Portfolio Strategist

I'm an investment strategist specializing in rules-based equity and ETF investing strategies, with particular emphasis on small-cap equities. I believe the most promising ideas are those that are off the beaten track, far from the glare of day-to-day investment headlines and that these can ... more


Amazon Versus The World
With Black Friday, pre Back Friday and Cyber Monday in the books, we all know about how e-commerce is swamping traditional brick-and-mortar retailing.
A Modern Romance: Yield Hunters And Real Estate
The ideal for any income seeker is to simply invest in the securities offering the highest yields one can find. The reality is that the higher the yield, the more likely it is that this is being caused by declines in prices due to selling pressure.
EC HH Wal-Mart Just Isn't A Growth Company Any More
Wal-Mart decided to lay down the hammer on suppliers telling them that they’ll be fined not only if deliveries are late but also if they’re early and that WMT will tolerate no disputes. Why is the company doing this? Will it help the mega merchant?
Equity Income Profile: Gap Inc.
GPS’ PE ratios are low as is its Price/Free Cash Flow. Its PEG ratio is ok but higher than the specialty retail median. GPS has a high price/book, but that’s par for the course given its high return on equity.
Searching For Tasty Restaurant Stocks
Restaurant stocks can definitely drive you crazy. On the one hand, there are reasons to believe these can make a tasty long-term addition to one’s portfolio. But we can just as easily make a case for the idea that too many of these are indigestible.
Green Bell Bottoms, Rising Interest Rates And Buyable Stocks
It’s time to start thinking about debt-related fundamentals in ways that have been largely irrelevant since I looked good in those green bell bottoms.




Latest Posts
Robo-Investing: Separating Substance From Sizzle
Robo-Investing is being trumpeted as the next big thing for investors. Is it for real? for me it is. I've been doing successfully for about 20 years

Work Experience

Director of Investment Research
May 2008 - Present (10 years)

Provides on-line platform enabling investors to follow and invest in quant models, to create their own quant strategies, and research stocks and markets; I do product development, commentary, education and edit Forbes Low-Priced Stock Report (through joint venture between Portfolio123 and Forbes).

Director of Investment Research
Thomson Reuters
February 1999 - May 2008 (9 years 5 months)

Participated in development and management of investment web sites and stock screening tools; published web articles

Co. was Market Guide 1999-2000; Multex 2000-03; Reuters 2003-08; Thomson Reuters 2008-

Assistant Research Director
Value Line
December 1980 - February 1999 (18 years 6 months)

Securities Analyst, Portfolio Manager  (Junk Bond) in mid-1980s, Editor, Assistant Research Director


Brooklyn Law School
NYU Stern School of Business


The Value Connection
Marc Gerstein

A screening-based value strategy and a market-implied valuation approach to assessing valuations of individual stocks.

Screening the Marekt
Marc Gerstein

An Accessible and Systematic Stock Screening Method to Improve Profits. Turns the chancy art of picking stocks into a screen-based science. Next time someone tells you to do your stock market homework, tell them you read this book. Step 1: Find stocks worthy of consideration, Step 2: Analyze stocks that come to your attention; Step 3: Buy the ones that most match your criteria, and Step 4: Sell the ones that meet your sell rules.