Patrick McKeough is the publisher and editor of The Successful Investor, [1] [2] a monthly newsletter on conservative investing. [3] He also publishes Wall Street Stock Forecaster, a publication focusing on American stocks.
From 1974 to 1994, McKeough worked at MPL Communications as the editor of The Investment Reporter. [4] While there he helped to lead the publication to a number of accolades, including first prize in a world editorial competition sponsored by the Washington, DC–based Newsletter Publishers Association (since renamed the Specialized Information Publishers Association).
In 1993, McKeough wrote Canadian best-seller, Riding the Bull: How You Can Profit from the 1990s Stock Market Boom ( ISBN 978-1550135220). In the book, he predicted that the stock market would rise even more in the 1990s than in the 1980s, due to a number of factors including the spread of economic liberalization around the world following the fall of communism, rapid technological advances, and social changes that led to widely overlooked economic stabilizers.
McKeough left MPL in 1994 to start The Successful Investor [5] and other newsletters. [6] In 1996, together with Adam Mayers, he wrote Surviving Canada's Separation Anxiety: How to Ensure Your Financial Future if the Country Breaks Up ( ISBN 978-1550137804).
In 1999, in response to requests from his long-time readers of The Successful Investor and The Investment Reporter, Pat began managing investment portfolios for individual Canadian investors. His portfolio management division, Successful Investor Wealth Management Inc., implements the investment selection and portfolio management advice that he publishes in his newsletters. Within a decade, his assets under management reached $200 million.
Results calculated by Mark Hulbert's Hulbert Financial Digest, an independent authority on published investment advice, show that McKeough's advice has generally surpassed returns from market averages. MarketWatch has called McKeough "one of the top investment letter editors on the continent". [7] His proprietary ValuVesting System focuses on assembling a low-risk investment portfolio of stocks [3] that appear to have exceptional quality at a relatively low price. [5] [6]
An index fund is a mutual fund or exchange-traded fund (ETF) designed to follow certain preset rules so that it can replicate the performance ("track") of a specified basket of underlying investments. While index providers often emphasize that they are for-profit organizations, index providers have the ability to act as "reluctant regulators" when determining which companies are suitable for an index. Those rules may include tracking prominent indices like the S&P 500 or the Dow Jones Industrial Average or implementation rules, such as tax-management, tracking error minimization, large block trading or patient/flexible trading strategies that allow for greater tracking error but lower market impact costs. Index funds may also have rules that screen for social and sustainable criteria.
The Canadian Securities Institute is a Canadian organization that offers licensing courses, advanced certifications, continuing education and custom training for financial services professionals in Canada and internationally.
Value investing is an investment paradigm that involves buying securities that appear underpriced by some form of fundamental analysis. Modern value investing derives from the investment philosophy taught by Benjamin Graham and David Dodd at Columbia Business School starting in 1928 and subsequently developed in their 1934 text Security Analysis.
Value Line, Inc. is a publicly traded investment research and financial publishing firm based in New York City. Founded in 1931 by Arnold Bernhard, Value Line is best known for publishing The Value Line Investment Survey, a stock analysis newsletter that tracks approximately 1,700 publicly traded stocks.
Market timing is the strategy of making buying or selling decisions of financial assets by attempting to predict future market price movements. The prediction may be based on an outlook of market or economic conditions resulting from technical or fundamental analysis. This is an investment strategy based on the outlook for an aggregate market rather than for a particular financial asset.
The Motley Fool is a private financial and investing advice company based in Alexandria, Virginia. It was founded in July 1993 by co-chairmen and brothers David Gardner and Tom Gardner, and Todd Etter and Erik Rydholm. The company employs over 300 people worldwide.
The "Fed model", or "Fed Stock Valuation Model" (FSVM), is a disputed theory of equity valuation that compares the stock market's forward earnings yield to the nominal yield on long-term government bonds, and that the stock market – as a whole – is fairly valued, when the one-year forward-looking I/B/E/S earnings yield equals the 10-year nominal Treasury yield; deviations suggest over-or-under valuation.
Kenneth Lawrence Fisher is an American billionaire investment analyst, author, and the founder and executive chairman of Fisher Investments, a fee-only financial adviser. Fisher's Forbes "Portfolio Strategy" column ran from 1984 to 2017, making him the longest continuously-running columnist in the magazine's history. Fisher is now known for writing monthly, native language columns in international outlets. Fisher has authored eleven books on investing, and research papers in the field of behavioral finance. In 2010, he was included in Investment Advisor magazine's "30 for 30" list of the 30 most influential people in the investment advisory business over the last 30 years. As of August 2024, his net worth was estimated at $11.2 billion.
The American Association of Individual Investors is a nonprofit organization with about 150,000 members whose purpose is to educate individual investors regarding stock market portfolios, financial planning, and retirement accounts. AAII "assists individuals in becoming effective managers of their own assets through programs of education, information and research." The organization markets itself as an unbiased source of investment information because of its not-for-profit status.
Thom Calandra is an American journalist, stock investor, and the former editor-in-chief and chief commentator for CBS MarketWatch from 1996 to January 2004, until his investigation by the U.S. Securities and Exchange Commission. Calandra writes for a number of other publications including the revived The Calandra Report.
John P. Reese is an American author, financial columnist, and money manager. He has written two books about investing, and is a columnist for several international financial publications, including Forbes magazine and Forbes.com; Canada's The Globe and Mail; RealMoney.com ; and the Israeli newspaper Globes.
Louis G. Navellier is Chairman and Founder of Navellier & Associates in Reno, Nevada, which manages approximately $1.0 billion in assets. Navellier also writes five investment newsletters focused on growth investing: Growth Investor, Breakthrough Stocks, Accelerated Profits, Power Options and Platinum Growth Club, and can frequently be seen giving his market outlook and analysis on Bloomberg, Fox News, and CNBC.
Scott Burns is an American newspaper columnist and author who has covered personal finance and investments for over 30 years. He is known for creating the "Couch Potato Portfolio" investment strategy, which advocates the use of index funds over managed funds or stock-picking. In 2006, he co-founded the Web startup AssetBuilder, where he is chief investment strategist.
The Canada Pension Plan Investment Board, operating as CPP Investments, is a Canadian Crown corporation established by way of the 1997 Canada Pension Plan Investment Board Act to oversee and invest the funds contributed to and held by the Canada Pension Plan (CPP).
Frank Porter Stansberry is an American financial publisher and author. Stansberry founded Stansberry Research, a private publishing company based in Baltimore, Maryland, in 1999. He is the author of the monthly newsletter, Stansberry's Investment Advisory, which covers investments and investment theory in commodities, real estate, and the stock market. Stansberry is also the creator of the 2011 online video The End of America, in which he predicts the imminent collapse of the United States. In 2002, the SEC brought a case for securities fraud, and a federal judge fined him $1.5 million in 2007.
Agora Financial is a privately held publishing company, based in Baltimore, Maryland, that produces print and email publications, books, and conferences directed toward providing financial advice, commentary, and marketing predictions. They participate in several spam campaigns under several names such as Event Horizon LLC, Paradigm Publishing and several other suedo company names
Cabot Wealth Network is an independent investment advisory company based in Salem, Massachusetts. The company's primary service is the publication of 12 investment advisory newsletters, which cover a range of investment styles, with an estimated 225,000 readers. It also publishes the Cabot Wealth Daily website and newsletter. Founded in 1970 by the late Carlton Lutts Jr.
Mark J. Hulbert is an American finance analyst, journalist, and author with a focus on expectations of stock market investment newsletters, contrarian investing, and quantitive or technical analysis.
Wealthsimple Inc. is a Canadian online investment management service. The firm was founded in September 2014 by Michael Katchen, Brett Huneycutt, Som Seif, and Rudy Adler and is based in Toronto. As of September 18, 2024, the firm holds over C$50 billion in assets under management. It is primarily owned by Power Corporation indirectly at 55.1% through investments made through their holdings in Power Financial, IGM Financial and Portag3.
Peter C. Oppenheimer is chief global equity strategist and head of Macro Research in Europe within Global Investment Research at Goldman Sachs. Oppenheimer joined Goldman Sachs in 2002 as European and global strategist and was named managing director in 2003 and partner in 2006. He regularly appears in news outlets such as Financial Times, CNBC, The Guardian, The Independent, Bloomberg, and Barron’s among others as a finance strategist and expert.