Explanation and Application of Market Cap

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

The Value in Creating Your Own Stock Screener: Intro to Operators

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

An Explanation of P/E with a Glass of Lemonade Relief

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

When to Use Compare Close or EPS to a Number

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

Monte Carlo Simulation – Advanced Investing

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

Green Flag: PEG Ratio Greater than Zero

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

What is the Piotroski F-Score?

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

Could HELE be as Beautiful as the Original Helen of Troy?

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

Using dynamic metric averages over a period of time as a baseline

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

    Read More…

  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

    Read More…

  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

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  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

How to Screen for Covered Calls

  • Explanation and Application of Market Cap

    Explanation and Application of Market Cap

    Ready to dive into market cap, an analogy of its value, and how it applies to businesses in real-time? It’s time for you to capitalize off of understanding market capitalization!

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  • The Value in Creating Your Own Stock Screener: Intro to Operators

    The Value in Creating Your Own Stock Screener: Intro to Operators

    Do you want to learn how to create a stock screener to backtest based on your understanding of a certain sector or metric of success? Well, Equities Lab is the right place to be!

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  • An Explanation of P/E with a Glass of Lemonade Relief

    An Explanation of P/E with a Glass of Lemonade Relief

    When you increase your vocabulary and understanding of financial knowledge, P/E is one of those essential concepts to nail down. If you’re new to investing, P/E is a financial metric otherwise known as the Price over Earnings ratio.

    Read More…

  • When to Use Compare Close or EPS to a Number

    When to Use Compare Close or EPS to a Number

    A lesson on absolute prices versus relative ones You clicked on this article to understand how to compare close to a number. I’m here to tell you that “You can’t (or shouldn’t) use Close > 5.00” in a stock screener.  Here’s why, Imagine you look at a share of GoodStock (obviously, that’s a fake stock);…

    Read More…

  • Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation – Advanced Investing

    Monte Carlo Simulation As investors, we all know that each investment we make comes with a certain amount of risk. We can decrease this risk by understanding all possible outcomes just like at the buffalo lightning slot game. Better yet, we can visualize each outcome through the use of a Monte Carlo Simulation.…

    Read More…

  • Green Flag: PEG Ratio Greater than Zero

    Green Flag: PEG Ratio Greater than Zero

    Investment Green Flags: PEG > 0 Continuing with our green flag series, today we are going to be taking a look at the PEG ratio, and how well companies perform when their ratio is above 0. Though an excellent flag, it doesn’t mean anything on its own – especially if you aren’t familiar with a…

    Read More…

  • What is the Piotroski F-Score?

    What is the Piotroski F-Score?

    Piotroski F-Score We mention the Piotroski F-Score in a lot of our articles, videos, and even within a lot of our prebuilt screens. So, it poses the question, what exactly is the Piotroski F-Score? Created by a professor of Accounting at the University of Chicago named Joseph Piotroski, the score is used to identify possible…

    Read More…

  • Could HELE be as Beautiful as the Original Helen of Troy?

    Summary Averaged a 42.05% return annually over the past three years. HELE’s piotroski score has consistently increased over the past three years. Jim Cramer has given HELE a buy rating. In the words of Yahoo Finance, Helen of Troy(NASDAQ:HELE) “designs, develops, imports, markets, and distributes a portfolio of consumer products worldwide.…

    Read More…

  • Using dynamic metric averages over a period of time as a baseline

    I thought I would share something a seasoned analyst taught me. It’s a simple concept, but it was not overtly obvious, to me at least, when I first encountered it. It’s the third option below. I go through the first two options for reference. When screening equities, using metrics (or ratios), you’ve got three main…

    Read More…

  • How to Screen for Covered Calls

    What is a Covered Call? A covered call is an options strategy where the investor holds a long position, and sells call options against that position. This strategy is typically employed when an investor wants to  generate extra income off of their positions and they believe the price of the underlying stock won’t move either…

    Read More…

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