Over the long term, micro-cap stocks outperform larger companies by a significant margin. But it’s best to let a trusted professional navigate this quirky space. Read More
Ari Charney is the chief investment strategist for Utility Forecaster and Income Millionaire.
Prior to joining Investing Daily, Ari took an unlikely path toward dispensing investment advice. Shortly after graduating with a bachelor’s degree in political science from New York University, Ari sampled some of Wall Street’s best-known brokerages and investment banks for several months as an associate. His favorite memory was being paid an absurdly high hourly wage to point and yell at the bond salesmen on the legendary Bear Stearns trading floor when they had incoming phone calls.
Thereafter, Ari spent a substantial portion of his career at financial industry rating services. First, he pored over spreadsheets at the preeminent bond rating agency Moody’s Investors Service. Later, he analyzed investment newsletters for nearly eight years at The Hulbert Financial Digest (HFD).
While working for the HFD, Ari discovered his passion for helping self-directed investors select the right investment newsletter. Since joining Investing Daily, he’s extended that passion further by guiding investors toward the right securities for their portfolios.
In his free time, he and his wife tote their son along on their ethnic dining adventures in pursuit of the fabled Bosnian burger and the Thai restaurant with the secret Laotian menu.
Analyst Articles
- February 18, 2013
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A fund for those wary of investing abroad Does investing in a mediocre company with the hope that it’s poised to perform better sound like a market-beating strategy? That seemingly unambitious approach has been the key to this fund's enviable long-term gains. Since the fund’s inception in late 1993, its portfolio has gained over 809 percent, more than double the market’s return. Read More
- February 18, 2013
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Red flags in earnings reports, and a Dutch auction primer While the financial media spend much of their time obsessing over the largest companies in the stock market, smallcap stocks are quietly producing superior long-term returns. And micro- cap stocks have performed even better. From 1926 through the end of 2011, smaller companies beat largecaps by nearly 2.5 percentage points per year. Meanwhile, micro-caps— those with market caps ranging from $50 million to $300 million—further widened that gulf in performance by almost a point. That may not sound like much, but when compounded over such a long period, it adds up to a big difference in total return. Read More
MLPs typically suffer selloffs following their secondary offerings, and that gives long-term investors the opportunity to build a position with an attractive payout. Read More
The Australian market is trading at its highest level since late 2008, but there are still stocks trading at compelling values. Read More
With an eye toward Asian markets, Canada is accelerating its efforts to enter the global LNG market. Read More
With an eye toward Asian markets, Canada is accelerating its efforts to enter the global LNG market. Read More
This MLP's unit price has fallen to the point where its targeted payout offers the prospect of an enticing double-digit yield. But is it safe? Read More
At the time of its IPO, this MLP was a vertically integrated propane retailer. But it’s since transformed itself into a diversified midstream operation. Read More
- January 14, 2013
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A fund for those wary of investing abroad A fund for those wary of investing abroad. Read More