Stock Strategies Articles

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 »

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 »



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