Investment Decision Tools for Portfolio Management
The Investment Strategy Network (ISN) web product is an investment tool designed to assist in the decision-making process of both private and institutional investors.
UPDATE – World Market Fair Value Report – Canada – August
Fifteen stocks earned fair value changes with 12 moving higher and 3 moving lower. Canadian National Railway and Canadian Pacific both moved up with 10 others.
CHANGES – World Markets Stock Consideration – USA – 2019 August
CSX, EnerSys and Humana earn Buy Consideration while Baxter, Clean Harbors, Capstead, Catalent, Edgewell, PDF Solutions, Childrens Place and Twitter earn Sell Consideration.
World Markets Stock Consideration Report – UK – 2019 August
The British market has moved very close to fair value at 103.2% Fv (Fair Value). Large Cap stocks have the highest expectation at 102.0% Fv followed by Mid Cap at 101.0% Fv. Mid Cap expectations match their valuation within 1 percentage point. Small Cap is undervalued slightly at 99.1% Fv. See the full report in Client Services > World Markets > Europe
World Markets Stock Consideration Report – Canada – 2019 August
The overall market is tilted toward the Buy and Buy Watch side with nearly a quarter of the market. Sell and Sell Watch is much lower at 9% leaving over 60% of the market with a Hold consideration. No stocks are so overvalued and also carry a corresponding global rank to earn a Sell consideration. This is the first time the complete Considerations report has been available on the site for Canada. We are allowing everyone with a Basic subscription to see the report. All updates and future Canadian Consideration reports will require a Premium subscription.
World Market Fair Value Report – Canada – 2019 August
The Canadian market has moved very close to fair value at 102.9% Fv (Fair Value). Large Cap stocks have the highest expectation at 105.0% Fv followed by Mid Cap at 100.1% Fv. Mid Cap expectations match their valuation within 0.1 percentage points.
Small Cap is undervalued at 77.0% Fv, but be careful as there are just 2 stocks in this category. More are being added. See the full report in World Markets.