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...
US Stocks Service Weekly Letter Volume 13-2019

US Stocks Service Weekly Letter Volume 13-2019

The hint …… With the miserable Brexit stitch-up nearly completed at this point – as we’ve suggested along the way – I will shock all of you today and not talk about Brexit. We will return to Brexit at some point in the future because trust me, we ain't seen anything...

The Time Has Come To Add Energy Exposure

The Time Has Come To Add Energy Exposure

Over the past several years I have developed a love/hate relationship with the energy sector. Personally I have been underweight this group for some time as my attempts to time it have been unsuccessful in the past. Individual energy stocks are somewhat hostage to the...

A Trend Trade In The Cannabis Space

A Trend Trade In The Cannabis Space

If you are a fan of the KISS (Keep It Simple Stupid) approach to trading or investing you will appreciate this one. While I focus the majority of my efforts on investing in cannabis related companies, once in a while I will line up a short term trade if a setup is...

US Stocks Service Weekly Letter Volume 12-2019

US Stocks Service Weekly Letter Volume 12-2019

Stitch it up all you want, it ain’t gonna work……… Understanding the historical perspective on dirty politics and how patterns relate to each other across different asset classes at the moment may help us understand what's likely next for both Brexit and the markets....

Feel The FOMO

Feel The FOMO

Welcome to April. I had a feeling this might happen, but feelings and financial markets are words not to be used in the same sentence, so let's set how we feel aside shall we? As we come into the final hour of the first trading session in April, here is a look at the...

Buy The Ticket, Take The Ride

Buy The Ticket, Take The Ride

It's hard to believe that we are nearing the end of Q1 2019. It's time to reevaluate our trade plan as well as begin formulating our strategy to get off to a strong Q2. Each year around this time I make sure to have at least some exposure to the Resorts and Casinos...

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...
US Stocks Service Weekly Letter Volume 13-2019

US Stocks Service Weekly Letter Volume 13-2019

The hint …… With the miserable Brexit stitch-up nearly completed at this point – as we’ve suggested along the way – I will shock all of you today and not talk about Brexit. We will return to Brexit at some point in the future because trust me, we ain't seen anything...

The Time Has Come To Add Energy Exposure

The Time Has Come To Add Energy Exposure

Over the past several years I have developed a love/hate relationship with the energy sector. Personally I have been underweight this group for some time as my attempts to time it have been unsuccessful in the past. Individual energy stocks are somewhat hostage to the...

A Trend Trade In The Cannabis Space

A Trend Trade In The Cannabis Space

If you are a fan of the KISS (Keep It Simple Stupid) approach to trading or investing you will appreciate this one. While I focus the majority of my efforts on investing in cannabis related companies, once in a while I will line up a short term trade if a setup is...

US Stocks Service Weekly Letter Volume 12-2019

US Stocks Service Weekly Letter Volume 12-2019

Stitch it up all you want, it ain’t gonna work……… Understanding the historical perspective on dirty politics and how patterns relate to each other across different asset classes at the moment may help us understand what's likely next for both Brexit and the markets....

Feel The FOMO

Feel The FOMO

Welcome to April. I had a feeling this might happen, but feelings and financial markets are words not to be used in the same sentence, so let's set how we feel aside shall we? As we come into the final hour of the first trading session in April, here is a look at the...

Buy The Ticket, Take The Ride

Buy The Ticket, Take The Ride

It's hard to believe that we are nearing the end of Q1 2019. It's time to reevaluate our trade plan as well as begin formulating our strategy to get off to a strong Q2. Each year around this time I make sure to have at least some exposure to the Resorts and Casinos...