Director of Investment Research | |
Portfolio123 | |
May 2008 - Present (15 years 3 months) | |
Provides on-line platform enabling investors to follow and invest in quant models, to create their own quant strategies, and research stocks and markets; I do product development, commentary, education and edit Forbes Low-Priced Stock Report (through joint venture between Portfolio123 and Forbes). |
Director of Investment Research | |
Thomson Reuters | |
February 1999 - May 2008 (9 years 5 months) | |
Participated in development and management of investment web sites and stock screening tools; published web articles Co. was Market Guide 1999-2000; Multex 2000-03; Reuters 2003-08; Thomson Reuters 2008- |
Assistant Research Director | |
Value Line | |
December 1980 - February 1999 (18 years 6 months) | |
Securities Analyst, Portfolio Manager (Junk Bond) in mid-1980s, Editor, Assistant Research Director |
Brooklyn Law School | |
JD | |
Law |
NYU Stern School of Business | |
MBA | |
Finance |
The Value Connection | |
Marc Gerstein | |
Wiley | |
06/13/2003 | |
A screening-based value strategy and a market-implied valuation approach to assessing valuations of individual stocks. |
Screening the Marekt | |
Marc Gerstein | |
Wiley | |
08/15/2002 | |
An Accessible and Systematic Stock Screening Method to Improve Profits. Turns the chancy art of picking stocks into a screen-based science. Next time someone tells you to do your stock market homework, tell them you read this book. Step 1: Find stocks worthy of consideration, Step 2: Analyze stocks that come to your attention; Step 3: Buy the ones that most match your criteria, and Step 4: Sell the ones that meet your sell rules. |
Latest Comments
Screening To Shield REIT Yield Hogs From The Butcher’s Knife
I don’t do that becasuse I don’t have the expertise to second-guess management. I figure that if the #s are good, management earns the right to be trusted in their judgments. (This is where publicly-owned entitites differ from closely-held companies. There’s a limit to how far we can take the part-owner idea.)
Bullish On Ebay
www.talkmarkets.com/.../finding-stocks-that-should-be-sold