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Brad Kenagy
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I have been investing for 7 years. The subjects I focus primarily on are dividend growth stocks, undervalued stocks, building custom portfolio's of ETFs and highlighting stocks with future catalysts.
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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
    11/17/2013SWISolarWinds16.78%2.11%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
          
      Average21.03%8.20% 
      Average Ex HIMX13.47%7.80% 
      Median11.70%8.68% 
          
      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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