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Industry Analysis Every time I sit down to speak with someone about the markets they ask me one of two questions. What stock should I invest in? I’m not an investment advisor, so legally I can’t tell you. What industry is going to explode Again, I’m not an investment advisor, but the cool thing is that we can actually take a look at how every single industry has performed over the past twenty years within Equities Lab.  …
   March 16, 2016    4   
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Quality Minus Junk In Equities Lab You reach for this pile of small companies, as the academic research says you should, and you come up with a handful of cra — junk. You wonder how to avoid this cra – junk. After all how, as an investor, are you supposed to make any money with this steaming, stinking pile of … junk.…
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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The Sharpe Ratio Personally, a company’s or fund’s Sharpe ratio is incredibly telling of their overall performance – especially when you have a benchmark to compare it to. In one of our more recent releases we added this ratio as a standard piece of information that is given back to you in the backtest report.…
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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.…
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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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Figuring out Which Stocks to Stay Away From With the recent integration with TradeKing finished, it’s time to actually use our free Equities Lab membership to actually analyze our holdings. As you can see, here are my holdings as of writing this article. Now, a lot of these positions were taken on (randomly!)…
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Ally Invest Group has Just Purchased Equities Lab Basic Accounts for all of their Members We are excited to announce that over the past few months we have been working hard on integrating the Ally Invest Group scraping API into our system. Now that we have completed that task, you can easily go into Equities Lab and use our software for all of your investing needs – from analyzing potential positions to executing trades.…
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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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Good to Great One of our more recently featured screens, Good to Great, was designed in order to find reasonable companies that are fairly consistent in their earnings. With a maximum of only 5 results it cuts down the time required to analyze and choose investments. Now, we never trust history 100%, but if you had used this screen starting in 2000 you would have returned over 5000% compared to the S&P’s return of 103% in that same time frame.…
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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.  …
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   December 1, 2015    Enter your password to view comments.   ,
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Price momentum is widely cited as a factor in stock selection, though I am not a natural born believer. Purchasing something because it has become more expensive does not put me at ease. A blog post at alphaarchitect.com was recently published that cited how price momentum with small changes offers favourable returns.…
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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 have low prices compared to their intrinsic value .…
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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 have low prices compared to their intrinsic value .…
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Summary: Passes multiple green flags, indicating long term growth. Deep Value with a piotroski score of 8 and an analysis score of 7 Consistently decreases the number of shares outstanding in the marketplace. About the Company: In the words of yahoo finance, NVR(NASDAQ: NVR) “operates as a homebuilder in the United States.…
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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 for oncology.…
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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, and specialty products in the United States.”…
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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, when I do log scale, to see how the stock price and earnings are growing together, or not, I get: Which is correct, given that I haven’t put a percent on eps.  …