Track your stock portfolio and compute annulized returns (XIRR) with this sheet!

We are delighted to announce a new spreadsheet that can be used to evaluate the annualised return (XIRR) of individual stocks and that of a stock portfolio after properly taking into account corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. We had recently published an example using this sheet: Stock XIRR Example:…

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Spotting Market “highs” and “lows” Using Technical Indicators

Can we spot market highs and lows using technical indicators? The answer is yes, provided a user understands the pros and cons of each method. I discuss the current state of a few technical indicators and discuss their benefits and limitations. This post is in-part triggered by comments from Dhinesh Kumar here: Timing the market by…

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Select Stocks Using the Joel Greenblatt Magic Formula

Version 3 of the freefincal excel stock screener now includes the Joel Greenblatt Magic Formula Screener. This quickly allows you to select quality companies available at attractive prices. The screening can be done index-wise. sector-wise and market-cap-wise. The financial data is obtained from Value Research and the multiple screens available have been created with the help…

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50 stocks with solid earnings power: Ability to self-fund and create value

Here are 50 stocks with excellent earnings power track record. Based on Hewitt Heiserman Jr.’s Earnings Power Box, these companies have the potential to self-fund and create value. You can download a free tool to analyze any stock of your choice. This excellent compilation has been put together by Lokesh Verma based on Automated Stock…

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How to calculate annualized return (XIRR) from a stock investment

In this post, I discuss how to calculate the annualized return from a stock investment after accounting for corporate actions like dividends, stock splits, bonuses, buybacks and rights issues. I have made a calculator that will compute the annualized return (CAGR for single investments, IRR for periodic investments and XIRR or investments on random dates)…

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Pros & Cons of Finding Stocks with Earnings Power for Long-Term Profits

In this guest post, R. Srivatsan discusses the pros and cons of using a stock valuation technique known as Earnings Power Box, introduced by Hewitt Heiserman, Jr, in his book,  “It’s Earnings That Count: Finding Stocks with Earnings Power for Long-Term Profits”. Regular readers maybe aware that Srivatsan has already introduced the technique in his first post:  It’s…

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Automated Earnings Power Stock Analysis With Screener.in data

The freefincal automated stock analyzer (screener.in edition) now has now auto-generates Hewitt Heiserman Jr.’s Earnings Power Box, thanks to efforts of R. Srivatsan, who explained how to identify good business from bad one using it: It’s Earnings That Count: Forget the next Infy; Can you identify the next Satyam? I had previously published a version that uses morningstar…

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