Charts for the Curious2023-01-18T04:16:50+00:00

CHARTS FOR THE CURIOUS

We are providing these charts with the hope they create insightful dialogue.

Large Cap Core Funds: Growth Funds in Hiding?

July 1, 2022|

US Large Cap Core Funds: Historical Weights at Various Levels of Valuations - To summarize, historically, investors in large cap core index funds had the bulk of their money invested in stocks with reasonable valuations with negligible exposure to stocks valued over 10x price to sales.

MO Stock PE Ratio Offers Cash Backed Income

June 17, 2022|Tags: |

Beginning in March of 2021, KCR’s quantitative research has provided consistent evidence that Staples and Energy stocks present investors with the opportunity to buy companies of high quality for unusually low prices. Subsequent to our evidence-based models’ endorsement, we engaged in a fundamental review of both sectors and the specific stocks our models favored. Steeped in academic research done by the most respected names in behavioral finance, our models continue to advocate for select securities in both sectors. Our fundamental overlay continues to validate those findings.

Asset Allocation in Bear Markets

June 10, 2022|

Asset Allocators & The Need for Discipline - The chart below shows the compound return spread from investing in the Russell 1000 Growth Index less an equal investment in the Russell 1000 Value Index.

Carvana Investor Relations: A Tough Slog Ahead?

May 20, 2022|Tags: |

First, an important note: We have no beneficial interest for or against Carvana. Carvana has been panned by us here, here, and here, by Grant’s Interest Rate Observer, Seeking Alpha, Medium and by numerous other skilled and historically informed investors. On January 7th of this year, Carvana was the lead out stock in our “Enron look-alikes” list based on a proprietary KCR screen designed to….identify Enrons.

Is EOG’s Stock Price Heading Higher?

March 25, 2022|Tags: |

Is EOG A Good Stock to Buy? The chart below shows the performance of natural gas and crude oil exploration and production firm EOG Resources over the last 3 years. Since the stock’s trough in October of 2020, it has risen over 250%, triggering behavioral errors that often give investors the feeling that they “missed” a stock after it rises that much.

Warren Buffett on Love: How to Measure Success

March 4, 2022|

To long-time friends of KCR we are “breaking cadence” this Friday. Instead of a chart about stocks we found this three-minute video moving and thought it might resonate with others. KCR and our research team wish everyone a wonderful weekend.

Survivorship Bias Free Stock Data is Critical to Investors

February 25, 2022|Tags: |

Before we show you how quality and reasonable valuations are the breeding grounds of greatness, let’s talk about a common analytical error. When analyzing stocks and investment strategies, using bias-free data is a basic and critical first step. For a beautiful explanation, we guide you to Teddy Koker, a researcher at MIT’s Lincoln Labs, elegant walk-through, complete with programming instructions. For those interested in a less complex example, this post is for you.

Hillenbrand Investor Relations has an Incredible Story…

February 18, 2022|Tags: |

(And nobody is listening, hence the opportunity). Hillenbrand 60 Second Summary: • $3.5bn market cap • Double digit earnings growth • 2% dividend yield • Authorization to buy-back 10% of shares outstanding. • 11% FCF Yield so could buy that stock back from ongoing FCF • Founded in 1906 – longevity • If management just avoids making an expensive acquisition, this stock can deliver significant growth & cash returns to shareholders

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