Obesity in USA has increased dramatically. USA is the most obese country in the world by a large margin and there is a long way to go before this fact changes.
30.6% of the USA population is obese, with Mexico coming a distant second at 24.2%. If you include Americans falling into the overweight category, 70% of the population fall into this category.
I’m not Buffett, and I’m not ready to put 75% of my portfolio into a single idea, but I do consider myself to be highly concentrated. A very volatile portfolio which most people cannot stomach.
I have 50% of my portfolio in 3 positions. This is the latest sizing after the big run up we have had this year.
O’Shaughnessy explains the power of passive investing. In fact, O’Shaughnessy goes over several methods of passive investing which lower risk while increasing return, thus highlighting the fact that greater returns don’t always come with higher risk.
Here is a company that I have placed on my watchlist. Not sure when it will come down to a point where I can pull the trigger from the way it has been on fire.
Straight to business. IPG Photonics is a maker of fiber lasers which are used in a wide variety of industries for welding, cutting, drilling and etching.
See the video demonstrations of IPG Photonics lasers and their competitor Trumpf.
It is always easier to read and write about companies that I would buy.
Passing on a company is easy and is recommended by most people. You are told to skip it and move on to a better opportunity.
But I’m learning that it isn’t always the case.
I have gone through in detail the Piotroski criteria and backtested the results to see whether it really did achieve what the academic papers claim. My conclusion? It has resulted in outstanding performance.
While all my other value strategies did poorly in 2011, the Piotroski 2011 performance was very respectable at -1.3%.
I am still very bullish on the company and the original thesis is still intact. GRVY is set to release the sequel to their blockbuster game after 7 long years of delays, redevelopment and more delays. GRVY has shot up 50% with increasing volume and it is a good time to review the probabilities of downside vs upside.
Diamond Foods (DMND) is being investigated by the SEC and DoJ for potential accounting fraud. I will go through a few methods to detect earnings quality, manipulation and aggressive accounting to see how well it comes up against DMND. So as we go through this, the question is, could you have identified DMND’s accounting shenanigans in advance by using such methods?
Written by Jae Jun follow me on Facebook Twitter What I’m going to try to do this year is to […]
It has been a brutal year for many investing strategies. Of the 13 value stock screens that I track, only two were positive for the year and one was breakeven. The remaining 10 value stock screeners underperformed by big margins. I wanted to see whether it was just my strategies that did poorly but it seems like AAII didn’t have a good year as well.
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