Feature image not available
Montier C Score – Who is Cooking the Books? At its base, the Montier C Score is simply a way to give you, the investor, an idea of the probability that a company is cooking their books. This score is from 0-6, and basically, the higher the C-score the higher the probability that something fishy is going on with their books.…
Feature image not available
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.…
Feature image not available
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.…
Feature image not available
Deciles When it comes to figuring out what positions you want to add to your portfolio, it can be extremely useful to sort the results of your screen even further. We can do this by using deciles, or breaking up our results into units of 10% as we rank our results based on whatever variable we decide is important.…
   March 26, 2016    0   
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.…
Feature image not available
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?…
Feature image not available
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.…
Feature image not available
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.…
Feature image not available
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?…
Feature image not available
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.…
Feature image not available
Supposedly Boring Dividend Screener The goal of this screener is to find low volatility companies that are paying exceptionally high dividends, and are able to afford paying these dividends to their shareholders. The company must give dividends The company must have been able to afford every dividend they’ve given. The dollar amount of the dividend must have increased by at least 5% over the past year The dividend yield must be ranked in the top 80% of yields within each SIC sector The market cap of the company must be over $2 billion The company must have had fewer 10%
Feature image not available
There is no excerpt because this is a protected post.
   December 1, 2015    Enter your password to view comments.   ,
Feature image not available
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.  …
Feature image not available
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).…
Feature image not available
We've launched on the Tradier platform! Trade automatically with Tradier using Equities Lab.