January 2012 – Page 2 – Smarter Investing

The Top 5 Screener strategy is best suited to directional markets and trending stocks.

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.

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.

Here's why I consider these stocks attractive from a fundamental perspective.

High bullish readings did not have any predictive value in the last two years.

Eventually the housing market will recover and when it does I’m hopeful the portfolio will benefit.

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.

Investors jumped into "dividend only" stocks at the end of 2011, chasing yield with reckless abandon.

And we're underweight cyclicals and healthcare names.

The word that sums up 2011 to us is “hubris" - amazing amounts of it slimed the markets in all corners of the world.

Pop quiz: Which is the tech stock, Dell or 3M? Crazy question, right?!

With the macroeconomic picture cloudy, we prefer investing in biotechs like this.