Sam Patel

TheStreet.com Ratings Manager of Mutual Fund Research

Sam Patel is the manager of mutual fund research for the TheStreet.com Ratings and is based in Boston.

Patel started his investment career in 1994 as a senior analyst for Lincoln Indicators, a private risk-management firm based in Melbourne Australia. Starting in 1999, Patel worked in Boston for Baring Asset Management, Needham & Company and Digitas Inc. In November 2005 Sam joined Weiss Ratings, which was acquired in August 2006 by TheStreet.com.

Patel holds a Bachelor of Economics from La Trobe University, Melbourne, Australia and is a CFA Charterholder. He is a Registered Investment Advisor in the state of Massachusetts.

Sam Patel
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Page 2 of 13
Article

Bond Funds Likely to Gain From Fear

By Sam Patel

Investment-grade and U.S. government securities will continue to attract investment dollars as they provide a safe haven at a time when fear abounds in the markets.

08:00AM 11/29/08

Article

Municipal ETFs Perform as Equities Melt Down

By Sam Patel

The strong likelihood of increased taxes provide a boost to these municipal funds.

09:13AM 11/25/08

Article

H-P's Optimism Does Not Compute

By Sam Patel

Given Hewlett-Packard's history in recessions, optimism on the stock seems unfounded.

08:31AM 11/19/08

Article

IBM: The Good, the Bad and the Ugly

By Sam Patel

IBM management is upbeat about its prospects during the downturn, but history tells a different story.

09:17AM 11/13/08

Article

Top Bond Funds Steer Clear of Diversification

By Sam Patel

The top-performing bond funds have steered clear of diversification amid the economic crisis.

01:12PM 11/11/08

Article

Contrarian Funds: Don't Believe the Bull

By Sam Patel

Betting long this market is risky business. Here are the top 20 inverse stock mutual funds for month of October.

11:29AM 11/05/08

Article

Stock Ratings Point Way for Investors

By Sam Patel

As the stock market may extend declines, investors can take a cold look at ratings model's recommendations.

09:41AM 11/04/08

Article

First Trust, Nuveen Funds Upgraded

By Sam Patel

First Trust, Nuveen and BlackRock funds got upgraded, the latest quarterly report shows.

09:19AM 10/29/08

Article

The Worst of the Worst Stock Funds

By Sam Patel

Investors avoided emerging markets, growth funds -- you name it -- in the third quarter, The Street.com Ratings' models show.

09:38AM 10/28/08

Article

Mortgage Stock Fund Defied Odds in Third Quarter

By Sam Patel

Nations Mortgage & Asset Backed Portfolio bucked the market trend and eked out a gain, and an upgrade, in the third quarter.

01:59PM 10/24/08

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Dow Jones S&P 500 NASDAQ 10-Year Note
10,471.58 1,108.86 2,175.81 32.75
Oil *
79.69
UP
126.74
UP
13.23
UP
31.21
UP
0.74
10 Yr
3.28%
SPDR Gold
117.38
+1.23%
+1.21%
+1.46%
+2.31%
Data delayed 20 minutes

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