March 5, 2017

Correlation Between Earnings and Close

Plotting the distance

Having not read anything written on Seeking Alpha in some time, it was nice to see Chuck Carnevale’s articles again using strong fundamentals and taking a look at the big picture of investing rather than the short term trading that takes place today. In the specific article that I was reading I saw that he was using (insert name of program here) to plot the stock price and that company’s earnings to compare.…

July 25, 2016

What’s Going on with Earnings and Stock Prices?

I was reading yet another Seeking Alpha article (by Eric Parnell) commenting on the earnings recession, and decided to see what the data says about earnings recessions.  So I pop into Equities Lab and see how earnings have looked since 2014.


Well!  If I believe that chart, earnings are so smooth, they don’t need predicting.  …

August 8, 2014

Matthais Parcha BUS483 Research Report

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 Word Document for WordPress.…

August 6, 2014

Where have all the small caps gone?

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 it due to some particular stock or set of stocks in the S&P 500 or in the small cap universe that are acting oddly? …