The Top 5 Screener strategy is best suited to directional markets and trending stocks. Strategies Once Europe calms down, expecting volatility to fall
Humintelligence, humdiligence and humambition are the three most important traits to the making of a great investor. Archive My top 10 money lessons from 2011
The lie, of course, is that you can get money for nothing, that it is possible—and even easy—to beat the market without doing any real work. Strategies The ‘Presidential Cycle’ is rubbish
Here's why I consider these stocks attractive from a fundamental perspective. Strategies The quick thesis for my four new positions
High bullish readings did not have any predictive value in the last two years. Outlook Strategies AAII sentiment survey: So what?!
Eventually the housing market will recover and when it does I’m hopeful the portfolio will benefit. Strategies I’m overweight housing and most confident in my USG position
We are not optimistic that a political solution can be delivered, but at least we’ve begun to see the ECB act as a provider of liquidity. Strategies As investors in Europe, we need to see this 3-part …
Investors jumped into "dividend only" stocks at the end of 2011, chasing yield with reckless abandon. Strategies High buyback stocks could shine this year
And we're underweight cyclicals and healthcare names. Strategies Bullish on energy, and most confident in our Apple position
The word that sums up 2011 to us is “hubris" - amazing amounts of it slimed the markets in all corners of the world. Strategies These themes guide our investing in 2012
Pop quiz: Which is the tech stock, Dell or 3M? Crazy question, right?! Strategies Is that tech stock you’re buying really a tech stock?
With the macroeconomic picture cloudy, we prefer investing in biotechs like this. Strategies Why we remain bullish on Mannkind