In this lesson we examine how life cycle theory can be used to inform the individual’s asset allocation decision. Lesson 53 – Life Cycle Theory of Risk and Asset Allocation
In this lesson we examine how breadth and sentiment indicators, both “technical indicators”, can be used in technical analysis. Lesson 50 – Technical Indicators
In this lesson we examine how moving average can be utilized in technical analysis to predict bear and bull trends. Lesson 49 – Technical Analysis and Moving Average
In this lesson we learn how how OHLC bars are formed. We also examine how support and resistance lines are formed to create continuation patterns and indicate changing trends. Lesson 48 – Charting with OHLC, Support and Resistance
In this lesson we introduce technical analysis and “Dow Theory” as price and volume are examined to spot bear and bull trends. Lesson 47 – Introduction to Technical Analysis
In this lesson we examine different perspectives one can use to consider growth when formulating a P/E model. Lesson 46 – Growth Rate and Analytic Perspectives in P/E Modelling
In this lesson we examine the role of ROE and the sustainable (internal) growth in formulating earnings expectations and estimating intrinsic value in fundamental models. Lesson 45 – ROE and Growth Rates in Fundamental Analysis
In this section we look at how a company’s financial statements portray earnings and their role in fundamental analysis. Lesson 44 – An Overview of Financial Statements in Fundamental Analysis
In this lesson we examine top down fundamental strategies focusing on sector rotation, marketing timing and asset allocation strategies. Lesson 41 – Top Down Fundamental Strategies
In this examine we give a general overview to using passive and active techniques to assess stock valuations. Lesson 40 – Introduction to Active and Passive Stock Strategies
In this lesson we examine how to model the required rate of return using the DDM Lesson 39 – An Example of DDM Construction and the Implied Required Rate of Return
In this lesson, we show how an analyst would use research with the DDM to create a model stock price. Lesson 38 – An Example of DDM Construction and Price Valuation
In this example we investigate the concept of how future earnings “justify” higher and lower P/E values and how this can be used evaluate the price of a stock. Lesson 37 – Fundamental Analysis and the P/E Ratio Model
In this lesson we introduce how to use the dividend discount model to evaluate a stock’s price. Lesson 36 – Fundamental Analysis and the Dividend Discount Model
In this lesson we examine how the intrinsic value is used to calculate the price of a bond. We also examine how to calculate the accrued interest of a bond and incorporate it into the bond’s cash price. Lesson 34 … Continue reading →
In this lesson we examine implications for investment strategies in efficient markets and some anomalies which contradict the efficient market hypothesis. Lesson 32 – EMH Investing Implications and Anomalies
In this lesson we examine the efficient market hypothesis and how it considers information to assess the value of a stock. Lesson 31 – The Efficient Market Hypothesis (EMH)