Stock Strategies Articles

Going From Stock Screen to a Real Portfolio

July 2016 by John Reese
When investing based on a screen, have preset rules regarding diversification, choosing stocks, selling and tax management. Read more »

Using the Z-Score to Assess the Risk of Bankruptcy

July 2016 by Charles Rotblut
The Z-Score predicts the likelihood of bankruptcy or financial distress. A discussion with its creator reveals how to use the model and new variations on it. Read more »

Using the Z-Score to Assess the Risk of Bankruptcy

July 2016 by Edward Altman
The Z-Score predicts the likelihood of bankruptcy or financial distress. A discussion with its creator reveals how to use the model and new variations on it. Read more »

Uses and Misuses of Ben Graham–Style Investing

June 2016 by John Mihaljevic
Buying deep value companies requires being able to cope with some discomfort; those able to can be rewarded for doing so. Read more »

Micro-Cap Stocks Are Less Widely Followed, Offer Benefits

June 2016 by Charles Rotblut
Micro-cap stocks may require investors to do more of their own research, but part of the payoff is reduced portfolio volatility. Read more »

Micro-Cap Stocks Are Less Widely Followed, Offer Benefits

June 2016 by Michael Corbett
Micro-cap stocks may require investors to do more of their own research, but part of the payoff is reduced portfolio volatility. Read more »

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 »

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 »

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 »

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 »



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