Topic: Equity Analysis

The Piotroski Score

Professor Piotroski decided to test his stock scanner to historical data, to compare the results vs. the ones reported for the period. This test finally resulted in what came to be known as Piotroski Score . The period in question was 1976 to 1996. It ended up giving...

Discovering Why you have not become Wealthy: Yet

There is no question that most people want to be wealthy; however, there are very few that actually take the necessary steps to achieve it. Why do people want these things, but never work to get them? The truth is that anyone that has regular employment – from a ditch...

Best Mobile Apps for Stock Analysis

In this article, I wanted to highlight a very powerful mobile app that is a must have for any investor. It’s called Scout Finance and is available for iphone and ipad. Scout Finance lets you access deep data on your favorite stocks in real time from anywhere....

Anatomy of a Perfect Stock Report

For an equity investor, one of the most important sources of information while making investment decisions is a stock report, also known by many other names such as equity research report. You would generally expect the research reports to provide you objective...

What is a Tear Sheet?

In stock markets, a tear sheet is generally referred to the Standard & Poor’s summary sheet for public companies. These sheets provide up-to-date information about companies including their business overview, financial performance, and key fundamental...

How to Download Options Prices in Excel

We have earlier discussed about downloading stock quotes in excel. You can do this in many ways such as from yahoo finance, or using the MarketXLS add-in that helps you seamlessly integrate live stock quotes in your excel workbook. In this post, I’ll describe how the...

How to calculate beta for a portfolio

To calculate the beta of a portfolio, you need to first calculate the beta of each stock in the portfolio. Then you take the weighted average of betas of all stocks to calculate the beta of the portfolio. Let’s say a portfolio has three stocks A, B and C, with...

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