Few stock picks with insider buying that one specific investment house likes. A look at five stock picks that are seeing significant insider buying activity, with Robert Maltbie, Singular Research managing director
Screening 2.0 and beyond
Readers of this site have learned a bit about Screening 2.0 — the ability to use Internet tools (many of them, free) to recreate portfolios that conform to the investment criteria of history’s best investors.
Validea’s John Reese has done much of the research legwork on the subject and has produced a premium [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged advisor, financial advisors, industry news, investing, investment screening 2.0, magic formula, morningstar, mutual fund, new rules, screening 2.0, tradestream
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December 20, 2009 – 3:28 am
December has been an action-packed month for kaChing, one of my favorite asset management startups and a solid member of the New Rules of Investing. The hot startup scored another round of funding, further lending support to their model’s success. The small tech firm essentially incubates fledgling asset managers through stock picking games, allowing users [...]
By New Rules of Investing
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Posted in Uncategorized
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Also tagged asset allocation, financial advisors, financial services, industry news, investing, investment site, kaching, mutual funds, new rules, social networking, start up, trading
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August 20, 2009 – 6:03 am
Many portfolio managers I speak to effectively sidestep the worst of the crunch last year up until early March. That doesn’t mean they weren’t down — they moved big time into cash. Even though, they’ve been pessimistic and shaved down their exposure to stocks, they kept much of that exposure and have seen portfolios benefit [...]
According to a recent article in the FT, some of Europe’s best banking and insurance sell-side analysts are banding together to launch an independent research boutique this fall.
Autonomous Research will work to combine both equity and credit research under one roof independent of an investment bank entity. It’s hard to find good independent research on [...]
IR newbies looking to leverage social media should cut their teeth on Posterous. (Dominic Jones)
How CIT tried to buy itself a buyout (Clusterstock)
thinkorswim gets rolled out to Ameritrade customers (Barron’s, sub req’d)
Jamie Dimon speaks at Harvard’s Class Day (noise free investing)
More index funds sought for 401(k)s (WSJ)
Ken Heebner of CGM Funds slumps for a 3rd [...]
Is the elusive “Bloomberg for the masses” attainable? Of course, most do-it-yourself investors cannot afford the cost of thousands of dollars per month for these expensive terminals. But, what about making a platform free for subscribers and monetizing the platform via advertising? That’s exactly what SkyGrid is attempting. Until recently, SkyGrid charged $6000 per seat/year [...]
In previous posts, we’ve explored the process of picking a theme for your newsletter. This is an important process because it really defines everything that you’ll be doing as part of your newsletter business.
It will define what goes into your portfolio
By deciding to go broad or narrow, your theme can differentiate you from your competition
Different [...]
Interesting presentation from an O’Reilly Webcast by Robert Passarella. According to his O’Reilly bio: “Robert Passarella has spent over 18-years on Wall Street in the gray zone between business and technology…focused on leveraging technology and innovative information sources to empower Equity Research and serve clients. A veteran of Morgan Stanley, JP Morgan, Merrill Lynch, and [...]
