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 Weekly Market Summary The holiday-shortened week started off rather muted but picked up steam as it progressed. U.S. stocks edged lower on Tuesday following the Memorial Day holiday, as financials and energy stocks pulled the broad indexes lower. However, the range in which...

 Feature » Piotroski Price-to-Book Screen by John Bajkowski The ranking system’s highest scores work well for high price-to-book stocks, but F-Scores of 6 to 7 work better for low price-to-book stocks. Financial Statements » Using Accruals to Judge How Persistent Earnings...

 The return of capital by companies to shareholders is a key contributor to long-term returns. A forthcoming study by Morningstar’s Philip Straehl and Yale’s Roger Ibbotson attributes more than two-thirds of the real (inflation-adjusted) return in stock prices for the period...

 Last month’s Asset Allocation Survey special question asked AAII members if they are overweighting or underweighting stocks. Nearly 43% of respondents said they overweighting stocks. Many of these respondents cited the long-term performance of stocks, while others said they...

 Individual investors’ fixed-income allocations fell to a two-year low last month, according to the May AAII Asset Allocation Survey. Both equity and cash allocations rose. Stock and stock fund allocations rebounded by 2.1 percentage points to 67.4%. The rise puts equity...

 This week’s Sentiment Survey special question asked AAII members what factors are most influencing their six-month outlook for stocks. Slightly more than half of all respondents (51%) said politics. The overwhelming majority of these respondents specifically referenced...

 Optimism among individual investors about the short-term direction of the stock market is at an unusually low level for the second time in three weeks. At the same time, the latest AAII Sentiment Survey shows neutral sentiment being back above 40%. Pessimism is also higher...

 This week’s AAII Weekly Digest highlights these “must-read” AAII articles:   What’s in a Yield? Yield is a term that is used quite often in the investment universe. But it is also frequently a source of investor confusion. The problem is that “yield”...

 Many investors seek income to supplement their portfolio returns while at the same time insulating themselves from market declines. In “The Little Book of Big Dividends: A Safe Formula for Guaranteed Returns” (John Wiley & Sons, 2010), Charles Carlson outlines a recipe...

 Earlier this month, global computer networks were hit with the “Wannacry” ransomware cryptoworm. The attack started on Friday, 12 May 2017, and within a day was reported to have infected more than 230,000 computers in over 150 countries. WannaCry spreads across...