Holdings and News

View/Download the Current Fund Tracker Statement
(as of 11.17.2014)

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)
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)
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 Geert De Clercq PARIS (Reuters) - Standard & Poor's cut the credit rating of Areva two notches deeper into non-investment grade status after the French nuclear group posted a record 2014 loss. The rating agency cut Areva's long-term debt to BB- from BB+ with a developing outlook, which means it could upgrade if Areva bolsters its balance sheet or downgrade further by 2016. S&P downgraded Areva one notch into junk status in November after the firm had issued a profit warning. On Thursday evening, Areva was also removed from France's SBF 120 index .

  • (Reuters) - Apple Inc's mobile payment system Apple Pay has been hit by a wave of fraudulent transactions using stolen credit-card data from a spate of breaches at retailers, the Wall Street Journal reported, citing people familiar with the matter. The transactions stemmed from breaches at retail giants including Home Depot Inc and Target Corp , the Journal reported on Thursday. The majority of unauthorized purchases have been for big-ticket items bought with smartphones at Apple's own stores, the Journal said. Apple could not be reached immediately for comment. ...

  • LAGOS (Reuters) - Nigeria's Top-10 banking index surged 7.7 percent in early trade on Friday after the two top lenders reported higher profits. Guaranty Trust Bank and Zenith Bank, two of Nigeria's top tier lenders reported 9 percent and 12.8 percent increases in pretax profits respectively for 2014. Their shares rose by the maximum 10 percent allowed at the bourse. The main share index is up 2.3 percent.

  • China is considering issuing banks with brokerage licences as part of reforms that will permit financial institutions to conduct mixed businesses to boost their performance and develop the capital market, the stock regulator said on Friday. The government's stock market development blueprint issued last year has encouraged such mixture and the China Securities Regulatory Commission (CSRC) is studying details on implementation, the regulator said on its official Weibo. "While such study is going on and must go through necessary procedures, there is no timetable to announce related policies," the CSRC said. A surprise interest rate cut by the central bank in November and the launch of a scheme between Hong Kong and Shanghai the same month, allowing direct trading of stocks on each other's bourses, also helped boost stock market volume.

  • $20 million payment for two years — something you would never tolerate from your own customers — and face absolutely no consequences. A case study of these separate sets of rules for powerful institutions came this week when Bloomberg Business revealed that Citigroup, which would not exist today without substantial financial support from U.S. taxpayers, forgot to pay 23,000 borrowers entitled to restitution under something called the Independent Foreclosure Reviews (IFR). Because I’m making a very specific point, let's ignore for the moment the plain fact that the IFR, designed to check all foreclosures in 2009 and 2010 for processing errors, was neither “independent” nor a “review.” It was ultimately aborted and turned into a cash settlement, where most borrowers — including those who improperly lost their home — received less than $1,000 and as little as $300 in compensation for this destruction of their wealth and financial security. The IFR was one of the most disgraceful episodes in the entire financial fraud accountability charade of the past few years.

Economy News Headlines - Yahoo! News

Economy News Headlines - Yahoo! News
  • BERLIN (AP) — Germany's Parliament on Friday approved a quota system that will require leading companies in Europe's biggest economy to have at least 30 percent women on their supervisory boards starting next year.

  • U.S. stock index futures were little changed on Friday, with the S&P 500 on track for its second straight weekly decline, ahead of the monthly employment report. * The February jobs report is scheduled for release at 8:30 a.m. and is forecast to show a 240,000 increase in nonfarm payrolls after a 257,000 gain in January. Investors are waiting on the data as they attempt to gauge the timing of an interest rate hike from the U.S. Federal Reserve. * All 31 U.S. banks passed a test of how they would do in another possible economic crisis, the Federal Reserve said on Thursday, but those with large trading books came out weak because of new elements in the check-up.

  • (Reuters) - Stock futures pointed to a slightly lower opening for Canada's main stock index on Friday ahead of key economic data including building permits, trade balance and U.S. payrolls. March futures on the S&P TSX index were down 0.07 percent at 7:15 a.m. ET. Building permits for January, trade balance for January, and labor productivity data for the fourth quarter are due at 8:30 a.m. ET. ...

  • By Clare Jim and Paul Carsten HONG KONG/BEIJING (Reuters) - Hong Kong must consider the rights of mainland Chinese as well as the economic impact of any changes to its visitor policy, Chief Executive Leung Chun-ying said on Friday, amid mounting anger in the former British colony against hordes of mainland shoppers. Leung said last week that Hong Kong may need to restrict the number of mainland Chinese coming into the city and promised to raise the issue while he was in Beijing during China's annual parliamentary meeting. He appeared to soften that stance in Beijing on Friday. "We have to balance mainland residents' need to travel to Hong Kong and their rights under the existing policy with the livelihood of Hong Kong people," he said on the sidelines of a meeting of the National People's Congress.

  • By Ruby Lian and Polly Yam SHANGHAI/HONG KONG (Reuters) - An industrial city in eastern China has closed several factories, including many steel and nickel pig iron producers, in an apparent sign the government is stepping up enforcement of a new environmental law in the face of growing public discontent over pollution. China's vast and energy-intensive steel sector is at the heart of the government's war on pollution, but it also encapsulates the challenges of curbing smog without denting the economy. Complying with stricter standards would have knock-on effects throughout industry and raise costs for steel producers who are already feeling the pinch of tepid demand. Most steel producers in Linyi, a city in coastal Shandong province, appear to have been shuttered, industry sources said.