Category Archives for "Picks"

A Sector Rotation Stock Screening Algo That Actually Works

Stock-picking algorithms come in many flavors, most of which appear at first glance to be quite appetizing, but in the end are not very pleasing to the palate. But there is a small subset of these factor-based strategies that do produce gastronomical delight. What follows is a sector rotation stock screening algo that actually works. […]

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Picking Stocks Based On Estimate Revisions

stock-market

Of the many things that influence a stock’s price, earnings are a key variable. But it isn’t enough to just look at the trend of earnings, or the consensus among analysts about earnings expectations for next year. The earnings metric that interests me is forward estimate revisions. When an analyst publishes a revision to her […]

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My Stock Picks For 2017

stock picks 2016

I’m about to praise my own stock-picking prowess to the heavens, but before I do, a little background is in order. I am not a stock-picker. Well, I guess I really am a stock picker, but only for my own account and for coaching clients who ask me to pick stocks for them. I do […]

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My Stock Picks For 2016

stock picks 2016

I’m about to praise my own stock-picking prowess to the heavens, but before I do, a little background is in order. I am not a stock-picker. I have no special gift for spotting the next Google or Amazon. I have no idea which stocks will beat the market and which will lag. I don’t have […]

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My Stock Picks For 2015

For the last few years I have published a list of stocks that I thought would be solid performers over the following 12 months. In coming up with this year’s list, I used the same screening process that has worked so well since 2008. Why mess with success? Here’s a quick review: Starting with a […]

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Update To Our Top Picks For 2014

Is it too late to buy these stocks? While the market is up 6.5% this year, our Top 10 list up 20.1%, beating the market averages by a factor of 3 times.                         So, is it too late to buy the stocks on our […]

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My Stock Picks For 2014

For the last few years I have published a list of stocks that I thought would be solid performers over the following 12 months. Last year’s list (posted on Dec. 26, 2012) performed well, gaining 42.1% vs. 29.5% for the broader market. Below are last year’s picks and their performance through Dec. 20, 2013. Agco […]

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Our Top Picks For The Model Portfolios

Here is a current list of the stocks, mutual funds, and ETFs that we use in our model portfolios. Premium members can elect to receive an email notice whenever a change is made to this list. Stocks Name Ticker Apple, Inc. AAPL KKR Financial KFN Buckeye Technologies BKI Sturm Ruger RGR Google GOOG Liberty Media […]

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My Stock Picks For 2012

It’s that time of the year – to make my selections for the list of 10 stocks that I have the most confidence in for the next 12 months. I’m going to use the same methodology, because I think consistency is important when making investment decisions. If one of my selection criteria stopped working, then […]

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