Investment Analysis

How Do I Buy Stocks – 5 Revealing Ratio’s for Selecting Fundamentally Undervalued Stocks

The answer to the question “How do I buy stocks?” has two parts. First, I look for companies that comply with my five revealing ratios for selecting undervalued stocks. Second, I conduct an overall stock investment analysis of the company and assign a buy rating. In this article, I will focus on the first part … Read more


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The Gold to Silver Ratio – Unveiling the Potential in the Gold and Silver Market

The Gold to Silver ratio is a widely followed metric in the precious metals investing community. It reflects the relative value of gold and silver, helping investors identify potential investment opportunities. In this article, we will explore the historical significance of the Gold to Silver ratio, how it’s calculated, and its relevance for modern-day investors. … Read more


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Stock Options and Warrants – Why You Should Pay Attention To the Exercise Price

Stock Options and Warrants - Why You Should Pay Attention To the Exercise Price

One way to quickly and easily inform yourself about your stock’s outstanding stock options and warrants is by studying the company’s latest financial statements. In the notes related to the share capital, you will find if there are any employee stock options and/or stock warrants outstanding. It’s essential to analyze not only the in-the-money options … Read more


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Shorting a Stock – How To Determine if a Short Squeeze is Likely

Shorting a Stock - How I Determine if a Short Squeeze is Likely

In this article, we will discuss three key indicators commonly used to measure the level of short interest in a stock: short interest (as a percentage of a stock’s total amount of shares outstanding), short interest ratio (also known as days-to-cover and the short interest as a percentage of a stock’s total float. Short Interest … Read more


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Management Compensation Evaluation – How Does the Change in Compensation Compare to the Performance of Your Stock’s Share Price

Management Compensation Evaluation - How Does the Change in Compensation Compare to the Performance of Your Stock's Share Price

In management compensation evaluation, I assess whether management’s compensation is reasonable by comparing the change in their compensation to the change in the company’s share price. To begin with, I calculate the difference in management’s compensation between year one and year two, using all the compensation data included in the company’s annual statements (or Management Proxy … Read more


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Management Compensation Comparison – Does Your Stock’s Management Rewards Itself Excessively

Management Compensation Comparison - Does Your Stock's Management Rewards Itself Excessively

In this analysis of management compensation, I compare it with the compensation paid at other relevant and similar companies. To do this, I look for companies that share the following characteristics with the company I am analyzing: They operate in the same industry and sector. For instance, I compare a gold-focused mining company with another … Read more


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Institutional Ownership Assessment – How To Assess the Shares Owned by Institutions

Institutional Ownership Assessment - How I Assess the Shares Owned by Institutions

In this article, I will describe how I assess changes in institutional ownership of a company’s stock. I focus on two groups of stock owners: the on-the-radar investors and the corporate insiders. For more information on the different types of shareholders I consider, please refer to the article: Insider Stock Ownership – Which Exclusive Type … Read more


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Insider Ownership Analysis – Are the Interests of Management and the Common Shareholders Aligned

Insider Ownership Analysis - Are the Interests of Management and the Common Shareholders Aligned

In this article on insider ownership analysis, I discuss the importance of evaluating the minimum and maximum share ownership percentage held by corporate insiders in a company. While determining an appropriate percentage of stock ownership is not an exact science, I believe it is a crucial step in my overall stock investment analysis. Company Ownership … Read more


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Short Stock Positions – How to Short a Stock and Where To Find Short Interest Data

Short selling is a trading strategy where an investor borrows shares from their broker and sells them on the open market with the expectation that the stock price will decrease. The short seller then waits for the stock price to drop before buying back the shares on the open market at a lower price, and … Read more


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Flow Through Shares – What Are Flow Through Shares Really Worth

Flow Through Shares - What Are Flow Through Shares Really Worth

Investors should exercise caution when Canadian resource companies in the mining, oil and gas industries seek to raise capital by offering Flow Through Shares (FTS). Typically, these companies have high upfront exploration costs and limited or no revenue, so they issue shares and allow tax deductions to “flow through” to investors as long as the … Read more


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