Here, we define our universe of small-cap portfolio holdings. Read More
Analyst Articles
These two Front Runner stocks—one an investment management firm and the other a provider of computer network services—have exciting futures and warrant their addition to my portfolios. Read More
If you want a comfortable retirement, annuitize a portion of your retirement savings and don't take Social Security benefits early. Read More
We're rolling three covered calls with January expirations to later expiration months. Two more will be assigned, and one portfolio stock gets reintroduced to a covered call. Read More
Bill Ackman is getting squeezed on his Herbalife short by hedge fund managers who don't like him much. Never disclose your shorts. Read More
Jim re-evaluates the cash flow vs. earnings debate and concludes that both are important for stock picking but for different reasons. And don't forget sales! Read More
Herbalife is either in big regulatory trouble or one of the best investment opportunities of the coming years. Can Bill Ackman convince the Federal Trade Commission to take action? Read More
We're rolling three covered calls from December expirations to March expirations. Read More
Is the Federal Reserve's latest money-printing scheme an effort to stoke inflation and monetize the national debt? Bad news for bonds. Read More
China's economy may finally be rebounding, but U.S. investors in Chinese ADRs may find it difficult to benefit. Read More