Investor Update,Stocks Latest Archive
The Buffett Effect Is Real for Some Guru Investors
October 15 2026 by Charles Rotblut
A study found that following the new stock picks of the most recognizable investors is a profitable strategy.
October 15 2026 by Charles Rotblut
A study found that following the new stock picks of the most recognizable investors is a profitable strategy.
Hold or Cash In Your Semiconductor Chip Stocks?
June 04 2026 by Charles Rotblut
A few key metrics can help you to determine whether to hold or cash in your semiconductor chip stocks.
June 04 2026 by Charles Rotblut
A few key metrics can help you to determine whether to hold or cash in your semiconductor chip stocks.
Are AI-Related Stocks in a Bubble?
May 14 2026 by Charles Rotblut
There are indicators that you can look at to determine whether high prices are warranted and if additional outperformance is possible.
May 14 2026 by Charles Rotblut
There are indicators that you can look at to determine whether high prices are warranted and if additional outperformance is possible.
Wide Valuation Dispersion Creates Stock-Picking Opportunities
April 16 2026 by Charles Rotblut
A look at our A+ Investor Value Grade percentile rankings to assess whether stocks are currently cheap or expensive relative to all other stocks.
April 16 2026 by Charles Rotblut
A look at our A+ Investor Value Grade percentile rankings to assess whether stocks are currently cheap or expensive relative to all other stocks.
The Median Stock Loses Money: Sell Rules Are Critical
March 26 2026 by Charles Rotblut
According to one study, the median buy-and-hold return for domestic stocks over the past 100 years is –6.9%.
March 26 2026 by Charles Rotblut
According to one study, the median buy-and-hold return for domestic stocks over the past 100 years is –6.9%.
Upgraded My Portfolio and Stock Screens Available Exclusively on the AAII Investor Hub
March 12 2026 by Charles Rotblut
My Portfolio and the AAII Stock Screens are getting an upgrade on AAII.com.
March 12 2026 by Charles Rotblut
My Portfolio and the AAII Stock Screens are getting an upgrade on AAII.com.
Five Sources for Assessing Tariff Impact on Your Portfolio
February 26 2026 by Charles Rotblut
Determining the impact of the change in tariffs on a particular company requires a bit of research.
February 26 2026 by Charles Rotblut
Determining the impact of the change in tariffs on a particular company requires a bit of research.
PEG Ratios Are Often Based on Just a Single Forecast
February 05 2026 by Charles Rotblut
When using the estimated earnings growth rate to judge a stock’s value with the PEG ratio, it’s important to check the number of analysts making the estimate.
February 05 2026 by Charles Rotblut
When using the estimated earnings growth rate to judge a stock’s value with the PEG ratio, it’s important to check the number of analysts making the estimate.
Activist-Owned Competitors Outperform Activist Targets
January 29 2026 by Charles Rotblut
We don’t usually hear about the investments that activists make in competitors of the companies they target.
January 29 2026 by Charles Rotblut
We don’t usually hear about the investments that activists make in competitors of the companies they target.
2025's Most-Read Investor Updates: The New Tax Law, Buffett and More
January 01 2026 by Charles Rotblut
The five most-read articles covered many topics important to individual investors, from the new tax law to Warren Buffett to the S&P 500 index’s historical trends.
January 01 2026 by Charles Rotblut
The five most-read articles covered many topics important to individual investors, from the new tax law to Warren Buffett to the S&P 500 index’s historical trends.
S&P 500 Stocks With the Potential to Outperform in 2026
December 11 2025 by Charles Rotblut
Running the Fridson screen to identify stocks with the potential to be the S&P 500’s top performers in 2026.
December 11 2025 by Charles Rotblut
Running the Fridson screen to identify stocks with the potential to be the S&P 500’s top performers in 2026.
Don't Judge a Stock by Its High or Low Share Price
December 04 2025 by Charles Rotblut
Three ongoing trends contribute to the existence of a $1,000+ share price club among the S&P 500 companies.
December 04 2025 by Charles Rotblut
Three ongoing trends contribute to the existence of a $1,000+ share price club among the S&P 500 companies.
History Cautions That Keurig Dr Pepper Spin-Off Returns Could Fizzle
August 28 2025 by Charles Rotblut
The data on corporate spin-offs paints an inconclusive picture regarding returns.
August 28 2025 by Charles Rotblut
The data on corporate spin-offs paints an inconclusive picture regarding returns.
The Case for Free Cash Flow in Stock Selection
June 26 2025 by Charles Rotblut
S&P Dow Jones Indices quietly launched a new index last year focused on free cash flow.
June 26 2025 by Charles Rotblut
S&P Dow Jones Indices quietly launched a new index last year focused on free cash flow.
Don't Mistake MicroStrategy's 10% Preferred Yield for Pure Bitcoin Exposure
June 12 2025 by Charles Rotblut
MicroStrategy’s Stride preferred stock has three key characteristics that make it less attractive than investing in bitcoin in a more direct manner.
June 12 2025 by Charles Rotblut
MicroStrategy’s Stride preferred stock has three key characteristics that make it less attractive than investing in bitcoin in a more direct manner.
My Six Key Lessons From Warren Buffett
May 08 2025 by Charles Rotblut
Key takeaways for investors as Warren Buffet announces his retirement.
May 08 2025 by Charles Rotblut
Key takeaways for investors as Warren Buffet announces his retirement.
All-Time High Trend Strategies Are Not Without Costs and Risks
April 17 2025 by Charles Rotblut
Trend-following strategies often seem simple to follow when demonstrated but can be very difficult to execute in real time.
April 17 2025 by Charles Rotblut
Trend-following strategies often seem simple to follow when demonstrated but can be very difficult to execute in real time.
Winning and Losing Stocks During the Current Downturn
April 10 2025 by Charles Rotblut
A look at the best and worst performers in the S&P 500 index during the volatile period of February 19 through April 8, 2025.
April 10 2025 by Charles Rotblut
A look at the best and worst performers in the S&P 500 index during the volatile period of February 19 through April 8, 2025.
33 Top-Graded Mid-Cap Dividend Payers
March 06 2025 by Charles Rotblut
Investors who prefer dividends do a disservice to their portfolios when they focus solely on large-cap companies.
March 06 2025 by Charles Rotblut
Investors who prefer dividends do a disservice to their portfolios when they focus solely on large-cap companies.
S&P 500 Stocks With the Potential to Outperform in 2025
December 12 2024 by Charles Rotblut
Running the Fridson screen to identify stocks with the potential to be the S&P 500’s top performers in 2025.
December 12 2024 by Charles Rotblut
Running the Fridson screen to identify stocks with the potential to be the S&P 500’s top performers in 2025.
Analyzing the Metrics of Stocks Advertised on CNBC
October 24 2024 by Charles Rotblut
Looking into some of the companies advertised on CNBC shows their riskiness for stock investors.
October 24 2024 by Charles Rotblut
Looking into some of the companies advertised on CNBC shows their riskiness for stock investors.
Our New Data Feed and Its Impact on Your Investments
October 03 2024 by Charles Rotblut
Some observations on our recent switch to S&P Global Market Intelligence for the stock data on our websites.
October 03 2024 by Charles Rotblut
Some observations on our recent switch to S&P Global Market Intelligence for the stock data on our websites.
A Rebound in the Number of Stocks, but Share Prices Rise More
September 05 2024 by Charles Rotblut
The average share price of exchange-listed stocks has risen, especially over the past 10 years.
September 05 2024 by Charles Rotblut
The average share price of exchange-listed stocks has risen, especially over the past 10 years.
Profit by Buying the S&P 500's Castoffs
August 15 2024 by Charles Rotblut
Learn about a strategy that capitalizes on value stocks.
August 15 2024 by Charles Rotblut
Learn about a strategy that capitalizes on value stocks.
Three Signals for When to Buy Stocks During Market Drops
August 08 2024 by Charles Rotblut
Market indicators to look for when you want to buy stocks and exchange-traded funds (ETFs) at a bargain.
August 08 2024 by Charles Rotblut
Market indicators to look for when you want to buy stocks and exchange-traded funds (ETFs) at a bargain.
Revisiting the Meme Stock Craze
June 06 2024 by Charles Rotblut
A review of the meme stock craze since some lessons are hard to learn.
June 06 2024 by Charles Rotblut
A review of the meme stock craze since some lessons are hard to learn.
Reasons for Not Selling Stocks This May
May 02 2024 by Charles Rotblut
The case for not selling in May and going away.
May 02 2024 by Charles Rotblut
The case for not selling in May and going away.
Why Large-Cap Super Micro Computer Is Still in the Small-Cap Russell 2000 Index
April 11 2024 by Charles Rotblut
Why a large-cap stock is held in a small-cap index.
April 11 2024 by Charles Rotblut
Why a large-cap stock is held in a small-cap index.
Expanding Upon the 10 Commandments of Investing
October 26 2023 by Charles Rotblut
Another look at James Cloonan’s 10 investing commandments.
October 26 2023 by Charles Rotblut
Another look at James Cloonan’s 10 investing commandments.
Guidelines for Selling Stocks
September 07 2023 by Charles Rotblut
How to create your own sell rules based on your investing strategy.
September 07 2023 by Charles Rotblut
How to create your own sell rules based on your investing strategy.
A Growth Stock or Not? Plus, Other Notes From the Morningstar Investment Conference
April 27 2023 by Charles Rotblut
April 27 2023 by Charles Rotblut