Ari Charney

Ari Charney is the chief investment strategist for Utility Forecaster and Income Millionaire.

Prior to joining Investing Daily, Ari took an unlikely path toward dispensing investment advice. Shortly after graduating with a bachelor’s degree in political science from New York University, Ari sampled some of Wall Street’s best-known brokerages and investment banks for several months as an associate. His favorite memory was being paid an absurdly high hourly wage to point and yell at the bond salesmen on the legendary Bear Stearns trading floor when they had incoming phone calls.

Thereafter, Ari spent a substantial portion of his career at financial industry rating services. First, he pored over spreadsheets at the preeminent bond rating agency Moody’s Investors Service. Later, he analyzed investment newsletters for nearly eight years at The Hulbert Financial Digest (HFD).

While working for the HFD, Ari discovered his passion for helping self-directed investors select the right investment newsletter. Since joining Investing Daily, he’s extended that passion further by guiding investors toward the right securities for their portfolios.

In his free time, he and his wife tote their son along on their ethnic dining adventures in pursuit of the fabled Bosnian burger and the Thai restaurant with the secret Laotian menu.

Analyst Articles

A fund for those wary of investing abroad Does investing in a mediocre company with the hope that it’s poised to perform better sound like a market-beating strategy? That seemingly unambitious approach has been the key to this fund's enviable long-term gains. Since the fund’s inception in late 1993, its portfolio has gained over 809 percent, more than double the market’s return. Read More

Red flags in earnings reports, and a Dutch auction primer While the financial media spend much of their time obsessing over the largest companies in the stock market, smallcap stocks are quietly producing superior long-term returns. And micro- cap stocks have performed even better. From 1926 through the end of 2011, smaller companies beat largecaps by nearly 2.5 percentage points per year. Meanwhile, micro-caps— those with market caps ranging from $50 million to $300 million—further widened that gulf in performance by almost a point. That may not sound like much, but when compounded over such a long period, it adds up to a big difference in total return. Read More