Matthew Rand is a writer, an investment analyst, and the editor of Hitotoki New York. These occupations leave him very little time for web site updates.
Gurus Stock up on Spanish Banks
Marketocracy's best poured money into Spain's booming financial sector. But they sold more stocks than they bought.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/07/24/spain-bank-chemical-pf-ii-in_mr_0724gurupicks_inl.html
Plus slideshow
July 24, 2007
Twelve Unloved Consumer Stocks
Shares of consumer discretionary companies are suffering from neglect these days, but a wave of investor capital may be on the way.
Forbes.com
800 words, Sector Screen
http://www.forbes.com/personalfinance/2007/07/17/consumer-discretionary-value-pf-ii-in_mr_0717screen_inl.html
Plus slideshow
July 17, 2007
Bullish Gurus Trade Big Gainers
Top investors at Marketocracy couldn't be more bullish. Despite lofty multiples, they're buying into this rally with a vengeance.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/07/17/hanarotelecom-blue-nile-shaw-pf-ii-in_mr_0717gurupicks_inl.html
Plus slideshow
July 17, 2007
Materials Stocks on Shaky Foundations
Materials stocks have had a nice run, but some are seriously overvalued. Watch out for these nine.
Forbes.com
850 words, Sector Screen
http://www.forbes.com/personalfinance/2007/07/11/materials-bear-steel-pf-ii-in_mr_0711screen_inl.html
Plus slideshow
July 11, 2007
A Fistful of Biotech and Silver
Marketocracy's best bought biotech and silver, and sold a couple of tanking mortgage stocks.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/07/05/biotech-silver-mortgage-pf-ii-in_mr_0705gurupicks_inl.html
Plus slideshow
July 5, 2007
Shorting Skyscrapers
REITs have had their run, says the grand vizier of real estate stocks, so you should short them.
Forbes Magazine
1,325 words, Money & Investing
http://www.forbes.com/business/forbes/2007/0702/064.html
July 2, 2007
Gurus Buy into Small Caps and AT&T
Top investors at Marketocracy bought several small-caps last week and sold the Gap and Foot Locker.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/06/26/aspreva-pozen-gap-pf-ii-in_mr_0626gurupicks_inl.html
Plus slideshow
June 20, 2007
Gurus Make Bearish Moves
Marketocracy's best looked at the market skeptically last week, shorting the Dow and fleeing to bearish sectors.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/06/20/dow-baidu-telenor-pf-ii-in_mr_0619gurupicks_inl.html
Plus slideshow
June 20, 2007
Optimistic, Eh?
Why Mountain Province Diamonds (MDM) seems overvalued
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0618/028.html
June 18, 2007
Having it Both Ways with REITs
Here's how hedge fund manager Jon Fosheim makes money by both owning and shorting REITs. (Companion to July 2 Forbes Magazine story Shorting Skyscrapers.)
Forbes.com
800 words, Money & Investing
http://www.forbes.com/investingideas/2007/06/15/reits-kimco-avalon-pf-ii-in_mr_0615moneyinvesting_inl.html
Plus slideshow
June 15, 2007
10 Telecoms Primed For Liquidity Buying
A decreasing supply of telecom shares with strong demand means these 10 global players are poised for gains.
Forbes.com
950 words, Sector Screen
http://www.forbes.com/personalfinance/2007/06/15/telecom-ntt-telefonos-pf-ii-in_mr_0614screen_inl.html
Plus slideshow
June 15, 2007
Gurus Buy Bonds and Electronics, Sell Elan
Marketocracy's best added shares of a short-term bond fund last week, and they finally sold shares of their favorite Irish biotech.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/06/13/xyratex-elan-rogers-pf-ii-in_mr_0612gurupicks_inl.html
Plus slideshow
June 13, 2007
Gurus Buy China and Gold, Dump Health Care
Marketocracy's top investors found a new way to play China, and they dumped their shares of several health care companies.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/06/06/china-gold-health-pf-ii-in_mr_0606gurupicks_inl.html
Plus slideshow
June 6, 2007
Low-Stress Investing
Bonds offer modest returns but also promise to lower your portfolio's volatility. Here's how to buy them.
Forbes Magazine
1,300 words, Summer 2007 Investment Guide
http://www.forbes.com/archive/forbes/2007/0604/138.html
Plus Seven Buy-Now Bond Funds slideshow
June 4, 2007
Spinning Their Wheels
Why Coates International (COTE) seems overvalued
Forbes Magazine
100 words, Informer section
http://www.forbes.com/archive/forbes/2007/0604/042.html
June 4, 2007
Ten Second-Half Stocks
Here are two handfuls of stocks to buy for the rest of the year, from Forbes newsletter gurus.
Forbes.com
500 words, Personal Finance
http://www.forbes.com/investingideas/2007/06/01/movil-transocean-energy-pf-ii-in_mr_0601watch_inl.html
Plus slideshow
June 1, 2007
Gurus Fill the Tank with Energy Stocks
Marketocracy's best bought up shares of a refiner, a driller and a drill maker.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/05/30/grant-kodiak-frontier-pf-ii-in_mr_0530gurupicks_inl.html
Plus slideshow
May 30, 2007
Gurus Ride the Rails, Short the Dow
Top investors at Marketocracy bought rail car makers and a tanker, while shorting the small-cap Russell 2000 index.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/05/22/railcar-toptankers-dow-pf-ii-in_mr_0522gurupicks_inl.html
Plus slideshow
May 22, 2007
Fall Guys
Why were only low-level brokers punished in the mutual fund market-timing scandal?
co-author: Neil Weinberg
Forbes Magazine
2,650 words, Companies, People, Ideas
http://www.forbes.com/archive/forbes/2007/0521/148.html
May 21, 2007
My Old Kentucky Home
Why Compress Technologies (CTLG) seems overvalued
co-author: William P. Barrett
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0521/036.html
May 21, 2007
12 Buyout Candidates
These dozen stocks have the right mix of valuation and performance that makes them ripe for a takeover.
Forbes.com
600 words, Buyout Screen
http://www.forbes.com/personalfinance/2007/05/17/buyout-freightcar-molina-pf-ii-in_mr_0517screen_inl.html
Plus slideshow
May 17, 2007
Gurus Buy Baidu, Sell Wild Oats
Marketocracy's best investors were net sellers last week, pulling money out of a choppy market.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/investingideas/2007/05/15/baidu-caterpillar-wild-oats-pf-ii-in_mr_0515gurupicks_inl.html
Plus slideshow
May 15, 2007
Gurus Feast on Small-Caps
Defying the Dow's rise, Marketocracy's best bought into smaller stocks.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/personalfinance/2007/05/08/specialty-underwriters-proshares-pf-ii-in_mr_0508gurupicks_inl.html
Plus slideshow
May 8, 2007
Ten S&P 500 Stocks Ready for a Fall
The stock index may be flying high, but beware of these members trading way out of line with their historical fundamentals.
Forbes.com
600 words, S&P Screen
http://www.forbes.com/personalfinance/2007/05/04/terex-tyson-goodyear-pf-ii-in_mr_0504screen_inl.html
Plus slideshow
May 4, 2007
Gurus Jump Into Travelzoo and Trucks
As shares of the online travel promoter tumbled, Marketocracy's best were there to pick them up in a big way.
Forbes.com
500 words, Guru Picks
http://www.forbes.com/investingideas/2007/05/02/travelzoo-symmetricom-corning-pf-ii-in_mr_0502gurupicks_inl.html
Plus slideshow
May 2, 2007
12 Earnings Season Tech Buys
The stock index may be flying high, but beware of these members trading way out of line with their historical fundamentals.
Forbes.com
600 words, Sector Screen
http://www.forbes.com/personalfinance/2007/04/27/amazon-microsoft-nvidia-pf-ii-in_mr_0427screen_inl.html
Plus slideshow
April 27, 2007
Twilight Orezone?
Why Orezone Resources (OZN) seems overvalued
co-author: William P. Barrett
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0423/028.html
April 23, 2007
Which Rhymes with HYPE
Why Century Petroleum (CYPE) seems overvalued
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0416/048.html
April 16, 2007
The King of Cash
William Priest wants stocks that pay him to own them.
Forbes Magazine
1,450 words, Money and Investing
http://www.forbes.com/personalfinance/forbes/2007/0409/066.html
April 9, 2007
Now That's a Fast Metabolism
Why Celsius Holdings (CSUH) seems overvalued
co-author: William P. Barrett
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0409/028.html
April 9, 2007
Horse-and-Buggy Stock
Why Amish Naturals (AMNT) seems overvalued
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0326/038.html
March 26, 2007
Certainly an Opportunity for Him
Why YTB International (YTBL) seems overvalued
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0312/034.html
March 12, 2007
Listen to a Loud Market
Some experts think it is worth listening when stocks move--either up or down--on big volume.
Forbes.com
450 words plus table, Stock Focus
http://www.forbes.com/investingideas/2007/03/01/money-flow-stock-focus-pf-ii-cz_mr_0302sf.html
March 1, 2007
Mowing for Investors
Why Environmental Control (EVCC) seems overvalued
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0226/034.html
February 26, 2007
Lead to Gold: Plan B
Why Ecotality (ETLY) seems overvalued
Forbes Magazine
100 words, Informer section
http://www.forbes.com/forbes/2007/0212/028.html
February 12, 2007
Prosperity is Around the Corner
Why CytoCore (CYCR) seems overvalued
Forbes Magazine
100 words, Informer section
http://www.forbes.com/business/forbes/2007/0129/030.html
January 29, 2007
Cash on the Cheap
Seven stocks with healthy cash flows and low price tags.
Forbes.com
300 words plus table, Stock Focus
http://www.forbes.com/investingideas/2007/01/24/genworth-delphi-financial-pf-ii-cz_mr_0124sf.html
January 24, 2007
A Hot New Way to Price Options
Companies just got a new device to lower their options expenses. Bigger profits should follow--for employees too.
Forbes.com
800 words plus table, Financial Strategy
http://www.forbes.com/business/2007/01/18/options-auctions-zion-biz-cz_mr_0119options.html
January 19, 2007
Ignore Informer at Your Peril (Most of the Time)
During 2006, we highlighted a number of public companies basking in a price run-up or hefty market cap--at seeming variance with an underlying fundamental. How'd we do? Read below and weep--unless you're a short seller. (Table follows. The 16 underperformed the S&P 500 by an average of 40%.)
co-author: William P. Barrett
Forbes Magazine
Table, Informer section
http://www.forbes.com/business/forbes/2007/0108/030.html
January 8, 2007