This week we'll be speaking with Marc Gerstein, a noted financial author, investment analyst and commentator. Marc is an expert in rules-based equity investing strategies and he currently works for, a platform professional and individual investors can use to develop and backtest stock screening and ranking strategies to simulate real-world performance, and maintain portfolios based on the user's rules. Prior to Portfolio123, He was a research manager at Lipper and a director of investment research at Reuters. He got his start in investing at The Value Line Investment Survey, where he was an assistant research director and a portfolio manager for Value Line's High-Yield Corporate Bond Mutual fund.

Marc has written two books on stock screening methods and an ebook on objectivism. (Please see their covers below the article).

With that said, what's in your library Marc? 

Graham & Dodd's Security Analysis (5th Edition) by Benjamin Graham & David Dodd
Talking about investments without talking about Graham & Dodd is like talking about religion without mentioning the Bible. One key point, often missed, is that the book reminds you to actively analyze the numbers and readjust on your assumptions where appropriate and not just look passively at them.

One Up On Wall Street by Peter Lynch
This book allows you to get inside the mind of a great stockpicker. Especially read chapters 6 - 9; These chapters offer timeless advice that reminds you to look off the beaten track to get stellar investment returns.

The Warren Buffett Way by Robert Hagstrom
Another look in the mind of a great investor. Chapter four is the highpoint of this book, in my opinion, because it really shows that a stock investment is actually the process of buying part of a business.

Wall Street Meat: My Narrow Escape From The Stock Market Grinder by Andy Kessler
One of several biographies written by former Wall Street analysts. It stands in contrast to the other books by showing the often not-so-neat and sometimes not-so-clean ways that people analyze stocks in the real world, where life doesn't conform to textbook assumptions.

Confessions Of A Street Addict by Jim Cramer
"If this guy saw an ivory tower, he'd probably hire someone to clear off those ugly leaves!" This is a valuable book, though, because even if you aren't driven by the pulse of the market and are not a short-term trader, it is important to look into the mind of someone who is. It's also important to look behind the scenes of these investment websites on which we have all come to depend.

Thanks Marc.

As usual, if you'd like to buy one of the books, just click on the Sniper Book Bin button at the top of the page and you will be taken to my store on To subscribe to my investment newsletter, The Sure Shot Letter, click here.

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As promised, here are pictures of the covers of Marc's books: Buy them through the Book Bin button at the top of the page.  On a personal note, I have known Marc, and his work for about twenty years and I can tell you from experience that this man knows his stuff. Try his books. You won't be disappointed!

Screening The Market by Marc Gerstein

The Value Connection by Marc Gerstein

Atlas Upgrades: Objectivism 2.0 by Marc Gerstein

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