World Health Organization (WHO) and put in place restrictions on travel to and from the countries where Ebola has appeared, which also include Sierra Leone and Nigeria. The Philippines on Saturday ordered 115 troops to return home from peacekeeping operations in Liberia due to the outbreak there. Ivory Coast, French-speaking West Africa's largest economy, had previously imposed a ban on flights to and from Sierra Leone, Liberia and Guinea.

  • By Alexandria Sage PARIS (Reuters) - Austerity measures being pursued by France and elsewhere in the euro zone are quashing growth, French Economy Minister Arnaud Montebourg was quoted saying on Saturday, renewing his attacks on policies he sees as negative for the economy. Montebourg's interview with Le Monde daily came days after President Francois Hollande said he would accelerate reforms but not back away from his supply-side economic policy, based on bigger tax cuts for business. The outspoken minister, a fierce critic of budget austerity, is known for frequent attacks on big business and the European Commission, which he accuses of strangling economic recovery with its prioritization of deficit reduction. "We have to give priority to getting out of the (economic) crisis and relegate to second place the dogmatic reduction of deficits, which is driving us to austerity and a continued rise in unemployment," Montebourg said.