Independent Equity Research Analyst

I have worked in the investment industry since 1986 and earned the CFA charter in 1997. I worked for Kidder, Peabody in bonds from 1986-1992 and then First Boston's investment management subsidiary from 1992-1994, both in NYC. I then joined Criterion Investment Management (later acquired by ... more

ALL CONTRIBUTIONS

US Growth Vs. Value
Growth stocks have been outperforming value stocks since 2006. The ratio peaked last September and has been moving sideways since…
Read
E Disclsoure/Disclaimer Test
Disclsoure/Disclaimer Test
Read
Pot Stocks: A Good Investment?
In a Fox Business News interview, Alan Brochstein warns that though pot stocks are in demand and increasing in value by as much as 1700% in recent weeks, investment in these stocks should be taken with caution.
Watch

STOCKS I FOLLOW

AAPL Apple Inc.
ADY Feihe International Inc.
CSL Carlisle Companies Inc
GOOG Google Inc.
HAS Hasbro, Inc.
IWM iShares Russell 2000 Index Fund
SDY SPDR S&P DIVIDEND IDX FD
UA Under Armour Inc.

TWEETS

PERSONAL BLOG

Latest Posts

Work Experience

Owner
420 Investor
September 2013 - Present (7 years 7 months)
420 Investor, which is hosted on Marketfy, is aimed at helping those interested in investing in cannabis-related public companies. As "Cannabis Financial Analyst", I will be sharing my on-going research developed since I helped pop the bubble in February 2013 but realized how big the "Green Rush" will truly be. Subscribers will also not only be able to interact within our community but also gain access to industry leaders through live over-the-internet presentations and through exclusive intervi
Analyst
Management CV, Inc.
March 2009 - Present (12 years 2 months)
Management CV provides a structured method for analyzing the skill and quality of the management teams at publicly-traded companies. My role has been to provide qualitative analysis, with an emphasis on evaluating the likely impact of management changes. I have diligenced over two-hundred companies using their frame-work in the past four years. www.ManagementCV.com
Owner and Portfolio Manager
Invest By Model
May 2008 - Present (13 years)
InvestByModel.com provides model portfolios for self-directed investors to copy in their own accounts for a low monthly subscription fee. Each trade is supported by written research, and performance is monitored by Hulbert.
Principal
AB Analytical Services
February 2007 - Present (14 years 3 months)
I formed AB Analytical Services in order to offer customized equity research to buy-side investors, primarily smaller RIAs. I collaborate with each of my clients, offering them individualized service ranging from providing actionable recommendations to participation on an internal investment committee. My website, www.analystforhire.com, describes the types of services I offer.

Education

Northwestern University
BA
1983 / 1986
Economics, Mathematical Methods in the Social Sciences

Publications

Investors Guide to Cannabis Stocks
Alan Brochstein
420 Investor
10/04/2014
Long-term opportunities abound, lots of risks with the current universe of stocks... The guide includes 17 names with market caps above $10mm
The Analytical Trader
Alan Brochstein
Marketfy
The Analytical Trader is a swing-trading service I am offering on Marketfy, a curated an verified platform offering trade alerts and education regarding stocks, bonds, options, ETFs, futures, commodities and forex.
Invest By Model Newsletter
Alan Brochstein
Two model portfolios, both tracked by Hulbert, that are offered on a monthly subscription basis. Top 20 targets the S&P 500 and is fully invested, while Conservative Growth/Balanced targets a 60% stock and 40% bond index. Each new investment is supported with written research, while all additions and deletions are supported by comments posted to an accompanying blog.