Special Situations Real Money Portfolio May 2014 Update

It’s been quite some time since I’ve updated you on the Special Situations Real Money Portfolio.  The Special Situations Real Money Portfolio is actually my son’s Coverdell Education Savings Account that I set up on October 19, 2004 as an experiment. I wanted to see if an individual investor could earn stable returns from special situations

Stock Returns by Employment Growth Over the Past 14 Years

Employment numbers have dominated the news over the past five years. Employment growth appears to be the key element now remaining for any sustained economic recovery to take root in the United States. Some companies are starting to hire more employees. Is this new hiring provide insight into future growth prospects for some companies? I decided

Weekly Stock Sale – New Value Opportunities April 27, 2014

What stocks are on sale this week? One method to try to answer this question is to look for stocks that recently started trading below a Price to Earnings (PE) ratio of 12.5.  Why 12.5?  A PE of 12.5 is the same as an earnings yield of 8%, which provides a decent return given an approximately

Distribution of Stocks by PE

There is a lot of talk recently that stocks might be getting expensive. Stock prices have climbed since 2009, so it is definitely reasonable to start questioning stock valuations. I’m starting to have some trouble finding obviously undervalued stocks. I thought a quick way to check on the scarcity of value opportunities would be to

Quantitative Value

I recently started reading Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment and Eliminating Behavioral Errors ($) by Wesley R. Gray and Tobias E. Carlisle.  Both of the authors are fellow value investors who blog. Tobias Carlisle runs Greenbackd and Wesley Gray writes the Turnkey Analyst blog.  I’ve followed both of their blogs for

Special Situations Real Money Portfolio 2012 Performance

Sorry I’ve been so quiet here on Fat Pitch Financials. I found 2012 to be an extremely challenging year for me both financially and professionally.  Thankfully, I came through it all pretty well. The Special Situations Real Money Port had another successful year. The Special Situations Real Money Portfolio started 2012 with a balance of

Portfolio123 and StockScreen123 Switching Fundamental Data to Compustat

At the end of the day today, Portfolio123 and StockScreen123 will be switching data providers. The company is making the bold move of switch from Thomson Reuters to Compustat for its fundamental data.  This will change the underlying data used to power these stock screening and backtesting tools.

Markets closing early today for 4th of July

In observance of Independence Day here in the United States, the securities exchanges will close early today. The markets will close at 1:00pm ET on Tuesday, July 3rd, 2012. Exchanges will also be closed on Wednesday, July 4th, 2012. Enjoy your 4th of July!

What’s Hot at Value Investing News This Week

Here’s a list of the top stories this week at Value Investing News based on the number of times the story was shared on top social media sites: Buy and Hold Has Failed: So What is the Best Investment Strategy? Top Finance People to Follow on Twitter: Market Folly’s Alpha List Should the Price I Paid Affect

Most Shared Value Investing News Stories of the Week

Here’s a list of the top stories this week at Value Investing News based on the number of times the story was shared on top social media sites: Aim for the Middle Works if Small, Fails if Large What We’re Reading ~ 5/31/2012 Warren Buffett’s Stock Buying Secret Revealed What We’re Reading ~ 6/6/12 Presence