About Talking Head Stock Pick Review
Finding good stocks is hard. There are too many stocks, industries, and sectors to sort through. Analysis takes forever.
There’s no shortage of finance writers telling which stocks you should buy. How do their picks perform, though? Do they have an agenda? Are they just trying to fill space? They’re journalists, after all - can they be trusted?
Are you confident in all of the stock picks you’re making? Do you know who to trust for ideas about picking stocks? Why not just give up and buy an index fund?
What if you could review the stock-picking history of a news outlet and finance writer? How much time and effort would it save you to take their best picks and find current opportunities that are similar?
SUBSCRIBE TO THE TALKING HEAD STOCK PICK REVIEW
“Why should I pay for a subscription?”
I’ll be honest and transparent...
You can do this all yourself. It will take a good amount of time and effort. But, I’m not exactly splitting atoms here. If you can search the web, navigate a spreadsheet, and manage a stock screener - you can do this all yourself.
Or, you can save that time and effort for analyzing the Current opportunities I deliver to your inbox twice a month.
Speaking of which, I don’t make stock picks. If that’s what you’re looking for, you’ll have to look elsewhere (and probably pay a lot more). So, why the hell should you pay for this newsletter if it isn’t going to tell you what to invest in?
Me telling you what you should blindly invest in isn’t going to help you sleep at night. Only performing your own due diligence will.
Guidance on which media outlets/writers make the best picks
Similar stocks to their best-performers
With this information, you’ll have a jump on picking the next great stock for your portfolio, a greater likelihood of satisfaction, and a ton of time saved.
No need to think that the “train might have left the station.” With the Talking Head Stock Pick Review, you’ll be in the station and ready to hop aboard the next one.
CHECK OUT THE FREE NEWSLETTER EXAMPLE AT TALKINGHEADSTOCKS.SUBSTACK.COM
$1 (monthly) from every subscription will be donated to charitable causes. Receipts will be posted for the sake of accountability.
How often is it published?
This is a twice-monthly newsletter. Expect it the first and 3rd weekend of the month.
Frequent enough for a steady stream of ideas. Infrequent enough to not be spammy.
Occasional, free newsletters may be published too. Not with the normal content. But, rather, anecdotal information.
What media outlets are analyzed?
Though subject to change, expect to see the following publishers regularly scrutinized:
Investor’s Business Daily
The Motley Fool
The Economic Times (English Edition)
Stock picks from popular “Talking Heads” in the personal finance industry
Benchmark ETFs for comparison
Stock/ETF performance information
Gain, loss, and compound annual growth rate
Max daily gain and loss
Days above and below “start price”
Graphs and charts for performance and volatility
Stocks that share qualities with the best-performing recommendations
Understanding newsletter sections
The following explains the content of the newsletter in more detail.
Portfolio & benchmark components
Every stock recommended in the article (for which the necessary information can be obtained) is included in the analysis. Each article, of course, will recommend a different number of stocks.
Also included in the analysis, are three ETFs that serve as benchmarks against which performance and volatility can be judged. The three ETFs will be chosen at my discretion. However, typically you can expect one ETF to represent the entire market (e.g. SPDR S&P 500 ETF Trust (SPY) or Vanguard Total Stock Market Index Fund ETF (VTI)). The other two ETFs will typically be chosen as representative of the sector/industry of the best-performing recommended stocks.
Industry for each stock is based on its classification on finviz.com For those stocks that have been delisted, the acquiring/merging company’s industry might be used. If that can’t be ascertained, a best guess is made.
Portfolio & benchmark performance
The Start Date of the analysis is the next business day after the article was published.
As is always the case, the End Date corresponds with the date the analysis was performed.
The exception is those stocks that are no longer traded due to merger, acquisition, or otherwise being delisted. The assumption is - since these stocks are no longer what they were at the time of recommendation, the analysis ends at the date of delisting.
Delisted stocks will have shaded Start Price and End Price to indicate that this information was entered manually - not imported from Google Finance.
For actively traded stocks, the Start Price and End Price will correspond with the Start Date and End Date respectively. The Start Price is the open price on the Start Date and the End Price is the close price on the End Date.
Total Divs Rec’d include dividends with record dates on or between the Start and End Dates. These are dividends for a single share of the stock. This information is pulled from nasdaq.com.
Total Gain/Loss % includes returns from prices changes and dividends.
CAGR (Compound Annual Growth Rate) is the annualized return. For instance, a Total Gain/Loss % of 21% over two years would equal a CAGR of 10%.
Year 1: $100 × 1.10 = $110
Year 2: $110 × 1.10 = $121
CAGR is conditionally formatted. Stronger shades of green represent (relatively) higher returns. Stronger shades of red represent (relatively) lower returns.
Total Gain/Loss % and CAGR are provided for all of the recommendations as a whole too. Benchmark ETFs are not included in this calculation.
Performance (CAGR) is also illustrated in the Compound Annual Growth Rate graph (Portfolio & benchmark visualization section).
Sparklines (Performance) is not available for delisted stocks. For actively traded stocks, the graph represents performance between the Start Date and End Date.
Portfolio & benchmark volatility
Max Day % Chg is the biggest one-day gain, in percentage terms, that the stock experienced between the Start Date and End Date.
Min Day % Chg is the biggest one-day loss, in percentage terms, that the stock experienced between the Start Date and End Date.
Days > Start Price is the percentage of days that the stock’s closing price was above the Start Price between the Start Date and End Date.
Days < Start Price is the percentage of days that the stock’s closing price was below the Start Price between the Start Date and End Date.
All volatility metrics are conditionally formatted. Stronger shades of green represent (relatively) more favorable outcomes. Stronger shades of red represent (relatively) more unfavorable outcomes.
Median volatility data are provided too. Benchmark ETFs are not included in this calculation.
Volatility is also illustrated in the Max Daily Gain vs Loss and Days Above vs Below Purchase Price graphs (Portfolio & benchmark visualization section).
If Rating is included as one of the qualities, the scale is as follows:
1 = “Strong Buy”
2 = “Buy”
3 = “Hold”
4 = “Sell”
5 = “Strong Sell”
The Start Price will be used for the stock recommended in the article. A Current Price will be used for the current opportunities.
All of this information in this newsletter is assumed to be correct and accurate as of the date of writing. No guarantee is made regarding accuracy, however. Readers are encouraged to double-check data and to do their own research.
Nothing in this newsletter should be constituted as investment advice. This newsletter is provided for informational purposes only.
Current opportunities disclaimers
Current opportunities represent stocks that have qualities that approximate those listed for the best-performing stocks in the article. When possible, they are also from the same industry/sector.
Only the attributes mentioned in the article are researched. No other qualification is provided as to the worthiness of investment. A multitude of factors influence a stock’s investment performance. Readers are encouraged to do their own due diligence if there is a current opportunity that they are interested in.
Current opportunities are merely offered as a starting point for further research. Absolutely no assurance is given regarding the performance of any stock or other investment.
If that's the way it's gonna be
Then I'll f**kin' go it alone