Below is the year-to-date performance of major indexes compared to any one of the top categories that we created and track from January 3, 2020 to February 14, 2020.
The following is the breakdown of the Dogs of the NLO based on our January 3, 2020 watch list, compared to other fundamental ratios. The purpose of this work is to confirm or deny the claims proposed of the Dogs of the Dow theory as outlined by Michael O’Higgins in his book Beating the Dow. Continue reading
Below is the year-to-date (YTD) performance of various major indexes and from December 31, 2019 to February 14, 2020.
The following is the breakdown of the Dogs of the Dow (found here) in week seven, compared to other fundamental ratios. Continue reading
Below is the performance of the Vicker’s Favorite Fifty OTC stocks as published on October 30, 1961 by Barron’s covering data from September 1, 1961 to September 4, 1962:
In the period from September 1, 1961 to September 4, 1962, the Dow Jones Industrial Average declined –16.46% compared to the overall change of Favorite Fifty OTC stocks at –43.75%. It is very important to contrast the Favorite Fifty OTC stocks to the Favorite Fifty NYSE stocks. The OTC stocks are small cap companies and favor growth over income which is found in the NYSE list.
The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.
The “best” performance was achieved by no group listed here. With the Dow Jones Industrial Average declining by -16.46%, no single subset of stocks managed to perform better.
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Posted in Fabulous Fifty, Favorite Fifty, Nifty Fifty, OTC
We recently saw an article In Bloomberg News on the possibility of the CoronaVirus (2019-nCoV) or (COVID-19) being known as early as the last week of December 2019. We looked at GoogleTrends to see if there was any correlation to this claim and our results are below.
GoogleTrends: United States SARS last 90 days
GoogleTrends: Japan SARS last 90 days
GoogleTrends: China SARS last 90 days
GoogleTrends: China SARS last 5 years
January 12, 2020 is the date when the details of genome sequencing triggered a outbreak alert.
We have been able to confirm with GoogleTrends that in China, the December jump in searches was abnormal not only in the last 90-day period but the largest spike in searches in the last five year period.
Posted in coronavirus, COVID-19, Google Trends
Below is the performance of the Nifty Fifty as published on June 6, 1960 by Barron’s covering data from September 1, 1961 to September 4, 1962:
In the period from September 1, 1961 to September 4, 1962, the Dow Jones Industrial Average declined –16.46% compared to the overall change of –22.04% in the Nifty Fifty. The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.
The best gain was achieved by the top three stocks in the Low P/E category with an increase of +10.79%.
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Posted in Fabulous Fifty, Favorite Fifty, Nifty Fifty
Below are the downside targets for Sea Limited (SE).
If you’re impressed with the increase of Tesla (downside target here) in the last few months then a look at Sea Limited should put that into perspective.
Since the name change of the company from Garena Interactive Holding in 2017 (cough), Sea Limited has outpaced Tesla on the upside.
Posted in SE, Speed Resistance Lines, SRL
The following is the breakdown of the Dogs of the NLO based on our January 3, 2020 watch list, compared to other fundamental ratios. The purpose of this work is to confirm or deny the claims proposed of the Dogs of the Dow theory as outlined by Michael O’Higgins in his book Beating the Dow. Continue reading
In March 2019, Morningstar published their Income Bellwether Watchlist with data from February 11, 2019. Below is the performance of the stocks based on the highest and lowest dividend yield from February 11, 2019 to February 7, 2020 (intraday).
Based on the data, High Yield stocks severely underperformed the Dow Jones Industrial Average, even in the best case scenario. Meanwhile, the Low Yield stocks trounced the Dow Jones Industrial Average. This data confirms our work in the Dogs of the Dow.
Posted in Dogs of the Dow, Income Bellwethers
Below is the performance of the Nifty Fifty as published on June 6, 1960 by Barron’s covering data from March 28, 1960 to March 20, 1961:
In the period from March 28, 1960 to March 20, 1961, the Dow Jones Industrial Average increased +9.18% compared to the overall change of +9.53% in the Nifty Fifty. The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.
The best gain was achieved by the top three stocks in the High P/E category with an increase of +13.00%.
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Posted in Fabulous Fifty, Nifty Fifty
Below is the performance of the Nifty Fifty as published on September 28, 1953 by Barron’s covering data from June 29, 1953 to June 28, 1954:
In the period from June 29, 1953 to June 28, 1954, the Dow Jones Industrial Average increased +25.32% compared to the overall change of +17.37% in the Nifty Fifty. The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.
The best gain was achieved by the top three stocks in the High Payout category with an increase of +22.99%. On average, best performing group was the High P/E, however, no grouping managed to beat the performance of the Dow Jones Industrial Average.
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Posted in Fabulous Fifty, Nifty Fifty
Below is the performance of the Nifty Fifty as published on September 10, 1951 by Barron’s covering data from July 2, 1951 to July 9, 1952:
In the period from July 2, 1951 to July 9, 1951, the Dow Jones Industrial Average increased +12.66% compared to the overall change of +11.15% in the Nifty Fifty. The breakdown of the data based on dividend yield, price-to-earnings ratios, and dividend payout ratio.
The best gain was achieved by the top three stocks in the High P/E category with an increase of +36.00%. The best performing group was the High P/E stocks where all of categories generated gains that beat the Dow Jones Industrial Average.
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Posted in Fabulous Fifty, Nifty Fifty
The following is the breakdown of the Dogs of the NLO based on our January 3, 2020 watch list, compared to other fundamental ratios. The purpose of this work is to confirm or deny the claims proposed of the Dogs of the Dow theory as outlined by Michael O’Higgins in his book Beating the Dow. Continue reading
The following is the breakdown of the Dogs of the TSX (here) in week five, compared to other fundamental ratios. Continue reading
The following is the breakdown of the Dogs of the Dow (found here) in week five, compared to other fundamental ratios. Continue reading
Below is the performance of the Nifty Fifty as published by Forbes from the December 15, 1977 publish date to December 15, 1978:
In the period from December 15, 1977 to December 15, 1978, the Dow Jones Industrial Average decline –1.54% compared to the overall change of +2.46% in the Nifty Fifty. The breakdown of the data based on dividend yield & price-to-earnings ratios.
The best gain was achieved by the top three stocks in the High Yield category with an increase of +12.56%. However, the best performing group was the Low Yield stocks where all of categories generated positive returns.
See also:
Posted in Fabulous Fifty, Nifty Fifty