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You are here: Home / Archives for Miscellaneous

Stock Recommendations: 12 April 2016

April 12, 2016 By Lowell Herr

Below are the stock screen settings and the results from the screens.  Here is a link to show what all is involved in the F Score screen.

Filed Under: Miscellaneous Tagged With: Stocks

Stock Update: One Well Known Stock Makes The Cut

August 11, 2016 By Lowell Herr

The value-momentum screen is quite restrictive and that is why so few stocks ever make the final cut.  With several momentum and value screens plus an F-Score of 7 required, only three companies make the list this week.

Filed Under: Miscellaneous Tagged With: Stocks

September Music Recommendation

September 4, 2016 By Lowell Herr

September Music Recommendation The September music recommendation comes after several months of neglect so I need to make this a good one.  After looking down a list of five (5) star selections I decided to recommend A Company of Voices, Conspirare in Concert. My top four selections from the CD are: Agnus Dei by Samuel […]

Filed Under: Music Tagged With: Music

Retirement Plan: Am I On Track?

September 19, 2016 By Lowell Herr

Retirement planning is a primary motivator for saving and setting up an investment portfolio.  Are there any saving guidelines for the individual investor?  Below are a few and I suggest you check out William Bernstein’s words of wisdom.  Search “Bernstein” on this blog.  To gauge whether or not your retirement savings program is on track, […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

Time To Bang The Retirement Drum – Again

November 30, 2016 By Lowell Herr

“Most U.S. households are heading for a worse lifestyle in retirement than they had while they were working, because they simply aren’t saving enough…”  So writes Stan Choe in an Associated Press article.  Check out the Retirement Planning category for past blog posts on this subject. Date from the Federal Reserve indicates that thirty-five (35%) […]

Filed Under: Retirement Planning Tagged With: Retirement Planning

Value-Momentum Stock Update

February 3, 2017 By Lowell Herr

Value-Momentum stock data as of 2/2/2017 shows the following when analyzed using the yet to be released Kipling Tranche spreadsheet.  Six out of over 6,500 stocks passed the screen.

Filed Under: Miscellaneous Tagged With: Stocks

Nine Stock Portfolio

March 23, 2017 By Lowell Herr

This is the final tranche momentum analysis for stocks today.  This nine stock portfolio was suggested by one of the co-authors of the TLH Spreadsheet. Tranche Momentum Recommendations:  The two stocks to sell out of the portfolio are NVO and TSS as both are under-performing SHY.  However, there is something interesting going on with the […]

Filed Under: Miscellaneous Tagged With: Stocks

Where Did All The Posts Go?

March 9, 2021 By Lowell Herr

If you are pondering over where all the blog posts went, here is an explanation as best I am able to reconstruct.  I was in the process of deleting old portfolio reviews from back in 2013 through 2015 as they were no longer useful.  I was doing this in preparation of setting up a new […]

Filed Under: Miscellaneous Tagged With: Miscellaneous

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