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 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.
World Market – USA – Considerations (Buy/Hold/Sell) December 2019
Currently, 14.7% of the market is considered overvalued. Only about 1/3rd of that ranks well enough to also be considered a Buy. On the Overvalued side, 4.4% of the market is Overvalued. About ½ of …
World Market – USA – Fair Value Report December 2019
As the market moves upward it appears to be well deserved because the market value is now within 1.8 points of fair value. We sometimes wonder if the overwhelming amount of “concern” that has been …
World Market Fair Value Report – USA
Overall fair value influence moved slightly in favor of revenues and earnings along with a slight decline in the importance of dividends. Large Cap stocks matched the overall market with slight increases in the influence of both revenues and dividends, but also experienced a 1-point increase in dividend influence. MidCap stocks experienced drops in the influence of all three areas in relationship to the total market. However, the drop in earnings influence was larger than the overall market. Small Cap moved in the opposite direction of Mid Cap with increases in all three. Earnings made the largest influence increase that exceed 1 point.