Tag: equities

How I Think About Researching Stocks (40 Examples)

Investing

When researching stocks, I look for businesses that can grow their economic book value over long periods of time and throughout the business cycle. For a review and definition of economic book value (EBV), please refer to my previous blog, “Do You Know The Economic Book Value (EBV) of...

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A Strategy for Investing in Publicly-Traded Stocks

Investing

In a previous blog, I discussed a strategy for wealth creation through investments in productive assets. A major source of access to productive assets can be found in the stock market, which includes various exchanges traded throughout the world. However, not all stocks are created equal, and in this...

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Valuing The U.S. Equities Market

Investing

The Valuation Debate for the U.S. Equities Market There has been a lot of talk recently about whether or not equity markets are overvalued. Reports on some major indicators have suggested that the U.S. markets are richly valued and near all-time highs.1,2,3,4,5 Others have argued that if you take...

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Understanding Asset Classes for Your Investment Portfolio

Investing

Asset classes represent similar types of investments. In general, I categorize assets into five major classes:   Equities (stocks) Fixed income (bonds) Cash & equivalents Alternative investments (real estate, commodities, art, etc.) You and your income generating potential   Equities (Stocks) The first asset class represents an ownership share...

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