Investing

Here are some guidelines on what I look for in companies My top metrics for stocks: 1. FCF/Revenue also known as FCF Margin FCF/Revenues is a measure of how effectively a company generates surplus Cash Flow from Revenues A performance ratio that demonstrates a company’s operating cash flows AFTER subtracting operating expenses and capital expenditures.

Here is a short list of some of the things I look for in Earnings Reports 1. Margins: I like to see increasing margins or at the very least companies maintaining their margins. This includes Gross Margins and Profit Margins Gross Margins: (Net Sales – COGS)/Net Sales Profit Margins: (Net Sales – COGS & Operating

Earnings continue – what to look for! Whether I am long term investing or swinging trades (months, weeks, or days) I always look at fundamentals. To me they are a very important part of my investing (and trading) puzzle. Of course, it isn’t as pertinent to day trading or trending trading. I use charts extensively

Real yields are positive again after the pandemic where they were negative with rates at practically zero. Most real assets have negative expected returns in this economic environment. So why take on riskier assets when real yields on risk free assets are positive? Risk free rates down from highs in mid NOV. Good time to

Various Asset Classes Diversification We are in a vastly different financial environment than we have been for some time. Real rates are positive and increasing so we can now receive great returns without taking on much risk. When risk free rates provide positive real returns, why take on risky assets which mostly have negative expected

CAPM is a mathematical model that estimates the expected returns of an investment based on its riskiness relative to the rest of the market. It compares the relationship between systematic risk and the expected returns of an asset usually equities. CAPM establishes the required return on an investment and its risk and whether it is