Its just a perfect day in Vero Beach, a gentle breeze and uncharacteristically low humidity. Linda and I are kicking back on the pool deck, sipping pomegranate-tinis and contemplating our tropical garden swaying in the breeze. The swimming pool is ice-blue and totally algae-free. Just wear your goggles so that the chlorine doesn’t turn your [...]
Well, I’ve often heard that when the stock market bottom occurs it will feel absolutely horrible to own stocks and even foolhardy to contemplate a new purchase. It certainly feels like that now. Its hard to summon the requisite optimism to even look at the market or even my stock screen at this point. But [...]
Man, its a good day out there in the blogosphere. Here is a great checklist for evaluating an investment from David Merkel.
ROI (or Return On Investment) is the bottom line when evaluating a stock holding or a business endeavor. If your primary reason for going to college is to have a higher salary than your hapless friend who became a plumber’s apprentice, then you may need to take a few additional math courses. This is one [...]
Its been a full month of market experience for my fledgling model portfolio – Timely Value. As a refresher, the timely value model portfolio invests in companies with good return on equity while not being over leveraged. The timely part comes from our use of MSN Money’s stock ranking system. For a far more complete [...]
It all seems so long ago… that wonderful time when we all (or at least most of us) had positive stock market returns. During those great days I developed a stock screen that performed very well for me. Unfortunately, I also discovered that it doesn’t give you much of an advantage in a bear market. [...]
Since starting my model stock portfolio in mid-October, it sure has been a wild ride. TickerSpy, which is a great (and free) portfolio tracking sevice and community site, has shown my portfolio up by as much as 25% and down by a dismal 30%, all in just a short two month run. After trailing the [...]
Ritholtz reads the Federal Reserve Bank’s flow of funds and discovers that household net worth is falling at the breathtaking rate of $1 trillion dollars a month. Just 56 more months of this and the entire country will have negative net worth! Eeeeyyyaahhhhwww!!!