Hedge Fund News & Comment

Author Archives: Mitchell Eichen

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14 Superstorm Sandy Stocks

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Building A Portfolio To Withstand Storms And Cliffs

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The devastating impact of Hurricane and Superstorm Sandy particularly resonates with me, a near lifelong resident of New Jersey.  My heart goes out to those whose lives were literally turned upside down by the storm.
Now we’re dealing with the ye… Continue reading

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Stocks Look Cheap For Good Reasons

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The price to earnings ratio (P/E) for the S&P 500 seems extremely cheap by recent historical standards.  On a trailing P/E basis, it is trading at roughly 13 times earnings.  Historically, this number averages around 15 times earnings, an… Continue reading

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A Look Ahead At the Year Ahead – Part 1

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While I firmly believe that no one can know the unknowable or predict the unpredictable, it is a core part of my job to analyze the financial landscape and to make investment recommendations based upon my firm’s best thinking. Continue reading

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