Archives

Determining the results of using particular screening criteria, as if the screen had been run at some point back in time, and the selected stocks or funds were held for a predetermined time period and then sold. 

A financial statement listing a company’s assets (what it owns) and liabilities (what it owes) as of a specific date, usually the last day of a company’s fiscal quarter. The difference between a company’s assets and liabilities is termed its net worth or shareholder’s equity. 

This occurs when a stock trades sideways in various signature patterns (e.g., cup with handle, saucer base, flat base) while it is under accumulation prior to its next move up. We look for these stocks as they can lead to explosive moves out of the bases.

Expenses shown on the income statement but not yet paid. 

stock trading when the major stock exchanges are closed. 

This is an instruction you can give your broker when placing a buy or a sell order. This instruction ensures that your order will be filled in its entirety or not at all. This prevents having a partial execution of your trade.

An investor involved in financing a company’s operations before going public in exchange for an ownership percentage.

When the market or security tends to vary often and wildly in prices, it is said to be volatile.

The measurement of how much an underlying security fluctuates over a period of time.

Volume is the daily number of shares of a security that are traded. Volume is one of the most important indicators we watch. Its relation with price movements tells us 90% of the story behind a stock?s movement and future movements. At its simplest, increased volume on increasing prices shows accumulation. Increased volume on lower prices shows distribution. There are many variations on this theme, and we spend a great deal of time poring over price/volume relations to determine which way a stock will move.