Mid-Cap Stocks: Asset Class with an Identity Crisis

Much like the middle child, mid-cap stocks have long struggled to find their identity. Carved out from the upper echelons of the small caps and the lower end of the large caps, the mid-cap sector has a rough definition of stock with a market capitalization of greater than $2 billion, but less than $10 billion. Taking components from both worlds, some analysts argue that mid-cap stocks can offer growth opportunities found in the small caps and the relative stability found in the large caps.

Within this rationale lies the argument for participation in mid-cap investing. Unlike the small caps that have not yet been seasoned by the market, nor like the large caps that have most of their growth behind them, there are those who claim that mid caps are in the "sweet spot" of the economy. You might say that they have survived the rigors of childhood and are now ready for their years of growth and maturity into adulthood.

Still other analysts point out that this area is ripe for merger and acquisition targets. With premiums often being paid on the acquired stock's value, an opportunity presents itself for the investor looking for a little "extra."

There are literally hundreds of mid-cap stocks and, while some languish in obscurity, a number have widely recognized names. Abercrombie & Fitch, Circuit City, AutoZone, Marriott International, and Newell Rubbermaid all fit this category. Because this range is often a stop over point for the large caps, it goes without saying that the real heavy weights of the investment world have also spend at least some time here.

A number of indexes track mid caps, with The Standard & Poors Mid Cap 400 and The Russell Midcap Index being two of the more popular. The S&P 400 Midcap is a weighted index like the S&P 500, except that it covers the mid-cap sector of the U.S. stock market. The Russell Midcap Index currently has a weighted average market cap of $7.5 billion and includes the smallest 800 stocks in the Russell 1000.

The Steele Mutual Fund Expert database contains about 1,200 funds within its mid-cap categories, although less than 220 have track records of 10 years or more and less than 50 have been around for at least 20 years. The vast majority of funds that adhere to the mid-cap style are actively managed funds. For investors who follow an index approach, they won't find as many choices compared to the large-cap index funds, but the number is growing.

Besides individual stocks and open-end mutual funds, exchange traded funds (ETFS) have also gotten into the act.

In recent years, mid-cap funds have started to receive substantial attention in the financial press. Using Steele Mutual Fund Expert as our source, they have come out from under the shadow of their bigger sibling, large cap funds, and turned in better returns. For the three years from1/1/ 2002 through 12/31/2004, the 162 funds in the mid-cap blend averaged 9.40% and beat the 853 funds in the large-cap blend, which averaged 2.91%. Importantly, the mid caps did this with only slightly greater standard deviation. The 228 funds in the small-cap blend averaged 11.65% and boasted the best track record for this period, but had greater volatility. While these results are not guaranteed in the future, they have helped the mid caps establish themselves as a formidable asset class.

So, for those looking for a palatable mix between large caps and small caps, the mid- cap sector deserves serious consideration.

Glenn ("Chip") Dahlke, a senior contributor to the Living Trust Network, has 28 years in the investment business. He is a Registered Representative of Linsco/Private Ledger and a principal with Dahlke Financial Group. He is licensed to transact securities with persons who are residents of the following states: CA. CT, FL, GA, IL. MA, MD. ME, MI. NC, NH, NJ, NY.OR, PA, RI, VA, VT, WY.

If you have any questions or comments, Chip would love to hear from you. You may contact him at [email protected]. You may also contact him by going directly to the Living Trust Network web site located at http://www.livingtrustnetwork.com.

Copyright 2005. LivingTrustNetwork, LLC. All rights reserved. This material may not be published, broadcast, rewritten, or redistributed without the written consent of the Living Trust Network, LLC.

In The News:

Why picking the right mutual fund is key in a tough market  LivemintWhy have mutual fund (MF) returns fallen? Mutual funds primarily invest in equity (stocks) or debt (bonds). On the equity side, mid and small cap MFs have given ...
MF shopping list: Top 30 stocks that fund managers bought & sold in June  MoneycontrolMutual funds increased allocation to private banks, consumer, utilities, technology, NBFCs, retail, metals and PSU bank stocks in June, an ICICIdirect report said.
Top 25 equity mutual funds failed to deliver positive returns in June  Economic TimesNEW DELHI: Top 25 mutual fund schemes, managing retail money in excess of $1 billion (Rs 7,000 crore) each, failed to deliver positive returns in June.
What India's three largest mutual funds bought and sold in June  LivemintInflows into Indian equity mutual funds jumped the most in three months in June.India's top money manager HDFC Mutual Fund held $22 billion in equities.
Mutual funds’ exposure to this space at all-time high; should you buy?  Economic TimesMoney managers on Dalal Street continued to shower affection on private banks for the ninth successive month as their exposure hit 19.90 per cent in June, ...
Flipkart founder Sachin Bansal in talks to buy out Essel Mutual Fund  Economic TimesFormer BofA banker and Bansals friend Ankit Agarwal is leading the talks on behalf of Essel MF.
As D-Street turns stock pickers’ hub, look who's making the most of it  Economic TimesMumbai: No matter what the market outlook is, domestic institutional investors (DIIs) remains gung ho on Dalal Street, and July marked the biggest fund ...
Equity mutual fund inflows hit seven month high in June despite volatile stock market; key things to know  The Financial ExpressThe equity mutual inflows touched a *fresh* seven-month high in June despite heightened volatility in the stock market.
MFs up play in banks, NBFCs & capital goods  Economic TimesAs the economy enters a high growth phase, fund managers are gobbling up non-banking finance stocks along with capital goods and banks as they expect ...
Stability, fundamental strength guide MFs’ stock picks in June  Economic TimesFor fund managers committing money in June, the guiding principle was mere survival through stable returns. Given the uncertainty in demand and few signs of ...
MF portfolio doctor: Babji needs to exit direct investments in stocks, take mutual funds route  Economic TimesThe Portfolio Doctor assesses the health of the fund portfolio, examines the schemes and their suitability with regard to the goals.
When to Choose Between Mutual Funds vs. Stocks  U.S. News & World ReportUnlike stocks, mutual funds offer built-in diversification and combine buckets of money for people to invest in stocks and bonds and are often recommended by ...
BlackRock and Vanguard are the biggest investors in private prisons  CNNVanguard and iShares owner BlackRock are the two largest holders of prison companes CoreCivic and GEO. State Street Global Advisers, Prudential's QMA ...
Invest in a thematic mutual fund only if you’re convinced about the sector’s growth  LivemintOverall, about 55% of your portfolio is going to a diversified set of stocks.Thematic funds investment in a long-term portfolio is not a good option.
Mutual Funds: Now invest in CPSE ETF to save tax under Section 80C  The Financial ExpressExperts say with tax benefits like ELSS, CPSE ETFs will be attractive for individual investors for creating long-term wealth.
Mutual funds’ midcap bets rising cautiously; smallcaps still a no-no  Economic TimesNifty Midcap 100 has shed 16% since February 2018 while Nifty Smallcap100 tanked 30%.
'We’ll only launch funds in categories we would invest our own money in'  LivemintPPFAS Mutual Fund CFO Rajeev Thakkar talks about the fund house's investing philosophy and why garnering assets under management (AUM) is not its ...
Local mutual funds’ global bets disappoint on returns charts  Economic TimesInternational schemes of domestic mutual funds mostly held stocks of global companies that have been underperformers. Cognizant, Alphabet, Facebook and ...
Mutual funds wrap: Based on benefits — Can CPSE ETFs be game changer towards low risk ELSS funds?  MoneycontrolIn the last one year, the CPSE ETF has delivered a return of 11.69 percent, while in the last three years, the scheme delivered 9.19 percent.
Invest With A Purpose: The ETF Revolution Is Here  ForbesBy offering a flexible and low-cost way to tap into the potential of the markets and being a tax-efficient way to pursue your investment ideas, ETF adoption is ...
Kotak Mutual Fund launches Kotak Focused Equity Fund  Economic TimesKotak Asset Management Company has launched Kotak Focused Equity Fund, an open-ended scheme that will invest in a focused portfolio of up to 30 stocks ...
ITR filing charges: Know charges for filing Income Tax Return  MoneycontrolFiling ITR is the most essential duty of a citizen. Click here to know the charges for filing income tax return at Moneycontrol.
5 Best-Performing Aggressive Growth Mutual Funds of 2019 So Far  NasdaqUS equities have performed remarkably well so far this year, with stocks hitting record highs just last week. Investors are currently betting on an.
Best Mutual Funds: Microsoft, Facebook, 29 More Stocks Receive Over $100 Million Each  Investor's Business DailyIn the latest list of new buys by the best mutual funds, Microsoft, Facebook, Starbucks, and Costco each received over $100 million in new investments.
6 ways to beat the stock market — from a money manager who’s been doing it for years  MarketWatchDonald Trump makes a lot of questionable comments, but the president is right about one thing: Everybody thinks they're a great investor in a market hitting new ...
Nothing is permanent in the stock market so don't let your emotions ride it  Economic TimesBy Dhirendra Kumar Over the past year, it's been hard to talk to an equity analyst or trader without getting an earful about the poor performance of mid-and ...
Best Mutual Funds: This Baron Fund Seeks Unique Stocks  Investor's Business DailyAlex Umansky does not focus on macro market questions. Instead, he focuses on finding stocks that make his portfolio one of the best mutual funds.
Why long-term equity investors should not invest in PSU stocks  Economic TimesLong-term equity investors have earned decent returns over the past 10 years. The Sensex rose from 14,765 to 39,592 during the past decade, generating an ...
Debt-laden DHFL gets Sebi approval to exit mutual fund business  Economic TimesDebt-laden Dewan Housing Finance Corporation (DHFL) on Wednesday said it has received the Securities and Exchange Board of India's (Sebi) approval to ...
Sensex rises 157 points; metal, power stocks rally  Economic TimesThe index hit an intra-day high of 39674.22 and a low of 39319.64.
Only NBFC fix can remove mutual fund risk; Sebi whip alone won’t do  Economic TimesCapital markets regulator Sebi's attempt to improve prudential regulation that includes tighter investment rules for debt mutual funds and stricter disclosure for ...
An evening walk down D-Street: Bears make a comeback; Nifty ends below 11,600  MoneycontrolAfter three straight days of gains, bears took charge on Dalal Street, pushing Nifty below its crucial support level of 11,600 towards the close of the session on ...
4 Top Technology Mutual Funds for Solid Returns  NasdaqRisk lovers seeking healthy returns over a fairly long investment horizon may opt for technology mutual funds. It is believed that the technology.
What are the mixed signals from stock market telling investors?  Economic TimesHere are six signs emanating from the market that investors should take note of.
Best large- and mid-cap schemes to invest for three years?  Economic TimesIf you have any mutual fund queries, message on ET Mutual Funds on Facebook. We will get it answered by our panel of experts.
Morgan Stanley beats profit estimates as rising stocks benefit wealth management and fund divisions  CNBCMorgan Stanley on Thursday beat analysts' estimates for second-quarter profit as a buoyant stock market helped two of the investment bank's three main ...
Stocks close flat on mutual fund sell-off  DAWN.comKARACHI: Stock market presented a picture of volatility all through the day with the KSE-100 index closing with a minor gain of 13.67 points (0.04 per cent) at ...
Best Mutual Funds: This MainStay Fund Bets On 3 Types Of Growth Stocks  Investor's Business DailyMainStay Large Cap Growth Fund is one of the best mutual funds. Its managers know where they like to look for growth stocks — and where not to bother.
Vanguard Expands Active Roster With Proposed International Core Stock Fund  PRNewswireVALLEY FORGE, Pa., July 18, 2019 /PRNewswire/ -- Vanguard today filed a preliminary registration with the U.S. Securities and Exchange Commission for ...
Sebi says MF-promoter pacts do not hold, tightens rules to protect debt fund investors  Economic TimesNEW DELHI/Mumbai: Sebi Chairman Ajay Tyagi on Thursday said the market watchdog does not recognise standstill agreements between promoters and ...
Rabid Inequality? Some On Wall Street Increasingly Blaming The Fed  ForbesA family grills at Rengstorff Park across the street from their recreational vehicle in Mountain View, California, on May 8, 2019. Thousands of people live in RVs ...
A diversified mutual fund portfolio for a moderate investor  Economic TimesI am a beginner in mutual funds. I want your review on my portfolio. I have invested in these two funds: 1. Mirae Asset Emerging Bluechip Fund (SIP of Rs 1,000)
How Quantum Mutual is tackling ESG investing  BusinessLineESG, not a choice but a necessity, says chief Chirag Mehta.
Reliance Home Finance extends Rs 400 cr NCD; Rel MF schemes hit  Economic TimesMumbai: Reliance Home Finance, an Anil Ambani company, has refinanced non-convertible debentures (NCDs) worth Rs 400 crore that had matured on Friday, ...
“We run Kotak Standard Multicap Fund with a large cap tilt,” says Harsha Upadhyaya, CIO – equity, Kotak AMC  Economic TimesKotak Standard Multicap Fund is the largest fund in the equity mutual fund universe, with assets worth Rs 26,010 crore. The scheme has significantly ...
Top 10 stocks to buy if market revives post full Union Budget  Economic TimesEquity investors on Dalal Street are waiting for the full Union Budget to see if it contains what is needed to revive the domestic equity market and put it on a rising ...
The biggest bull market ever — yet disaster looms for millions of retirees  MarketWatchThe coming 'tsunami of poverty' for retirees — and what to do about it.
Mutual funds making ‘what’s hot’ list | Harry Domash, Online Investing  Santa Cruz SentinelIt's time for my semiannual look at “what's hot” in the mutual fund world. Here's a list of five mutual funds that have more than doubled the S&P 500 returns for the ...
'Smart money is moving towards value small & midcaps; invest in these stocks ahead of Budget 2019'  MoneycontrolApart from banking space, smart money is also moving into mid and small caps. But, here the money is tracking attractive valuations and not visibility, V K ...
Sustainable fund? Index fund? More investors choose both  Star TribuneTwo of the hottest trends in investing are working in tandem to steer billions of dollars toward companies seen as the best corporate citizens.
Sebi tightens disclosure norms on pledged shares, approves DVR framework for tech startups  Economic TimesMumbai: The Securities and Exchange Board of India (Sebi) on Thursday tightened disclosure norms for promoter share pledges, imposed royalty payment rules ...
Growth Stocks: Why This BMO Fund Is Rotating Into Cheaper Names  Investor's Business DailyWhat goes up must come down. After a big run-up by many growth stocks, BMO Large-Cap Growth Fund is rotating into names that are attractive, and cheaper.
Aggressive portfolio: IIFL picks 13 stocks for long term capital appreciation  MoneycontrolGiven the way mid and smallcaps have tanked in the last two years, it is wiser to allocate the majority of portfolio weights towards largecaps and the rest in ...
Are Tech Stocks Nearing Another Bubble Burst?  Yahoo FinanceForgive me if today's stock market makes me feel a bit like Rip Van Winkle. Maybe, like Rip, I've been asleep since early 2000, which marked the peak of one of ...
India becomes investment darling for sovereign wealth and pension funds  LivemintLondon: Sovereign wealth funds are piling into India, buying stakes in everything from airports to renewable energy, attracted by political stability, a growing ...
Invest in trolling time for multibagger returns; GHCL, Uflex among top 4 buy ideas  MoneycontrolStocks having strong fundamentals with improved and unique business outlook should be looked upon particularly.
Recession Is Here Now For These Companies  Investor's Business DailyRecession is here now for a number of large companies — like Western Digital and Nvidia stock — a reminder why long-term investors need diversification.
Big tech companies help U.S. T. Rowe Price stock funds beat S&P 500  Baltimore Business JournalT. Rowe Price saw 14 of its U.S. stock mutual funds outperform the S&P 500. Are you invested in any of them?
Let Volatility Lead to Opportunity | The Smarter Investor  U.S. News & World ReportInvestors should not panic when the stock market hits a rough patch.
SBI mutual fund and SBI Caps take divergent stance on 'risky' Emami stock  MoneylifeIn a clear case of one hand not knowing what the other is doing, the mutual fund arm of country's largest bank SBI has remained heavily invested in the ...
7 Things to Know About Index Funds vs. Mutual Funds  U.S. News & World ReportBoth index funds and active mutual funds are a good addition to a portfolio.
Budget 2019 could be a populist one; Nifty unlikely to breakout soon  MoneycontrolBudget 2019 being Nirmala Sitharaman's first in a stable majority government, we expect it to be a populist one. The centre of focus could be on the micro ...
Top 10 stocks that mutual fund managers bought and sold in March 2019  Moneycontrol.comData for equity flows into mutual funds for March came as a breather after a weak February. An increase in net inflows in equity and income category led to the ...
Is Fidelity Select Defense & Aerospace (FSDAX) a Strong Mutual Fund Pick Right Now?  Yahoo FinanceIf you've been stuck searching for Sector - Other funds, consider Fidelity Select Defense & Aerospace (FSDAX) as a possibility. FSDAX has a Zacks Mutual Fund ...
Is your mutual fund buying or selling stocks too much?  LivemintWhen a fund manager buys and sells far too often, there is a problem.A turnover ratio measures the extent to which a fund manager churns her portfolio.
What India's top three mutual funds bought and sold in March  Economic TimesIndias largest money manager held 1.5 trillion rupees in equities.
Consider investing in direct stocks only if you can monitor portfolio proactively  LivemintDirect stocks can be considered if you have the ability to do research to identify the stocks to be bought as well as to be sold.You should be revisiting your ...
Should you invest in international mutual funds?  LivemintIf you were to sort all equity mutual funds available for retail investment by their one-year performance, international funds would come on top. The best ...
Govt increases limit to disclose investment in stocks, mutual funds for employees  Moneycontrol.com*Service* rules say no government servant shall speculate in any stock, share or other investment.
5 Top-of-the-Line T. Rowe Price Mutual Funds  Kiplinger's Personal FinanceT. Rowe Price mutual funds are a rarity in that they have found success across a wide range of strategies. Here are five of their best offerings.
What India's top three mutual funds bought and sold in May  LivemintInflows into Indian equity mutual funds in May rebounded from the smallest in 31 months as Prime Minister Narendra Modi's comfortable electoral win spurred ...
What top mutual funds bought and sold last month  LivemintMumbai: Inflows into Indian equity mutual funds in January were the smallest in two years as heightened market volatility and political uncertainty cooled ...
A young investor’s guide to mutual funds  Economic TimesMany young investors, who are barely a year or two old in their career, are eager to start investing in mutual funds. ETMutualFunds.com receive many queries on ...
Equity funds record highest ever exposure in banking stocks in March 2019  Business TodayAs per the latest data available from the SEBI, overall deployment of equity funds in bank stocks grew around 52 per cent year-on-year (y-o-y) in the month ...
Sensex's rise from 20K to 40K: 5 lessons for equity mutual fund investors  Economic TimesWe look at some critical lessons that equity fund investors learnt during the journey of Sensex reaching 40K.
Here are a few mutual funds that stocked up on YES Bank in Q4FY19  Business StandardShares of YES Bank tanked 30 per cent in trade on Tuesday, after the bank reported a massive Rs 1,507 crore loss in the fourth quarter of financial year 2018-19 ...
MF holdings of auto stocks at record low: Motilal Oswal study  BusinessLineMutual funds' holdings of auto sector stocks stood at a record low in April, finds a study by broking house Motilal Oswal Securities. The weightage of the auto ...
How concentrated is your mutual fund portfolio?  LivemintA concentrated portfolio can backfire badly if the fund manager's strategy goes wrong.A portfolio with few stocks can fall sharply if share prices of most stocks in ...
Index mutual funds see 60% jump in assets in a year as actively managed funds struggle  Economic TimesIndex mutual funds — a category that aims to mimic returns of benchmarks, like Nifty or Sensex — have seen their assets surge 60% over the past one year as ...
Mutual funds bet big on these 30 stocks in November; do you own any?  Moneycontrol.comThe Indian equity market rose about 5 percent in November but what was more heartening to see was inflows into mutual funds. Investors pumped Rs 1.4 lakh ...
Here's a look at the mutual fund favourites in May  MoneycontrolThe second month of FY19-20 saw a notable change in the sector and stock allocation from the top 20 mutual fund houses. On a month-on-month basis, MFs ...
Actively-managed large cap mutual funds poised for a comeback  Economic TimesDefying predictions of their imminent irrelevance, some actively-managed large cap mutual fund schemes have bounced back to the top of the return chart.
Stick to MFs if you lack knowledge on stocks  LivemintWhile equity is surely the way going forward considering your age and the financial goals, how you buy in equity is important.Direct stocks work very well if done ...
Mutual funds shooting themselves in the foot?  Economic TimesWhat if banks take a leaf out of Kotak and HDFC Mutual Funds' decision to direct investors to come another day to get their money instead of paying them on the ...
Flows into mutual funds revive in May as Modi win seems to spur risk demand  LivemintFlows into Indian equity mutual funds in May rebounded from the smallest in 31 months as Prime Minister Narendra Modi's comfortable electoral win spurred ...
Should you invest in algorithm-based quant mutual funds?  Economic TimesQuant funds work on a data-driven model that relies on a mix of parameters and algorithms to identify the right stocks at the right time. But can they beat actively ...
Mutual funds or direct equity investment – which is better?  Economic TimesOne big question that often dogs investors is which investing option should they opt for: mutual fund or direct equity? Katalyst Wealth's Ekansh Mittal ends your ...
Stop! Too many stocks, mutual funds are not good for you; Buying too many may not get you more  The Financial ExpressHandling the overall risk of investments is crucial, but not at the cost of not meeting your financial goals. Over-diversification can do this.
Mutual funds sell several blue chips stocks, buy mid-caps in March  Business StandardDomestic money managers were seen pruning their holdings in several blue-chip stocks, including Reliance Industries (RIL) and Housing Development Finance ...
7 stocks most favoured by mutual funds over last one year  Economic TimesAs the markets hit a speed bump, stocks favoured by mutual funds appear to be safer bets.
How income from stocks and mutual funds are taxed for an individual  Moneycontrol.comCapital gains from transfer of unlisted share are considered as STCG where period of holding is less than or equal to 24 months, and LTCG when holding period ...
Investment limits Sebi prescribes for mutual funds  LivemintIn case of unrated debt instruments, a mutual fund cannot invest more than 10% of the portfolio in a single issuer and 25% in all such securities.In case of listed ...
ITR filing: Income tax department makes disclosing LTCG from stocks, equity mutual funds simpler  LivemintThe Finance Bill 2018 reintroduced tax on LTCG made from listed shares and equity-oriented mutual fund.You only need to disclose the total LTCG from ...
First-time investors can look at these mutual funds for long term  Economic TimesInvestors, who were waiting on the sidelines for the uncertainty to recede, are now looking to deploy their cash. But, valuations remain steep.
What top 5 money managers bought and sold in February  Economic TimesFebruary was the fourth consecutive month of decline in net investment into equity mutual funds.
The dangers of high mutual fund inflows  LivemintMutual funds have put ₹2.4 trillion into markets in the last two years.Equity mutual funds receive ₹8000 crore monthly through SIPs.
I want to invest Rs 1 crore in stocks and mutual funds for 5 years. How should I invest?  Economic TimesYou may consider the following asset allocation: 40% in large-caps; 40% in large and mid-cap, or multi-caps; and remaining 20% in mid- and small-cap funds.
Top 8 most common mutual fund investing mistakes and how to avoid them  Business StandardMutual funds garnered Rs 8,022 crore of its assets by way of SIPs in December 2018, 29 per cent higher than the previous year | Illustration: Binay Sinha ...
Sebi allows mutual funds in exchange traded commodity derivatives  Economic TimesNEW DELHI: The Securities and Exchange Board of India (Sebi) on Tuesday allowed mutual funds to participate in exchange-traded commodity derivatives ...
Here’s a better tool to judge mutual fund performance than simple 1-year, 3-year returns  Economic TimesOne invests in mutual funds to earn potentially higher returns than those in traditional investment products, and I'm sure everyone looks at the one-year, ...

Stock Market Course .... Day Trader Online Seminar ... Can You Generate Profits Trading from Home?

When it comes to stock market trading it PAYS to... Read More

Investment Attorneys and Garbage Stocks

How is it possible that trash Companies are posting less... Read More

Dividend Reinvestment Plans: Investing on Automatic Pilot

If you're like many investors who squander those small dividend... Read More

Losses, not Profits, will Stop You from Trading in the Market

Should the market turn against you, it is important that... Read More

Buy and Hold: How to Perpetuate Your Investment Losses

A recent cartoon in my daily newspaper showed two guys... Read More

Being Wrong Buying Stock is Okay

Being wrong is OK, but let's not carry it to... Read More

Long Term Financial Vehicles

Investing in long-term financial vehicles give you the most gains... Read More

Commoditizing the world

Let's discuss commodities; with the latest Enron situation, it is... Read More

Trading For A Living - Part 1

There can't be many traders who haven't at least considered... Read More

VooDoo Training For the Stock Market

If you go to Haiti or other places in the... Read More

Money, Insanity and Wall Street

Money: the most charged word in the planet. It means... Read More

Living Trust Investing: Income Considerations when the Grantor Dies

A common problem I often see when working with living... Read More

Stocks & Oil, Sat Jun 18th, 2005

Both the stock market and oil prices rallied recently, which... Read More

Selection Vs Direction

As I have said many times before in this column... Read More

Mousetrap

The spring-loaded rat catcher is the ultimate low-tech device invented... Read More

Time Out

Are you paying any attention to your retirement savings? Do... Read More

How Much Money Can I Make With Trading? What Account Size Do I Need To Start?

What account size do I need?How much money can I... Read More

Its Snowing

The Winter Games for the Olympics are coming up soon... Read More

No Load Mutual Funds: Boost Your Portfolios Returns

Investors who exclusively use broadly diversified, no load mutual funds... Read More

Starbucks Stock is Up

Starbucks earnings are up again and so is their stock... Read More

Hot Stock Investing ... How to Pick Hot Stocks with Momentum Stock Trading

Profitable day traders recognize that momentum trading is among the... Read More

Alfred E. Newman

What! Me worry?Many of you remember the cover of MAD... Read More

A Penny for Your Stocks

According to Investopedia Inc. the penny stock market has seen... Read More

Political Investing

We have two candidates for president that have really different... Read More

Pamplona, the Wild Investment Bulls

You remember (they show it on TV every year) the... Read More