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January 20, 2017

Montier C Score

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.…

December 28, 2016

Having “The Talk” About Stop Losses

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.…

December 23, 2016

How do delisted stocks affect your portfolio?

How often are stocks delisted?

People never really expect their investment to become delisted on the exchange. However, it happens a lot more often than you think. But how often is often?

Here is a general idea of all of the companies that have become delisted over the past twenty years.…

November 1, 2016

Sharpe Ratio Explanation

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.…

October 21, 2016

Find New Stocks for Your Portfolio

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?…

October 20, 2016

Using Equities Lab as a Charting Tool

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.…

June 28, 2016

Supposedly Boring Dividend Screener – New Featured Screen

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.
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  • 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% changes within the last three months than 50% of the market with a market cap over $2 billion.
May 20, 2016

Six Steps to Validate a Stock Screen

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.…

March 26, 2016

How to use Rank Across

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 19, 2016

4 Investors Walk into a Bar, Seeking Liquidity

Thirsty? Do you sip at the market’s liquidity or do you gulp it down? By liquidity, we mean the amount of trading volume a stock has on a given day. If $10,000 worth of a stock trades on a given day, and you want to buy $100,000 worth, you’re going to be sad.…