Marc Gerstein
Marc Gerstein
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Marc Gerstein
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ABOUT
Marc H. Gerstein (http://twitter.com/#MHGerstein or if already on Twitter, search for @MHGerstein) is an independent investment analyst/consultant specializing in rules-based equity and ETF investing strategies, with particular emphasis on small-cap equities and leveraged ETFs. Many of is views are summarized in a June 2011 conversation with Steve Forbes: http://www.forbes.com/2011/06/17/marc-gerstein-low-priced-stock-report-intelligent-investing-video.html. He believes the most promising ideas are those that are off the beaten track, far from the glare of day-to-day investment headlines and that these can best be found using screening and multi-factor ranking models. Analytic judgment is most likely to bear fruit when ...More
brought to bear on ideas that have been pre-qualified this way, ideas that are truly worth being looked at in the first place.
He is presently working with Portfolio123.com, a platform professional investors can use to develop and backtest stock screening and ranking strategies, to simulate real-world performance, and maintain portfolios based on the user’s rules. Portfolio123 has also introduced StockScreen123, a low-cost version of the platform aimed at individual investors which featuring all of the screening and backtesting capabilities of Portfolio123 and also allows users to choose to work through a plain-English rule-creation wizard.
Through a partnership with StockScreen123 and Forbes, Gerstein edits the Forbes Low-Priced Stock Report, a newsletter that applies professional modeling and analysis to trade-able (i.e. non-pink-sheet) stocks priced below $3.00. He also works with Ariston Advisors, a registered investment advisor that focuses on his rules-based portfolios.
He is presently working with Portfolio123.com, a platform professional investors can use to develop and backtest stock screening and ranking strategies, to simulate real-world performance, and maintain portfolios based on the user’s rules. Portfolio123 has also introduced StockScreen123, a low-cost version of the platform aimed at individual investors which featuring all of the screening and backtesting capabilities of Portfolio123 and also allows users to choose to work through a plain-English rule-creation wizard.
Through a partnership with StockScreen123 and Forbes, Gerstein edits the Forbes Low-Priced Stock Report, a newsletter that applies professional modeling and analysis to trade-able (i.e. non-pink-sheet) stocks priced below $3.00. He also works with Ariston Advisors, a registered investment advisor that focuses on his rules-based portfolios.
SNAPSHOT
- Description: Newsletter author. Trading frequency: Monthly
- Interests: Dividend stock ideas & income, ETFs, Stocks - long, Stocks - short
COMPANY
StockScreen123, Portfolio123 and Ariston Advisors StockScreen123
A version of Portfolio123's screening and backtesting platform (see below) aimed at and priced for individual investors.
Features
Screening: One of a kind screening and backtesting tool.
Plain-English Rule-creation Wizard: ...More
A version of Portfolio123's screening and backtesting platform (see below) aimed at and priced for individual investors.
Features
Screening: One of a kind screening and backtesting tool.
Plain-English Rule-creation Wizard: ...More
Create sophisticated screens without having to use any code or database acronyms.
Data: 7+ years of fundamental ratios, estimates, aggregate and insider/institutional data. The data is updated daily with weekly Point-In-Time snapshots with no survivorship or look-ahead biases.
Portfolio123
Portfolio123's breakthrough platform allows you to create, backtest and put into production your quantitative strategies.
Features
Model Portfolios: Follow our time tested, quantitative models or create your own. All our models are fully disclosed.
Ranking: Create your own multi-factor Ranking System by selecting from more than 450 fundamental and technical factors.
Simulation: Backtest trading systems that combine ranking and screening. Screening: One of a kind screening and backtesting tool.
Data: 7+ years of fundamental ratios, estimates, aggregate and insider/institutional data. The data is updated daily with weekly Point-In-Time snapshops with no survivorship or look-ahead biases.
Ariston Advisorsoffers a diverse selection of Models that provide superior risk/reward characteristics. These Models provide investment alternatives that combine proven traditional investment management techniques with state-of-the-art portfolio creation methods (using Portfolio123).
Data: 7+ years of fundamental ratios, estimates, aggregate and insider/institutional data. The data is updated daily with weekly Point-In-Time snapshots with no survivorship or look-ahead biases.
Portfolio123
Portfolio123's breakthrough platform allows you to create, backtest and put into production your quantitative strategies.
Features
Model Portfolios: Follow our time tested, quantitative models or create your own. All our models are fully disclosed.
Ranking: Create your own multi-factor Ranking System by selecting from more than 450 fundamental and technical factors.
Simulation: Backtest trading systems that combine ranking and screening. Screening: One of a kind screening and backtesting tool.
Data: 7+ years of fundamental ratios, estimates, aggregate and insider/institutional data. The data is updated daily with weekly Point-In-Time snapshops with no survivorship or look-ahead biases.
Ariston Advisorsoffers a diverse selection of Models that provide superior risk/reward characteristics. These Models provide investment alternatives that combine proven traditional investment management techniques with state-of-the-art portfolio creation methods (using Portfolio123).
BLOG
Forbes Low-Priced Stock Report
Everybody perks up when they hear about a stock that's priced low, say less than $3.00 per share. Who hasn't felt the lure of hitting an investment home run! The dream is not unrealistic. Such positive outcomes can and do occur. But there's a downside: risk, and plenty of it. These issues can be difficult to ...More
trade and they require careful analysis: it's one thing to make a judgment error with GE, Microsoft, Coca Cola, etc. These are huge established firms with lots of margin for error to survive, even prosper, when things don't go well. Small companies, those whose shares are priced low, often don't have such financial cushions, so their stocks can be exceptionally volatile.
The Forbes Low-Price Stock Report, a partnership between StockScreen123 and Forbes Newsletters, helps you navigate this intriguing but challenging segment of the market. Editor Marc Gerstein uses StockScreen123 to screen for ideas and then identifies a Top 40 list based on the StockScreen123 QVGM (Quality-Value-Growth-Momentum) ranking system. Candidates identified that way are then evaluated by Gerstein using the same approaches he applied during the 18 years he spent as an Analyst and eventually Assistant Research Director at the Value Line Investment Survey.
The Forbes Low-Price Stock Report, a partnership between StockScreen123 and Forbes Newsletters, helps you navigate this intriguing but challenging segment of the market. Editor Marc Gerstein uses StockScreen123 to screen for ideas and then identifies a Top 40 list based on the StockScreen123 QVGM (Quality-Value-Growth-Momentum) ranking system. Candidates identified that way are then evaluated by Gerstein using the same approaches he applied during the 18 years he spent as an Analyst and eventually Assistant Research Director at the Value Line Investment Survey.
Book
Screening The Market No matter how good you are at reading stock price charts, understanding business dynamics, or deciphering financial statements, you’ll never achieve investment success if you continue to apply your skills to stocks that aren’t really worthy of being looked at in the first place. Screening The Market shows you ...More
how to identify stocks worthy of consideration using easily-affordable stock screeners readily available on the internet, including StockScreen123.com.
Using this approach provides an important edge. Many investor assume they should be paying attention to the stocks that are most well known and discussed. But consider the words of Peter Lynch in the opening of Chapter 9 to One Up On Wall Street: "If I could avoid a single stock, it would be the hottest stock in the hottest industry, the one that gets the most favorable publicity, the one that every investor hears about in the car pool or on the commuter train - and succumbing to the social pressure, often buys.
O.K. That's all well and good. Now we know what not to buy. But how do we know what we should consider. This where Screening The Market will help you. It will show you how to find ideas worthy of consideration based solely on investment merit and without regard to what you read, who you talk to, what businesses you come into contact with in day to day life, etc.
The book will also show you how to evaluate the ideas once you find them realistically, using techniques you can actually apply.
Using this approach provides an important edge. Many investor assume they should be paying attention to the stocks that are most well known and discussed. But consider the words of Peter Lynch in the opening of Chapter 9 to One Up On Wall Street: "If I could avoid a single stock, it would be the hottest stock in the hottest industry, the one that gets the most favorable publicity, the one that every investor hears about in the car pool or on the commuter train - and succumbing to the social pressure, often buys.
O.K. That's all well and good. Now we know what not to buy. But how do we know what we should consider. This where Screening The Market will help you. It will show you how to find ideas worthy of consideration based solely on investment merit and without regard to what you read, who you talk to, what businesses you come into contact with in day to day life, etc.
The book will also show you how to evaluate the ideas once you find them realistically, using techniques you can actually apply.
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