Category: Fundamentals

How to Manage Taxes Efficiently and Maximize Your Returns Year Around – Part 1

How to read a balance sheet

As tax season has come and gone it’s a good reminder to make sure that you use all of the tools at your disposal to maximize your investment returns and minimize your tax burden year around, and effective investing requires

Posted in Fundamentals

Market Outlook for the Holidays

Value Investing Santa Claus

There are lots of things that can affect the market during the holiday season and the end of the year. There is no doubt that your favorite financial news channel will try to explain the movements of the market at

Posted in Fundamentals

Get Excited! Choppy Market Ahead

Goldman Sachs recently published a report indicating that they’re is an 88% chance of a bear market in the next 24 months. The return of volatility to the markets should be a welcome sign to value investors. It means that

Posted in Fundamentals

The Secret to Predicting Stock Performance

Secret to Predicting Stock Performance

There is one metric that has been proven to be a good predictor of future stock performance. A researcher named James P. O’Shaughnessy looked at all of the data he could find for a forty five year span and he

Posted in Fundamentals

How to Become a Successful Value Investor in 3 Steps

The most difficult part of becoming a value investor is doing the research to thoroughly analyze a company. That’s probably the reason why everyone is not a value investor. Value investing takes work. You can’t just tune in to CNBC

Posted in Fundamentals

Technical Investing vs Value Investing

What’s the best stock picking strategy? That’s an age-old question that every investor will wrestle with. Should you listen to the “experts,” do your own research, ask the neighbor what he thinks, or look at some charts to try to

Posted in Fundamentals

Dividends and Value Investing

Dividends and Value Investing

What is a dividend? A dividend is a cash distribution made by a company on a regular or one time basis. It is at management’s discretion whether they pay a dividend or not. There are companies that have had regular

Posted in Fundamentals

How to Calculate the Intrinsic Value of a Stock

How to Calculate the Intrinsic Value of a Stock

Buying low and selling high is the simple concept that leads to investing success or failure. The hard part is figuring out when a stock is actually cheap, or when it’s too expensive. What’s the definition of cheap when it

Posted in Fundamentals