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...
I’m Back, And I’m Playing With House Money

I’m Back, And I’m Playing With House Money

Hello again. It has been a few weeks since my last update and you will notice a few things have changed around here. Before you go making fun, realize that I attempted to learn Wordpress and a new theme package for an overhaul of this place. Just like you are probably...

OmahaCharts IRA Add: BEAT

OmahaCharts IRA Add: BEAT

Good Morning. I wanted to update you with a quick move I made in the IRA. I've made room for a starter position in Biotelemetry Inc., $BEAT after selling out of $CRZO at a loss. Crude oil continues to plummet and I wanted to reduce exposure to that sector. Some info...

Buy The Dip

Buy The Dip

Over the weekend I began a lengthy blog highlighting a completely unbiased look at financial markets. Before this is released I wanted to see what the first day of the month had in store for us. It's no secret that May was not kind to investors and there don't seem to...

A Brief Overview Of Correlation Matrices

A Brief Overview Of Correlation Matrices

Welcome back. Today I wanted to briefly touch on an analytical tool that I use to build out my own personal long term portfolio. As you are aware, the majority of posts on this site deal with short term trades otherwise known as speculation. We use technical tools and...

WEEKLY PREMIUM SERVICE LETTER MAY 27, 2019

WEEKLY PREMIUM SERVICE LETTER MAY 27, 2019

WEEKLY LETTER END OF MAY 2019 Welcome back! I hope you all had a nice long holiday weekend. As you are aware, the past 4-6 weeks have proved to be an especially difficult swing trading environment. The global markets have been hostage to headline risk and what some...

Adding Exposure To Real-Estate In A Low Interest Rate Environment

Adding Exposure To Real-Estate In A Low Interest Rate Environment

In the past, whenever a REIT (Real Estate Investment Trust) was mentioned I tuned out due to lack of interest or general misunderstanding of how they worked. But in a time when the market has been at the mercy of a U.S.-China trade dispute, REITs can serve as a safe...

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...
I’m Back, And I’m Playing With House Money

I’m Back, And I’m Playing With House Money

Hello again. It has been a few weeks since my last update and you will notice a few things have changed around here. Before you go making fun, realize that I attempted to learn Wordpress and a new theme package for an overhaul of this place. Just like you are probably...

OmahaCharts IRA Add: BEAT

OmahaCharts IRA Add: BEAT

Good Morning. I wanted to update you with a quick move I made in the IRA. I've made room for a starter position in Biotelemetry Inc., $BEAT after selling out of $CRZO at a loss. Crude oil continues to plummet and I wanted to reduce exposure to that sector. Some info...

Buy The Dip

Buy The Dip

Over the weekend I began a lengthy blog highlighting a completely unbiased look at financial markets. Before this is released I wanted to see what the first day of the month had in store for us. It's no secret that May was not kind to investors and there don't seem to...

A Brief Overview Of Correlation Matrices

A Brief Overview Of Correlation Matrices

Welcome back. Today I wanted to briefly touch on an analytical tool that I use to build out my own personal long term portfolio. As you are aware, the majority of posts on this site deal with short term trades otherwise known as speculation. We use technical tools and...

WEEKLY PREMIUM SERVICE LETTER MAY 27, 2019

WEEKLY PREMIUM SERVICE LETTER MAY 27, 2019

WEEKLY LETTER END OF MAY 2019 Welcome back! I hope you all had a nice long holiday weekend. As you are aware, the past 4-6 weeks have proved to be an especially difficult swing trading environment. The global markets have been hostage to headline risk and what some...

Adding Exposure To Real-Estate In A Low Interest Rate Environment

Adding Exposure To Real-Estate In A Low Interest Rate Environment

In the past, whenever a REIT (Real Estate Investment Trust) was mentioned I tuned out due to lack of interest or general misunderstanding of how they worked. But in a time when the market has been at the mercy of a U.S.-China trade dispute, REITs can serve as a safe...