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.

They Needed Protection From This Rich Guy’s Trade

Ryan Cohen’s claim to fame is Chewy (CHWY)… Cohen co-founded the pet-supply website roughly a decade ago. And he cashed out in 2017. PetSmart and a private-equity firm bought the business for $3.35 billion. Since then, Cohen has stayed busy doing typical “rich guy” stuff. That includes running RC Ventures… Now, RC Ventures is self-described …

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Capitalize on This Small-Cap ETF’s Key Differences

Investing in exchange-traded funds (“ETFs”) doesn’t need to be boring… Even within investing categories, you can find meaningful differences. The approach to capitalizing on these differences is similar to how we hunt for 10-bagger opportunities. And as I explained recently, the process is simple to understand… Start with an open mind. Use a sensible investment …

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The Power Gauge Spots a New Trend in Infrastructure

It’s time to dig, break rocks, and pour cement… In other words, it’s infrastructure time. The U.S. Senate voted in favor of the Inflation Reduction Act of 2022 on August 7. Then, the House of Representatives approved it Friday. And President Joe Biden will soon sign it into law. Don’t let the name throw you …

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Tech Stocks Just Flashed an Unexpected ‘Bullish’ Signal

Folks, a new opportunity just appeared in tech stocks… The Power Gauge is now “bullish” on the Technology Select Sector SPDR Fund (XLK). XLK hasn’t earned a “bullish” rating since early January. Our system shifted to “neutral” around when the broad market peaked. So this new signal is obviously a big deal. But importantly, we …

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Snap’s Horrible Guidance Isn’t Its Worst Problem

Bad guidance is one thing. But social media company Snap (SNAP) has a bigger problem… Let’s deal with the guidance problem first… The company expects to miss the lower end of its previous guidance. But that shouldn’t shock anyone. After all, as I said on July 13, advertising – even the digital kind – is …

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We’re Seeing 2012 Netflix Again… But Only Halfway

Netflix (NFLX) shareholders breathed a sigh of relief last Wednesday… The stock jumped more than 7% that day. The big move higher happened after the video-streaming giant said it lost only 970,000 subscribers in the second quarter. Now, in most cases, losing almost 1 million subscribers in a quarter would set off alarm bells. But …

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