Investment

Our Ranking Our proprietary investment analysis system is able to rank the 1200 companies I keep in our database according to several factors. These factors lead us to six ranks based upon traditional investment concepts: Earnings Growth, Financial Strength, Value, Momentum, Quality and Fundamentals. Each of the rankings combines several financial ratios that reflect each […]

Our Ranking Our proprietary investment analysis system is able to rank the 1200 companies I keep in our database according to several factors. These factors lead us to six ranks based upon traditional investment concepts: Earnings Growth, Financial Strength, Value, Momentum, Quality and Fundamentals. Each of the rankings combines several financial ratios that reflect each

Our Ranking Our proprietary investment analysis system is able to rank the 1200 companies I keep in our database according to several factors. These factors lead us to six ranks based upon traditional investment concepts: Earnings Growth, Financial Strength, Value, Momentum, Quality and Fundamentals. Each of the rankings combines several financial ratios that reflect each

Where We Are This has been a rather exhaustive series on which asset types have a historically positive or negative correlation with inflationary periods in our economy. Here Is What We Learned Broad market investments: over the periods of time examined, the S&P 500 (Large Cap Stocks) and S&P 600 (Small Cap Stocks) were negatively

Previously This has been a series of posts analyzing investment returns and whether they are positively or negatively correlated with inflation. The final economic sector we are examining is Consumer Discretionary companies. Walt Disney Negative correlation Whirlpool Negative correlation VF Corp Negative correlation However… Comcast Positive correlation Southwest Airlines Positive correlation Implications Much as we

The First Seven Parts In the previous parts to this series, we looked at various investments to see how their returns correlated with inflation. We found some that were positive and some that were negative. Today, we are going to see how companies’ returns in the Industrial sectors correlate. Industrials As you will see in

Catching Up This series has been about finding the various investments whose returns have a positive correlation with inflation. We have found that most have a negative return during inflationary periods, but that there are certain things that have historically shown that they have returns that are positively correlated with inflation. Today, we are looking

To Date In the first five parts of this series, we looked at the correlation between investment returns and inflation, determining which investments had positive correlation and which had negative correlation. Most were negative, some surprisingly so, but there were most definitely some with positive returns during times of inflation. Today, we are going to

Where We Left Off If you have been following this series, you have seen a series of investment returns and their correlation with inflation, either positive or negative (most have been negative). In Part Four, I noted that we would next take a look at Consumer Staples companies’ returns since they are widely believed to

Catching Up In the first three posts in this series we looked at the correlation between various stock market investments and inflation. Part One looked at Large Cap stocks and Small Cap stocks. Part Two looked at Value stocks and Growth stocks. Part Three looked at gold, oil, corn and soybeans. Long story short? The

So Far In the first post in this series, we took a look at how Large Cap and Small Cap stocks (as represented by the S&P 500 Index and the S&P 600 Index) performed during inflationary periods. We observed that there is a definitive negative correlation between inflation and both Large and Small Cap stocks.