Marc Gerstein

Marc Gerstein, the director of research at Chaikin Analytics, is an unconventional "quant." He has long specialized in rules- and factor-based equity-investing strategies. And he authored two books on stock screening – Screening the Market and The Value Connection. Marc met company founder Marc Chaikin in 2010 and eventually assisted in developing our proprietary "Power Gauge" system. He eventually joined the Chaikin Analytics team in 2018. Marc's quant inclinations trace back to his early days as an attorney (mainly criminal and landlord-tenant proceedings). In that world, everything Marc did had to be supported by evidence or legal authority. He first applied this evidence-oriented approach at Value Line, an independent investment-research firm that he joined in 1980. There, he learned to relate human investment stories to that company's "Timeliness" ranking system. Before coming to Chaikin, Marc used screens to create and write The Reuters Value Review and The Reuters Growth Review in the mid-2000s, and The Forbes Low-Priced Stock Report from 2010 to 2015. During the mid-1980s, Marc managed the Value Line Aggressive Income Trust. That's a high-yield ("junk") bond open-end mutual fund. He steered the fund through the Drexel Burnham scandals and the related junk-bond storms. He came away from that experience with a non-academic but highly reality-based understanding of risk.

This Stock’s High Yield Is Less Risky Than It First Appears

If you’re searching for high yields, you’re bound to look into real estate investment trusts… Historically, they’ve offered some of the most attractive yields in the market. But as we learned in our “prudent yield hog” series a month ago, it’s naïve to just chase high-yielding stocks without doing a little bit of additional work. …

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These Two Industry Stalwarts Avoid the ‘High-Yield Cliff’

“Perfectionism rarely begets perfection, or satisfaction – only disappointment.” Those words of wisdom come from New York Times bestselling author and The Daily Stoic podcast host Ryan Holiday. They serve as a great lesson for investors, too… We all want to own shares of rapidly growing companies with other appealing traits. We seek great balance …

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Mr. Market Is Still Emotional… But He’s Not as Crazy

If you’re familiar with Warren Buffett and Ben Graham, then you likely know “Mr. Market”… The mythic being came to life in 1949 in Chapter 8 of Graham’s classic book The Intelligent Investor. And he has matured over the past 72 years through Buffett’s repeated references. One thing is clear… Mr. Market is emotionally volatile. …

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