In this article, I will explain the mechanics of dividend dates and ex-dividend date trading strategies. Dividend dates are important to understand, because they help investors plan their investments and manage their dividend income. Understanding the different dividend dates, namely the declaration date, ex-dividend date, date of record, payment date, and settlement date, can impact […]
In this article, I will show you how to evaluate and compare exchange traded funds (ETFs). With more than 2,204 ETFs in the U.S. alone, identifying the right ETFs in every area of the market (equities, fixed income, gold, commodities, etc.) can be a daunting task. This article will therefore provide a comprehensive framework that […]
In this article, I will show you how to identify an economic moat, a distinct/durable/sustainable competitive advantage a company has over others in the same industry or sector. Identifying an economic moat is an essential part of the analysis process for value investors looking to make a long-term investment. Without a strong economic moat, companies […]
In this article, I will discuss the 10 crucial investment principles you need to have as a stock market investor. By the end of this article, you will have gained a broader understanding of the stock market and will be able to apply this knowledge to improve your long-term returns. Through looking at what the […]
In this article, I will show you how to calculate and analyze Warren Buffett's owners earnings figure. Owners earnings, or cash flow for owners, is a figure that is commonly used for intrinsic value calculations, and is one of the best figures to depict how much cash one can get out of an investment. It […]
In this article, I will show you how to use dividend discount models to value dividend stocks in the stock market. Although the discounted cash flow (DCF) valuation model may provide a better means of determining a company's intrinsic value, dividend discount models remain a useful tool for estimating value, particularly with companies that regularly […]
In this article, I will show you how to create a successful investment plan in 5 steps. All serious investors should develop an investment plan to meet their long-term investing goals prior to deploying significant amounts of capital in any investable market. Becoming a successful investor requires establishing an investment plan and then sticking with […]
In this article, I will show you how to calculate and interpret the Single Index Model (SIM). The SIM claims that the returns on a stock are driven largely by its sensitivity and responsiveness to the returns on the market index. For investors interested in asset pricing, understanding the SIM is important, given that it […]
In this article, I will show you how to determine the downside risk of a stock investment. Downside risk is the worst-case scenario for a stock. It represents what could happen to a company's stock price if it does not perform up to investor expectations. Therefore, knowing how to determine the downside risk of a […]