Martin Fridson, CFA photo

BONDS, INCOME

Martin Fridson, CFA

Publisher,

Income Securities Investor

  • Nine Times #1-Ranked High Yield Strategist in Inst. Investor Survey
  • Financial Exec of Year by Financial Mgmt Assoc International in 2002
  • Received CFA Society New York’s Ben Graham Award in 2017

About Martin

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.

Martin's Articles

Regency Centers Corp. (REG) is an owner, operator, and developer of shopping centers located in suburban areas with strong demographics. Major markets are in geographic areas located in states throughout the Northeast, Mid-Atlantic, Southeast, and the Midwest, highlights Martin Fridson, editor of Forbes/Fridson Income Securities Investor.
Federal Realty Investment Trust (FRT) is among the oldest US Real Estate Investment Trusts (REITs) and ranks first in terms of dividend growth. The company focuses on the ownership, operation, and development of high-quality retail properties, from grocery-anchored shopping centers to large-scale mixed-use malls, writes Martin Fridson, editor of Forbes/Fridson Income Securities Investor.
Cheniere Energy Partners LP (CQP) is an MLP and the biggest US producer and distributor of liquefied natural gas (LNG), as well as the second-largest one worldwide. We are reaffirming our “Buy” recommendation for high-risk taxable portfolios, highlights Martin Fridson, editor of Forbes/Fridson Income Securities Investor.
Hess Midstream LP (HESM) is an attractive income investment with intriguing upside at its recent $35.81 share price. This Master Limited Partnership (MLP) operates midstream – from the well pad to the gathering system, processing and storage, terminaling, and export facilities, notes Martin Fridson, editor of Forbes/Fridson Income Securities Investor.

Martin's Videos

Opposing economic forces currently pose major challenges for income investors. The Fed appears to be on a course of continuing to cut interest rates, but tariffs still threaten to inflame inflation, which could force an abrupt change of courseCredit risk premiums are extremely low by historical standards, but yields are up considerably from their lows of recent years. This session will present a path forward through diversification by income asset class, while also highlighting specific securities that offer attractive risk-reward tradeoffs at present. 

Income-oriented investors face multiple challenges this year from lingering high inflation, Fed tightening of interest rates, and a high risk of recession. Treasury bond yields may be close to topping out, but credit risk premiums are sure to increase if economic growth turns negative. This presentation will highlight top picks for the current environment in a variety of income-oriented asset classes.

Marty Fridson discusses the need to spread risk across various fixed income products with different risk profiles.
Fridson discusses the current risk profile in the market. He talks about the importance of combining below investment grade bonds with dividend growth stocks to create a diversified portfolio

Martin's Books

Martin Fridson, CFA

Financial Statement Analysis: A Practitioner's Guide

"Financial Statement Analysis: A Practitioner's Guide is a well-organized, thorough exploration of the challenges facing practitioners who rely on financial statements to make investment and lending decisions.
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

Newsletter Contributions

Income Securities Investor

Forbest investment newsletter providing advice on bonds, preferred stocks, convertibles, and other income securities.

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