Small Cap Value Report (Thu 13 Feb 2020) –

Good morning, it’s Paul here with the SCVR for Thursday.No lengthy preamble today, as I was too tired last night to write up anything, and lacked inspiration on topics.

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Robo vs. Traditional Analyst Stock Recommendations [PREMIUM]

Are robo-analysts, who apply technology to mass-produce recommendations with limited human intervention, better stock pickers than traditional human analysts? In their January 2020 preliminary (and incomplete) paper entitled “Man Versus Machine: …

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Screening for quality compounders: ten small and mid cap candidates

In September of last year, Nick Train of Lindsell Train commented in his UK Equity Fund report to shareholders:
“Broadly September in the UK stock market saw a sell-off in international “growth” stocks – after an amazing run, lasting years in some case…

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The SIF Folio: (Re)introducing my rules-based portfolio

I’ve now been running the Stock in Focus portfolio here at Stockopedia for nearly four years. Over that time there have been some changes. I’m also aware from subscriber feedback that many newer subscribers may not be familiar with the backstory on thi…

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Stockopedia Subscriber Performance Survey 2019

When you strip back all the political and economic turmoil of Brexit, 2019 turned out to be a solid year for UK shares. That said, things got off to a shaky start. Markets were trading close to new lows as January 2019 got started. But that proved to …

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Stock in Focus: Will the Redde-Northgate merger create a super stock?

There are no new stocks I can add to my SIF folio this week. So instead I’ve decided to take a look at an interesting deal that’s due to complete later this quarter. The planned merger between accident management firm Redde (LON: REDD) and van hire bus…

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Trading the Trend – Innovaderma and Versarien

Both Innovaderma and Versarien are (or were) popular retail stocks in the past. Both of them have similarities in the fact that both share prices have been much, much higher, and both of them have had marmite directors at the helm. The similarities sto…

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Proof of Superior Investment Expertise?

Are there any investors who have compellingly beaten the market? In his December 2019 paper entitled “Medallion Fund: The Ultimate Counterexample?”, Bradford Cornell reviews performance of the Medallion Fund from Renaissance Technologies as…

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Trading amp;amp; Investing – Animated videos (Financial Wisdom)

Hi all, 
I started a new thread so that all new animation videos can be placed here.
Any likes/comments/subscriptions would be greatly appreciated.
Mark Minervini – Trade like a stock market wizard

Trading for a Living – Dr Alexander Elder

Rich Dad…

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RM plc: faltering QM stock or undervalued buying opportunity?

Rm (LON:RM.) is a leading supplier of technology and resources to the education sector – and a small cap that has been earmarked by Stockopedia’s rankings as a promising Quality Momentum (99) and Value Momentum (88) candidate. With a market cap of jus…

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Weekly Summary of Research Findings: 2/3/20 – 2/7/20 [PREMIUM]

Below is a weekly summary of our research findings for 2/3/20 through 2/7/20. These summaries give you a quick snapshot of our content the past week so that you can quickly decide what’s relevant to your investing needs. Subscribers: To receive t…

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Small Cap Value Report (Fri 7 Feb 2020) – CWD, CVSG, DPP, TED, INTU

Good morning, it’s Paul here, with Friday‘s SCVR. As usual on a Friday, it’s quiet for news. So once I’ve covered today’s news, I’ll use the spare time to do some general market ramblings – I’ve been jotting down points of interest throughout the week,…

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Performance of ETFs Employing Rule-based Hedging [PREMIUM]

Do exchange-traded funds (ETF) that operate like rule-based (passive) hedge funds offer attractive performance? In their December 2019 paper entitled “The Performance of Passively-Managed Hedged ETFs”, Jason Cheng, Joseph Fung and Eric Lam …

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Trading the Trend (long and short) – Foxtons and Royal Mail

Shorting is a contentious issue in the investing community. Many view it as evil, and others view it as a necessary balance in the market. After all, if everyone was only allowed to go long – then who would keep rampant bulls in check? And that is exac…

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A Better Stock Value Ratio? [PREMIUM]

Is there a better stock value ratio than commonly used ones such as book-to-market, dividend-to-price, earnings-to-price and cash flow-to-price ratios? In the January 2020 revision of his paper entitled “A New Value Strategy”, Baolian Wang …

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Skewness a Pervasive Return Predictor? [PREMIUM]

Does return distribution skewness predict relative performance of assets across asset classes? In their December 2019 paper entitled “Cross-Asset Skew”, Nick Baltas and Gabriel Salinas investigate realized skewness as a relative return pred…

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SACEMS, SACEVS and Trading Calendar Updates

We have updated monthly allocations and performance data for the Simple Asset Class ETF Momentum Strategy (SACEMS) and the Simple Asset Class ETF Value Strategy (SACEVS). We have also updated performance data for the Combined Value-Momentum Strategy. W…

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