Portfolio Strategist

I'm an investment strategist specializing in rules-based equity and ETF investing strategies, with particular emphasis on small-cap equities. I believe the most promising ideas are those that are off the beaten track, far from the glare of day-to-day investment headlines and that these can ... more

ALL CONTRIBUTIONS

Searching For Interesting Unsung ETFs
If you’re into ETFs, you obviously know about the standard options like SPY and IWM. But what about the world of non-generic ETFs? Let's take a closer look...
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Invest Like You're On Tinder: Be Quick To Swipe Left
In the stock market, notwithstanding the readily accessible data and the multitude of tools and techniques we can use to analyze it all, the single best thing many can do to control risk is, metaphorically speaking, to just swipe left and move on.
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Accenture: A Bold Claim Supported By Evidence
In a stock market obsessed with FAANG stocks and so-called “unicorn” IPOs, investors should love where Accenture is headed.
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Mr. Market Likes These 10 Good-Yielding Reasonable-Risk REITS. Should You?
Real Estate Investment Trusts (REITs) are great for income and asset-class diversification. Here are 10 REITS worth a closer look...
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Using Market Sentiment To Grab A Yield-Hunting Edge
Stereotypically, the typical equity-income investor is seen as a stodgy sort, someone who frets if a dividend payout ratio rises above, say 40% or if debt winds up accounting for more than half of a company’s capital.
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Warren Buffett Says Book Value Lost Its Relevance. “I Object!”
In the eyes of many, Book Value (BV), the metric traditionally favored by academicians as an anchor for the much revered albeit-lately-poorly-performing value factor, was sort-of pronounced dead on February 23, 2019.
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Comments

Latest Comments
Screening To Shield REIT Yield Hogs From The Butcher’s Knife
1 year ago

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.)

1 to 2 of 2 comments

STOCKS I FOLLOW

TWEETS

PERSONAL BLOG

Latest Posts
Interpreting A Chaikin Price Chart
Chaikin Analytics is not by any means the only place where you can find stock price charts that include technical indicators. But it may well be the best place to interpret, derive a story, from such charts.
Robo-Investing: Separating Substance From Sizzle
Robo-Investing is being trumpeted as the next big thing for investors. Is it for real? for me it is. I've been doing successfully for about 20 years

Work Experience

Director of Investment Research
Portfolio123
May 2008 - Present (11 years 10 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

Education

Brooklyn Law School
JD
Law
NYU Stern School of Business
MBA
Finance

Publications

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.