Skip to main content

Issue Update

 I re-did 2016 and there was not a significant change.  I looked at the stocks for 2015 and added about three.  I don't think it is worth it to redo it.

I think it would be more beneficial to look at this from another angle: 

1) Tally up the results and,

2) Look at how a portfolio would be constructed - how long are stocks held, when are they sold (which is the same thing).

Comments

Post a Comment

Popular posts from this blog

11 Reasons Why INVRS is Better Than Excel Alone

If you work with your own investment models you likely use excel to build them, but excel isn’t ideal for many reasons and it costs you in other ways.   First, you need good data and it isn’t just lying around in an easy to import format.   You’re either keying it in yourself or paying money for excel downloads.   When you need data from numerous sources – price information, data from different statements and across multiple years - you must merge it from multiple sheets.   It's a n inefficient process which can lead to data corruption. After all this data is collected and merged, models built and tested, the net result is one statistic for one company.   A stand-alone number without context has limited use.   To be meaningful, you need to compare it to similar companies.       This is just a sample of the challenges.  You need software that overcomes these problems and is designed for investment model creation. Surprise!  This software exists,
Post a Comment
Read more

NextEra - Good Dividend in the Renewable Energy Sector

NextEra had good results relative to a group of peers in a factor-based analysis. NextEra has an appealing profitability and income profile. Its price momentum looks decent, with a caveat. Its relatively small size (a small mid-cap) coupled with its industry (renewable energy) further weight the odds that this company could be a strong performer in the future. If you want in on renewable energy, we recommend NextEra. The Analysis Overview I created a portfolio of stocks in the alternative energy sector, looking specifically for companies with a market cap over $1B but less than $4B.  This is a sweet spot that offers strong potential for growth but is also substantial enough not to be too speculative. It's my believe that alternative energy is on the ascendance, where as fossil fuels will inevitably decline (NextEra isn't a pure play in this regard however, natural gas assets are part of its portfolio).  If you share this belief and you want exposure to this ma
Post a Comment
Read more

Back-up for Gold Bulls Seeking Alpha Article

This blog is back up for my Gold Bulls: Eldorado Gold Scores High on Value article on Seeking Alpha. Leverage graph: Valuation Calculation Proven & Probable Resources Production Guidance Contained Gold 000 oz 2019 2020                       2,019 2018 2020 - pandemic adjusted 2020-pre-pandemic  2020 guidance  production costs/oz total cash costs/oz all-in sustaining/oz production costs/oz total cash costs/oz all-in sustaining/oz AEM                    21,585 22039                                 1,680,000                      1,875,000                      1,680,000 735 673 938 765 1050 AGI                       9,726                          445,000 1010 790 1040 AUY                       7,859                          990,000
Post a Comment
Read more