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...
Buy The Dip Until…

Buy The Dip Until…

[vc_row][vc_column][vc_column_text] The phrase, "Buy The Dip" (#BTD) is so well known to the active money management community that it likely shows up in abbreviated form on someone's personalized license plates. Further emphasis is used at times as well in #BTFD (use...

Have I Made You A Believer?

Have I Made You A Believer?

Four. Maybe five. Four, maybe five financial newsletters or articles published in financial news outlets in the past week alone fretting about small caps not participating with the broader markets. It is as if we should be ashamed of the gains we've been able to...

The Evolution Of Process

The Evolution Of Process

Evolutionary biology is a historical discipline: large evolutionary changes take place over long time‐scales and thus cannot be studied directly. One of the most important tools in the arsenal of scientists studying the evolutionary past is phylogenetic comparative...

Semiconductor Breakout Alert

Semiconductor Breakout Alert

A group of stocks traders and investors alike tend to keep a close eye on is that of semiconductors. Their widespread use in all industries and the companies that manufacture and test them are considered to be barometers of the health of the overall economy. Yesterday...

A Simple Ratio May Hold The Key

A Simple Ratio May Hold The Key

Now that the first half of 2019 is in the books, we can look back historically at how the SPX has performed in the second half of a year in which equities got off to a roaring start. This morning the Wall Street Journal ran an article detailing historical performance...

Picking Up CRSP Calls On The Cheap

Picking Up CRSP Calls On The Cheap

Welcome to July. I rarely participate from the long side on bullish days like the one we had today, but I wanted to pitch you an idea. Get out some spare change ready or better yet, make one less trip down to the local fireworks stand buy a few CRSP calls for July or...

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...
Buy The Dip Until…

Buy The Dip Until…

[vc_row][vc_column][vc_column_text] The phrase, "Buy The Dip" (#BTD) is so well known to the active money management community that it likely shows up in abbreviated form on someone's personalized license plates. Further emphasis is used at times as well in #BTFD (use...

Have I Made You A Believer?

Have I Made You A Believer?

Four. Maybe five. Four, maybe five financial newsletters or articles published in financial news outlets in the past week alone fretting about small caps not participating with the broader markets. It is as if we should be ashamed of the gains we've been able to...

The Evolution Of Process

The Evolution Of Process

Evolutionary biology is a historical discipline: large evolutionary changes take place over long time‐scales and thus cannot be studied directly. One of the most important tools in the arsenal of scientists studying the evolutionary past is phylogenetic comparative...

Semiconductor Breakout Alert

Semiconductor Breakout Alert

A group of stocks traders and investors alike tend to keep a close eye on is that of semiconductors. Their widespread use in all industries and the companies that manufacture and test them are considered to be barometers of the health of the overall economy. Yesterday...

A Simple Ratio May Hold The Key

A Simple Ratio May Hold The Key

Now that the first half of 2019 is in the books, we can look back historically at how the SPX has performed in the second half of a year in which equities got off to a roaring start. This morning the Wall Street Journal ran an article detailing historical performance...

Picking Up CRSP Calls On The Cheap

Picking Up CRSP Calls On The Cheap

Welcome to July. I rarely participate from the long side on bullish days like the one we had today, but I wanted to pitch you an idea. Get out some spare change ready or better yet, make one less trip down to the local fireworks stand buy a few CRSP calls for July or...