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Brad Kenagy's  Instablog

Brad Kenagy
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-I have been investing since the fall of 2008 and invested through one of the most difficult investing periods in history and know the importance of dividend growth and stability during those times as well as during the good times. I started writing for Seeking Alpha a little over three years... More
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  • Berkshire Ratio Indicator ThinkorSwim Code

    For those that have thinkorswim, here is the code for my Berkshire ratio indicator, indicator value of 7 is a buy point. Enjoy!

    Declare Lower;

    input length = 50;

    def Vol = volume;

    def VolAvg = Average(volume, length);

    Def A = close;

    Def B = close("BRK/B");

    def V = close("VIX");

    def Spread=(A/B);

    Plot ind= if(spread>1510,1,0)+if(v>v[1],1,0)+if(close<open,1,0)+if((vol>volavg*2),1,0)+if(volume>volume[1],1,0)+if(low<low[1],1,0)+if(high<high[1],1,0);

    Tags: BRK.B
    Feb 05 1:31 PM | Link | 2 Comments
  • Undervalued Stock Of The Week: 6 Month Report Card

    In the table below are the results so far of my undervalued stock of the week series. I have been pleasantly surprised by how well my picks have done, albeit in a strong market, the real test will come when there is a market correction. So far 14 out of my 19 picks have outperformed the S&P 500 (NYSEARCA:SPY) and on average by a decent margin. Even if I exclude my best pick of HIMX, my picks have significantly outperformed the SPY. In addition the percentage changes below DO NOT take into account dividends, so the returns on a total return basis would be higher for those stocks that pay a dividend. Himax (NASDAQ:HIMX) was my first pick and has been the biggest winner so far rising 157% since my article. Overall I am very pleased with the results so far, and I look forward to providing more picks in 2014.



    Article dateSymbolCompany% ChngSPY % ChngOutperform ?
    6/20/2013HIMXHimax Technologies Inc ADS157.17%15.34%Yes
    6/26/2013FDXFedEx Corp45.81%14.81%Yes
    7/2/2013COLRockwell Collins Inc17.27%14.04%Yes
    7/9/2013AGCOAGCO Corp11.70%11.34%Yes
    7/16/2013SODASodaStream International-12.95%9.75%No
    7/31/2013MRCMRC Global18.27%8.97%Yes
    8/7/2013TGHTextainer Group Holdings Ltd16.44%8.67%Yes
    8/22/2013AAPAdvance Auto Parts Inc34.38%10.71%Yes
    8/29/2013RCIRogers Communications Inc Cl B11.58%11.99%No
    9/5/2013VMIValmont Industries Inc8.08%10.78%No
    9/18/2013DOXAmdocs Ltd10.32%6.24%Yes
    9/26/2013FLFoot Locker Inc25.09%8.34%Yes
    10/10/2013CVSCVS Caremark21.87%8.68%Yes
    10/23/2013LNDCLandec Corp3.54%5.12%No
    11/2/2013UNPUnion Pacific Corp8.69%4.34%Yes
    11/22/2013HLSHealthsouth Corp-3.73%1.68%No
    12/6/2013OASOasis Petroleum6.98%1.61%Yes
    12/19/2013IGTInternational Game Technology2.38%1.30%Yes
      Average Ex HIMX13.47%7.80% 
      Number of Picks that have Outperformed SPY14/19 OR73.68% 
    Tags: SPY, HIMX
    Dec 29 12:09 PM | Link | 1 Comment
  • Undervalued Stock Of The Week List

    Below is a list of all my picks that I have done for my Undervalued Stock Of The Week series

    • HIMX Himax Technologies
    • FDX FedEx Corp
    • COL Rockwell Collins Inc
    • AGCO AGCO Corp
    • SODA SodaStream International Ltd
    • MRC MRC Global
    • TGH Textainer Group Holdings Ltd
    • AAP Advance Auto Parts Inc
    • RCI Rogers Communications Inc Cl B
    • VMI Valmont Industries Inc
    • DOX Amdocs Ltd
    • FL Foot Locker Inc
    • CVS CVS Caremark
    • LNDC Landec Corporation
    • UNP Union Pacific Corp
    • SWI SolarWinds
    • HLS Healthsouth Corp
    • OAS Oasis Petroleum
    Dec 08 10:57 PM | Link | Comment!
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