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FatAlpha

Investing website that displays stock ideas, opinions and my strategies.

Archives for February 2016

Newsletter – January 2016

February 29, 2016 By Sophocles Sophocleous

The Winds Of Change FatAlpha Active portfolio dropped in line with the market last month (-5%), while the Market Neutral portfolio jumped +3%.  Since inception in September the Market Neutral strategy is up almost 7%.  And not only is zero leveraged used, it has been underinvested.  While the target gross exposure is 100% it has been running mostly at under 50%! What … [Read more...]

How Trinity Investors Could Still Get Burned

February 25, 2016 By Sophocles Sophocleous

Summary Historical guidance and implied optimism from the CC made me too bullish on the stock. Management's lack of further details and recent action (or lack of) on its part are bearish. TRN is a cyclical stock. Its current down-cycle could result in significantly lower EPS. As a value investor, holding Trinity (NYSE:TRN) has been an expensive lesson. I leaned on … [Read more...]

Trinity’s Ugly Earnings Release (Guidance) Is Shocking

February 19, 2016 By Sophocles Sophocleous

Summary Trinity beat earnings expectations yet again. Shockingly lower guidance should have been communicated in previous call as one could speculate that management may have had some idea. TRN has a lot of explaining to do during the call which will be a must listen/read for shareholders. Was mistakenly too bullish, and will be reducing my holding. Trinity … [Read more...]

Joel Greenblatt

February 15, 2016 By Sophocles Sophocleous

Joel Greenblatt is the founder of Gotham Capital, a investment partnership that achieved 40% annualized returns for twenty years after its founding in 1985.  He is a professor on he adjunct faculty of Columbia Business School, the Chief Strategist for Formulat Investing, the former chairman of the board of a Fortune 500 company, and author of You Can Be a Stock Market Genius … [Read more...]

A Change Has Come

February 8, 2016 By Sophocles Sophocleous

Summary Technicals, Valuation, and other statistics point to change. The bull market is over. Investors need to consider action to protect their portfolios. I have significantly reduced my net exposure via short positions in overvalued stocks. Followers may remember that on August 31st, I published an article (see here) and stated that "The recent drop is an … [Read more...]

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Disclaimer

fatalpha.com is not operated by a broker, a dealer, a registered investment adviser, or a regulated entity. Under no circumstances does any information posted represent a recommendation to buy or sell a security. In no event shall fatalpha.com, Sophocles Sophocleous, FATALPHA LTD, or any affiliates or associates be liable to any member or guest for any damages of any kind arising out of the use of any content available on the website. Past performance is a poor indicator of future performance. All the information on this site and any related materials is not intended to be, nor does it constitute investment advice or recommendations. All materials and information you obtain here are exclusively for informational purposes and does not constitute an offer or solicitation to provide any investment services to investors based in the U.S. or elsewhere.

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Sophocles Sophocleous

A Fulbright scholar and Chartered Financial Analyst, has been active in the global financial markets since 1999. This website displays his personal thoughts and views. Read More…

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