Value investing is a strategy that focuses on buying stocks that are undervalued by the market. This approach is based on the belief that these stocks will eventually be recognized for their true worth, leading to price appreciation. During market…

Calculating Free Cash Flow is at the heart of value investing and is a key component of determining the intrinsic value of stocks, but before we get started on figuring out how to calculate it, we should define what it…

A common question that is asked in investing is: how long should I hold on to stocks? Like many things in investing the answer is not always straight forward, but there are several indicators that will help you make that…

I’m going to break this to you, the stock market is going to go down. There’s going to be a correction and it might even crash. That’s not an opinion, it’s a fact. That is the nature of markets, they…

You might hear references to an Economic Moat when reading value investing analysis for specific companies. What does a moat have to do with the fundamentals of a company? Before we answer that question let’s be clear on what a…

We are huge advocates of doing research on companies before making an investment decision. The key to good research is getting the right information and having the tools available to speed up the process. There are several places to find…

Tax loss harvesting is a strategy to maximize your investment returns and minimize your tax burden. The strategy itself is easy to put into practice, but there are pitfalls you should be aware of to implement it successfully. In our…

Having a list of ETFs that follow similar strategies is useful for tax-loss harvesting purposes. Below is a list of ETFs grouped by the indexes that they track that can help in that process. For instance, the Large Cap ETFs…

There are many choices in investing. The New York Stock exchange lists over 2,800 companies alone, and the NASDAQ has another 2,500+. With so many stocks to chose from, how do you pick the right ones since not every company…