Starting now, the Momentum Portfolio will only recommend buying stocks that actually are exhibiting price momentum. Several portfolio holdings no longer measure up. Read More
Jim Fink is chief investment strategist for Options for Income, Velocity Trader, and Jim Fink's Inner Circle. He has traded options for more than 30 years and generated personal profits of more than $5 million. Jim also serves as an investment analyst at Investing Daily’s flagship investing publication, Personal Finance.
Hopelessly overeducated, Jim holds a bachelor's degree from Yale University, a master's degree from Harvard's Kennedy School of Government, a law degree from Columbia University, and an MBA from the University of Virginia's Darden School of Business. For good measure, he has been a member of the Illinois and D.C. bars.
Prior to joining Investing Daily, and when not incurring student loans hiding out in academe, Jim practiced telecommunications regulatory law for nine years until he realized that he made more money trading stock options than writing briefs. After attending business school, Jim switched gears to the investment realm full-time, working for a university endowment, a private wealth management firm, an insurance and financial planning company, and as a Senior Analyst for an online investment newsletter service that encourages the wearing of funny hats.
A possible but unlikely descendant of legendary brawler and boatman Mike Fink, Jim defies his heritage, believing that investing success requires patience and analysis, not swashbuckling bravado. Besides his passion for analyzing and writing about stocks, Jim likes to hike in the desert Southwest, vacation in Las Vegas, play tennis, and feed his toddler son Cheerios.
Analyst Articles
The stock market continues to hit all-time highs with a Dow theory bullish confirmation, no less. Economic indicators are improving, but some caution is warranted because 2014 is a mid-term election year, which is the weakest year of the four-year presidential cycle. The Value Portfolio is working, whereas the Momentum Portfolio is not, so I will start trading the momentum portfolio much more aggressively to improve performance. Read More
April's two Front Runners focus on emerging-market exposure, which offer more growth than U.S.-focused investments. With the U.S. economy strengthening, it should be safe to jump into emerging markets. The value pick is focused on India, Africa, and Russia, while the momentum pick is a Chinese pure-play. Read More
In the March issue of Roadrunner Stocks, two new BUY recommendations have been issued. 1. The Value Portfolio is adding trucker Werner Enterprises (WERN).2. The Momentum Portfolio is adding veterinary healthcare company VCA Antech (WOOF). Read More . . . Read More
Lydall and Darling International deserve higher valuations. Read More
The stock market continues to hit all-time highs, but insider selling has accelerated and a famous value investor thinks that the market's good fortune is based on monetary manipulation from the Federal Reserve that can't last. Read More
March's two Front Runners continue -- for the second-straight month -- the temporary and entirely-coincidental tradition of stocks with ticker symbols starting with the letter "W". Both are reasonably priced and both have founder CEOs. Read More
Determining the value of a stock is important to successful investing. However, for growth investors, a stock's present value is based on an accurate forecast of future earnings, which is no easy task. Which is better: the false certainty of a discounted cash flow (DCF) analysis or the admitted inaccuracy of a snapshot earnings multiple? Read More
In the February issue of Roadrunner Stocks, two new BUY recommendations have been issued. 1. The Value Portfolio is adding property casualty insurer W.R. Berkley (WRB).2. The Momentum Portfolio is adding ETF Asset Manager WisdomTree Investments (WETF). Read More . . . Read More
Momentum stocks are hurting, but the long-term fundamentals are strong and they are primed for a comeback. An energy stock in the Value Portfolio will launch a revolutionary product in the third quarter launch and a sports entertainment stock in the Momentum Portfolio is transforming itself into a Disney-like vacation destination. 2014 could prove to be the turning point that changes everything for both companies. Read More