Does PE matter? People say that PE (Price to earnings ratio) is a primary factor when choosing a stock to outperform, but lets put it to the test Mythbuster style...Read More
Will it go up over the next 5 years? Is my money safe there?Read More
What makes it a good time to sell a stock you believe in? We'll talk about a few good (and not so good) alerts, and discuss what makes a good alert...Read More
What should you do if a stock you are holding goes up 50% in one day? Yesterday night at 5:30 I found myself contemplating this happy question on ARTX (Aerotech, Corporation), which had gone up 50% on news of a large order from the U.S. Department of Defense. So, I did […]Read More
It certainly feels like all the small cap stocks have had a terrible time of it. Since the beginning of the year, the Russell 2000 Index fund (IWM) has gone down 3.5%. The S&P 500 Index fund (SPY) has gone up 4% in the same period.What's going on here? Is […]Read More
I'm happy to say that we're encouraging university classrooms to use Equities Lab in their classwork. Here's an example of some of the work that has resulted. Notice how well the long/short strategy does… It's been reprinted, unedited, other than some (partial) attempts to format what used to be a […]Read More
What's so scary about 2011, you may ask? The S&P index fund (with dividends included) went up a whole 2.39%. I bet you didn't do nearly as well then. Why?Read More
Overview A very simple stocker is presented that very effectively produces value-based stock returns. The screener, with realistic assumptions, produces 25% annualized returns with a standard deviation of 26% from 1995 to 2015, as backtested in Equities Lab. Background Value investing is a framework of investing that selects stocks that […]Read More
The problem The rising income and EPS growth screener used to operate, at least in part, based on the buzz score, and on estimates. Unfortunately, we lost the following data fields: All estimates fields Insider ownership Institutional ownership Large block trades This happened because we had to make tradeoffs when […]Read More
Make lots of money investing in value stocks.Read More
We all know penny stocks are dangerous to buy. People pump penny stocks, forcing them to rise without reason. This creates a highly unstable environment, and the ONLY thing that is certain is the fall of the stock. So my thought has always been, why participate, and most likely lose, […]Read More
Biotechnology is one of the fastest growing industry, returning over 200% in the past five years. However, a lot of these gains come from smaller companies that “hit it big” when their treatment successfully makes it through trials. So the question then becomes: When buying bio, do you focus on […]Read More
Are bonds broken? Can one make money in bonds, and can one do it in today's low interest environment?Read More
PLEASE NOTE: This article was written based on obsolete data and is currently under review–2019-01-10 Since the release of his book “Predicting the Markets of Tomorrow: A Contrarian Investment Strategy for the Next Twenty Years” O’Shaughnessy has become one of the most trusted names in stock screening. His most powerful, […]Read More
We've launched on the Tradier platform! Trade automatically with Tradier using Equities Lab.Read More
If you haven’t realized by now, biotechnology is one of my favorite investment fields, and by finding the right formula you will be able to tap into one of the fastest growing industries of the 21st century. In my previous article I discussed the pros and cons of investing in […]Read More
Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products […]Read More
Summary Church and Dwight has multiple “green flags” that suggests a strong company Church and Dwight provides goods that are necessary within the household Church and Dwight has increased over 2600% over the past twenty years. In the words of Yahoo Finance, CHD “develops, manufactures, and markets household, personal care, […]Read More
Summary points Ranked an average rating of BUY by multiple analysts http://www.marketwatch.com/investing/stock/incy/analystestimates Has increased over 500% in the past three years. Volume has more than doubled over the past twenty days Incyte(NASDAQ:INCY), in the words of yahoo finance, “ focuses on the discovery, development, and commercialization of proprietary therapeutics primarily […]Read More
This page describes why I want Equities Lab to be able to ignore data. So, in a Trading model, I have a perfectly normal, correct looking graph: GE. I’ve plotted the EPS_1Q. This graph is actually correct — GE Finance was split off and a large write down was taken.However, […]Read More