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 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.
Through a partnership with Portfolio123 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 $10.00. He also works with Ariston Advisors, a registered investment advisor that focuses on his rules-based portfolios.