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Stock Strategies Articles

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 »

Investment Wisdom From Wall Street’s Legends

November 2014 by Frederik Vanhaverbeke
Successful investors seek out undervalued stocks, and often ones that have negative sentiment, reflect special situations or are covered by few analysts. Read more »

Weight by Fundamentals, Not by Price

October 2014 by Charles Rotblut
Weighting stocks in a portfolio based on their fundamentals prevents the systematic overweighting of the overvalued and underweighting of the undervalued. Read more »

Weight by Fundamentals, Not by Price

October 2014 by Robert Arnott
Weighting stocks in a portfolio based on their fundamentals prevents the systematic overweighting of the overvalued and underweighting of the undervalued. Read more »

How I Analyze Net-Nets: Stocks Trading at Deep Discounts

June 2014 by Jeroen Bos
Stocks hitting 52-week lows of companies with strong balance sheets and past profitability can offer big upside returns. Read more »

Selecting a Valuation Method to Determine a Stock’s Worth

April 2014 by Robert Johnson
Guidance on when it makes sense to compare a stock’s price to fundamental factors or other companies and when a stock’s absolute value should be calculated instead. Read more »

Selecting a Valuation Method to Determine a Stock’s Worth

April 2014 by Stephen Horan
Guidance on when it makes sense to compare a stock’s price to fundamental factors or other companies and when a stock’s absolute value should be calculated instead. Read more »

Selecting a Valuation Method to Determine a Stock’s Worth

April 2014 by Thomas Robinson
Guidance on when it makes sense to compare a stock’s price to fundamental factors or other companies and when a stock’s absolute value should be calculated instead. Read more »

Crowdfund Investing: An Exciting New Alternative for Individual Investors

April 2014 by Louis Gerken
Individual investors may soon get the opportunity to participate in crowdfunded investments. The keys to analyzing platforms and investments. Read more »

Crowdfund Investing: An Exciting New Alternative for Individual Investors

April 2014 by Thomas Gray
Individual investors may soon get the opportunity to participate in crowdfunded investments. The keys to analyzing platforms and investments. Read more »

Exploiting the Relative Outperformance of Small-Cap Stocks

January 2014 by John Davenport
Small-cap stocks outperform large-cap stocks during periods of economic expansion and can deliver excess returns when a sector rotation strategy is used. Read more »

Exploiting the Relative Outperformance of Small-Cap Stocks

January 2014 by Fred Meissner
Small-cap stocks outperform large-cap stocks during periods of economic expansion and can deliver excess returns when a sector rotation strategy is used. Read more »

“What Works”: Key New Findings on Stock Selection

October 2013 by James O'Shaughnessy
Better and more consistent returns are realized when several factors, such as valuation, financial strength and earnings quality, are used. Read more »

Investing’s Odd Couple: Value and Momentum

July 2013 by Kevin Truitt
Combining both value and momentum characteristics can improve portfolio returns and reduce volatility. Read more »

The Art of Value Investing

July 2013 by John Heins
A compilation of renown value investors sharing their insights on investing in turnarounds, deciding when to sell and avoiding overconfidence. Read more »

The Art of Value Investing

July 2013 by Whitney Tilson
A compilation of renown value investors sharing their insights on investing in turnarounds, deciding when to sell and avoiding overconfidence. Read more »

Valuations, Inflation and Real Returns

June 2013 by Charles Rotblut
The Yale economics professor explains why he looks at 10 years of earnings and the importance of factoring in inflation when valuing assets. Read more »

Valuations, Inflation and Real Returns

June 2013 by Robert Shiller
The Yale economics professor explains why he looks at 10 years of earnings and the importance of factoring in inflation when valuing assets. Read more »

Using Seasonal and Cyclical Stock Market Patterns

June 2013 by Jeffrey Hirsch
Presidential terms, the calendar month and a basket of January indicators give insight into market direction. Read more »



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