Traditional Technical Analysis Kinda Working
Why it’s hard to Trust Technical Analysis Over this past month or so we‘ve been writing a lot of articles that are very pro-technical analysis. Personally, I was fascinated by technical analysis when I first started investing, but I have to say, my tastes have changed. Either way, our most recent featured screen is actually based off of the SCTR designed by StockCharts, and it works amazingly.…
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When Strategies go Bust What would you do if I told you that you could have earned an average of about 50% annually over the past twenty years? Would you believe me? Would you go out and invest in the strategy? Above we have a screen that has increased by over 600,000% over the past 20 years.…
   March 1, 2017    0   ,
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.…
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What is rebalancing? When you first start screening and backtesting for companies you are going to be presented with a number of different variables that need to be decided. One such variable is the rebalance period. Think of a rebalance as the following. – When a portfolio is rebalanced it is assumed that all positions within that portfolio are sold, and all companies that are returned by the screener are purchased at the same weight at the same time.…
See how XOM's price mostly follows its earnings
Looking at XOM Companies’ stock prices generally go up when earnings do.  So, when faced with a stalwart household name whose earnings have been steadily going down for two years, what should we do?   Consider Exxon Mobil.  Since it has some history (Rockerfeller founded Standard Oil in 1870), we can take the long view.  …
   February 27, 2017    0   ,
Chasing the Market Never Works
Chasing Never Works Momentum based investing is everywhere, and there’s nothing we can do about it. From investing in trend lines or price oscillations, it’s an investment philosophy that is here to stay. Though it isn’t my favorite style of investing, it’s at least worth a look. Recently I was approached with the investment idea that, if you invest in the top performing industry, you are likely to make money.…
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About the book I’m about 1/3 of the way through “The Complete Turtle Trader” by Michael W Covel, and I’m enjoying myself.  His narratives about the people are entertaining, though that’s not why I bought the book.  It does give me color into how technical traders think, though. …
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The last time I did helped a friend develop an investment strategy he was under the impression that as long as he put stop losses in place that he couldn’t lose more than that amount of money under any circumstances. That sounds all fine and well since that’s what stop losses seem to be for, and in some cases that’s the truth.…
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Why Penny Stocks are never a Good Idea When I was younger and first started learning about the stock market I was a bright eyed 13 year old that would have believed anything you would have told me, because, of course, adults knew everything at the time. That being said, now that I am an adult, I don’t think I’m any smarter.…
Simulating a Short Strategy
Shorting in Equities Lab Before, if you wanted to test out a short strategy, you’d have to run your screen and hope that it loses money. That’s now changed thanks to our new “position_weights” feature where you are able to finally simulate a short strategy more closely and identify if your strategy really does make money.…
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Listening to Death Crosses Could be the Death of your Portfolio This week I decided to go through the process of looking over our old articles, and seeing if there were any that we might be able to improve with some of the new features that have been added to the program since their original publication.…
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Finding New Stocks for Your Portfolio Continuing with the theme of the real life applications of the Equities Lab Software, it’s time to talk about finding new positions to add to your portfolio. Especially now that we’ve cleared up our current positions – opening up some buying power. Well, how are we going to find new investments?…
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Is the Cut the Cord Movement affecting big Cable Companies? The Cut the Cord movement has come about with the advent of the internet. As people are finding new means of entertainment, and new mediums to get the entertainment they received through cable, they have begun to cancel their expensive cable subscriptions.…
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Using Equities Lab as a Charting Tool When most people think of “charting tools” when it comes to the stock market, their minds begin to wander to technical analysis and day trading. However, chart analysis doesn’t have to mean you’re going to look for a head and shoulders pattern or for when the price crosses a 50 day moving average.…
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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?…
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Amazon’s Prime Now has Introduced Fresh Produce That headline is a bit odd. The biggest online retailer recently introduced their “Prime Now” service where you can have your items delivered in as short as an hour. However, they only recently  added fresh produce and dairy products to their list of available items.…
   September 23, 2016    0   
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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.…
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How important is income growth when it comes to finding a company to invest in?In our screen we go through and look for companies that have a market cap above 500 million, a positive cash flow from continuing operating activities for the trailing 12 months for both three years ago and today, and the growth in the cash flow from continuing operating activities has grown over the past three years.…
   July 11, 2016    0   ,
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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.…
   July 8, 2016    0   
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Value across Time Yearly The Value Across Time Yearly uses our brand new Value Across Time Score in which companies are ranked between 0-10 to assess how much continuous value is associated with each company. If you’re interested in learning about the new score, you can find an article dedicated to it below.…