Finding Value Among the "Lows": The Walter J. Schloss Approach

Stock Screens
Finding Value Among the "Lows": The Walter J. Schloss Approach
The name Walter J. Schloss means little to the average investor. But this Benjamin Graham disciple learned his lessons well: From 1956 to 2000, his investment fund earned 15.7% versus the market’s 11.2%, and Warren Buffett has called him a "super" investor. A focus on the elements that drive the Schloss investment philosophy.

Stock Screens
Adapting a Graham Disciple's Approach: AAII's Walter J. Schloss Screen
How can individual investors implement the Walter J. Schloss approach? A look at AAII's stock screen based on Schloss' stock selection process.

The First Cut
Stocks on the Move With Price Momentum
A starting point for investors. This issue's focus is on finding stocks with improving relative strength percentage rankings, and the highest prices as a percentage of their 52-week highs.

Features
The Individual Investor's Guide to Exchange-Traded Funds: 2009
Our annual survey covers over 750 stock and bond exchange-traded funds, plus information on how they work and what you need to know about investing in them.

Hot Links
Web Sites for Exchange-Traded Funds
You can get up-to-date market and trading information on exchange-traded funds from several comprehensive financial Web sites, as well as the Web sites of the ETF marketers and sponsors.

Offbeat Offerings
I Savings Bonds
An investor reference for products that are not your typical offering. This issue's focus is on I Savings Bonds--government bonds that pay both a fixed interest rate and an adjustable interest rate that corresponds with the U.S. Consumer Price Index (CPI).

AAII Model Portfolios
Model Shadow Stock Portfolio Up 66%, as Market Move Mystifies Pundits
The Model Shadow Stock Portfolio is on its way to one of its best years ever--up 66.6% through the end of August compared to 15% for the S&P 500. But the portfolio still has not recouped all of its 2008 losses. A good contrarian indicator: many analysts say the market can't possibly go higher.