Virtus Investment Partners, Inc.

  • I'm Sure Glad I Bought These 2 Stocks

    By Mark Morelli - August 7, 2013 | Tickers: SAM, BWLD, COHR, VRTS

    Last year, I had some extra cash that I wanted to put to work in the growth portion of my portfolio.

    I use the following criteria for deciding which stocks to pick:

    1. Buy what you know (be familiar with either the company or their products),
    2. Solid earnings growth (15%-25% per year over the last three years is a good rule of thumb), P/E ratio not too more »

  • 3 Financial Stocks to Benefit From Equity Flows

    By Mark Holder - July 8, 2013 | Tickers: IBKR, JNS, VRTS

    As volatility picks up and funds start flowing into equities, several financials are becoming more interesting as investment options. During 2013, money has started flowing into equity funds after years of massive outflows into fixed income funds. Some interesting stocks to follow are Interactive Brokers (NASDAQ: IBKR), Janus Capital Group (NYSE: JNS), and Virtus Investment Partners (NASDAQ: VRTS).

    After a record $38 billion flowed into equity mutual funds in January more »

  • 7 Steps to Find Winning Stocks

    By Mark Morelli - May 2, 2013 | Tickers: AAPL, BRLI, SAM, VRTS

    Last year I had a problem. I had taken some profit on part of my investment in Apple and needed somewhere to put the gains.

    I bought three stocks, and two of them enjoyed significant run-ups. I nearly doubled my investment in one of them within six months. The third has dropped slightly.

    Apple had experienced a nice run up over the previous few years (and I had realized a more »

  • The Year in Review

    By Mark Morelli - December 26, 2012 | Tickers: AAPL, T, JNJ, PHM, VRTS

    The year is almost over. Time to reflect on the past and look forward to 2013.

    Generally it has been a good year for the stock market. As of Dec. 21, the S&P500 Index was up 14.5%, including dividends. In 2011 the market was generally flat so the two-year performance has averaged 7% a year, slightly below the long-term trend. Unless the bottom drops out of the market more »

  • Earnings News: Whole Foods, Qualcomm, and More

    By Mark Morelli - December 8, 2012 | Tickers: BRLI, QCOM, VRTS, WFM

    Here is a review of some earnings announcements made over the past few weeks.

    Bio-Reference Laboratories (NASDAQ: BRLI): The Elmwood Park, NJ based medical testing laboratory is the fourth largest in the country. It has a broad customer base of physician's offices, clinics, hospitals, private companies and some government entities, and there is plenty of room to expand. 

    For the quarter ending Oct. 31, Bio-Reference reported a 16% increase more »

  • Math 201: Three Financial Equations for Investing

    By Mark Morelli - November 26, 2012 | Tickers: AMZN, AAPL, MSFT, VRTS

    I'm in the process of reading the book "The 7 Most Important Equations For Your Retirement," by Moshe A. Milevsky. As indicated by the title, the author describes mathematical formulas that should be understood by those planning for their golden years. 

    I thought I'd write about three financial equations that every investor should be aware of. I've already written about simple concepts like P/E ratio and more »

  • 3 Growth Stocks I Bought Last Week

    By Mark Morelli - November 23, 2012 | Tickers: BRLI, SAM, BWLD, PNRA, VRTS

    Most of my new investments over the past few years have been in dividend paying stocks. As I transition to retirement I will need to supplement my pension and part-time work income.

    However, last week I bought three growth stocks to address the other part of my plan to ensure that my portfolio can also reap even higher returns than those typically offered by the stalwart, but relatively slower growth more »

  • The Johnny Depp of Closed-End Funds Talks CUBA

    By Nick Slepko - October 3, 2012 | Tickers: FRCL, CUBA, STNR, VRTS

    Like the passionate, talented, and independent-minded Johnny Depp, whose Caribbean franchise success is well-known, there is so much more to Tom Herzfeld, the world’s leading expert on closed-end funds.  Since 1984, he has chaired Thomas J. Herzfeld Advisors, Inc. – the first investment management firm specializing in closed-end funds.  Similar to Depp, Herzfeld has done well by being judicious in his choice of partners and selective in the interests he more »