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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.…
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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   
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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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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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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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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.…
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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%
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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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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.…
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Is margin inherently bad? This is a question I’m often asked by people who are just starting off the in the markets and have just been offered margin by their brokerage firm. I, like always, answer the question with “it depends” a vague answer that really nobody wants to hear; but, like most things, it really does depend on the person.…
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The stock market is no longer simply about buying stocks you believe in and selling those you don’t. Today’s stock market is full of promotion and false statistics. This is the negative affect of the information age as many people have used these mediums as a way to spread lies that play into their personal agenda.…
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   December 1, 2015    Enter your password to view comments.   ,
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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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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.…