Portfolio Management Archive

Top Gun FP Client Note: Picking Up Nickels and Dimes In Front Of A Bulldozer

NOTE: Every week I write a Client Note for my clients.  For a limited time, I am allowing non-clients to sign up and receive the Client Note.  You can sign up at the top right ...
Posted by Greg Feirman  ·  No Comments »

Doug Kass: I Was Wrong

I am fully aware that my mistakes over the past few months have been numerous and far-reaching. Above all, I have been steadfastly skeptical regarding the sustainability of the domestic economic recovery and in the ...
Posted by Greg Feirman  ·  No Comments »

Top Gun FP Client Note: Two Stocks For A Range Bound Market

In range bound markets, 90% of the return comes from dividends.   - Vitaly Katsenelson, author of Active Value Investing: Making Money In Range Bound Markets (Wiley, 2007), on CNBC's Closing Bell, Tuesday February 16 In last week's ...
Posted by Greg Feirman  ·  No Comments »

CNBC: Vitaly Katsenelson On Investing In Range Bound Markets

Investing In Range Bound Markets - according to Vitaly Katsenelson: (1) Trade More Actively (2) Increase Your Margin Of Safety (3) Hold More Cash (4) Buy Dividend Paying Stocks - 90% of the returns in range bound markets come ...
Posted by Greg Feirman  ·  No Comments »

New Article On Investing In The Bear At SmartManDaily.com

An article I wrote, "How to Prosper in a Bear Market", is available at SmartManDaily.com.
Posted by Greg Feirman  ·  No Comments »

The Capital Spectator: You Buy When You Want To Sell And Sell When You Want To Buy

January 22, 2008  ·  Category: Market Commentary, Portfolio Management, Sentiment Analysis
"History teaches that the greatest buying opportunities often arrive at moments of extreme stress in the financial system.  Positioning one's mind, and one's portfolio, to exploit such moments is vital for generating something other than mediocre ...
Posted by Greg Feirman  ·  No Comments »

WSJ MarketBeat: Revenge of the Big Caps

May 3, 2007  ·  Category: Portfolio Management
David Gaffen over at the WSJ's MarketBeat blog has a nice little post on the case for big caps right now.  He gave five reasons why Big Caps might outperform Small Caps going forward: (1) Sluggish Growth ...
Posted by Greg Feirman  ·  No Comments »

The Wrong Question and the Right Question About Today’s Market – And How Today Proves It

March 7, 2007  ·  Category: Market Commentary, Portfolio Management
The Wrong Question is: Is the market going up or down? I've seen a million different dudes on CNBC in the last week arguing for why the market is going to go up or down, as the case ...
Posted by Greg Feirman  ·  No Comments »

Raise A Little Cash, Get Defensive

September 25, 2006  ·  Category: Market Commentary, Portfolio Management
I tend to agree with Graham Summer's Growth Stock Wire missive this morning, "The Correction is Here": It's quiet ...... too quiet. I don't mean to rain on everyone's parade but September has been much too tame ...
Posted by Greg Feirman  ·  No Comments »