November 2011 – Page 4 – Smarter Investing

Trying to ignore all this volatility and invest for the long term

We believe the U.S. markets still offer the best risk adjusted returns of all available investable options.

Strategies

Trying to ignore all this volatility and invest for the …

We think the low is in and it’s time to buy

Value is somewhat better than growth at this time - yet both are good.

Strategies

We think the low is in and it’s time to …

The retailer has been growing both earnings and revenue nicely, exceeding analysts' expectations as well as raising guidance.

Strategies

Why I bought Genesco

Maintaining stability in my Dividends and Yield portfolio

It appears to me that the market established its bottom in September 2011.

Strategies

Maintaining stability in my Dividends and Yield portfolio

Tom Yorke's radio appearance, where he discusses some of the major themes in his three Covestor models.

The advantage of uncorrelated assets

In order to buy the business "for free" I would pay $2.60 per share - which is equal to the net cash on the balance sheet.

Strategies

How I read a 10-K: The case of LoJack

In investing, the counterpart of the gravity theory in physics is the law of mean reversion.

Strategies

Wal-Mart: Dead stock walking?

Positioned aggressively on earnings surprises – and it’s working

For now, we are in the acceleration stage of the corporate growth cycle.

Strategies

Positioned aggressively on earnings surprises – and it’s working

Wall Street economists like to use the term “on the other hand” when forecasting the economy just in case they are proven wrong later. It's a good career strategy.

Strategies

Recession? More Likely Than Not

In this radio interview, Gerry Sparrow describes why he's bearish on fixed income securities at this stage, preferring precious metals and commodities.