CI’s Financial Ratio Analysis Spreadsheet

Posted on July 28, 2014 | Computerized Investing

Excel spreadsheet automatically derives financial ratios for company analysis after a simple import of financial statement data from Morningstar.com.

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Social Media and “Pump and Dump” in the 21st Century

Posted on July 21, 2014 | Computerized Investing

While it is hard to argue with how much technology has made investing easier, there are always two sides to every coin.

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New Beginnings

Posted on July 4, 2014 | Computerized Investing

This month marks several changes here at Computerized Investing. We begin by saying goodbye to Joe Lan, who has been accepted to the University of Michigan’s Ross School of Business, where he will start his pursuit of an MBA degree this fall. For nearly the last four years, Joe has been a tremendous asset to Computerized Investing and to AAII. I wish him all the best in his studies and future endeavors.

As Joe starts down a new career path, I am excited to welcome Hareesh Jayanthi to the CI team. Hareesh has a master’s degree in finance and a bachelor’s degree in economics and has experience in the mutual fund and fixed-income arenas. Besides being a contributor to Computerized Investing, Hareesh will be part of the Dividend Investing and Stock Superstars Report advisory committees and will assist in supporting Stock Investor Pro, our fundamental stock screening and research database program, and other AAII publications and products.

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Creating a Contrarian Screen: The 52-Week Low Formula

Posted on June 30, 2014 | Computerized Investing

A discussion of Luke Wiley’s approach to stock-picking and how to build a screen using his five filters.

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Computerized Investing’s Best of the Web

Posted on June 23, 2014 | Computerized Investing

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Welcome to Computerized Investing’s “Best of the Web.” Here we have brought together what we consider to be the “best of the best” when it comes to online investment analysis, research and tracking. These are the sites that we editors and staff of CI use ourselves, almost on a daily basis.

The Internet has grown into an invaluable tool for investors, but for every quality website, there are dozens (if not more) that are only marginally useful. Here we provide you with the best online resources for data and analytical tools to help you make informed investment decisions. Beyond looking for sites that offer useful information, we try to find those that are easy to use and do not swamp you with ads. Whenever possible, we seek out websites that are free, though when subscriptions fees are charged, we clearly tell you. (Keep in mind that many websites offer both free and subscription-based content.)

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Windows XP: Breaking Up Is Hard to Do

Posted on May 16, 2014 | Computerized Investing

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As you may know, Microsoft stopped supporting its venerable Windows XP operating system on April 8. Back in March I had written that, by some estimates, almost 30% of the world’s computers were running XP, which adds up to some 300 million machines. Here we are, nearly six weeks after XP’s end-of-life, and I discover that over 9% of the visitors to the AAII website between April 8 and May 9 were still running Windows XP! As the old Neil Sedaka song goes, “breaking up is hard to do,” but for your own cyber safety, it’s time to leave XP behind.

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Researching Closed-End Funds

Posted on May 1, 2014 | Computerized Investing

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Closed-end funds (CEFs) are similar to traditional open-end mutual funds in that professionally managed investment companies pool investors’ capital and invest in stocks, bonds or other securities according to an overriding investment objective. However, there are several key differences between closed-end funds and open-end funds that investors should be aware of. Closed-end funds trade on an exchange similar to exchange-traded funds (ETFs), but they are valued differently. Closed-end funds are essentially a mix between a mutual fund and a stock; they have a net asset value (NAV) and a share price. Closed-end funds do not issue redeemable shares nor do they continuously offer shares, which allows fund managers to work with a stable pool of capital. Closed-end funds have an initial public offering, much like a start-up company. After the initial public offering is closed, the fund’s shares will begin to trade on a secondary market.

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The Mass Index

Posted on April 10, 2014 | Computerized Investing

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Using a high-low price range to identify potential trend reversals based on range expansions.

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Snow Lizard SLXtreme 5 for iPhone 5/5S

Posted on April 4, 2014 | Computerized Investing

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Even since I got my first iPhone a few years ago, it’s been protected by a case. Part of this stems from losing my last non-iPhone to a catastrophic drop. However, recently I’ve been using a battery case that pulls double duty—protecting my investment and extending its battery life. Currently, I’m using the mophie PowerSkin for iPhone 5, but I have just finished testing out a brick house of a case from Snow Lizard: the SLXtreme 5. This case can literally withstand pretty much anything you throw at it—it’s waterproof and has military-grade ruggedness, and its built-in battery is solar-powered. However, its size and price tag narrows its usefulness.

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Tax Preparation Services

Posted on March 26, 2014 | Computerized Investing

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The year 2013 was great for the stock market, with each of our major indexes finishing up more than 25%. If you were one of the lucky (or unlucky, as the case may be) investors who managed to lock in gains in taxable accounts, you have capital gains taxes to look forward to. Whatever your situation, tax time can still be an arduous process. However, the rise of the Internet and computing power has made it easier than ever to do your own taxes quickly and affordably.

As usual around this time of year, Computerized Investing reviews some of the best tax preparation services. For many individual investors, these services are more than enough to assist in completing tax forms and filing them. These programs also offer various levels of service for investors in different situations.

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