A leverage ratio is a financial measurement to check out what proportion of capital comes within in the kind of debt (loans) and assess the ability of a corporation to satisfy its financial obligations. The leverage ratio category is vital because companies rely on a mix of equity and debt to finance their operations, and … Read more
What is Quantitative Analysis? Quantitative Analysis of stocks is a technique that uses mathematical and statistical modeling, functions, formulas, and measurements to understand the behavior of a particular set of data or a variable. It is an approach that uses mathematical and statistical analysis to help determine the value of a financial asset, such as … Read more
Discounted cash flow or DCF is the method for estimating the current value of an investment by taking into account its future cash flows. It can be used to determine the estimated investment required to be made in order to receive predetermined returns. In short, DCF analysis attempts to figure out the value of an … Read more
Introduction In 1988 Geraldine Weiss, renowned as ‘The Dividend Detective,’ wrote the classic ‘Dividends Don’t Lie’, which centralized on the Dividend-Yield Theory as a method of mastering Value Investing. According to her, dividends determine the actual value of a blue-chip company. She disagreed with the theory of valuing a company based on its P/E (earnings) … Read more
James Patrick O’Shaughnessy is a portfolio manager and principal at O’Shaughnessy Asset Management. He is considered to be an expert in the field of investor behaviour and investing strategies. The O’Shaughnessy Market Leaders Value Strategy seeks to provide long-term growth through investments in capitalised domestic equities. Large and prominent companies, usually market leaders and meet … Read more
Zweig Screen Introduction The strategy for Zweig Screen given by the investment advisor Martin Zweig is based on identifying companies with strong growth in earnings and sales. For a stock to meet the Zweig Screen check, it must meet many earnings-related criteria, which indicate potential earnings growth at a high rate in the long term. … Read more
Introduction: Charles Kirkpatrick is president of technical research publisher Kirkpatrick Co™., which has been producing The Market Strategist™ since 1976. He has written three books, among which are the 2008 publication of Beat the Market: Invest by Knowing What Stocks to Buy and What Stocks to Sell™ won huge acclaim. Kirkpatrick believes that investors face … Read more
Value Investing is the investment philosophy adhered to by John Templeton, one of the best-known investment advisors today. While in college, Templeton studied under one of the forefathers of value investing, Benjamin Graham. When implementing a value investing strategy, there are several ways to create the screen. However, when screening for value in the form … Read more
Undervalued stocks or securities are equity shares that have a market value lower than their intrinsic value. The undervalue could be due to a host of reasons ranging from sector-specific, socio-economic or overall market slow down. For instance, the share of Company A is selling in the market at a price of $30; however, its … Read more
The Defensive Investor (Utility) Strategy by Benjamin Graham What is Defensive investor strategy? Benjamin Graham needs no introduction in the world of stock market. He was a mentor to Warren Buffet and a prominent face who redefined the flow of investing in … Read more
