Tools To Help You: To Enlighten, To Empower, and To Evolve as Investors

28-Oct-2010

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An eternal optimist, Liu-Yue built two social enterprises to help make the world a better place. Liu-Yue co-founded Oxstones Investment Club a searchable content platform and business tools for knowledge sharing and financial education. Oxstones.com also provides investors with direct access to U.S. commercial real estate opportunities and other alternative investments. In addition, Liu-Yue also co-founded Cute Brands a cause-oriented character brand management and brand licensing company that creates social awareness on global issues and societal challenges through character creations. Prior to his entrepreneurial endeavors, Liu-Yue worked as an Executive Associate at M&T Bank in the Structured Real Estate Finance Group where he worked with senior management on multiple bank-wide risk management projects. He also had a dual role as a commercial banker advising UHNWIs and family offices on investments, credit, and banking needs while focused on residential CRE, infrastructure development, and affordable housing projects. Prior to M&T, he held a number of positions in Latin American equities and bonds investment groups at SBC Warburg Dillon Read (Swiss Bank), OFFITBANK (the wealth management division of Wachovia Bank), and in small cap equities at Steinberg Priest Capital Management (family office). Liu-Yue has an MBA specializing in investment management and strategy from Georgetown University and a Bachelor of Science in Finance and Marketing from Stern School of Business at NYU. He also completed graduate studies in international management at the University of Oxford, Trinity College.







Dear Oxstones Community,

The Oxstone Team would like to kindly invite you to check out our ‘TOOLS’ section of the site.

The Oxstone Team is working hard to provide a collection of the best web-based tools and other useful resources (stock screens, worksheet models, custom stock lists, and scripts – programmed spreadsheets) for the benefit of global stock investors, real estate investors, and traders.

We are providing a series of free tools for your use. We believe philanthropy and serving the global community is equally as important as our goal to create a sustainable business.

Based on From Rags to Riches article.  Dan Zangler used the following characteristics to identify powerful percentage changes in earnings and revenue to spot emerging winners.  Typically, most of stocks have earnings and revenues up 100% or greater, with a small number of shares that float.

We created a perl script to generate a list of stocks that has the above characteristics: a low float and positive quarter earning (yoy).  We also filter in current ratio of greater than 1, and debt to equity ratio of less than 100%, and price to value less than 66 cent,   these criteria are just some of the basic characteristics of value investing.

We hope you will find these tools useful and empowering.

Kindest Regards,

Oxstone Management Team

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