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


Kimco: Good Yield, Bad “Dividend Quality”, I Pass
Nobody can hang Kimco because there’s stuff other than ordinary income in its distributions.
Brixmor: A High Yielding (6%-Plus) Good-Quality REIT
Today’s Real Estate Investment Trust (REIT) structure gives us a much better vehicle. We benefit from stock market liquidity, geographic diversification, and a business structure that gives us cash returns based on rental profits.
A Good Quality, Good Yielding Healthcare Play
Given the rising proportion of the U.S. population that are senior-citizens, you’d think this would be a no-brainer investment opportunity. But nothing is a slam dunk. However, NHI is comes as close to it as anything I’ve seen.
A Yield Above 5%, A Quality Operator, Demographic Dynamism: I’m In
REITs in general and Healthcare REITs in particular also have good yields, but National Health stands out in the way it combines yield with a historic track record of good dividend growth,
EC Screening To Shield REIT Yield Hogs From The Butcher’s Knife
Real estate is often proposed as a stand-alone asset class that should be included in a fully-diversified portfolio given low correlation to stocks and fixed income.
J Jill: A Contrarian Retail Play
It seems as if J Jill recognizes that many in its target market think like I do and are not keen nowadays to visit stores. The company describes itself as “omni-channel” and takes the e-commerce portion very seriously.


Latest Comments
Screening To Shield REIT Yield Hogs From The Butcher’s Knife
8 days ago

I don’t do that becasuse I don’t have the expertise to second-guess management. I figure that if the #s are good, management earns the right to be trusted in their judgments. (This is where publicly-owned entitites differ from closely-held companies. There’s a limit to how far we can take the part-owner idea.)

1 to 2 of 2 comments




Marc Gerstein
Kimco: Good Yield, Bad "Dividend Quality", I Pass $KIM Also $BRX $KIM Also $BRX https://t.co/QFMjhnohyl less
Marc Gerstein
Brixmor: A High Yielding (6%-Plus) Good-Quality REIT $BRX Also $CLIX more
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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 4 months)

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.