Category Archives: General Commentary
New Blog
I have opened a new blog within the StockTwits network. It’s great to be part of a confederacy of talented investors pushing the envelope of social media and investing! This current website will continue to provide general information as it … Continue reading
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Getting in Before Sell Side Institutions Follow
We have noted on numerous occasions that it is not uncommon for stocks that appear in our model portfolios or our weekly ranking updates to presage major ratings actions by sell side firms. See our “Nostradamus Report” for more details. … Continue reading
A Republican-based Congress Would Benefit Many in Aerospace and Defense — Except Boeing Co.
This is a guest article provided to Ascendere Associates LLC by a “Source close to the Hill.” Aerospace and Defense is still a stock pickers’ sector, but post-election, you’ll see the most interesting variables found here. Secretary of Defense Robert … Continue reading
Is DeVry the Next Private Equity Target?
The market sold off early on Thursday, July 15, 2010, due to manufacturing indices showing significant slowing in growth offsetting a positive data point in new unemployment claims. Our short position was starting to look good. But by the end … Continue reading
Ascendere Associates LLC Methodology, Disclosures and Disclaimers
METHODOLOGY Ascendere Associates LLC quantitative research is based on several factors, including: 1) operating momentum 2) fundamental quality 3) analyst revision momentum; and 4) relative value. A number of these factors are overweighted on what we consider proxies for cash flow growth and return … Continue reading
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Guest Authors
Brett Schneider Brett is an experienced professional in the investment/portfolio management industry. He has worked extensively with domestic, international and emerging market money managers, helping both institutional and retail clients reach their investment goals. Brett has conducted independent and unbiased … Continue reading
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Weekly Long/Short Focus List Continues to Preempt Goldman Sachs and the Rest of the Street
Weekly Long/Short Focus List as of March 26, 2010 Our highlighted stocks continue to anticipate major ratings and estimate changes by a number of sell side shops, as illustrated in our March 17 report, “Goldman Sachs and Nostradamus versus Simple … Continue reading
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Tagged AMX, Ascendere Associates LLC, ASML, AU, AXA, BAC, BAP, BRFS, BRK.B, CCL, CHA, CMG, CPT, CUK, DAI, EMS, EOG, Equity Strategy, ESI, FBR, FE, FITB, FLEX, FPL, GGB, GS, HST, JEF, LINTA, Long/Short, MPEL, MTU, NIHD, OSIP, PGR, PNRA, POM, PUK, ROST, SAY, SCG, SID, SMG, SO, TNE, TW, WDR, Weekly Focus List, WPPGY
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About Us
Email Me J. Stephen Castellano is the founder of Ascendere Associates LLC, an equity research consulting firm based in New York City. (Information about our services.) While actively engaged in consulting work, he is also interested in pursuing challenging full-time opportunities. Steve … Continue reading
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About Ascendere Associates LLC
J. Stephen Castellano founded Ascendere Associates LLC to provide innovative equity research services for short- and long-term investors by blending quantitative and fundamental approaches. In general, our approach is quite simple — we believe that return on invested capital and … Continue reading
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