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Trancom is undervalued with healthy momentum

Trancom Co., Ltd. (Trancom) recently came up on the Quant Investing screener’s weekly list of companies with improving fundamentals which means it has an improving Piotroski F-Score. Over the past week Trancom F-Score increased from 5 to 7.   What is the Piotroski F-Score? The Piotroski F-Score is a ranking [...]

By |July 2nd, 2019|

Corus Entertainment is cheap with good momentum

Corus Entertainment Inc. recently came up on the Quant Investing screener’s weekly list of companies with improving fundamentals which means it has an improving Piotroski F-Score. Over the past week Corus Entertainment Inc. F-Score increased from 5 to 7.   What is the Piotroski F-Score? The Piotroski F-Score is a [...]

By |July 2nd, 2019|

Kanamoto Co Ltd. is undervalued with a good F-Score

Kanamoto Co Ltd. recently came up on the Quant Investing screener’s list of companies with improving fundamentals which means it has an improving Piotroski F-Score. Over the past week Kanamoto Co Ltd. F-Score increased from 5 to 7.   What is the Piotroski F-Score? The Piotroski F-Score is a ranking [...]

By |June 25th, 2019|Tags: |

Thinking about position sizing? This can help

Have you ever wondered how much you should invest in each stock in your portfolio – also called position sizing? You can of course just say I want to diversify my portfolio over 15 to 30 companies, divide the amount you want to invest by that number and invest the [...]

By |May 20th, 2019|

5 Lessons from a hedge fund manager – Barton Biggs

Recently, I read “Hedge Hogging” by the late Barton Biggs. It was picked up from a local 2nd hand book store – and I’m delighted to say it was a true value find.   Barton Biggs had an illustrious history as a value investor. His father was a professional investor [...]

By |December 15th, 2017|

The price to book magic formula investment strategy

Are you a low price to book or Magic Formula value investor? If you are you will definitely find this article, sent to me by one of our subscribers - Piero Marotta from Italy - of interest. Piero has come up with an interesting investment strategy which combines a low [...]

By |September 4th, 2017|

The best investment strategy in Europe 2000 to 2014

What investment strategy would have given you the highest returns in Europe over the 13 year period from July 2000 to July 2014? In this article I summarised the master’s thesis of Andreas Hennes (completed at Goethe University Frankfurt am Main on 14 September 2015) where he set out to [...]

By |May 26th, 2017|