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.
World Markets – USA – Fair Value Changes – January 2020
Cable ONE and Delta Air Lines increase in fair value while PNC Financial and UnitedHealth Group move lower.
World Markets – USA – Consideration Changes – January 2020
Ruth’s Hospitality, Sprouts Farmers Market, Titan International and unum all move to BUY while Banc of California moves to SELL
World Markets – USA – Fair Value Report
Earnings continue to dominate influence at 41.4% nearly 1/3 more influence than either revenues or dividends. For LargeCap stocks the influence of earnings is double that of revenue, but dividends nearly match earnings at 44.5%. In SmallCap the relationship changes to where earnings and revenues are nearly matched, but dividends places well behind in influence at 18.7%.
World Market – USA – Considerations (Buy, Hold, Sell) January 2020
On the Overvalued side, 7.2% of the market is Overvalued which is also an increase; in this case by 2.8 points. About ½ of the stocks in this group still have enough strength in their fundamentals to avoid a Sell consideration. (The stock’s price is higher than fundamentals, but not so high that they are extreme.) However, 2.9% of the market is both Overvalued and has not been able to be ranked well enough to maintain the high valuation and are considered Sell candidates, a 0.2 point increase.