October 3, 2016

Average True Range Analysis

Technical Analysis – Average True Range

It’s no secret that, personally, I’m not the biggest fan of technical indicators. That being said, while testing Equities Lab most recent release I seem to have stumbled across an operator that consistently improves the performance of every screen that I use it with.

What exactly is the Average True Range indicator?

August 16, 2016

Why are Mining Companies Rallying?

Mining Companies have been crashing since 2011, why are they rallying now?

In 2011, mining companies hit their highest point in 20 years, and though this was a great time for their investors, it was short lived. Since then Metals and Mining companies have steadily declined in price; that is, until this year.…

August 15, 2016

Why the Karma Revero is not a Tesla Competitor

Why the Karma will not be a Tesla Competitor

In 2012, two years after I moved to Atlanta, I believed that I had found the perfect dream car. I was wandering around a Cadillac dealership here in Atlanta as my mother was car shopping and I spotted the Fisker Karma – a beautifully designed hybrid vehicle that I had never seen on the road before.…

August 3, 2016

It’s Easier to Become a Millionaire than you Think!

Millennials, It’s Easy to Become a Millionaire.

I just read an article on marketwatch with the title “Majority of Millennials doubt they become millionaires.”  http://www.marketwatch.com/story/majority-of-millennials-doubt-they-can-become-millionaires-2016-08-03 This upsets me because it means two things 1) People aren’t willing to look at the long term anymore – they want everything now. 2) People just don’t know how to do math anymore.…

July 12, 2016

Pokémon Go, Nintendo’s Saving Grace or a Desperate Hail Mary?

Pokémon Go, Nintendo’s Saving Grace or a Desperate Hail Mary?

In recent years Nintendo has come on hard times as people
have gravitated away from their console systems and towards competitors such as
Microsoft or Sony. Since the relative failure of the Wii system they began to
lean heavily on their hand held DS systems; however, sales of those too began
to suffer as mobile gaming became more of a common place among target
audiences.…

July 8, 2016

How to Save and Invest for Students

Saving and Investing for Students

I recently went to my very first Atlanta Braves baseball game, which is weird since I’ve lived in Atlanta for over six years now. I went to the game with two friends, fellow college students, and as we were leaving we started talking about how one of my friends only had $14 in his bank account.…

June 27, 2016

Brexit Passed, What does this mean?

“As I sit here writing this, procrastinating from preparing for a class I’m teaching bright and early in the morning, I can’t help but watch the time tick by realizing that each minute that goes by is one minute closer to one of the biggest decisions made by a nation’s people in quite some time – Brexit.…

May 20, 2016

Six Steps to Validate a Stock Screen

Validating Investment Screens

It is honestly not very hard to find a screen that can easily beat the market over the past 20 years. If you have a rudimentary understanding of the market you can create a screen in a few seconds that can make you a great “return”.

Here is example of screen that does just that.…

March 26, 2016

Deciles

Deciles

When it comes to figuring out what positions you want to add to your portfolio, it can be extremely useful to sort the results of your screen even further. We can do this by using deciles, or breaking up our results into units of 10% as we rank our results based on whatever variable we decide is important.…

March 16, 2016

Analyzing Industry

Industry Analysis

Every time I sit down to speak with someone about the markets they ask me one of two questions.

  1. What stock should I invest in?
  1. I’m not an investment advisor, so legally I can’t tell you.
  • What industry is going to explode
    1. Again, I’m not an investment advisor, but the cool thing is that we can actually take a look at how every single industry has performed over the past twenty years within Equities Lab.