Investment Research

Oil & Gas and Gold Mining Stocks Among the Most Undervalued with Strong Fundamentals in Jan 2023

A screen of North American equity markets in Jan 2023 shows Oil&Gas, Gold Mining companies to be the most undervalued w strong fundamentals

An Inverse Relationship, CAPE and Long Term Interest Rates

The inverse relationship between level of long-term interest rates and PE ratios of the market

2022 Is A Year of Investing Focused on the Outlook for Inflation

An overview of the Impact of Inflation on Financial Assets, Gold, Size, Value and Growth Factors

How to Value User or Subscriber Based Companies

An overview of Valuation of Existing and New Users of Subscriber Based Companies

2021 Equity Markets In Review

An overview of North American Capital Markets and Equity Markets in 2021

Passive Equity Screens & Bargain Purchases

nvestors generally use screens to find attractive investing opportunities. The following describes an example of a passive equity screen.

Hostile Corporate Takeovers

An overview of Hostile Corporate Takeovers, the Defense mechanisms implemented by Targets and a real-life scenario of a corporate takeover

The Best & Worst Performing Weekdays in the Currency Markets, Indices & Implied Volatility Indices

Ever wondered which weekdays are the best and worst days for the daily returns of exchange rates of currencies, indices and implied vols?

Why Would Inflation Rise Once the Pandemic Is Over

An outlook for inflation expectation post COVID-19 pandemic in 2020 and beyond

How to Value S&P 500 Index

Valuation methodology of S&P500 Index and prediction of future economic recovery based on an analysis of stock market returns

How to Value Banks or Financial Services Firms

An overview of banks business model, value drivers, regulation, risks and valuation methodologies