Marc Gerstein - Comments
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

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.)

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