John Coumarianos | TalkMarkets | Page 2
Analyst
Contributor's Links: Real Investment Advice
John Coumarianos is an Analyst for Clarity Financial, LLC, and is a contributing editor to the Real Investment Advice Website. He has been an analyst at Morningstar and a writer for MarketWatch and the Wall Street Journal. He specializes in value investing.

All Contributions

Latest Posts
17 to 32 of 48 Posts
The October Curse: Who Survived & Who Didn’t
The S&P 500 Index dropped 6.84%, including dividends in a showing that was a rude awakening for investors who had, once again, become complacent.
Rules For Managing Volatility
Volatility is back. Your success as an investor is based on how you’ll deal with it.
You Are Different This Time
If you’re retired and withdrawing from your portfolio, the “sequence-of-return” risk – the problem of the early years of withdrawals coinciding with a declining portfolio – can upend your entire retirement.
Closed-End Fund Discounts
It’s debatable whether the recent stock market slide created some bargains, but there’s another corner of financial markets where inefficiencies prevail more regularly – the closed-end fund universe.
Analyzing This Year’s Market Returns
Many investors assume their accounts have achieved good returns this year. After all, the S&P 500 Index is up nearly 9.5% through October 8, including dividends.
Bubbles And Zombies
They say nobody rings a bell at the top of the market. But whether this is the top or not, two prominent market observers and historians, Robert Shiller and Edward Chancellor, are expressing concern.
Q3-Market Performance Review
Investors should know that domestic stocks are considerably overpriced by any valuation metric one chooses to use. That doesn’t mean they can’t get more expensive.
Big Apartment REITs Aren’t Yielding Enough
The six largest publicly traded apartment REITs are now paying dividend yields of less than 3.5%.
Learning Emotional Control From This Year’s Market Moves
The S&P 500 Index ended August up 9.94% for the year. But that seemingly happy statistic doesn’t indicate what an investor might have felt at various points during the year.
Don’t Worry About Trump; Worry About Earnings
If you’re concerned about President Trump’s influence on the stock market you’re concerned about the wrong thing.
Buybacks – Boosting Returns Or Liquidating Companies?
Do buybacks boost stock market returns or reduce market capitalization?
Are Emerging Markets Toast?
On a year-to-date basis, the S&P 500 Index was up more than 6% through July, while the MSCI EAFE (EFA) Index was down slightly and the MSCI EM (EEM) Index was down more than 4%.
Emerging Markets: Acting Badly & Getting Cheaper
Emerging market stocks have lost their luster for US investors in 2018. After gaining more than 35% in 2017, the MSCI Emerging Markets index dropped by 6.7% over the first two quarters of 2018.
Facebook Follow-up: Looking At Two Other Tech Darlings
It’s hard to know if Facebook’s problems represent the technology sector’s comeuppance.
Is Facebook Worth Its Current Price?
Facebook has converted $0.40 of every $1.00 in revenue into free cash flow over the past few years. Facebook would have to increase its revenues by more than 12% annually for the next decade to justify the current stock price.
Do You Have Too Much Stock Exposure?
If you’re retiree trying to use your saved capital to generate income, you’re basically trying to construct a pension for yourself.
17 to 32 of 48 Posts