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Validating Investment Screens It is honestly not very hard to find a screen that can easily beat the market over the past 20 years. If you have a rudimentary understanding of the market you can create a screen in a few seconds that can make you a great “return”. Here is example of screen that does just that.…
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A few sell in may articles… Have you read any “sell in May and Go Away” articles? These articles suggest that returns from May to October are terrible. So bad, in fact, that you’d be better off just avoiding the whole mess altogether. I’ve included some of the better-written posts for your reading pleasure Forbes: Sell in May and Go away?…
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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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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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If you haven’t realized by now, biotechnology is one of my favorite investment fields, and by finding the right formula you will be able to tap into one of the fastest growing industries of the 21st century. In my previous article I discussed the pros and cons of investing in small or large biotech companies, and the historical performance of each of those strategies.…
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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.  …
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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 options (or some combination of the three options below): 1).…
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We've launched on the Tradier platform! Trade automatically with Tradier using Equities Lab.
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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 up or down in the short term.…
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Biotechnology is one of the fastest growing industry, returning over 200% in the past five years. However, a lot of these gains come from smaller companies that “hit it big” when their treatment successfully makes it through trials. So the question then becomes: When buying bio, do you focus on the small fish, or the whales?…
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We all know penny stocks are dangerous to buy. People pump penny stocks, forcing them to rise without reason. This creates a highly unstable environment, and the ONLY thing that is certain is the fall of the stock. So my thought has always been, why participate, and most likely lose, in the pump, when I can far more easily get into the almost guaranteed dump?…
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The problem The rising income and EPS growth screener used to operate, at least in part, based on the buzz score, and on estimates. Unfortunately, we lost the following data fields: All estimates fields Insider ownership Institutional ownership Large block trades This happened because we had to make tradeoffs when we switched to the new data source.…
   March 22, 2015    0   ,
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PLEASE NOTE: This article was written based on obsolete data and is currently under review–2019-01-10 Since the release of his book “Predicting the Markets of Tomorrow: A Contrarian Investment Strategy for the Next Twenty Years” O’Shaughnessy has become one of the most trusted names in stock screening. His most powerful, and undoubtedly best performing screener, is known as Tiny Titans.…
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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.…
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What should you do if a stock you are holding goes up 50% in one day?  Yesterday night at 5:30 I found myself contemplating this happy question on ARTX (Aerotech, Corporation), which had gone up 50% on news of a large order from the U.S. Department of Defense.  So, I did what I usually do when confronted with such questions — I used Equities Lab to get an answer.  …