Nov 8, 2017 | Types of Analysis, Zolio Market Commentary
Last week we looked at basic EPS. In most cases, this metric will work just fine to unpacking a firm’s earnings and present value. But in many cases, we need to go deeper and look at diluted EPS. Before I explain why, let me explain how this is calculated. If you...
Oct 24, 2017 | Types of Analysis, Zolio Market Commentary
Value investors look at earnings like a hawk. Improvements in earnings per share (EPS) can come from a variety of sources, but for value investors any increase is usually a good thing. Growth investors, on the other hand, focus on EPS less and are actively disdainful...
Jul 24, 2017 | Types of Analysis, Zolio Market Commentary
Weighted average cost of capital (WACC) is an important concept in professional financial analysis, used both by internal analysts at firms looking to make investments and by external analysts looking at whether firms are effectively investing capital in new...
Mar 17, 2015 | Technical Analysis, Types of Analysis
LEVEL: BEGINNER The capital markets ebb and flow throughout the course of time, driven by supply and demand for specific financial instruments. There are numerous factors that drive specific instruments, and a portfolio manager’s job is to determine the future...
Sep 25, 2013 | Technical Analysis, Types of Analysis
“The early bird gets the worm, but the second mouse gets the cheese.” – Willie Nelson You need not watch too many trading sessions before noticing that trending is least likely to occur during the noon hour. And why not. The noon hour is unlikely to trend since...
Sep 25, 2013 | Technical Analysis, Types of Analysis
“The trend is your friend.” ― Marty Zweig “The trend is your friend except at the end where it bends.” ― Ed Seykota Trendlines are the most basic chart “pattern.” They are intended to depict the market’s intent to rise or to fall over time. They are also utilized to...
