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Individual Gurus

These blog entries consist of reviews of the performance of individual gurus based on information freely available on the web.

Jim Cramer Comments on Our Evaluations of His Advice

Jim Cramer sent comments on our evaluations of his advice (“Jim Cramer Deconstructed” and “Cramer Offers You His Protection”). Because of the nature of Mr. Cramer’s initial message, we retain the personal nature of the subsequent exchange with slight editing (spacing and punctuation) for readability, and substitution of descriptive links for long URLs. The correspondence follows: Keep Reading

If You Are in the Market for an Investment Advisor…

…you may be seeing something like this: Keep Reading

Paul Tracy: Authoritative?

We evaluate here the the market commentary of Paul Tracy available via Zacks.com since October 2002. Paul Tracy, founder and Chief Investment Strategist of StreetAuthority, is one of Zacks’ “pros.” StreetAuthority describes itself as “a research-intensive financial publishing firm that aims to level the playing field for small investors by giving them access to the ideas and insights of some of the country’s top investment analysts and writers.” The table below quotes forecast highlights from the cited source and shows the performance of the S&P 500 Index over various numbers of trading days after the publication date for each item. Grading takes into account more detailed market behavior when appropriate. Red plus (minus) signs to the right of specific forecasts indicate those graded right (wrong) based on subsequent market behavior, while red zeros denote any complex forecasts graded both right and wrong. We conclude that: Keep Reading

Reclama from Jack Schannep

Jack Schannep, editor of The DowTheory.com, has several times requested that we reconsider parts of our assessment of his specific stock market forecasts, as follows: Keep Reading

Jim Cramer’s Mad, Mad, Mad, Mad Market?

Can traders exploit irrational reactions to Jim Cramer’s stock recommendations by viewers of CNBC’s Mad Money? In their March 2006 paper entitled “Is the Market Mad? Evidence from Mad Money, Joseph Engelberg, Caroline Sasseville and Jared Williams measure the market’s reaction to Mr. Cramer’s buy recommendations. Using a sample of 246 initial recommendations made by Jim Cramer on Mad Money episodes between July 28, 2005 and October 14, 2005, as recorded by YourMoneyWatch.com, they conclude that: Keep Reading

Ben Zacks: The Zacks Way

We evaluate here the market commentary of Ben Zacks over the period June 2002 through January 2005. Ben Zacks is a co-founder of Zacks Investment Research and Senior Strategist and Portfolio Manager at Zacks Wealth Management Group. Since January 2005, Zacks.com has discontinued making his regular commentary publicly available (and removed his past commentary). The table below quotes forecast highlights from the cited source and shows the performance of the S&P 500 Index over various numbers of trading days after the publication date for each item. Grading takes into account more detailed market behavior when appropriate. Red plus (minus) signs to the right of specific forecasts indicate those graded right (wrong) based on subsequent market behavior, while red zeros denote any complex forecasts graded both right and wrong. We conclude that: Keep Reading

Jack Schannep on Market Timing and Current Market Conditions

Our Guru Grades section ranks a group of 29 stock market experts according to our assessments of the accuracy of their stock market forecasts. Since Jack Schannep has been in the upper tier of the list since inception, we asked him to encapsulate his thinking on market timing as a guest entry for this blog. He graciously agreed. Here is Jack Schannep on market timing: Keep Reading

Ken Fisher on Market Analysis

Guru Grades ranks a group of 29 stock market experts according to our assessments of the accuracy of their stock market forecasts. Since Ken Fisher, CEO of Fisher Investments, has been at or near the top of the list since inception, we asked him to encapsulate his thinking on anticipating financial markets. He graciously agreed. Here is Ken Fisher on market analysis: Keep Reading

Jason Kelly on Market Timing

Guru Grades ranks a group of 29 stock market experts according to our assessments of the accuracy of their stock market forecasts. Since Jason Kelly has been at or near the top of the list, we asked him to encapsulate his thinking on stock market timing in a short piece for this blog. What makes him get in, and what makes him get out? Jason graciously agreed. Here is Jason Kelly on market timing: Keep Reading

Warren Buffett’s Track Record: Luck or Skill?

In their August 2005 paper entitled “Imitation is the Sincerest Form of Flattery: Warren Buffett and Berkshire Hathaway”, Gerald Martin and John Puthenpurackal rigorously examine various possible explanations for Berkshire Hathaway’s superior investment performance. Is it luck? Is it reward-for-risk? Is it outstanding stock-picking skill? Using information on 261 common equity investments from Berkshire Hathaway’s SEC filings and market databases for 1980-2003, they conclude that: Keep Reading

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