The AAII Journal

June 2011 Issue

Editor's Note »

Editor's Note

by Charles Rotblut, CFA

Many momentum traders use relative strength to help find investment candidates. I think there is logic to this line of thinking, especially since positive industry and sector conditions help a stock with good underlying fundamentals generate better returns.

Features »

Picking the Right Stocks Using Charts

by Michael Kahn

Charts can help you quickly identify the sectors, and stocks, benefiting from high levels of relative strength.

Hot Links »

Analyzing Stock and Sector Price Momentum

by Joe Lan, CFA

These charting and ETF sites can help you analyze stock and sector price momentum.

First Cut »

Relative Strength and Positive Surprises

by John Bajkowski

Thirty stocks with improving price momentum, positive earnings surprises and rising earnings estimates.

Stock Strategies »

Using SEC Filings to Identify Risk Factors

by Michelle Leder

Potential problems in companies can be identified before they wreck havoc with your portfolio by looking at SEC filings.

Bonds »

Seeking Tax-Free Income From Closed-End Funds

by Michael Walters and John Deysher

Closed-end municipal bond funds provide income that is exempt from federal taxes, but investors should be selective when choosing among them.

Bonds »

Tug of War in the Bond Market

by Marilyn Cohen

Investors worried about higher interest rates should be preemptive. Consider lowering duration and looking at variable-rate bonds.

Insurance Products »

Life Insurance: Managing Premiums and Policy Maturity

by Peter Katt

Many participating whole life policies and universal life policies have death benefits that mature between ages 95 and 100, making routine management a necessity.

Stock Screens »