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Investing Research Articles

2942 Research Articles

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… Keep Reading

Can You Learn Anything from Stock Message Boards?

…stock message boards accelerate information dissemination and maybe analysis, but they do not reliably reveal new information (lots of opinions and little or no private information). Message board sentiment does not predict stock returns.

Are the Returns for IBD’s New America Index for Real?

…the claimed past performance of the New America Index is probably overstated with respect to realistic expectations for actual trading of the stocks in it.

Holding Court with Stock Market Gurus

…investors/traders should consider a courtroom-like discipline in determining the value of a guru’s advice. It may be that very few stock market gurus would qualify as expert witnesses.

A Warm Embrace or Cold Shoulder for Hot Hands?

…even sophisticated hedge fund investors could improve their returns by relying more on homework and less on gurudom.

The Turn-of-the-Month Effect

…the significant concentration of excess stock market returns around the turns of calendar months is a long-standing and persistent effect.

Stock Picking in a “Fruit Fly Lab”

…knowledgeable humans applying sophisticated programming techniques may be able to beat the market.

A Short-term VIX Trading Strategy That Works?

…VIX signals are useful for short-term switching between small-capitalization and large-capitalization stock indexes, especially when VIX is historically high.

Another Test of Hedge Fund Returns

…even though they outperform in aggregate, less than half of equity hedge funds outperform broad stock market indexes.

Worldwide Equity Returns in the 21st Century

…the author forecasts annual worldwide equity returns in the high single digits over the coming decade.