January 16, 2018
A lesson on absolute prices versus relative ones

Can’t Compare Close or EPS to a Number

A lesson on absolute prices versus relative ones

You’ve been referred to this page by something saying “You can’t (or shouldn’t) use Close > 5.00” in a stock screener. 

Imagine you are looking at a share of GoodStock (yeah, I know that’s a lame name for a fake stock!).  It goes up and up, and up! …

December 1, 2017
Is Apple a stock worth buying? Other people have discussed (at length) its "questionable" product decisions

An Educational Look at Apple (AAPL)

Analyzing Apple

An Apple by itself

Is Apple a stock worth buying? Other people have discussed (at length) its “questionable” product decisions, such as:

  • The touch bar
  • getting rid of Touch Id in favor of using facial recognition
  • Scrapping a whole ecosystem of connectors to push the “Lightning cable”
  • Eliminating the headphone jack from the newest generation of phones.
November 9, 2017
Investment Green Flag - Positive Operating Cash Flow over the Past Year

Investment Green Flag – Positive Operating Cash Flow over the Past Year

We’ve all heard the old trope that “Cash is King.” Well, in terms of a company it just might be. As part of our Green Flag score we have created a line that requires that a company have a positive operating cash flow over the past four quarters.

If you are unfamiliar with what operating cash flow is, it is exactly what the name suggests – cash flow from operations.…

March 12, 2017

Investing is as american as apple pie

How are investments like apple pie?

Think back to the last slice of apple pie you have had. My last slice, eaten with my wife and two daughters, was delicious. It was out of this world. For me, it was the best apple pie. What makes it special? The recipe (passed down from my mother in law to my wife, Emily) is simple:


6 Granny Smith Apples

1/2 cup of sugar



Four Pillsbury frozen pie crusts

First question: why are we using four pie crusts for one pie?!?…

February 27, 2017
See how XOM's price mostly follows its earnings

Exxon Mobil: Does a prolonged earnings slide mean anything?

Looking at XOM

Companies’ stock prices generally go up when earnings do.  So, when faced with a stalwart household name whose earnings have been steadily going down for two years, what should we do?   Consider Exxon Mobil.  Since it has some history (Rockerfeller founded Standard Oil in 1870), we can take the long view.  

January 12, 2017

Turtle traders, part I

About the book

I’m about 1/3 of the way through “The Complete Turtle Trader” by Michael W Covel, and I’m enjoying myself.  His narratives about the people are entertaining, though that’s not why I bought the book.  It does give me color into how technical traders think, though. …

October 31, 2016

Quality Minus Junk In Equities Lab

Quality Minus Junk In Equities Lab

You reach for this pile of small companies, as the academic research says you should, and you come up with a handful of cra — junk. You wonder how to avoid this cra – junk. After all how, as an investor, are you supposed to make any money with this steaming, stinking pile of … junk.…

October 28, 2016

Fun Featuring Fama French

What is Fama French, and does it have anything to do with fried potatoes?  Eugene Fama and Kenneth French are Nobel prize winning economists who advanced, then disproved the Efficient Market Hypothesis (EMH).  We’re more interested in their disproof here, as obviously if the stock market were perfectly efficient, there would be no reason for a stock screener. …

September 20, 2016

A Reddit Retrospective

September 13, 2016

Stock Buybacks! A Fad? Do they work?