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Selection of Value Stocks (September 2020)

In value investing we are looking for undervalued companies with strong balance sheets, trading significantly lower than their actual fundamentals. One of the most effective ways to identify such stocks is the Piotroski score. In this analysis we use Piotroski filter higher than 6.30, adding filters for P/E < 30, FCF yield on price and Net Debt/EBITDA.

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Professional real estate investing

Investors often show a preference towards investing in real estate rather than stocks, bonds and commodities, especially in the current economic environment.
In this post, we examine professional investments in real-estate through financial instruments.

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Traditional real estate investing

When someone thinks of investments in real estate, the first thing that comes to mind is to purchase a physical property with the expectation that prices will rise in the future and to enjoy the rent proceeds. This is the most conventional real-estate investment and despite the positives it also comes with a lot of downsides and obstacles for the investor.

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Selection of Value Stocks filtered for COVID-19

In the current pandemic world and markets turmoil, investors struggle to find shelter in any asset class. Predicting the duration of this virus-crisis is very hard and timing the market is a strategy that is rarely proven to be successful, especially in times of such ‘black-swan’ events.
This strategy aims to select value stocks performing better than the market index during the economic meltdown while at the same time showing potential to strive and outperform the market when the pandemic is contained.

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Gold and Silver Miners

Investors often buy gold and silver miner stocks as an indirect play to gain exposure to the precious metals. In this post we present and rank these companies along with a notice of caution.

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Selection of Corporate Bonds filtered for COVID-19

In this post, we present a selection of corporate bonds from companies identified in our Covid-19 value list. Our approach is to identify companies showing resilience to the virus crisis and have the potential to strive in the post-pandemic world.

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Beware: Oil contango is a killer

A couple of days ago, spot prices for Texas delivery traded BELOW $10 – yes, spot oil lower than $10. You didn’t read in the papers, did you? That’s because newspapers find it more accommodating to report the price of the nearest future contract – which actually is a derivative: it is the forward price that includes the cost of warehousing the commodity until a future date. The current nearest future contract is that of May 2020.

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