Stock Strategies Articles

Momentum’s Role as a Driver of Stock Prices

May 2016 by Charles Rotblut
Stocks with high levels of relative strength tend to continue outperforming, but can lead to greater portfolio turnover. Read more »

Common Mistakes Made When Investing in Quality Companies

May 2016 by Lawrence Cunningham
Investors must be careful to avoid letting decisions be influenced by macroeconomic factors, overconfidence and emotional attachment. Read more »

Strategies for Selling Stocks, Including Guidelines From Experts

April 2016 by Charles Rotblut
Disciplined rules for selling can consider a deterioration in the company’s prospects, preset targets and stop limits. Read more »

Methods for Valuing a Stock Based on Profitability and Growth

April 2016 by Thomas Howard
By using different valuation methods, a range can be established for determining whether a stock is cheap or expensive. Read more »

Being Wrong and Still Making Money

January 2016 by Lee Freeman-Shor
An analysis of nearly 31,000 trades found that successful professional investors all adopted the same habits of execution. Read more »

Is the Small-Cap Stock Premium Disappearing?

November 2015 by Gregg Fisher
The premium realized by small-cap stocks has shrunk, but there are reasons why investors should not abandon them. Read more »

A Behind-the-Scenes Look at How Trades Are Executed

November 2015 by Charles Rotblut
The stock market has grown more complex with exchanges, alternative trading platforms and internalizers all competing for orders. Read more »

A Behind-the-Scenes Look at How Trades Are Executed

November 2015 by John Ramsay
The stock market has grown more complex with exchanges, alternative trading platforms and internalizers all competing for orders. Read more »

Finding Bargains Among Stocks With Falling Stock Prices

October 2015 by Luke Wiley
Underperforming stocks may seem unappealing, but the price weakness can turn them into bargains with upside potential. Read more »

Using Rational Value to Judge a Stock’s Worth

October 2015 by Ellis Traub
The range valuations a stock has traded at over the past several years can be used to determine if the current price is high or low. Read more »

Oakmark Funds’ Long-Term Approach to Stock Investing

September 2015 by Charles Rotblut
The Oakmark process focuses on good businesses trading at good prices with capable management teams. Read more »

Oakmark Funds’ Long-Term Approach to Stock Investing

September 2015 by William Nygren
The Oakmark process focuses on good businesses trading at good prices with capable management teams. Read more »

The Power of Compounded Growth and Reinvested Dividends

June 2015 by Lowell Miller
A high starting dividend, sustainable dividend growth and dividend reinvestment can result in a large yield on original investment (YOI). Read more »

Mistakes Must Serve a Purpose: Some Early Lessons

June 2015 by Francois Sicart
The founder and chairman of Tocqueville Asset Management shares the lessons learned from some of his biggest investing blunders. Read more »

Dividends Are Still Valuable

May 2015 by John Buckingham
Not only have dividend-paying stocks realized higher long-term returns, they also tend to rise prior to and after an interest rate increase. Read more »

How to Analyze Financial Companies

May 2015 by Charles Rotblut
The manager of the T. Rowe Price Financial Services fund explains how the analysis of banks, insurance companies and investment banking firms differs from companies in other sectors. Read more »

How to Analyze Financial Companies

May 2015 by Gabriel Solomon
The manager of the T. Rowe Price Financial Services fund explains how the analysis of banks, insurance companies and investment banking firms differs from companies in other sectors. Read more »

Simple Methods to Improve the Piotroski F-Score

May 2015 by Wesley Gray
Altering the profitability variables, adjusting for net equity issuance and seeking operational momentum can improve this value strategy. Read more »

Follow the Fed, but Be Smart About It

April 2015 by Gerald Jensen
Small-cap stocks thrive during periods of expansive monetary policy, while returns for large- and small-cap stocks are lower during restrictive periods. Read more »

Follow the Fed, but Be Smart About It

April 2015 by Robert Johnson
Small-cap stocks thrive during periods of expansive monetary policy, while returns for large- and small-cap stocks are lower during restrictive periods. Read more »

Follow the Fed, but Be Smart About It

April 2015 by Luis Garcia-Feijoo
Small-cap stocks thrive during periods of expansive monetary policy, while returns for large- and small-cap stocks are lower during restrictive periods. Read more »

Stock Buybacks: Misunderstood, Misanalyzed and Misdiagnosed

March 2015 by Aswath Damodaran
The benefit or harm of a stock buyback is dependent on several factors, including how it is funded and the alternative uses for the cash. Read more »

Corporate Reinvention and the Creation (or Destruction) of Value

January 2015 by Lloyd Shefsky
A major setback can occur with change in leadership, but in some cases it can be corrected with a return to the leader’s original vision. Read more »

A Strategy Millennial Investors Can Use to Beat the Market

November 2014 by Patrick O'Shaughnessy
Millennial investors can beat the market by creating portfolios that are different than the markets using five criteria. Read more »



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