The magazine Portfolio reports that several prominent Washington figures, including two senators, got favorable treatment from mortgage giant Countrywide Financial.
If you're unsure about what types of conclusions to draw from company financial statements or portfolio reports, consider working with a credible, reputable financial professional.
Analysts and portfolio managers had to circulate weekly reports with their best trading ideas.
So, spend the time to do a thorough analysis of quarterly reports for all of your portfolio holdings.
Is it enough that the portfolio manager read one or more Wall Street research reports when he should have known (as all Wall Street insiders have long-known) such research is riddled with conflicts of interest?
FORBES: Money Manager Use of Tainted Wall Street Research (Oct 1, 2002 )
We provide the portfolio manager with very flexible reporting capabilities and deliver 100 canned reports and offer customization for clients to present the views they want.
FORBES: Reporting Values and Risks In Private Equity Funds And Funds Of Funds
JPMorgan Chase also was in negative territory on Friday after reports that it was facing new litigation regarding its mortgage portfolio.
Earlier in the week, shares fell following reports that Kodak was having trouble selling parts of its patent portfolio, as well as on a new patent infringement suit from Kyocera (KYO).
Bloomberg reports the funds investors see a Nov. 20 charges against a former portfolio manager, Matthew Martoma and his trading of Elan ( ELN) and Wyeth shares as concerning because they indicate Cohen may have been a participant in the alleged insider trading.
FORBES: Why Wall Street Won't Let Cohen's SAC Capital Hang: Street Whispers
At Federated Investors, portfolio managers had already been shifting investments to more defensive positions, following the downbeat manufacturing and employment reports earlier this past week.
应用推荐