Investor Update

The CFA Institute held its annual conference in Montreal this week. The conference draws global speakers from academia, the investment industry profession and even rock ‘n roll—Sir Bob Geldof spoke yesterday. (Unfortunately, he didn’t sing, opting instead to discuss investing...

Special Question

This week’s Sentiment Survey special question asked AAII members which sectors or industries they like right now. Twenty-seven percent of respondents said that they currently favor the health care sector, particularly the pharmaceutical and biotechnology industries. The second-most-favorable...

SentimentSurvey

Optimism among individual investors about the short-term direction of stock prices remained at a three-month low according to the latest AAII Sentiment Survey. Pessimism is at an 11-week high, and neutral sentiment edged higher. Bullish sentiment, expectations that stock prices...

sell

Computerized Investing Editor Jaclyn N. McClellan explains to Chuck Jaffe of MarketWatch why Kirby Corporation (KEX) is her “Sell of the Week” for May 11, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial clutter...

Digest

This week’s AAII Weekly Digest highlights these “must-read” AAII articles: Retirement Portfolio Survival: A 90-Year Study: While a conservative allocation lasts 35 years at a 3% withdrawal rate, higher withdrawal rates require greater exposure to stocks. The measure...

buy

Computerized Investing Editor Jaclyn N. McClellan explains to Chuck Jaffe of MarketWatch why Prudential Financial Inc. (PRU) is her “Buy of the Week” for May 10, 2016, on the MoneyLife Radio Program. MoneyLife is a daily personal finance show that sorts through the financial...

Dividend Investing

What’s the allure of dividend-paying stocks? Dividends provide a segment of return that is always positive. Increases in dividends provide an increased positive cash return and, consequently, increase the value of the instrument producing that return. Positive fluctuations are...

Investor Update

This week marks the start of what the Stock Trader’s Almanac refers to as the “worst six months” for the stock market. Relative to the “best six months,” stocks historically underperform during the period of May through October. Underperformance, however, should not be...

Special Question

This week’s Sentiment Survey special question asked AAII members how big of an impact news and data about China is having on their outlook for the U.S. stock market. Almost two-thirds of respondents (64%) said that China is having either no impact or just a small impact. Among...

SentimentSurvey

Optimism among individual investors about the short-term direction of stock prices is at a three-month low according to the latest AAII Sentiment Survey. Pessimism is at a 10-week high, and neutral sentiment is higher as well. Bullish sentiment, expectations that stock prices will...