July, 2014 | OnTheMark Investing

Two Great Reads

July 29, 2014 by Mark Bates

The following two articles are new, and very interesting.

John Hussman discusses quantitatively what is now a clear equity bubble similar to that in 1999 and 2007.John Hussman Letter

An article in the NY Times. Only 2 of 2862 Mutual Funds achieved top returns in a five year period. A strong argument for index investing.NY Times article read more

Additional materials for July 2014 meeting

July 21, 2014 by Mark Bates

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July 21 2014 Investment Club Meeting Materials

July 21, 2014 by Mark Bates

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OTM Investment Club meeting – M McCarl worksheet

January 6, 2015July 21, 2014 by Mark Bates

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July 21 2014 OnTheMark Investment Club Meeting

July 20, 2014 by Mark Bates

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Average Returns Aren’t Average

August 26, 2014July 12, 2014 by Mark Bates

Our alert reader Ed Spyhalski spotted this article and asked that it be posted. It is clear that average is no longer average….and your timing does matter. Enjoy.

Average Returns Aren’t Average read more

Market Update July 5 2014

July 5, 2014 by Mark Bates

The technical models have SPY (equity market) and AGG (intermediate bonds) at BUY for all periods — short, medium and long term.

It appears that the bonds may be breaking down in the short term. But otherwise the model reflects the overall market trend, which is up. I commented to someone the other day that I’ve begun relying more on the technical model to overcome my basic socio-political pessimism about the future of the country and economy. read more

What to look for in a Value Stock Screener

August 7, 2014July 1, 2014 by Mark Bates

A useful article on what to look for in a value stock. Helps you understand what to put in a screener.

Successful Value Screens

Mark

Miley Growth Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”ANET,KLAC,LRCX,FTNT,AMAT,NVDA,KKR,KLIC,NFLX,NXST,LULU,ADBE,FB,FIVE,INTU,FND,AMZN,ARES,PYPL,PAYC” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”true” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘ALGN’:{‘qty’:3.48,’p_price’:525.38},’FTNT’:{‘qty’:12.62,’p_price’:144.75},’ADBE’:{‘qty’:3.98,’p_price’:458.77},’SLM’:{‘qty’:131.65,’p_price’:13.88},’LULU’:{‘qty’:5.56,’p_price’:328.68},’NVDA’:{‘qty’:3.52,’p_price’:519.59},’NFLX’:{‘qty’:3.43,’p_price’:532.39},’ASML’:{‘qty’:3.42,’p_price’:534.16},’FB’:{‘qty’:7.07,’p_price’:258.33},’BLDR’:{‘qty’:47.77,’p_price’:38.25},’LAD’:{‘qty’:5.73,’p_price’:318.68},’VIPS’:{‘qty’:66.64,’p_price’:27.42},’FND’:{‘qty’:19.85,’p_price’:92.07},’OLLI’:{‘qty’:19.29,’p_price’:94.73},’MPWR’:{‘qty’:5.14,’p_price’:355.29},’EPAM’:{‘qty’:5.31,’p_price’:344.43},’BABA’:{‘qty’:7.2,’p_price’:253.83},’PYPL’:{‘qty’:7.8,’p_price’:234.31},’GOOGL’:{‘qty’:1,’p_price’:1827.36},’MKSI’:{‘qty’:11.56,’p_price’:158.07}}” ]

Miley Income Fund

[stock_market_widget type=”table-portfolio” template=”basic” assets=”XOM,PM,IRM,NNN,ABBV,FE,FHN,MRK,PDCO,AMGN,EOG,VTRS,RF,MET,PRU,CFG,OGE,DOW,LMT,JEPI” fields=”symbol,change_pct” search=”false” display_currency_symbol=”true” pagination=”false” rows_per_page=”30″ sort_field=”change_pct” sort_direction=”desc” alignment=”left” api=”yf” portfolio=”{‘PM’:{‘qty’:4.08,’p_price’:79.65},’PRU’:{‘qty’:4.15,’p_price’:78.28},’DOW’:{‘qty’:6.26,’p_price’:51.9},’OGE’:{‘qty’:10.64,’p_price’:30.52},’PFE’:{‘qty’:9.05,’p_price’:35.9},’CFG’:{‘qty’:8.92,’p_price’:36.44},’WU’:{‘qty’:14.59,’p_price’:22.27},’MET’:{‘qty’:6.75,’p_price’:48.15},’CC’:{‘qty’:12.33,’p_price’:26.34},’FITB’:{‘qty’:11.23,’p_price’:28.93},’DTE’:{‘qty’:2.73,’p_price’:118.86},’RF’:{‘qty’:19.1,’p_price’:17.01},’CAH’:{‘qty’:6.05,’p_price’:53.73},’SNV’:{‘qty’:8.73,’p_price’:37.2},’JEF’:{‘qty’:13.91,’p_price’:23.35},’MRK’:{‘qty’:4.22,’p_price’:77.07},’GPC’:{‘qty’:3.46,’p_price’:93.88},’MMM’:{‘qty’:1.85,’p_price’:175.66},’LMT’:{‘qty’:1,’p_price’:324.88},’JEPI’:{‘qty’:5.89,’p_price’:55.2}}” ]