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Donald Cassidy

author Image Donald Cassidy was senior research analyst for Lipper Inc., a Reuters Co., from 1990 to 2006. He recently founded the Retirement Investing Institute, a nonprofit educational foundation, and is the author of five books on personal investing, including “It’s When You Sell That Counts” (now in its third edition). Contact the author at don@R-I-I.org.

Articles by this Author

Areas of Expertise: stocks, investor psychology

Website: www.R-i-i.org

Email: don@r-i-i.org

Books:It’s When You SELL that Counts!,“ Trading on Volume Plugging Into Utilities" and 30 Strategies for High-Profit investment Success“

Topics Presented in Speeches: “It’s When You SELL that Counts!,“ “How to Invest for Income WITHOUT Losing your Capital,“ “Selling Covered Calls to Increase Income,“ “Using Behavioral Finance to Improve Your Investing Results“ and “Using Trading Volume as a Technical Timing Indicator“

Don Cassidy is the author of five books for individual investors. He recently retired after 16 years with fund-tracker Lipper, where he followed money flows and closed-end funds and was the primary media spokesperson. He founded and heads the Retirement Investing Institute, a foundation that educates investors. He is the program chair of the AAII Denver chapter. His main approach to investing is using behavioral finance as a key to understanding market moves and cycles.

Articles by this Author

  1. Portfolio Strategies »

    Protect Your Capital: Never Chase High Yield

    Buying high-yielding investments is a bet the market is wrong about the underlying risks. Find out what traits to look for in an income-producing investment.

    July 2013 | Journal

  2. How to Set and Revise Realistic Price Targets for Your Stocks image

    Stock Strategies »

    How to Set and Revise Realistic Price Targets for Your Stocks

    Stocks go where they want to, despite what investors might wish would happen. How to develop a realistic sales-price target--and when it should be revised.

    May 2009 | Journal

  3. Stock Strategies »

    The Sell Decision: What to Do After a Severe Market Meltdown

    For current investors, the focus now should be on what to do in and after a severe bear market if you are investing your own portfolio of individual stocks.

    November 2008 | Journal

  4. How to Nail Down Your Profits: 20 Questions for a Disciplined Approach image

    Stock Strategies »

    How to Nail Down Your Profits: 20 Questions for a Disciplined Approach

    Much attention is given to studying what to buy, but inadequate energy is devoted to the hold/sell decision. This is backward, since dollars already invested are at more risk than cash not yet invested. How you can implement a disciplined approach to your decisions on whether and when to sell.

    August 2008 | Journal

  5. Features »

    Do Dividends Still Matter? Yes—And Here's Why

    Stock Selection Strategies: Even in the extraordinary market climate of the past several years, dividend actions have been strong predictors of stock-price action. Dividend yields also provide a cushion under prices when stocks go through sinking spells.

    August 2001 | Journal

  6. Features »

    When to Sell a Stock: Practical and Profitable Rules

    Stock Selection Strategies: Many investors feel the odds are against them if they sell. The mutual fund industry drums the buy and hold refrain; but growth funds have holding periods of slightly under a year. Rules for selling stock.

    May 2001 | Journal

  7. Features »

    Shedding the Light on Value in Forgotten and Ignored Places

    Stock Selection Strategies: Two areas of value in the market are virtually ignored by brokerage firms' research departments and rarely traded by institutional investors: Closed-end funds and recently issued preferred stocks.

    November 2000 | Journal

  8. Features »

    Bad News and Price Disasters: Avoiding, Responding, Coping

    Stock Selection Strategies: While FDA denials, post-merger write-offs, product delays, and accounting frauds do drop stock prices harshly, the most frequent culprit is an earnings disappointment, the next most common is an earnings or growth warning.

    August 2000 | Journal

  9. Features »

    Speculating vs. Investing in the Current Market Environment

    Stock Selection Strategies: It takes discipline to leave the game while it's still so much fun. But if you are able to do so, you can find a surprising array of growth opportunities while assuming greatly reduced risk.

    May 2000 | Journal

  10. Features »

    Smart Investing in REITs: Avoiding the High-Yield Trap

    Dividend Stocks: One out-of-favor group that represents value and provides an attractive cash flow is REITs. However, REITs come in several varieties with differing risks and attractions.

    November 1999 | Journal

  11. Features »

    Investing in Utility Stocks: It's a Brave New World

    Dividend Stocks: Competition in electric, gas, and telephone service means that a utility company providing an essential service is not guaranteed to do so profitiably enough to pay assured dividends.

    August 1999 | Journal

  12. Features »

    Equity-Income Investing: Beware of Yield Overreaching

    Income Stocks: An income-oriented equity paying a no-growth dividend carries the downside of a bond without a bond's income or principal guarantees. A steady dividend rate is not good enough; steady dividend growth should be your standard.

    May 1999 | Journal