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...
While Cannabis Is Smoking, You Might Book Some Profits

While Cannabis Is Smoking, You Might Book Some Profits

Like many industry groups, the Cannabis stocks had a rough go of it in Q4 of last year. The selloff which in my opinion was partially warranted, saw the alternative harvest ETF (MJ) cut nearly in half, falling from $44 to $23. In my opinion, this price action had...

On The Important Matter Of Financial Literacy

On The Important Matter Of Financial Literacy

Forbes ran an article recently that highlighted a study by the FINRA Foundation that estimated that two-thirds of Americans couldn't pass a basic financial literacy test. It is no secret that Americans have low levels of financial literacy and find making the right...

US Stocks Service Weekly Letter Volume 2-2019

US Stocks Service Weekly Letter Volume 2-2019

  The Arrow Versus The Wash Cycle If this week's headline sounds bizarre or discouraging it shouldn't. Traders love good directional moves and rightfully so because they’re so nice and so profitable – almost on the spot. But the reality is that powerful market trends...

US Stocks Service Weekly Letter Volume 1-2019

US Stocks Service Weekly Letter Volume 1-2019

THE YEAR AHEAD We wish you guys and your families all the best for the New Year, health, happiness and hopefully some profits too. Thank you for your confidence in us last year, we hope we’ve made at least a little difference and rest assured we’ll do our best to make...

It’s Time To Exit Longs In Retail

It’s Time To Exit Longs In Retail

Good morning and happy Monday. After a thorough scan of markets over the weekend I put together a list of some of the best opportunities from a risk/reward perspective. One of these opportunities comes in the equal-weighted retail index XRT. Part of my analysis is...

Close Your Eyes And Start Buying Apple

Close Your Eyes And Start Buying Apple

Last night Apple announced a rare cut to its sales forecast due to slowing iPhone sales in China. The World's second largest economy, China has released numbers showing that parts of its economy are slowing and that is putting pressure on markets globally. With...

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...
While Cannabis Is Smoking, You Might Book Some Profits

While Cannabis Is Smoking, You Might Book Some Profits

Like many industry groups, the Cannabis stocks had a rough go of it in Q4 of last year. The selloff which in my opinion was partially warranted, saw the alternative harvest ETF (MJ) cut nearly in half, falling from $44 to $23. In my opinion, this price action had...

On The Important Matter Of Financial Literacy

On The Important Matter Of Financial Literacy

Forbes ran an article recently that highlighted a study by the FINRA Foundation that estimated that two-thirds of Americans couldn't pass a basic financial literacy test. It is no secret that Americans have low levels of financial literacy and find making the right...

US Stocks Service Weekly Letter Volume 2-2019

US Stocks Service Weekly Letter Volume 2-2019

  The Arrow Versus The Wash Cycle If this week's headline sounds bizarre or discouraging it shouldn't. Traders love good directional moves and rightfully so because they’re so nice and so profitable – almost on the spot. But the reality is that powerful market trends...

US Stocks Service Weekly Letter Volume 1-2019

US Stocks Service Weekly Letter Volume 1-2019

THE YEAR AHEAD We wish you guys and your families all the best for the New Year, health, happiness and hopefully some profits too. Thank you for your confidence in us last year, we hope we’ve made at least a little difference and rest assured we’ll do our best to make...

It’s Time To Exit Longs In Retail

It’s Time To Exit Longs In Retail

Good morning and happy Monday. After a thorough scan of markets over the weekend I put together a list of some of the best opportunities from a risk/reward perspective. One of these opportunities comes in the equal-weighted retail index XRT. Part of my analysis is...

Close Your Eyes And Start Buying Apple

Close Your Eyes And Start Buying Apple

Last night Apple announced a rare cut to its sales forecast due to slowing iPhone sales in China. The World's second largest economy, China has released numbers showing that parts of its economy are slowing and that is putting pressure on markets globally. With...