Stock market blog

Find Great Stocks and Build an Efficient Portfolio with My Stock Screener and Portfolio Builder Investing successfully means finding the right stocks for your risk appetite and combining them into a strong, diversified portfolio. My Stock Screener and Portfolio Builder app is designed to do exactly that. It allows you to find great stocks tailored to your risk profile and then construct an efficient investment portfolio using the Nobel Prize-winning Markowitz model. In this g

Best Logistics Stocks 2026: FedEx vs. UPS Investors often compare FedEx (FDX) and United Parcel Service (UPS) – the two global delivery giants – when searching for the best logistics stocks in 2026. Both companies dominate the package transportation industry, offering domestic and international shipping, freight services, and logistics solutions. In this analysis, we will break down the key fundamentals of FedEx and UPS, compare their financial health side-by-side, and determ

Achieving Institutional Alpha: A Professional Framework for the Individual Investor The Structural Edge of Professional Capital Allocation The distinction between the retail trader and the institutional investor is rarely defined by intelligence or luck. It is defined by process. While the individual often seeks the endorphin rush of a quick win, the professional operates within a rigid governance framework designed to strip emotion from the equation and enforce consistency.

Free Cash Flow Yield – An Overlooked Metric in Stock Analysis (Nvidia vs TSM Case Study) Investors increasingly recognize free cash flow (FCF) as a critical yardstick of a company’s financial health. Free cash flow represents the cash remaining after a business covers all its operating expenses and necessary capital expenditures. In other words, it’s the surplus cash a company can use to pay dividends, repurchase shares, reduce debt, or reinvest in growth. This article explai

Best AI Dividend Stocks to Buy Now: Cash Flows Plus Growth Investors are increasingly seeking stocks that offer both exposure to the booming artificial intelligence (AI) sector and reliable dividend income. In the current market, Broadcom (AVGO) and IBM (International Business Machines Corp.) stand out as two of the best AI dividend stocks to consider. These tech giants pair strong cash flows and established dividend track records with significant growth potential driven by A

The “Price-Tag Bias” Trap: Why “Undervalued Stocks Under $X” Screens Lie Many investors fall for the “cheap share” myth, assuming that a low nominal share price automatically means value. In reality, a stock’s price alone tells us nothing about its valuation. Stock splits perfectly illustrate this: after a split, the share price drops but total market capitalization stays the same. For example, a one-for-ten split would turn a $100 share into ten $10 shares, but the company’s

Reducing Market Risk: Hedging Strategies and Portfolio Optimization Market risk (systematic risk) is the chance that broad economic or market events will hurt many stocks at once. In other words, it’s the risk that affects the entire market rather than just one company. A surprise interest-rate hike , for example, could drive down prices for Apple, Tesla and nearly all S&P 500 stocks together. By contrast, a problem unique to one company (like a poor earnings report) will usu

DCF Valuation: The Two Key Assumptions That Move Everything Discounted Cash Flow (DCF) analysis is a powerful way to estimate a stock’s intrinsic value (fair value) by forecasting future free cash flows and discounting them to today. However, DCF is famously highly sensitive to just a few inputs. In fact, even a 1% tweak in the discount rate or a small shift in long-term growth assumptions can change the outcome by tens of percent s. This means a DCF output isn’t a single p

Post-Earnings Checklist: When a ‘Beat’ Is Actually Bad When a company reports quarterly results, investors first look at revenue and EPS (earnings per share) vs. analyst forecasts. A key phrase is “meeting or beating expectations,” which means actual results came in at or above the consensus estimates. In practice, “beating estimates” refers to exceeding the consensus forecast compiled from analyst projections. About three-quarters of S&P 500 firms have topped consensus EPS

Analyst Target Dispersion: Why a Wide Heatmap Can Be a Red Flag Stock analysts publish price targets predicting where a stock might trade in the future. They base these targets on forecasts of company performance (like revenue and earnings) and valuation models. For example, an analyst might project next year’s earnings and multiply by an industry-standard P/E ratio or run a discounted cash flow (DCF) model to arrive at a price target. When multiple analysts cover the same s

2026 Stock Picks: 10 Fundamentally Strong Large-Caps (Top Pick Inside) If you’re building a 2026 watchlist, fundamentals are a great filter: they help you find companies with durable cash generation, strong profitability, and clear operating momentum—the kind of setup that can earn its way into higher prices. In this article, I’m sharing 10 large-cap stocks that stand out on fundamentals, using a simple framework: Valuation + profitability + growth context Plus recent earning

What Stock to Buy Now? Finding Smart Investments and Building a Diversified Portfolio Table of contents: Smart Investment Opportunities in Today’s Market What Makes a Good Stock? Key Fundamentals to Know Using a Stock Screener to Find Stocks Tailored to You Building a Diversified Portfolio for Long-Term Wealth Timing Your Trades: Candlestick Patterns and Trade Ideas Many people are wondering what is the best thing to do with money right now – especially in a volatile market.

Express Guide: Should You Sell Your Stock or Hold It? Table of contents: Evaluating Fundamental Momentum Before Selling or Holding Is the company consistently improving its fundamentals Using Key Financial Ratios to Compare with Peers Evaluating Using Financial Ratios: Should You Sell Your Stock or Hold It? Short-Term vs Long-Term Considerations Key Signs It May Be Time to Sell Key Signs to Hold (Or Even Buy More) Deciding whether to sell a stock or continue holding it is one

Stock Target Price Calculation with the Multiples (Price - Income) model

From Ratios to Fair Value: A Practical Guide to Fundamental Analysis

Calculate the Stock Growth Potential with the DCF Model Sharing a valuable equity valuation model to calculate the stock target price and the growth potential. See what the components of a professional DCF model are that experienced investment analysts use in calculating the stock fair value and growth potential. Copy the components to your custom Excel or Google Sheets file and use your custom assumptions to manage risk better. Equity valuation model. The model can be found

Build An Efficient Investment Portfolio And Count Market Risk With This Models. The VAR and the Markowitz models Sharing a set of practical Google Sheet models designed to help you: Construct an efficient, well-diversified portfolio through disciplined asset allocation using the Markowitz model (MPT). Thoughtful asset allocation is critical: when done properly, it helps reduce market risk while targeting your desired level of return. Measure and manage market risk by unders

How Wall Street Really Sets Stock Price Targets Table of contents: What is a stock price target? Why stock target prices matter Discounted Cash Flow (DCF) Model Dividend Discount Model (DDM) Model Valuation multiples Model Reverse DCF Model Comparing Methods Practical considerations Automate your calculations How to integrate target prices into your process FAQ Stock target price calculation methods sit at the center of every serious equity decision. Whether you’re a retail t

How Many Stocks Should You Hold? Diversification vs. Diworsification Explained If you’ve ever asked yourself, “How many stocks should I hold in my portfolio?”, you’re not alone. New and experienced investors struggle with the same trade-off: Too few stocks and a single bad earnings report can hurt your net worth. Too many stocks and you end up overloaded, paying higher fees, and often just replicating an index—poorly. The goal isn’t “the most stocks possible.” The goal is eno

Artificial Intelligence Boom and Tech Leadership: Choosing the Best Stocks. The artificial intelligence (AI) boom is reshaping the stock market, catapulting a handful of tech companies to new heights. Over the past couple of years, investor enthusiasm for AI has driven remarkable gains in tech stocks – so much so that the S&P 500 index climbed nearly 70% since the end of 2022, largely fueled by AI optimism. With AI becoming a transformative force across industries, companies