May 16, 2017
Trump's first 100 Days

Trump’s First 100 Days

   There was a lot that went down in President Trump’s first 100 days in office, and a lot that didn’t. The market reacted well when Trump was announced the winner of the presidential election and that momentum stayed going until his inauguration. From his inauguration to the end of his first 100 days in office, the S&P 500 produced a 5.5% gain under the new president.

April 15, 2017
50% Employee Loss

50% Employee Loss

   Most businesses run on a cyclical manner, meaning that they are subject to a normal business cycle. Using the Equities Lab screening technology, we can take a look at companies that lost 50% of their workforce in the last 252 days of trading. While we look at these companies, it is important that we keep in mind that there is a bigger picture for layoffs and losing employees rather than just “cost cutting”.…

April 1, 2017
Trumping the Market

Trump the Market

   Over the past few weeks’ major indices have continued to hit new all-time highs, it seems like almost every industry is performing well. However, it’s important not to get lost in all the commotion and news surrounding the markets and continue to look for safe investments with “yuge” returns. Under the current administration, investors are anticipating a more pro-business environment complimented by tax cuts and deregulation for certain industries.

March 30, 2017
Market Momentum

Market Momentum

Unless you’re living under a rock, you’ve probably heard the news about Dow 20K. You might be asking why Dow 20K matters and what it even means. Well, Dow 20K is a major milestone for the Dow Jones Industrial Average. The Dow Jones Industrial Average has been around since May 26, 1896, and is an index of 30 large publically traded companies based in the United States to give investors a general idea of how those stocks were traded on a day to day basis.…

March 27, 2017
A historical look at IPO performance

A historical look at IPO performance

   In my last article, I wrote about the Snap IPO and how other fairly recent IPOs performed after going public. The results, for the most part, weren’t too impressive. To get a better understanding of how IPOs have done over the last two decades I back tested the IPO screener to go back all the way to 1998.

March 27, 2017
Private to Public: The IPO

Private to Public: The IPO

The IPO Wall Street has been salivating over for months is finally becoming a reality. Snap Incorporated, the parent company of Snapchat, officially announced it will be going public. The company will have its first day of trading at the New York Stock Exchange sometime in March (No specific date as of yet) with Goldman Sachs and Morgan Stanley as the underwriters.…

January 10, 2017

The Industry Transition of Retail

   In my last blog, I wrote about getting used to the Equities Lab software and how it can be so very useful for finding value in certain sectors with advanced screening. Another useful way to use the stock screening software is to find investments you should avoid. For example, let’s take a look at some big retail names.

January 6, 2017

My Equities Lab Experience

So you’ve just downloaded the Equities Lab software and you launch it, eager to start screening stocks. If your experience is anything like mine, then you’re probably intimidated and a bit overwhelmed by all the available options and the Equihack language. You spend about 10 minutes playing around with the software trying to find all the secrets and tricks to best help you find what you’re looking for in the market.…