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Selection of Value Stocks June 2021

Selection of Value Stocks June 2021
Our approach: In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market. One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional value criteria shown below allows us to limit the universe of around 80K stocks to just ~100. Equities presented in this list are potential candidates for newly created equity portfolios or re-balancing of existing ones. Such a portfolio has the potential to withstand inflationary pressures and benefit from the rotation towards value sectors.

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Crypto Cash & Carry Trade

Crypto Cash & Carry Trade
In markets and in life there is no such thing as a free lunch. Thus it is with extreme interest that we follow a rare arbitrage that has recently popped-up in the cryptocurrency domain. The arbitrage is factual, it is persistent, and it offers a quite compelling opportunity to those who commit time and devote the necessary effort to set up all legs of the trade.This is a snapshot what is going on under the hood:

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Selection of Value Stocks May 2021

In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market.
One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allows us to limit the universe of around 80K stocks to just ~90. Equities presented in this list are potential candidates for newly created equity portfolios or re-balancing of existing ones.

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Selection of Value Stocks April 2021

Selection of Value Stocks April 2021
In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market.One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allows us to limit the universe of around 80K stocks to just ~80.

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Selection of Value Stocks March 2021

Selection of Value Stocks March 2021
Our approach
In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market.

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Selection of Value Stocks February 2021

Selection of Value Stocks February 2021. Our approach: In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market. One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allow us to limit the universe of around 80K companies to just ~80. Equities presented in this list are potential candidates for newly created equity portfolios or re-balancing of existing ones. Such a portfolio has the potential to withstand pressures of the current economic environment.

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High Dividend Stock Selection January 2021

High Dividend Stock Selection January 2021
In a late-cycle, low-yield world, there is opportunity in high dividend stocks. This is further justified due to the gap between stocks dividends and bond yields at near record-high levels. Also, high dividends could return in 2021 as the limits set on dividend policy during the pandemic will gradually fade away.

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Investment Committee December 2020 and Year ahead

These are the key points and trade ideas discussed in our monthly investment committee: Our consensus view for the year ahead is for a less volatile 2021 in comparison with the extremely volatile 2020, spiked from the pandemic.
Our view is that we are in a Post Recession Point at the moment, with unemployment at high rates but falling.

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