Martin Fridson is the publisher of Income Securities Investor and according to Investment Dealers' Digest he is "Perhaps the most well-known figure in the high-yield world." He has served as a CFA Institute governor and consultant to the Federal Reserve Board. In 2002 the Financial Management Association International named Mr. Fridson the Financial Executive of the Year. The CFA Society New York gave him its Ben Graham Award in 2017.
It’s not easy in today’s low-interest-rate environment to find preferreds that offer attractive yields and good value. This one has current yield of 5.71%. At the current price of $26.25 it is meaningfully below our Fair Value estimate of $26.80, suggests Marty Fridson, editor of Fridson/Forbes Income Securities Investor.
CBRE Clarion Real Estate Income Fund (IGR) — a closed-end fund — offers an indicated yield of 6.13%. Its current price of $9.79 represents a 6.50% discount to net asset value and is 18% below our fair value estimate of $12.00, notes Marty Fridson, editor of Fridson/Forbes Income Securities Investor.
Marty Fridson — editor of Forbes/Fridson Income Securities Investor — is a well-known expert in income investing, often covering lesser-followed securities, such as these two non-cumulative, perpetual preferreds — both issued by regional banking firms.
Tekla Healthcare Opportunities Fund (THQ) — our latest "pick of the month" — sports a 5.56% current yield, achieved with moderate leverage of 18.17%, notes income expert Marty Fridson, editor of Forbes/Fridson Income Securities Investor.
The inflation outlook is income investors' #1 concern heading into next year. Monitoring a few key indicators provides valuable guidance on the Consumer Price Index's course in 2022. This presentation will explain the implications for interest rates and highlight top picks for the current environment in a variety of income-oriented asset classes.
Income-oriented investors can pursue their objectives through ETFs based on a wide variety of underlying assets. Martin Fridson, publisher of Income Securities Investor and chief investment officer of Lehmann Liivian Fridson Advisors, will show how these vehicles stack up against other income-generating assets. He will address both yields and principal preservation in-light-of the past year's dramatic market swings.
The challenge of investing for income is balancing yield and risk. Risks include both temporary paper losses and permanent losses of capital. Martin Fridson, CFA, will show you available tools for managing these risks including credit ratings, yield-based measures, diversification, and recommendations that include indications of appropriateness by the investor's risk tolerance.
Nobody predicted that a deadly new disease would turn a serene setting for income investors into a hall of terrors in record-short time. How can you tell the safety zones from the road hazards in today's market? And where are the opportunities to lock in great yields on newly invested cash? Join Marty Fridson, publisher of Income Securities Investor, to find out!
Martin Fridson, CFA
How to be a Billionaire: Proven Strategies from the Titans of Wealth
How to Be a Billionaire looks at the careers, the methods, and the minds of self-made billionaires to distill the common keys to titanic accumulations of wealth. Each chapter explores a specific strategy and brings it to life through extended profiles of past and present masters of the art of making money.
Martin Fridson, CFA
It Was a Very Good Year: Extraordinary Moments in Stock Market History
What, if anything, do the most spectacular, high-performance periods of the twentieth-century stock market have in common? And most importantly: Can we predict when they will occur again? In this fascinating investigation, acclaimed author and financial authority Martin S. Fridson probes the past, leading an exhilarating tour through each of the twentieth-century stock market's golden years. Illuminating, entertaining, and rich in historical anecdotes, Fridson's book treats us t
Martin Fridson, CFA
Investment Illusions: A Savvy Wall Street Pro Explores Popular Misconceptions About the Markets
A source of down-to-earth advice on how not to fall prey to the follies of "pert." Examines and exposes the false assumptions many investors and professional money managers make when playing the stock market. Conveys essential stock market principles by using entertaining and easy-to-understand analogies. Includes numerous, bizarre, actual incidents and hilarious media howlers to dramatize misconceptions about the mark