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nathanwinklepleck
nathanwinklepleck

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Post your questions! [December 2022]

For next month's Q&A (unless I have a kid before then! LOL)

Post your questions! [December 2022]

Comments

Hi Nathan. I am currently testing a new stock screening approach and it would be good to hear your thoughts on it. I use custom equation screener on Stock Rover and screen for companies with 8% ROIC for EACH year over last 5-10 years and at least 1% revenue growth YOY. Then I sort companies by growth rate. This allows to find companies that consistently return a decent ROIC and continue growing signaling that they are likely will continue delivering those returns. I am sure you would be able to come up with much more valuable ways to screen using custom equations, but it would be good to hear your thoughts on this approach.

Hi Nathan, I've been adding companies that are in my opinion 'well" priced, preferably with a decent dividend Yield. However as soon as I buy, I sell covered calls 1 year out with a strike price of 20% higher than what I bought them at. Do you think this is a good strategy? I'm asking this because this is the 3rd time they get called away and I missed out on higher gains. Thanks.

good evening I have become interested in momentum after your videos. I was wondering if you could compare MTUM v VFMO. I own shares in both. Thanks!

Hi Nathan, Same question as last month regarding distribution of your coffee can portfolio. The tech component and stocks in that sector seem less interested in total shareholder equity, when compared to a consumer stables, energy, industrials etc. How do you think an even coffee can, e.g 3 stocks in each of the 11 sectors would go versus a weighted coffee can portfolio matching the S&P500? Cheers Chris Mac

Hi, Nathan. The Coffee Can Experiment prioritizes shareholder yield. In that vein, what do you think of Cambria's Shareholder Yield ETF, SYLD, as an easy way to approximate that portfolio?


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