Special situation stocks and value investing
For this backtest, I’m going to be examining the Altman Z-score. Edward I. Altman published the Z-score in 1968 to to predict the probability that a firm will go into bankrupt. The Altman Z-score is a widely used and easy to calculate formula to estimate a firm’s financial distress.
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I have received several requests to provide a tutorial on how I backtest stock fundamentals using Portfolio123. My recent stock
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A commenter on Fat Pitch Financials recently suggested that I take a look at shareholder yield. After reading my “How Does
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This is a revised version of the backtest on the free cash flow to enterprise value ratio backtest posted a
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The free cash flow to enterprise value ratio is a rather sophisticated valuation ratio that should be a part of
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A reduction in shares outstanding can occur as a result of a company stock buyback. A buyback is when a
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The Return on Invested Capital (ROIC) ratio is a very popular measure of company “quality” among value investors. Many even
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I decided to also backtest the 5-Year Average Return on Investment (ROI) in order to see how it compared to my
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I recently updated my Return on Equity backtest. One of the suggestions I received was to test the 5-year average return
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Updated March 1, 2015 with 2014 data. Originally posted June 11, 2014. The Return on Equity (ROE) is a commonly used profitability metric.
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