Leading bond analyst Martin Fridson explains his tested strategy for identifying top-performing stocks for the year ahead.
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Martin Fridson
- Chief Investment Officer, Lehmann Livian Fridson Advisors
- Author, The Little Book of Picking Top Stocks: How To Spot Hidden Gems
- Author, Financial Statement Analysis: A Practitioner’s Guide
ACTION POINT
READ THE LITTLE BOOK OF PICKING TOP STOCKS: HOW TO SPOT HIDDEN GEMS.
For individuals who:
- Enjoy active investing
- Want to learn more about analyzing stocks
- Recognize this approach is for short-term gains and a small part of a portfolio
BOOKSHELF
ONE INVESTMENT
FRIDSON: PREFERRED INCOME
Buy “crossover” preferred stocks
- Credit ratings at boundary line between investment grade & speculative
– Frequently rated Triple B or Double B - Many preferred dividends are “qualified”- taxed at lower capital gains rate vs. ordinary income rate
STOCK, BOND, FUND MENTIONS
- Boston Properties, Inc (BXP)
- Carnival Corp (CCL)
- Norwegian Cruise Line Holdings Ltd (NCLH)
- Expedia Group Inc (EXPE)
FROM THE ARCHIVE
Martin Fridson from the WEALTHTRACK Archives:
WEB EXTRA
MUSICAL BENEFITS
Marty Fridson reveals his passion for music and how it’s benefitted his career.
