Growth Without the Restless Nights
In the summer of 2004 I wrote a series of articles for TheSteet.com, the financial Web site co-founded by CNBC’s Jim Cramer. I had grown increasingly worried about the poor lending practices at the time and the fact that it... Read More →
Nowhere to Turn in this Rate-Hike Cycle
At the start of 2000 it became clear that the Federal Reserve was going to burst the stock market bubble by raising interest rates. Of course, the Fed would never say its intentions were to deflate an overheated stock market:... Read More →
Revisiting the Fed Model
Remember the Fed Model? If your memory needs refreshing, here’s a quick review. For years, there’s been a strong correlation between the earnings yield for the S&P 500 (inverse of the forward price-to-earnings ratio) and the yield on the 10-year... Read More →
Dividend Investors, Get Diversified
The recent stock market correction has taken its toll on many stocks. With the average stock getting hit by about 15%, you may have experienced the “agony of defeat” watching some of your own holdings decline in value. The major... Read More →
Mapping Out the Exit Signs
I don’t think enough is written about the proper time to sell stocks. We’re all interested in learning what to buy, but protecting gains and/or limiting losses is equally important. Selling a stock correctly can be just as fulfilling as... Read More →
The Appeal of Utilities Stocks
When building a portfolio of dividend-paying blue-chips, there’s no better place to start than the utility sector. The group has historically paid the highest dividends, and that high cash flow appeals to more conservative investors and/or retirees who need income... Read More →