February 24, 2017

How Important is the Bitcoin Rally?

Bitcoin

Bitcoin, we’ve all heard of them, and some of us even have a few. Personally, I’ve been a huge fan of the coin since early 2011 when the coins were trading at less than $5. I actually distinctly remember picking a number of them up at below the $1 mark. Where are they today? A single coin is currently trading for roughly $1200 – that’s some serious appreciation.

Bitcoin Chart

Bitcoin since 2013

BTC-e has been tracking the price of bitcoin and placing it into a quandl data set since the middle of 2013 even though the coin has been around since 2008, so we will work on this time scale to address just how investable BTC is.…

February 2, 2017

Protecting Your Portfolio in a Possible Recession

Recession Protection

As people become more jumpy when it comes to the market, I decided to take it upon myself to build a screen that we could use in order to protect ourselves in the event that we do enter another recessionary period. Now, I want it to be known that I don’t necessarily believe that another recession is imminent; rather, I just like being prepared for any situation.

Sadly, there are only two recessions over the past 20 years, so we don’t have a ton of data to work with which results in a lot of guesswork and relying on fundamental factors to find companies that are secure rather than trading via speculation.…

February 1, 2017

StockChart’s SCTR Really Knows how to Rank Technical

SCTR – Technical Analysis

 

Equities Lab has historically focused our screening efforts on identifying companies with strong fundamentals that are undervalued in the market, and investing in that value. However, as time goes on we want to push both our own investment philosophies and our system capabilities. After looking around for a bit I stumbled up the SCTR, the StockCharts Technical Rank.

Originally the brain child of Mr. John Murphy, an author and contributor on StockCharts, this score is based on six different indicators weighted according to term.

Alright, let’s talk about the actual screen.

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This entire screen is based on one thing – the SCTR formula.…

January 27, 2017

The Curious Case of Sudden Past Growth

The Curious Case of Sudden Past Growth

With every screen that is released into the Equities Lab system, we go through a verification process to make sure that the results aren’t just because of some random fluke. This process contains a six steps, and is how we check each of our screens. You can learn more about that process in the dedicated stock screener validation article.

 

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At face value this screen looks incredibly promising, returning over 1250% in the past 17 years. But we should never take anything at face value. Let’s first figure out what this screen is actually looking for.…