Category: ISN Service

Service Change – Portfolio Rating added to stock profile

In managing portfolios, we believe there are additional conditions not covered with traditional identifiers such as when the stock is already in a portfolio, exhibiting favorable/adequate fundamentals and valuations, but not holding a strong buy status. These stocks can still add value to the portfolio, but not as strongly as a full Buy. Or, a manager may need to add to certain areas of the portfolio for asset allocation reasons and no full Buy stocks exist.

Service Change – Stock Fair Value Change Report Now Includes Direct Links to Stock Chart

The Stock Fair Value Change Report now can link you directly to the stock that is being updated. Simply select the ticker in the box and the respective stock chart will appear. No more having to go back to the main menu. All reports, updates and e-mail messages will include this link for subscribers.

New Additions to Service: Each Stock’s Respective Sector added to Stock Chart and Percent Fair Value Slider

Previously, the stock comparison chart plotted the individual stock’s history since 2013 along with the market. The market was indexed to the same starting period as the stock plot. Today, we started to add the stock’s respective sector history plotted over the same time period. The sector plot is also indexed to the same starting period as the stock and the market. The sector history is shown with a dotted red line against the market black dotted line and the stock solid blue line. This now enables a quick comparison view across all three histories.

Service Change: Stock Consideration Change Report Improved

Several subscribers have sent in suggestions regarding the Stock Considerations Change Report. We appreciate suggestions and today, two of the suggestions have been incorporated into the report.

Service Change: U.S. Rankings Expanded to Include All Cap

Investment Strategy Network expands U.S. stock ranking to include Mid and Small cap stocks.