Investors may be wondering what’s in store for the next couple of months in terms of the stock market. Bull markets are times when investors may be willing to take some liberties with stock picks. Risk management is typically on the minds of many investors. Investors trying to gain an advantage may be searching for the perfect balance and diversification to help ease the risk and give the portfolio a needed boost. With so many different stocks to study, it may take a while to hone in on the proper ones. Investors will also be closely following the next round of economic data. Investors may be on the lookout for the next major data announcement that either keeps the bulls in charge or ushers in the bears.

Technical analysis on the stock may include following the Keltner Channels indicator. Currently, the 20 day upper band is 26.586737 for DSW Inc.(NYSE:DSW). The 20 day lower band is noted at 24.892792. The KC indicator is considered a lagging indicator. Traders may use the values to help spot overbought and oversold conditions.

Putting a closer focus on shares of DSW Inc.(NYSE:DSW), we see that since the opening price of 23.33, the stock has moved -0.2. Tracking shares, we note that the consensus stock rating is Sell. Volume today clocks in around 2196440. Over the course of the current session, the stock has topped out at 23.64 and seen a low price of 22.91. Investors will be putting 12/11/2018 on the schedule as the company is slated to next report earnings around that date.

Traders following the Chaikin Money Flow indicator will note that the current 20 day reading is -0.030812828. The CMF value will fluctuate between 1 and -1. In general, a value closer to 1 would indicate higher buying pressure. A value closer to -1 would represent higher selling pressure.

Traders following the Hull Moving Average will note that the current level is 22.998816. The calculation uses the weighted moving average and it puts the emphasis on recent prices over older prices.

Technical traders focusing on Donchian Channels will note that the 20 period lower band reading is currently 22.74. The 20 period upper band reading is 28.57. Donchian Channels can be used to gauge the volatility of a market. This is a banded indicator akin to Bollinger Bands.

Traders following the stock may be watching SMA or Simple Moving Average Levels. Many traders will be watching out for when the shorter-term averages cross above the longer-term averages as this may point to the start of an uptrend. Let’s look at the following SMA readings:

SMA 50 day: 26.62848

SMA 30 day: 26.257833

SMA 200 day: 28.675735

SMA 20 day: 26.34175

SMA 100 day: 27.72044

SMA 10 day25.5085

Taking a look at some historical highs and lows for DSW Inc. (NYSE:DSW), we see that the all time high is currently 47.548, and the all time low is 3.33. Investors often pay added attention to a stock when it is nearing a historical high point or low point. For the last year, the high price is 34.63, and the low price stands at 18.01. For the last six months, the high was seen at 34.63, and the low was tracked at 22.74. If we move in closer, the three month high/low is 34.63/22.74, and the one month high/low is 28.83/22.74.

Traders have the ability to use a wide range of indicators when studying stocks. Each trader will typically find a few indicators that they heavily rely on. The Ichimoku Cloud indicator works to identify trend direction, gauge momentum, and identify trading opportunities based on crossovers. We can view some Ichimoku indicator levels below:

Ichimoku Lead 1: 26.2875

Ichimoku Lead 2: 26.79

Ichimoku Cloud Base Line: 25.655

Ichimoku Cloud Conversion Line: 25.655

Investors may be trying to decide which way the stock market will shift over the next couple of quarters. Having a general idea based on research is one thing, but constantly trying to time the market may lead to negative portfolio performance. Of course, overall market downturns can be frustrating to everyone invested in shares. Being able to ride out the day to day volatility and make proper investing decisions based on solid stock examination, may help the investor secure profits down the line. Investors who spend too much time focusing on stocks that have already made a run may find themselves in a sticky situation if they get into the name to late. Just because a certain stock has been going up for a long time, it doesn’t mean that the momentum will be sustained into the future. Taking the time to find quality stocks instead of just looking at the hot stock of the day, may allow investors to keep thriving in the market.

]]>The ERP5 Rank is an investment tool that analysts use to discover undervalued companies. The ERP5 looks at the Price to Book ratio, Earnings Yield, ROIC and 5 year average ROIC. The ERP5 of Samsung Engineering Co., Ltd. (KOSE:A028050) is 12405. The lower the ERP5 rank, the more undervalued a company is thought to be.

Checking in on some valuation rankings, Samsung Engineering Co., Ltd. (KOSE:A028050) has a Value Composite score of 47. Developed by James O’Shaughnessy, the VC score uses five valuation ratios. These ratios are price to earnings, price to cash flow, EBITDA to EV, price to book value, and price to sales. The VC is displayed as a number between 1 and 100. In general, a company with a score closer to 0 would be seen as undervalued, and a score closer to 100 would indicate an overvalued company. Adding a sixth ratio, shareholder yield, we can view the Value Composite 2 score which is currently sitting at 47.

Samsung Engineering Co., Ltd. (KOSE:A028050) has a Price to Book ratio of 3.452905. This ratio is calculated by dividing the current share price by the book value per share. Investors may use Price to Book to display how the market portrays the value of a stock. Checking in on some other ratios, the company has a Price to Cash Flow ratio of 10.414374, and a current Price to Earnings ratio of 79.734206. The P/E ratio is one of the most common ratios used for figuring out whether a company is overvalued or undervalued.

Shifting gears, we can see that Samsung Engineering Co., Ltd. (KOSE:A028050) has a Q.i. Value of 42.00000. The Q.i. Value ranks companies using four ratios. These ratios consist of EBITDA Yield, FCF Yield, Liquidity, and Earnings Yield. The purpose of the Q.i. Value is to help identify companies that are the most undervalued. Typically, the lower the value, the more undervalued the company tends to be.

Watching some historical volatility numbers on shares of Samsung Engineering Co., Ltd. (KOSE:A028050), we can see that the 12 month volatility is presently 46.922600. The 6 month volatility is 38.872300, and the 3 month is spotted at 43.082900. Following volatility data can help measure how much the stock price has fluctuated over the specified time period. Although past volatility action may help project future stock volatility, it may also be vastly different when taking into account other factors that may be driving price action during the measured time period.

At the time of writing, Samsung Engineering Co., Ltd. (KOSE:A028050) has a Piotroski F-Score of 7. The F-Score may help discover companies with strengthening balance sheets. The score may also be used to spot the weak performers. Joseph Piotroski developed the F-Score which employs nine different variables based on the company financial statement. A single point is assigned to each test that a stock passes. Typically, a stock scoring an 8 or 9 would be seen as strong. On the other end, a stock with a score from 0-2 would be viewed as weak.

Investors may be interested in viewing the Gross Margin score on shares of Samsung Engineering Co., Ltd. (KOSE:A028050). The name currently has a score of 64.00000. This score is derived from the Gross Margin (Marx) stability and growth over the previous eight years. The Gross Margin score lands on a scale from 1 to 100 where a score of 1 would be considered positive, and a score of 100 would be seen as negative.

The Shareholder Yield is a way that investors can see how much money shareholders are receiving from a company through a combination of dividends, share repurchases and debt reduction. The Shareholder Yield of Samsung Engineering Co., Ltd. (KOSE:A028050) is 0.000000. This percentage is calculated by adding the dividend yield plus the percentage of shares repurchased. Dividends are a common way that companies distribute cash to their shareholders. Similarly, cash repurchases and a reduction of debt can increase the shareholder value, too. Another way to determine the effectiveness of a company’s distributions is by looking at the Shareholder yield (Mebane Faber). The Shareholder Yield (Mebane Faber) of Samsung Engineering Co., Ltd. KOSE:A028050 is 0.17777. This number is calculated by looking at the sum of the dividend yield plus percentage of sales repurchased and net debt repaid yield.

**Price Index**

We can now take a quick look at some historical stock price index data. Samsung Engineering Co., Ltd. (KOSE:A028050) presently has a 10 month price index of 1.33448. The price index is calculated by dividing the current share price by the share price ten months ago. A ratio over one indicates an increase in share price over the period. A ratio lower than one shows that the price has decreased over that time period. Looking at some alternate time periods, the 12 month price index is 1.56680, the 24 month is 2.09416, and the 36 month is 1.37722. Narrowing in a bit closer, the 5 month price index is 1.25649, the 3 month is 1.14497, and the 1 month is currently 1.06612.

Here we will take a glance at the Gross Margin Score of Megmilk Snow Brand Co., Ltd. (TSE:2270) shares. The stock currently has a score of 8.00000. This score is derived from the Gross Margin (Marx) stability and growth over the previous eight years. The Gross Margin score works on a scale from 1 to 100 where a score of 1 would be considered positive, and a score of 100 would be seen as negative. The score of 8.00000 for Megmilk Snow Brand Co., Ltd. indicates that a further look into the shares is needed.

Free Cash Flow Growth (FCF Growth) is the free cash flow of the current year minus the free cash flow from the previous year, divided by last year’s free cash flow. The FCF Growth of Megmilk Snow Brand Co., Ltd. (TSE:2270) is -1.000000. Free cash flow (FCF) is the cash produced by the company minus capital expenditure. This cash is what a company uses to meet its financial obligations, such as making payments on debt or to pay out dividends. The Free Cash Flow Score (FCF Score) is a helpful tool in calculating the free cash flow growth with free cash flow stability – this gives investors the overall quality of the free cash flow. The FCF Score of Megmilk Snow Brand Co., Ltd. (TSE:2270) is -0.133651. Experts say the higher the value, the better, as it means that the free cash flow is high, or the variability of free cash flow is low or both.

The Return on Invested Capital (aka ROIC) for Megmilk Snow Brand Co., Ltd. (TSE:2270) is 0.085296. The Return on Invested Capital is a ratio that determines whether a company is profitable or not. It tells investors how well a company is turning their capital into profits. The ROIC is calculated by dividing the net operating profit (or EBIT) by the employed capital. The employed capital is calculated by subrating current liabilities from total assets. Similarly, the Return on Invested Capital Quality ratio is a tool in evaluating the quality of a company’s ROIC over the course of five years. The ROIC Quality of Megmilk Snow Brand Co., Ltd. (TSE:2270) is 6.099507. This is calculated by dividing the five year average ROIC by the Standard Deviation of the 5 year ROIC. The ROIC 5 year average is calculated using the five year average EBIT, five year average (net working capital and net fixed assets). The ROIC 5 year average of Megmilk Snow Brand Co., Ltd. (TSE:2270) is 0.069810.

**Shareholder Yield**

The Shareholder Yield is a way that investors can see how much money shareholders are receiving from a company through a combination of dividends, share repurchases and debt reduction. The Shareholder Yield of Megmilk Snow Brand Co., Ltd. (TSE:2270) is 0.013438. This percentage is calculated by adding the dividend yield plus the percentage of shares repurchased. Dividends are a common way that companies distribute cash to their shareholders. Similarly, cash repurchases and a reduction of debt can increase the shareholder value, too. Another way to determine the effectiveness of a company’s distributions is by looking at the Shareholder yield (Mebane Faber). The Shareholder Yield (Mebane Faber) of Megmilk Snow Brand Co., Ltd. TSE:2270 is 0.02893. This number is calculated by looking at the sum of the dividend yield plus percentage of sales repurchased and net debt repaid yield.

The Value Composite One (VC1) is a method that investors use to determine a company’s value. The VC1 of Megmilk Snow Brand Co., Ltd. (TSE:2270) is 26. A company with a value of 0 is thought to be an undervalued company, while a company with a value of 100 is considered an overvalued company. The VC1 is calculated using the price to book value, price to sales, EBITDA to EV, price to cash flow, and price to earnings. Similarly, the Value Composite Two (VC2) is calculated with the same ratios, but adds the Shareholder Yield. The Value Composite Two of Megmilk Snow Brand Co., Ltd. (TSE:2270) is 24.

**Key Ratios**

Megmilk Snow Brand Co., Ltd. (TSE:2270) presently has a current ratio of 1.03. The current ratio, also known as the working capital ratio, is a liquidity ratio that displays the proportion of current assets of a business relative to the current liabilities. The ratio is simply calculated by dividing current liabilities by current assets. The ratio may be used to provide an idea of the ability of a certain company to pay back its liabilities with assets. Typically, the higher the current ratio the better, as the company may be more capable of paying back its obligations.

Megmilk Snow Brand Co., Ltd. (TSE:2270)’s Leverage Ratio was recently noted as 0.193209. This ratio is calculated by dividing total debt by total assets plus total assets previous year, divided by two. The leverage of a company is relative to the amount of debt on the balance sheet. This ratio is often viewed as one measure of the financial health of a firm.

The Price to book ratio is the current share price of a company divided by the book value per share. The Price to Book ratio for Megmilk Snow Brand Co., Ltd. TSE:2270 is 1.325525. A lower price to book ratio indicates that the stock might be undervalued. Similarly, Price to cash flow ratio is another helpful ratio in determining a company’s value. The Price to Cash Flow for Megmilk Snow Brand Co., Ltd. (TSE:2270) is . This ratio is calculated by dividing the market value of a company by cash from operating activities. Additionally, the price to earnings ratio is another popular way for analysts and investors to determine a company’s profitability. The price to earnings ratio for Megmilk Snow Brand Co., Ltd. (TSE:2270) is 16.730391. This ratio is found by taking the current share price and dividing by earnings per share.

]]>Here we will take a look at several key ratios and valuation metrics for shares of Wantedly, Inc. (TSE:3991), starting with the Book to Market (BTM) ratio. Value investors seek stocks with high BTMs for their portfolios. The ratio is a comparison of the firm’s net asset value per share to it’s current price. This is helpful in determining how the market values the company compared to it’s actual worth. The Book to Market value of Wantedly, Inc. currently stands at 0.024413.

**Volatility & Price**

Stock volatility is a percentage that indicates whether a stock is a desirable purchase. Investors look at the Volatility 12m to determine if a company has a low volatility percentage or not over the course of a year. The Volatility 12m of Wantedly, Inc. (TSE:3991) is 49.237400. This is calculated by taking weekly log normal returns and standard deviation of the share price over one year annualized. The lower the number, a company is thought to have low volatility. The Volatility 3m is a similar percentage determined by the daily log normal returns and standard deviation of the share price over 3 months. The Volatility 3m of Wantedly, Inc. (TSE:3991) is 57.155000. The Volatility 6m is the same, except measured over the course of six months. The Volatility 6m is 51.521400.

We can now take a quick look at some historical stock price index data. Wantedly, Inc. (TSE:3991) presently has a 10 month price index of 1.09080. The price index is calculated by dividing the current share price by the share price ten months ago. A ratio over one indicates an increase in share price over the period. A ratio lower than one shows that the price has decreased over that time period. Looking at some alternate time periods, the 12 month price index is 0.93943, the 24 month is 2.45478, and the 36 month is 2.45478. Narrowing in a bit closer, the 5 month price index is 1.18068, the 3 month is 1.16605, and the 1 month is currently 1.02954.

**F Score, ERP5 and Magic Formula**

The Piotroski F-Score is a scoring system between 1-9 that determines a firm’s financial strength. The score helps determine if a company’s stock is valuable or not. The Piotroski F-Score of Wantedly, Inc. (TSE:3991) is 3. A score of nine indicates a high value stock, while a score of one indicates a low value stock. The score is calculated by the return on assets (ROA), Cash flow return on assets (CFROA), change in return of assets, and quality of earnings. It is also calculated by a change in gearing or leverage, liquidity, and change in shares in issue. The score is also determined by change in gross margin and change in asset turnover.

The ERP5 Rank is an investment tool that analysts use to discover undervalued companies. The ERP5 looks at the Price to Book ratio, Earnings Yield, ROIC and 5 year average ROIC. The ERP5 of Wantedly, Inc. (TSE:3991) is 19276. The lower the ERP5 rank, the more undervalued a company is thought to be. The MF Rank (aka the Magic Formula) is a formula that pinpoints a valuable company trading at a good price. The formula is calculated by looking at companies that have a high earnings yield as well as a high return on invested capital. The MF Rank of Wantedly, Inc. (TSE:3991) is 7312. A company with a low rank is considered a good company to invest in. The Magic Formula was introduced in a book written by Joel Greenblatt, entitled, “The Little Book that Beats the Market”.

The Leverage Ratio of Wantedly, Inc. (TSE:3991) is 0.000000. Leverage ratio is the total debt of a company divided by total assets of the current and past year divided by two. Companies take on debt to finance their day to day operations. The leverage ratio can measure how much of a company’s capital comes from debt. With this ratio, investors can better estimate how well a company will be able to pay their long and short term financial obligations.

The Q.i. Value of Wantedly, Inc. (TSE:3991) is 54.00000. The Q.i. Value is a helpful tool in determining if a company is undervalued or not. The Q.i. Value is calculated using the following ratios: EBITDA Yield, Earnings Yield, FCF Yield, and Liquidity. The lower the Q.i. value, the more undervalued the company is thought to be. The Value Composite One (VC1) is a method that investors use to determine a company’s value. The VC1 of Wantedly, Inc. (TSE:3991) is 80. A company with a value of 0 is thought to be an undervalued company, while a company with a value of 100 is considered an overvalued company. The VC1 is calculated using the price to book value, price to sales, EBITDA to EV, price to cash flow, and price to earnings. Similarly, the Value Composite Two (VC2) is calculated with the same ratios, but adds the Shareholder Yield. The Value Composite Two of Wantedly, Inc. (TSE:3991) is 76.

**C-Score**

Wantedly, Inc. (TSE:3991) currently has a Montier C-score of -1.00000. This indicator was developed by James Montier in an attempt to identify firms that were cooking the books in order to appear better on paper. The score ranges from zero to six where a 0 would indicate no evidence of book cooking, and a 6 would indicate a high likelihood. A C-score of -1 would indicate that there is not enough information available to calculate the score. Montier used six inputs in the calculation. These inputs included a growing difference between net income and cash flow from operations, increasing receivable days, growing day’s sales of inventory, increasing other current assets, decrease in depreciation relative to gross property plant and equipment, and high total asset growth.

Checking in on some valuation rankings, NRG Energy, Inc. (NYSE:NRG) has a Value Composite score of 50. Developed by James O’Shaughnessy, the VC score uses five valuation ratios. These ratios are price to earnings, price to cash flow, EBITDA to EV, price to book value, and price to sales. The VC is displayed as a number between 1 and 100. In general, a company with a score closer to 0 would be seen as undervalued, and a score closer to 100 would indicate an overvalued company. Adding a sixth ratio, shareholder yield, we can view the Value Composite 2 score which is currently sitting at 41.

NRG Energy, Inc. (NYSE:NRG) presently has a current ratio of 1.57. The current ratio, also known as the working capital ratio, is a liquidity ratio that displays the proportion of current assets of a business relative to the current liabilities. The ratio is simply calculated by dividing current liabilities by current assets. The ratio may be used to provide an idea of the ability of a certain company to pay back its liabilities with assets. Typically, the higher the current ratio the better, as the company may be more capable of paying back its obligations.

**Return on Assets**

There are many different tools to determine whether a company is profitable or not. One of the most popular ratios is the “Return on Assets” (aka ROA). This score indicates how profitable a company is relative to its total assets. The Return on Assets for NRG Energy, Inc. (NYSE:NRG) is -0.049234. This number is calculated by dividing net income after tax by the company’s total assets. A company that manages their assets well will have a higher return, while a company that manages their assets poorly will have a lower return.

NRG Energy, Inc. (NYSE:NRG)’s Leverage Ratio was recently noted as 0.392795. This ratio is calculated by dividing total debt by total assets plus total assets previous year, divided by two. The leverage of a company is relative to the amount of debt on the balance sheet. This ratio is often viewed as one measure of the financial health of a firm.

**ERP5 Rank**

The ERP5 Rank is an investment tool that analysts use to discover undervalued companies. The ERP5 looks at the Price to Book ratio, Earnings Yield, ROIC and 5 year average ROIC. The ERP5 of NRG Energy, Inc. (NYSE:NRG) is 9384. The lower the ERP5 rank, the more undervalued a company is thought to be.

**FCF Yield 5yr Avg**

The FCF Yield 5yr Average is calculated by taking the five year average free cash flow of a company, and dividing it by the current enterprise value. Enterprise Value is calculated by taking the market capitalization plus debt, minority interest and preferred shares, minus total cash and cash equivalents. The average FCF of a company is determined by looking at the cash generated by operations of the company. The Free Cash Flow Yield 5 Year Average of NRG Energy, Inc. (NYSE:NRG) is 0.016739.

Ever wonder how investors predict positive share price momentum? The Cross SMA 50/200, also known as the “Golden Cross” is the fifty day moving average divided by the two hundred day moving average. The SMA 50/200 for NRG Energy, Inc. (NYSE:NRG) is currently 1.11858. If the Golden Cross is greater than 1, then the 50 day moving average is above the 200 day moving average – indicating a positive share price momentum. If the Golden Cross is less than 1, then the 50 day moving average is below the 200 day moving average, indicating that the price might drop.

**Magic Formula**

The MF Rank (aka the Magic Formula) is a formula that pinpoints a valuable company trading at a good price. The formula is calculated by looking at companies that have a high earnings yield as well as a high return on invested capital. The MF Rank of NRG Energy, Inc. (NYSE:NRG) is 3158. A company with a low rank is considered a good company to invest in. The Magic Formula was introduced in a book written by Joel Greenblatt, entitled, “The Little Book that Beats the Market”.

Stock volatility is a percentage that indicates whether a stock is a desirable purchase. Investors look at the Volatility 12m to determine if a company has a low volatility percentage or not over the course of a year. The Volatility 12m of NRG Energy, Inc. (NYSE:NRG) is 22.743800. This is calculated by taking weekly log normal returns and standard deviation of the share price over one year annualized. The lower the number, a company is thought to have low volatility. The Volatility 3m is a similar percentage determined by the daily log normal returns and standard deviation of the share price over 3 months. The Volatility 3m of NRG Energy, Inc. (NYSE:NRG) is 25.247600. The Volatility 6m is the same, except measured over the course of six months. The Volatility 6m is 24.275200.

**Yield**

After a recent scan, we can see that NRG Energy, Inc. (NYSE:NRG) has a Shareholder Yield of 0.046859 and a Shareholder Yield (Mebane Faber) of 0.91551. The first value is calculated by adding the dividend yield to the percentage of repurchased shares. The second value adds in the net debt repaid yield to the calculation. Shareholder yield has the ability to show how much money the firm is giving back to shareholders via a few different avenues. Companies may issue new shares and buy back their own shares. This may occur at the same time. Investors may also use shareholder yield to gauge a baseline rate of return.

]]>Let’s focus on some technical signals on shares of Cooper Std Hldg Inc (CPS). After a recent scan, we note that the 40-day commodity channel index signal is presently Sell. The CCI indicator is primarily used to spot oversold and overbought levels. The signal direction is Weakest. Moving over to the 50-day moving average vs price signal, the reading is measured at Sell. This indicator is used to watch price changes. After a recent look, the signal strength is Average, and the signal direction is Strengthening.

Investors are constantly looking for ways to achieve success trading the stock market. Veteran investors may have spent many years trying to figure out the best way to build a winning stock portfolio. Unfortunately, there is no secret formula to beating the market. New investors may start trading with some preconceived notions about how to make money in stocks. Although there are some methods that might have worked in the past, nobody can guarantee future results based on past methods and performance. Investors may end up finding out the hard way that there is rarely any substitute for hard work and dedication, especially when picking stocks.

Cooper Std Hldg Inc (CPS) currently has a 1 month MA of 73.1. Investors may use moving averages for various reasons. Some may use the moving average as a primary trading tool, while others may use it as a back-up. Investors may keep an eye out for when the stock price crosses a particular moving average and then closes on the other side. These moving average crossovers may be used to help spot momentum shifts, or possible entry/exit points. A cross below a certain moving average may signal the start of a downward move. On the flip side, a cross above a moving average may suggest a possible uptrend. Investors may be focused on many different time periods when studying moving averages. Currently, the stock has a 100 day MA of 110.48.

Investors are frequently focused on stock price support and resistance levels. The support is a level where a stock may see a bounce after it has fallen. If the stock price manages to break through the first support level, the attention may shift to the second level of support. The resistance is the opposite of support. As a stock rises, it may see a retreat once it reaches a certain level of resistance. After a recent check, the stock’s first resistance level is 67.51. On the other side, investors are watching the first support level of 65.17.

Investors may also want to take a longer-term look at company shares. According to the most recent data, Cooper Std Hldg Inc (CPS) has a 52-week high of 146.77 and a 52-week low of 64.8. Staying on top of longer-term price action may help provide investors with a wider range of reference when doing stock analysis. It may be tricky for some investors to decide the right time to buy or sell a stock. Professionals may seem like they have it all figured out, and amateurs may feel like they are treading water. Nobody wants to feel like they are stranded on the platform just as the last train has departed the station. Sometimes extreme market movements can leave investors with that sinking feeling. Veteran traders may have spent many years monitoring market ebbs and flows. Knowing when to take profits or cut losses can be a tough skill to master.

For many individual investors, deciding the proper time to sell a stock may be just as important as figuring out which stocks to buy at the outset. Investors may be reviewing the portfolio and looking at some stocks that have taken off and made a big run to the upside. When this occurs, investors may need to make the tough decision of whether to take some profits or hold out for further gains. Because every scenario is different, investors may want to dig a little deeper into the fundamentals before making a decision. If the stock’s fundamentals have weakened, it might be time to reassess the position.

]]>As earnings season comes into focus, active investors may be wondering which companies will beat estimates and which ones will miss when the earnings numbers are posted. Looking at shares of K12 Inc (NYSE:LRN), we note that the current quarter consensus EPS estimate is 0.56. This estimate is comprised of 2 sell-side analysts polled by Zacks Research. For the previous quarter, the company posted a quarterly EPS of -0.22. Earnings per share is the segment of profit for a company that is allocated to every outstanding share of a company’s common stock. Earnings per share numbers can serve as an indicator for the profitability of a particular company.

Investors may be doing a mid-year review of the portfolio. They may be looking to see what changes need to be made for the second half of the year. Maybe there were some great performers that don’t need much attention. There may also be some not so great performers that need to be looked at a little bit closer. As the next earnings reports become available, investors will be able to scrutinize the numbers. Investors may be tracking sell-side analyst projections heading into earnings. Analysts will often update their numbers as the earnings date approaches.

Let’s shift the focus and look at some historical stock price action on shares of K12 Inc (NYSE:LRN). After a recent market scan, we have seen that the stock has been trading near the $22.99 level. Investors may also be tracking the current stock price in relation to its 52-week high and low. The 52-week high is currently sitting at $24.15, and the 52-week low is $12.96. When the stock starts moving towards the 52-week high or 52-week low, investors may pay added attention to see if there will be a breakthrough that level. Over the last 12 weeks, the stock has moved 35.88%. Since the beginning of the calendar year, we can see that shares have changed 44.59%. Over the past 4 weeks, shares have moved -0.95%. Over the previous 5 sessions, the stock has moved -4.05%.

Sell-side Street analysts often offer stock ratings for companies that they cover. Based on analysts polled by Zacks Research, the present average broker rating on shares of K12 Inc (NYSE:LRN) is presently 1. This average rating includes analysts who have given Sell, Buy and Hold ratings on the equity. This rating uses a numerical recommendation scale from 1 to 5. A score of 1 would represent a Buy recommendation, and a score of 5 would indicate a Sell recommendation. Out of all the analysts providing recommendations, 2 have rated the stock a Strong Buy or Buy, based on data provided by Zacks Research.

Taking a look at some target price information, we note that shares of K12 Inc (NYSE:LRN) presently have an average target price of $23. This is the consensus target price using estimates offered by analysts polled by Zacks Research. Sell-side analysts can calculate price target projections using various methods. Many investors will track stock target prices, especially when analysts make changes to the target. A thorough research report will generally give detailed reasoning for a certain target projection. Some investors may watch sell-side targets very closely and use the data to help with their own stock research.

Investors are always striving to locate the next great stock to add to the portfolio. Finding that next winner may involve some dedicated research and perseverance. Sorting through the immense amount of information about public companies can be a chore. Many sharp investors will attack the equity markets from many various angles. This may encompass keeping close tabs on fundamental and technical data. This may also include monitoring analyst opinions and tracking institutional transactions.

]]>Tracking the levels for Restaurant Group Plc (RTN.L), we have seen that after a recent glance, Span A is currently lower than Span B. This indicator position may have traders watching for a bearish move.

Investors might be taking a closer look into the crystal ball to try and decipher what is in store for the second half of the year in the stock market. While cautious optimism may be the prevailing sentiment, many investors will be looking to take the portfolio to the next level. With markets still riding high, the big question is whether the momentum will push stocks higher or if the bears start to take over. There may still be a few undervalued stocks with much more upside potential ready to make big moves. Finding these stocks may involve doing a little more homework. Investors may be looking to take advantage of any little sell-off that might provide some bargain buying opportunities.

Taking a peek at some Moving Averages, the 200-day is at 197.38, the 50-day is 184.76, and the 7-day is sitting at 141.24. The moving average is a popular tool among technical stock analysts. Moving averages are considered to be lagging indicators that simply take the average price of a stock over a specific period of time. Moving averages can be very useful for identifying peaks and troughs. They may also be used to help the trader figure out proper support and resistance levels for the stock.

Restaurant Group Plc (RTN.L) presently has a 14-day Commodity Channel Index (CCI) of -107.65. Typically, the CCI oscillates above and below a zero line. Normal oscillations tend to stay in the range of -100 to +100. A CCI reading of +100 may represent overbought conditions, while readings near -100 may indicate oversold territory. Although the CCI indicator was developed for commodities, it has become a popular tool for equity evaluation as well.

Sharp investors may be looking to examine the Williams Percent Range or Williams %R. Developed by Larry Williams, this indicator helps spot overbought and oversold market conditions. The Williams %R shows how the current closing price compares to previous highs/lows over a specified period. Restaurant Group Plc (RTN.L)’s Williams Percent Range or 14 day Williams %R is sitting at -96.90. Typically, if the value heads above -20, the stock may be considered to be overbought. On the flip side, if the indicator goes under -80, this may signal that the stock is oversold.

Traders are keeping a keen eye on shares of Restaurant Group Plc (RTN.L). The Average Directional Index or ADX may prove to be an important tool for trading and investing. The ADX is a technical indicator developed by J. Welles Wilder used to determine the strength of a trend. The ADX is often used along with the Plus Directional Indicator (+DI) and Minus Directional Indicator (-DI) to identify the direction of the trend. Presently, the 14-day ADX is resting at 39.59. Generally speaking, an ADX value from 0-25 would indicate an absent or weak trend. A value of 25-50 would indicate a strong trend. A value of 50-75 would signal a very strong trend, and a value of 75-100 would indicate an extremely strong trend.

Taking a look at other technical levels, the 3-day RSI stands at 12.73, the 7-day sits at 24.02 and the 14-day (most common) is at 27.91. The Relative Strength Index (RSI) is an often employed momentum oscillator that is used to measure the speed and change of stock price movements. When charted, the RSI can serve as a visual means to monitor historical and current strength or weakness in a certain market. This measurement is based on closing prices over a specific period of time. As a momentum oscillator, the RSI operates in a set range. This range falls on a scale between 0 and 100. If the RSI is closer to 100, this may indicate a period of stronger momentum. On the flip side, an RSI near 0 may signal weaker momentum. The RSI was originally created by J. Welles Wilder which was introduced in his 1978 book “New Concepts in Technical Trading Systems”.

Because there are so many stocks to choose from, it may not be feasible for investors to be able to research all of them. Investors may have many different preferred methods for screening stocks, and it can sometimes be easier to focus on a small number of stocks at first. There is no shortage of stock picking ideas that come from various outlets across the globe. Certain stocks tend to become household names simply because of the amount of coverage that they get from the media. There are many unglamorous stocks that might be a good fit for the portfolio. Taking the time to branch out into previously non-researched sectors may give the investor some new ideas for portfolio additions in the future.

]]>After taking a recent look, we can see that Mazor Robotics Ltd. (TASE:MZOR) has a Shareholder Yield of -0.093721 and a Shareholder Yield (Mebane Faber) of -0.02677 (both decimals, not percentages). The first value is calculated by adding the dividend yield to the percentage of repurchased shares. The second value adds in the net debt repaid yield to the calculation. Shareholder yield has the ability to show how much money the firm is giving back to shareholders via a few different avenues. Companies may issue new shares and buy back their own shares. This may occur at the same time. Investors may also use shareholder yield to pinpoint a baseline rate of return.

The Piotroski F-Score is a scoring system between 1-9 that determines a firm’s financial strength. The score helps determine if a company’s stock is valuable or not. The Piotroski F-Score of Mazor Robotics Ltd. (TASE:MZOR) is 4. A score of nine indicates a high value stock, while a score of one indicates a low value stock. The score is calculated by the return on assets (ROA), Cash flow return on assets (CFROA), change in return of assets, and quality of earnings. It is also calculated by a change in gearing or leverage, liquidity, and change in shares in issue. The score is also determined by change in gross margin and change in asset turnover.

The ERP5 Rank is an investment tool that analysts use to discover undervalued companies. The ERP5 looks at the Price to Book ratio, Earnings Yield, ROIC and 5 year average ROIC. The ERP5 of Mazor Robotics Ltd. (TASE:MZOR) is 16127. The lower the ERP5 rank, the more undervalued a company is thought to be. The MF Rank (aka the Magic Formula) is a formula that pinpoints a valuable company trading at a good price. The formula is calculated by looking at companies that have a high earnings yield as well as a high return on invested capital. The MF Rank of Mazor Robotics Ltd. (TASE:MZOR) is 13589. A company with a low rank is considered a good company to invest in. The Magic Formula was introduced in a book written by Joel Greenblatt, entitled, “The Little Book that Beats the Market”.

**Yield**

The Q.i. Value of Mazor Robotics Ltd. (TASE:MZOR) is 62.00000. The Q.i. Value is a helpful tool in determining if a company is undervalued or not. The Q.i. Value is calculated using the following ratios: EBITDA Yield, Earnings Yield, FCF Yield, and Liquidity. The lower the Q.i. value, the more undervalued the company is thought to be. The Value Composite One (VC1) is a method that investors use to determine a company’s value. The VC1 of Mazor Robotics Ltd. (TASE:MZOR) is 82. A company with a value of 0 is thought to be an undervalued company, while a company with a value of 100 is considered an overvalued company. The VC1 is calculated using the price to book value, price to sales, EBITDA to EV, price to cash flow, and price to earnings. Similarly, the Value Composite Two (VC2) is calculated with the same ratios, but adds the Shareholder Yield. The Value Composite Two of Mazor Robotics Ltd. (TASE:MZOR) is 84.

The Leverage Ratio of Mazor Robotics Ltd. (TASE:MZOR) is 0.000000. Leverage ratio is the total debt of a company divided by total assets of the current and past year divided by two. Companies take on debt to finance their day to day operations. The leverage ratio can measure how much of a company’s capital comes from debt. With this ratio, investors can better estimate how well a company will be able to pay their long and short term financial obligations.

**Volatility & Price**

We can now take a quick look at some historical stock price index data. Mazor Robotics Ltd. (TASE:MZOR) presently has a 10 month price index of 1.03333. The price index is calculated by dividing the current share price by the share price ten months ago. A ratio over one indicates an increase in share price over the period. A ratio lower than one shows that the price has decreased over that time period. Looking at some alternate time periods, the 12 month price index is 1.16780, the 24 month is 2.57536, and the 36 month is 6.11268. Narrowing in a bit closer, the 5 month price index is 1.01024, the 3 month is 1.20009, and the 1 month is currently 1.01687.

Stock volatility is a percentage that indicates whether a stock is a desirable purchase. Investors look at the Volatility 12m to determine if a company has a low volatility percentage or not over the course of a year. The Volatility 12m of Mazor Robotics Ltd. (TASE:MZOR) is 55.270200. This is calculated by taking weekly log normal returns and standard deviation of the share price over one year annualized. The lower the number, a company is thought to have low volatility. The Volatility 3m is a similar percentage determined by the daily log normal returns and standard deviation of the share price over 3 months. The Volatility 3m of Mazor Robotics Ltd. (TASE:MZOR) is 29.783900. The Volatility 6m is the same, except measured over the course of six months. The Volatility 6m is 40.186200.

The FCF Yield 5yr Average is determined by taking the five year average free cash flow of a company, and dividing it by the current enterprise value. Enterprise Value is calculated by taking the market capitalization plus debt, minority interest and preferred shares, minus total cash and cash equivalents. The average FCF of a company is determined by looking at the cash generated by operations of the company. The Free Cash Flow Yield 5 Year Average of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 1.281145.

**Volatility & Price**

Stock volatility is a percentage that indicates whether a stock is a desirable purchase. Investors look at the Volatility 12m to determine if a company has a low volatility percentage or not over the course of a year. The Volatility 12m of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 37.670800. This is calculated by taking weekly log normal returns and standard deviation of the share price over one year annualized. The lower the number, a company is thought to have low volatility. The Volatility 3m is a similar percentage determined by the daily log normal returns and standard deviation of the share price over 3 months. The Volatility 3m of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 51.602000. The Volatility 6m is the same, except measured over the course of six months. The Volatility 6m is 41.942900.

We can now take a quick look at some historical stock price index data. PDL BioPharma, Inc. (NasdaqGS:PDLI) presently has a 10 month price index of 1.24167. The price index is calculated by dividing the current share price by the share price ten months ago. A ratio over one indicates an increase in share price over the period. A ratio lower than one shows that the price has decreased over that time period. Looking at some alternate time periods, the 12 month price index is 1.02759, the 24 month is 1.33036, and the 36 month is 0.83243. Narrowing in a bit closer, the 5 month price index is 1.19200, the 3 month is 1.25210, and the 1 month is currently 1.04196.

The Leverage Ratio of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 0.111200. Leverage ratio is the total debt of a company divided by total assets of the current and past year divided by two. Companies take on debt to finance their day to day operations. The leverage ratio can measure how much of a company’s capital comes from debt. With this ratio, investors can better estimate how well a company will be able to pay their long and short term financial obligations.

**C-Score**

PDL BioPharma, Inc. (NasdaqGS:PDLI) currently has a Montier C-score of 1.00000. This indicator was developed by James Montier in an attempt to identify firms that were cooking the books in order to appear better on paper. The score ranges from zero to six where a 0 would indicate no evidence of book cooking, and a 6 would indicate a high likelihood. A C-score of -1 would indicate that there is not enough information available to calculate the score. Montier used six inputs in the calculation. These inputs included a growing difference between net income and cash flow from operations, increasing receivable days, growing day’s sales of inventory, increasing other current assets, decrease in depreciation relative to gross property plant and equipment, and high total asset growth.

**F Score, ERP5 and Magic Formula**

The Piotroski F-Score is a scoring system between 1-9 that determines a firm’s financial strength. The score helps determine if a company’s stock is valuable or not. The Piotroski F-Score of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 4. A score of nine indicates a high value stock, while a score of one indicates a low value stock. The score is calculated by the return on assets (ROA), Cash flow return on assets (CFROA), change in return of assets, and quality of earnings. It is also calculated by a change in gearing or leverage, liquidity, and change in shares in issue. The score is also determined by change in gross margin and change in asset turnover.

The ERP5 Rank is an investment tool that analysts use to discover undervalued companies. The ERP5 looks at the Price to Book ratio, Earnings Yield, ROIC and 5 year average ROIC. The ERP5 of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 9734. The lower the ERP5 rank, the more undervalued a company is thought to be. The MF Rank (aka the Magic Formula) is a formula that pinpoints a valuable company trading at a good price. The formula is calculated by looking at companies that have a high earnings yield as well as a high return on invested capital. The MF Rank of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 15435. A company with a low rank is considered a good company to invest in. The Magic Formula was introduced in a book written by Joel Greenblatt, entitled, “The Little Book that Beats the Market”.

**Shareholder Yield**

The Q.i. Value of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 77.00000. The Q.i. Value is a helpful tool in determining if a company is undervalued or not. The Q.i. Value is calculated using the following ratios: EBITDA Yield, Earnings Yield, FCF Yield, and Liquidity. The lower the Q.i. value, the more undervalued the company is thought to be. The Value Composite One (VC1) is a method that investors use to determine a company’s value. The VC1 of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 65. A company with a value of 0 is thought to be an undervalued company, while a company with a value of 100 is considered an overvalued company. The VC1 is calculated using the price to book value, price to sales, EBITDA to EV, price to cash flow, and price to earnings. Similarly, the Value Composite Two (VC2) is calculated with the same ratios, but adds the Shareholder Yield. The Value Composite Two of PDL BioPharma, Inc. (NasdaqGS:PDLI) is 52.

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