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Peugeot S.A. (UG) worth a look for value investors

Peugeot S.A. (UG) 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 Peugeot S.A. F-Score increased from 7 to 8.   What is the Piotroski F-Score? The Piotroski F-Score is a ranking [...]

By |July 30th, 2019|

Nucor Corp. (NEU) is undervalued with fundamental momentum

Nucor Corp. (NEU) 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 Nucor Corp. F-Score increased from 8 to 9.   What is the Piotroski F-Score? The Piotroski F-Score is a ranking [...]

By |July 25th, 2019|

Pacific Textiles Holdings (1382) is undervalued

Pacific Textiles Holdings (1382) is undervalued and 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 Pacific Textiles Holdings F-Score increased from 6 to 8.   What is the Piotroski F-Score? The [...]

By |July 16th, 2019|

Muehlbauer Holding has good fundamental momentum

Muehlbauer Holding recently came up on the Quant Investing screener’s weekly list of companies with good fundamental momentum which means it has an improving Piotroski F-Score. Over the past week Muehlbauer Holding F-Score increased from 4 to 8.   What is the Piotroski F-Score? The Piotroski F-Score is a ranking [...]

By |July 16th, 2019|

Honeys Holdings Co (2792) is undervalued

Honeys Holdings Co (2792) 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 Honeys Holdings Co F-Score increased from 6 to 8.   What is the Piotroski F-Score? The Piotroski F-Score is [...]

By |July 16th, 2019|

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|

Investing in 2018 – here are my best ideas

This article is a part of the February issue of the Quant Value newsletter where I gave readers an idea of how to investment in 2018. You know I do not make forecasts. In spite of it being a complete waste of time to even look at them, as numerous [...]

By |March 8th, 2018|

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|

Are you a high dividend investor?

Are you a high dividend investor? Is your strategy based on buying companies with a high dividend yield and high dividend cover? If so you can do a lot better. In this article I summarise an interesting research paper that found the normal way most investors look at dividend income [...]

By |September 8th, 2016|