Research

Research

Forecasting Future Stock Prices Using Fundamentals

This week, we are going to put the concepts covered in the last two posts to work in order to come up with a stock price forecast several years into the future. If you haven't yet, be sure to read both "Stock Selection Process, Simplified" as well as "A Powerful...

A Powerful Buffett Concept Revisited: The Equity Bond

In a continuation of last week's article, " Stock Selection Process, Simplified" we are going to revisit a concept which famed investor Warren Buffett outlined in a talk he gave at Columbia Business School in the late 1980s. Revolutionary for both its time and perhaps...

Stock Selection Process, Simplified

Welcome to 2024. Some of you might remember me, others might not. For years I wrote about markets right here at Omahacharts.com. In the early days of this site, I was a very active trader of my own personal funds. Essentially serving as my online trading diary, this...
IHS Markit Provides An Interesting Opportunity

IHS Markit Provides An Interesting Opportunity

I am planning an entry into IHS Markit ($INFO) early this week as it satisfies all I look for in an investment opportunity. Let's take a moment to go over which factors I look for when planning to take on new risk in the form of a longer term stock holding, both on a...

The Bears Have My Attention

The Bears Have My Attention

When a historically significant signal of a looming recession flashes, it is our job to pay attention. The signal I am speaking about is of course the inversion of the yield curve. In normal circumstances when you lend someone your money, you would expect that the...

Relative Strength

Relative Strength

Global equity markets fell hard yesterday on the back of the Chinese Central Bank devaluing their currency amid escalating trade tensions. No matter what the reason, days like yesterday serve as a reminder that these things happen in markets. While not routine, the...

An Open Dialogue About Gunviolence and Tragedy

An Open Dialogue About Gunviolence and Tragedy

The dove has been a symbol of both peace and innocence for thousands of years across many different cultures. In ancient Greek mythology it was a symbol of love and renewal of life, and in ancient Japan a dove carrying a sword symbolized the end of war. Yet again,...

You Got Your Rate Cut, Now What?

You Got Your Rate Cut, Now What?

As expected you were awarded your .25% rate cut. Shortly after as predicted, you got a knee jerk sell the news event which served to drive equity indexes lower. The first reaction to such events is nearly always wrong. The sell off was nothing more than a short term,...

You’re Going To Want To Own This

You’re Going To Want To Own This

(Please consult your own financial advisor before acting on this recommendation brought to you by a guy who likely knows way more than your financial advisor.) I've had my eye on an ETF for the past couple of weeks for a long term buy. The iShares U.S. Healthcare...

Research

Research

Forecasting Future Stock Prices Using Fundamentals

This week, we are going to put the concepts covered in the last two posts to work in order to come up with a stock price forecast several years into the future. If you haven't yet, be sure to read both "Stock Selection Process, Simplified" as well as "A Powerful...

A Powerful Buffett Concept Revisited: The Equity Bond

In a continuation of last week's article, " Stock Selection Process, Simplified" we are going to revisit a concept which famed investor Warren Buffett outlined in a talk he gave at Columbia Business School in the late 1980s. Revolutionary for both its time and perhaps...

Stock Selection Process, Simplified

Welcome to 2024. Some of you might remember me, others might not. For years I wrote about markets right here at Omahacharts.com. In the early days of this site, I was a very active trader of my own personal funds. Essentially serving as my online trading diary, this...
IHS Markit Provides An Interesting Opportunity

IHS Markit Provides An Interesting Opportunity

I am planning an entry into IHS Markit ($INFO) early this week as it satisfies all I look for in an investment opportunity. Let's take a moment to go over which factors I look for when planning to take on new risk in the form of a longer term stock holding, both on a...

The Bears Have My Attention

The Bears Have My Attention

When a historically significant signal of a looming recession flashes, it is our job to pay attention. The signal I am speaking about is of course the inversion of the yield curve. In normal circumstances when you lend someone your money, you would expect that the...

Relative Strength

Relative Strength

Global equity markets fell hard yesterday on the back of the Chinese Central Bank devaluing their currency amid escalating trade tensions. No matter what the reason, days like yesterday serve as a reminder that these things happen in markets. While not routine, the...

An Open Dialogue About Gunviolence and Tragedy

An Open Dialogue About Gunviolence and Tragedy

The dove has been a symbol of both peace and innocence for thousands of years across many different cultures. In ancient Greek mythology it was a symbol of love and renewal of life, and in ancient Japan a dove carrying a sword symbolized the end of war. Yet again,...

You Got Your Rate Cut, Now What?

You Got Your Rate Cut, Now What?

As expected you were awarded your .25% rate cut. Shortly after as predicted, you got a knee jerk sell the news event which served to drive equity indexes lower. The first reaction to such events is nearly always wrong. The sell off was nothing more than a short term,...

You’re Going To Want To Own This

You’re Going To Want To Own This

(Please consult your own financial advisor before acting on this recommendation brought to you by a guy who likely knows way more than your financial advisor.) I've had my eye on an ETF for the past couple of weeks for a long term buy. The iShares U.S. Healthcare...