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March 26, 2018

How To Use Monte Carlo With The Piotroski Score

Henry Crutcher

How to analyze a factor without ranking in Equities Lab

Create a screen

Everything starts with creating a screen.  So, onward!

Name your screen

Screeners with names can be found later.  If you want to put your screens into categories, simply put MyCoolCategory: at the front.

Limit your stocks (marketcap)

You can type “Market Cap > 500m” here.  

March 2, 2018

The Amelia Bedelia Mutual Fund

Henry Crutcher

This how-to shows how to create a strategy in Equities Lab, and how to do some basic analysis of it. For humor value, we take the point of view of a children’s book character, named Amelia Bedelia, who has no common sense. We have all felt this way some times.

February 13, 2018

There’s been a Market Correction, Should you be Worried?

Should you be Scared of the Dow’s 1700 point drop

On the fifth of February 2018 the Dow Jones Industrial Average saw its largest single day drop in history. This drop coming off a market sell-off at the end of January has caused many investors to call for the start of a bear market.…

January 23, 2018

Importing Assignments – University Series

Sometimes it’s better to not reinvent the wheel. A number of our existing professors have allowed a few of their class assignments to be publicly available to other professors. You can import these assignments into your class environment and either use them as-is or change them to follow your syllabus. To do this simply follow the guide below – 

1.

January 23, 2018

Creating your first class and homework – University Series

So you’ve just downloaded Equities Lab and are ready to set up your account for the class you’re teaching next semester. To successfully do this just follow the below steps –

1. Navigate to Account Settings

 

2. Click on “Create Course”

 

3. Name your course following the rules

 

4.

November 20, 2017

Investment Green Flags – High Cash Flow Score

Now, this flag looks incredibly simple, but whenever you see orange text in Equities Lab, it means that there is a deeper formula to explore. Clicking on that formula we are presented with the following –

Though the flag itself is simple, the underlying formula is not. Understanding and analyzing cash flow statements takes time.…

July 25, 2017

Ohlson O-Score

If you’re a short seller, then I’d like to introduce you to the Ohlson O-Score. This is a score created by Dr. James Ohlson of New York University, aimed at predicting the financial distress of a company. The Ohlson O-Score is the result of a nine-factor linear combination of coefficient-weighted accounting ratios that are found from financial disclosure statements that are provided by publicly traded companies.…

July 12, 2017

Industry Rotation – Something you might stay away from

I’ve been seeing a lot of articles recently that are very focused on the idea, that by purchasing the industry or sector that performed best over the past year you are giving you the best chance at making returns. I’m a little skeptical, but just as hopeful to see whether or not this is a potential new avenue to take in my portfolio.…

July 8, 2017

Stocks That Have Always Gone Down

   When investing, for every fairy tale stock like an Amazon(AMZN) or Nvidia(NVDA), there’s an equally disastrous stock like MoSys(MOSY) or Gevo (GEVO). To avoid getting into stocks like these, it’s important to look at their failures and analyze them to avoid getting into the next potential train wreck of a stock. 

June 30, 2017

Creating Your Own Score

Most anytime we analyze a company or build a screen; we use any number of scores that are pre-built in the Equities Lab system. These scores are tried and tested, but they lack that personal touch. I think it’s time we learned how to build our own scores within the software.…