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You are here: Home / Archives for Lowell Herr

Stock Recommendations: 12 April 2016

April 12, 2016 By Lowell Herr

Below are the stock screen settings and the results from the screens.  Here is a link to show what all is involved in the F Score screen.

Filed Under: Miscellaneous Tagged With: Stocks

Beating the Dow With Bonds

April 8, 2016 By Lowell Herr

Several years ago I wrote a review of Michael O’Higgins book, Beating the Dow With Bonds.  O’Higgins made a name for himself with his Dogs of the Dow book.  Both systems are filled with errors.  The following review came to mind as I read Jim Sloan’s article, “Is The Traditional Asset Allocation Dead?” Here is […]

Filed Under: Books Tagged With: Books

Stocks: A Basic Screen and Resulting List of Securities

April 6, 2016 By Lowell Herr

With less than overwhelming requests for information on individual stocks, here is a basic sample of what can be accomplished by using a particular screen.  The following is known as the Josef Lakonishok screen and as the description implies, this is a value-momentum style screen.  Thirty (30) stocks made the cut from a list of […]

Filed Under: Miscellaneous Tagged With: Stocks

Music Recommendations For Easter

March 27, 2016 By Lowell Herr

Easter Music Selections St. Matthew Passion and St. John Passion are two pieces of music that quickly come to mind during this Easter season.  While the St. Matthew is the more popular with many listeners, my favorite is the St. John, as there are several familiar choruses. Most compositions of the “The Last Seven Words […]

Filed Under: Music Tagged With: Music

Over-Valued Market: Four Critical Indicators

March 13, 2016 By Lowell Herr

ReSolve Asset Management analysts lay out four reasons why the stock market is over-valued.  As investors, we need to pay attention to these long-term indicators.  The links below provide quick access to the numerical values backing the high valuation of the current market.  These values will slowly change over time so we need to be […]

Filed Under: Critical Material Tagged With: Critical Material

The Nasty Mathematics of Volatility

March 12, 2016 By Lowell Herr

Long-time readers of ITA Wealth Management note we are paying more attention to portfolio risk and the volatility of individual securities than we did when this blog first started.  Below is an example of why this is an important concept to consider when managing a portfolio.  This basic idea is discussed in Chapter 8 of […]

Filed Under: Books, Critical Material Tagged With: Critical Material

Forum: How To Use It Efficiently

February 24, 2016 By Lowell Herr

I’ll be the first to admit the Forum is not all that easy to use, but I have yet to find anything superior that integrates easily with WordPress, the software that is the operating system of this and many other blogs.  Here are my suggestions of how to best use the Forum. On the Home […]

Filed Under: Beginning Investors Tagged With: Beginning Investors

Debunking Dividend Fallacies

February 19, 2016 By Lowell Herr

While I considered placing a reference to this dividend article in the Forum, I thought it sufficiently interesting to write a short blog on the subject.  Dividends Do Not Make Up The Majority Of Long-Term Total Returns is an old Seeking Alpha article that debunks what many Dividend Growth Investors (DGI) advocate.  While the article […]

Filed Under: Critical Material Tagged With: Critical Material

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