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You are here: Home / Archives for 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

Stocks: Another Tranche Momentum Look

March 23, 2017 By Lowell Herr

Here is a second list of individual stocks.  Only two show up as potential purchases. Tranche Momentum Recommendations:  The recent market downturn hit most of these stocks.  Only two, MU and NVDA, are ones I would consider for purchase. Just another comment.  There is a lot of red in the 13- and 49-Day EMA columns.  […]

Filed Under: Portfolio Construction Tagged With: Stocks

Dividend Champions: A Tranche Momentum Analysis

March 23, 2017 By Lowell Herr

Not all ITA Wealth Management readers use ETFs to build their portfolios.  There are readers who have an interest in dividend oriented individual stocks.  The following analysis walks investors through a group of stocks I pulled off a Seeking Alpha article where the author updates this portfolio on a regular basis. Main Menu:  The analysis […]

Filed Under: Portfolio Construction Tagged With: Portfolio Construction, Stocks

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

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

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

Stocks: A Basic Screen and Resulting List of Securities

April 6, 2016 By Lowell Herr

With less than overwhelming requests for information on individual stocks, here is a basic sample of what can be accomplished by using a particular screen.  The following is known as the Josef Lakonishok screen and as the description implies, this is a value-momentum style screen.  Thirty (30) stocks made the cut from a list of […]

Filed Under: Miscellaneous Tagged With: Stocks

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