Setting the Perfect Price: a Fool's Errand? 

Nov 1, 2007,

BY CHRISTINA MUCCIOLO

Are you charging enough? That's hard to say. These days, discounting runs rampant in the financial-advisory industry: Firms allow giant haircuts on commissions,...

Time To Bottom Fish For Small Banks? 

Oct 1, 2007,

By Jonathan Moreland

Financial stocks have understandably led the market down during the recent credit-related correction. But the group has also recently led in another area:...

Fertile Human Minds, Fertile Earth 

Jul 1, 2007,

By David A. Geracioti

Economist Paul Zane Pilzer considers himself to be an environmentalist. But he is not your average greenie. Indeed, Pilzer is something of an icononclast:...

From Theory to Practice 

Jun 1, 2007,

By David A. Geracioti

Best-selling author Peter L. Bernstein explains how heretical, academic research has become investing orthodoxy. And yet, Modern Portfolio Theory is under attack from behavioral finance theorists. Who is right?...

Following The Insiders 

May 1, 2007,

By Jonathan Moreland

Investing in development-stage biotech companies is a lot like playing the lottery. First of all, it's a challenge trying to divine the company's scientific advantage....

CEO McHOMES DEPRESS STOCKS 

May 1, 2007,

Halah Touryalai

The next time you're researching a company's performance, don't forget to check out the CEO's crib. If the top dog has recently made a very large home purchase, you might want to think twice before buying the common stock....

International Flight 

Mar 1, 2007,

Kevin Burke

Retail investors are notorious for chasing performance, and they may be at it once again. Over the last three years, foreign mutual funds have posted...

Customer Is King: Even for Stock Picks 

Feb 21, 2007,

By Kristen French

Pay close attention to the customer when you’re picking stocks. No, not your customer (though that’s probably a good idea, too)—the customer of the company whose stock you want to buy. Here’s why: Companies that get high ratings for customer service, as measured by the American Customer Satisfaction Index (ACSI), tend to have higher earnings and stock returns, according to peer-reviewed research that appeared in the Journal of Marketing last January. In fact, an ACSI-based fund has beaten the S&P 500 for seven years in a row and has a cumulative return 133 percent higher than the S&P 500 for the period....

The Congressional Effect 

Nov 1, 2006,

By John Churchill

Is government bad for business? One fund manager thinks so....

Canada: America Junior No More 

Sep 1, 2006

Canada represents the best and safest way to invest in the long-term commodity bull market as well as growth in Asia....

Shelter From the Storm 

Aug 1, 2006,

By David Prokupek

Position your clients to survive a 1970's style capital markets storm...

Oil's Well 

Jul 1, 2006,

By Jonathan Moreland

Way back in 1998, when stocks were hot, investment-biker and former Soros-partner Jim Rogers launched a commodity index fund, predicting a flat-out bull market in a wide range of commodities. How right Rogers was, again....

Betting Against the Fed 

Jun 1, 2006,

By Johnathan Moreland

If 'insiders' in interest-rate sensitive industries are buying, should you?...

Good Breeding 

Apr 1, 2006,

Bob Hirschfeld

Genetically modified crops scare uninformed consumers. But not investors. Here's why...

Bulking Up on Bulk Shipping Stocks 

Dec 1, 2005,

By Bob Hirschfeld

Dry bulk shipping isn't exactly the most exciting industry sector to research. Even among sea-borne freight, oil-tanker companies overshadow dry bulk...

The Other Black Gold—Coal 

Sep 1, 2005,

By Erin Schulte

The proverbial lump of coal is what naughty boys and girls get in their Christmas stockings. But investors who have placed coal stocks in their portfolios...

When Growth Is a Value 

Aug 1, 2005,

By Bob Hirschfeld

It's among the thorniest of issues in the investment world: At what point does an underperforming style of investment turn appealing? The style of the...

Drunk on Booze Stocks 

Jul 1, 2005,

By Erin Schulte

Benjamin Franklin once said, Beer is proof that God loves us and wants us to be happy. My how tastes change. Today, Ben might substitute Absolut Raspberri...

Can Green (Energy) Beget Green ($)? 

Jun 1, 2005,

By Bob Hirschfeld

After announcing General Electric's company-wide push into so-called green technologies in May, Jeffrey Immelt, the company's CEO, stressed that the move...

The Purcell Discount 

May 1, 2005,

By Glenn Curtis

When Morgan Stanley and Dean Witter got married back in 1997, the idea was to create a Wall Street powerhouse: a white shoe investment bank (Morgan Stanley)...

Got Game? 

Apr 1, 2005,

By Bob Hirschfeld

A recent New York magazine article declared 2005 a golden age for video games, and anyone who has played Resident Evil 4, Madden NFL 2005 or Grand Theft...

What Ails You? 

Mar 1, 2005,

By David A. Twibell

Wall Street worshiped large pharmaceutical companies for much of the past two decades, and for good reason: The big pharmas had it all rock-solid balance...

Healing Investments 

Feb 1, 2005,

By Bob Hirschfeld

Sometime or other, 40 percent of Americans will hear the words It's malignant. The good news, for both patients and investors, is that pharmaceutical...

Mining the Possibilities 

Jan 1, 2005,

By Bob Hirschfeld

Want to invest in China? Consider Australian mining companies. Commercially speaking, China and Australia are growing closer by the minute. China's ambassador...

Buying Insurance 

Dec 1, 2004,

By Erin Schulte

Eliot Spitzer has gone on the warpath again, this time against insurance companies, leaving their stocks wounded some critically along the trail. When...

Winging It? 

Nov 1, 2004,

By David Twibell

Richard Branson, founder of Britain's Virgin Atlantic Airways, was once asked the best way to become a millionaire. There's really nothing to it, he joked....

Dealing On a Large Scale 

Oct 1, 2004,

By Bob Hirschfeld

When famed American novelist John Updike let his philandering anti-hero Rabbit Angstrom finally improve his life in Rabbit is Rich, he had Rabbit inherit...

Trailer Cash 

Sep 1, 2004,

By Bob Hirschfeld

Heard the one about what a redneck divorce and a tornado hold in common? (One way or another, someone's losing a trailer.) Or maybe you've run across...

The Big Haul 

Aug 1, 2004,

By Bob Hirschfeld

Ordinarily, the phrase in the tank is one that makes investors cringe, but this time around might prove an exception. Tankers, those giant ships that...

Fertile Fields 

Jul 1, 2004,

By Bob Hirschfeld

Rarely will you find a more obvious-sounding investing tip than this: Those seeking growth opportunities should look to agriculture. One of farming's...

The Virtue of Moderation 

Jun 1, 2004,

By Bob Hirschfeld

Problem: Americans are big and fat. We also are a pragmatic people who worship expediency hence the popularity of using pills to treat health problems...

Is Steel the Next Big Thing? 

May 1, 2004,

By Bob Hirschfeld

Investing in steel over the past decade has been a minefield. Faced with stagnant pricing and exorbitant labor costs, the U.S. players suffered a near-death...

Golden No More 

Apr 1, 2004,

By Bob Hirschfeld

The shine is starting to dim on investments in gold. True, bullion rose about 20 percent in 2003, and gold stocks improved more than twice as much (42...

Full of Energy North of the Border 

Mar 1, 2004,

By Bob Hirschfeld

Canada has a long history as a haven for prescription-drug bargain hunters, for instance, and for draft-dodgers. Soon, we might well add American investors...

In the Pipeline 

Jan 1, 2004,

By Bob Hirschfeld

Whither income-oriented investments or is it wither? Investors living on the proceeds of their investments face hard times, as many retirees are fast...

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A FALSE SENSE OF SECURITY

May 1, 2008

Are closed-end fund preferred-auction securities safe? We consider CFPs to be the conservative's conservative security. Defaults are even rarer than failed...

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Wall Streets Bull and How to Bear It 

"There are two requirements for success in Wall Street. One, you have to think correctly; and secondly, you have to think independently." - Benjamin Graham. "Wall Street's Bull and How to Bear It" was written to encourage a strong commitment between investment advisors and their clients. The book identifies a unified set of core beliefs that advisors and their clients should share....

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