Marc Gerstein | TalkMarkets | Page 8

Marc Gerstein

Director of Research, Chaikin Analytics
Contributor's Links: Chaikin Analytics PortfolioWise Actiquant
Marc Gerstein (Twitter: @MHGerstein), Director of Research at Chaikin Analytics, is an oddball sort of quant. He has long specialized in rules/factor-based equity investing strategies and has been addicted to stock screening since the days when the ...more
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113 to 128 of 130 Posts
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Starbucks Is Not Overvalued
Monday, September 14, 2015 8:00 PM EDT
How, one might wonder, can a supposedly “overpriced” stock be included in what’s supposed to be a reduced-risk portfolio? There’s no question SBUX shares have historically served well as a low-volatility selection & also that they are richly valued.
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Building A Low-Volatility Stock Portfolio
Monday, September 7, 2015 11:02 AM EDT
If equity-market risk is inconsistent with your situation, then by all means don’t let anybody talk you back into the stock market. Today, I’ll go a step further and build, step by step, an actionable low-volatility Smart Alpha stock strategy.
In this article: BAX, BCR, HRL, HSY, IBM, LLY, MCD, MJN, SNI, TJX, DLTR, ISRG, PAYX, ROST, SBUX, SPX
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Is Financial Research A Sham?
Monday, September 7, 2015 5:25 AM EDT
Anything that purports to teach investors how to invest more successfully is crucial, and good research does that.
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Are Low-Volatility ETFs For Real?
Tuesday, September 1, 2015 1:58 PM EDT
Any equity investor who wasn’t thinking about volatility before is almost certainly focused on it now. Bull markets? We get it. Bear markets? We hate them, but for better or worse, here, too, we get it.
In this article: SMLV, XSLV, SLOW, CFA, LGLV, XMLV
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Lam Research: Riding The Inflection
Monday, August 31, 2015 2:49 PM EDT
Aside from meeting the specific criteria of the Cherrypicking-the-Blue-Chips model, the investment case for LRCX stands on the prospect for continuation of the current inflection and the company’s ability to continue of preferably expand its role.
In this article: LRCX
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Anthem Inc. And The Large-Cap Effect
Tuesday, August 25, 2015 11:51 AM EDT
As health insurers go, Anthem Inc. is one of the giants with 38.5 million members in 14 states under the highly-recognizable Blue Cross/Blue Shield banners.
In this article: ANTM Also: CI, CIG
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Carving Smart Alpha From The S&P 500
Friday, August 21, 2015 11:35 AM EDT
It’s a challenge to generate alpha under any conditions, but limiting consideration to S&P 500 constituent stocks magnifies the task. Yet this stock group is too large and liquid to ignore.
In this article: SPX Also: DHI, GT, HIG, VLO, CINF, LRCX, ANTM
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Smart Alpha: Smart Beta's Smarter Cousin
Tuesday, August 18, 2015 12:18 PM EDT
The case against smart alpha is tied to the case against any sort of alpha (a return greater than what’s expected based on market performance and the level of risk that is assumed).
In this article: IWV, SPY, ITOT
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Smart Beta Is A Silly Label But A Sensible Idea
Monday, August 17, 2015 11:00 PM EDT
I just Googled the phrase “Smart Beta,” and the search engine reported 65.1 million hits in 0.28 seconds. So whether or not people know what this means, I presume many have one way or another come into contact with the phrase.
In this article: IWM, SPY
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A Stock Market Pro’s Possibly Bizarre Confession
Monday, July 20, 2015 4:23 PM EDT
I, a 35-year stock market veteran, am proud to announce that I have no idea what stocks or funds I currently own. And I believe I'm being far more diligent and prudent than many who do know what they own.
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Mr. Market As Income-Stock Expert
Wednesday, June 10, 2015 3:01 PM EDT
If you need more yield than you can get in this measly excuse for an interest rate environment and you can’t afford to blow away your portfolio with excess risk, take heart. We can’t expect Nirvana, but there are some good things we can do.
In this article: CVX, MIC, CPSI, DVY
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Coping With The Interest-Rate Income-Investing Crisis
Monday, June 8, 2015 4:04 PM EDT
For savers, especially retirees, low interest rates hurt – a lot. Stocks that pay hefty dividends should be an important part of a solution. But this needs to be addressed thoughtfully, not naively.
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Getting Serious And Getting Real About Diversification
Saturday, June 6, 2015 3:26 PM EDT
We all know we need to diversify. It may be the single most frequently repeated item of investment wisdom. Actually, though, that may be a problem. It’s repeated so often, it’s easy to wind up allowing the advice to go in one ear and out the other.
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Value And Beyond: Why Stock Prices Are What They Are, Part 4
Thursday, May 21, 2015 9:38 AM EDT
This is the final installment of a series to help you make sense of stock prices. We started with dividends, moved to EPS and then onto other direct and indirect paths to value. Now, we look at something completely different.
In this article: AMZN, TSLA
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Out Of The Ivory Tower – Why Stock Prices Are What They Are, Part 3
Tuesday, May 19, 2015 2:33 PM EDT
This, the third installment of a four-part series to help you make sense of stock prices, started with dividends, moved to EPS and will now expand into other stocks-selection approaches.
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From Dividends To EPS – Why Stock Prices Are What They Are, Part 2
Friday, May 15, 2015 2:38 PM EDT
This, the second part of a series to help you make sense of stock prices, will move from Ivory Tower dividend-based approaches to more familiar territory, P/E.
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113 to 128 of 130 Posts
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