Calamos Opportunistic Value Fund Buy Hold or Sell Recommendation

CVAAX Fund  USD 20.32  0.13  0.64%   
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Calamos Opportunistic Value is 'Strong Buy'. Macroaxis provides Calamos Opportunistic buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding CVAAX positions. The advice algorithm takes into account all of Calamos Opportunistic's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Calamos Opportunistic's buy or sell advice are summarized below:
Real Value
21.83
Hype Value
20.32
Market Value
20.32
Naive Value
20.3
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Calamos Opportunistic Value given historical horizon and risk tolerance towards Calamos Opportunistic. When Macroaxis issues a 'buy' or 'sell' recommendation for Calamos Opportunistic Value, the advice is generated through an automated system that utilizes algorithms and statistical models.
  
Check out Calamos Opportunistic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
In addition, we conduct extensive research on individual funds such as Calamos and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Calamos Opportunistic Value. Also, note that the market value of any mutual fund could be tightly coupled with the direction of predictive economic indicators such as signals in nation.

Execute Calamos Opportunistic Buy or Sell Advice

The Calamos recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Calamos Opportunistic Value. Macroaxis does not own or have any residual interests in Calamos Opportunistic Value or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Calamos Opportunistic's advice using the current market data and latest reported fundamentals.

Time Horizon

Risk Tolerance

Execute Advice
Sell Calamos OpportunisticBuy Calamos Opportunistic
Strong Buy

Market Performance

SolidDetails

Volatility

Very steadyDetails

Hype Condition

StaleDetails

Current Valuation

UndervaluedDetails

Odds Of Distress

Below AverageDetails

Economic Sensitivity

Barely shadows the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Calamos Opportunistic Value has a Risk Adjusted Performance of 0.1313, Jensen Alpha of 0.149, Total Risk Alpha of (0), Sortino Ratio of 0.0471 and Treynor Ratio of 3.83
Our investment recommendation module complements current analysts and expert consensus on Calamos Opportunistic. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. Use Calamos Opportunistic total asset and ten year return to ensure your buy or sell decision on Calamos Opportunistic is adequate.

Calamos Opportunistic Trading Alerts and Improvement Suggestions

The fund holds about 5.24% of its assets under management (AUM) in cash

Calamos Opportunistic Returns Distribution Density

The distribution of Calamos Opportunistic's historical returns is an attempt to chart the uncertainty of Calamos Opportunistic's future price movements. The chart of the probability distribution of Calamos Opportunistic daily returns describes the distribution of returns around its average expected value. We use Calamos Opportunistic Value price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Calamos Opportunistic returns is essential to provide solid investment advice for Calamos Opportunistic.
Mean Return
0.16
Value At Risk
-0.92
Potential Upside
1.28
Standard Deviation
0.70
   Return Density   
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Calamos Opportunistic historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Calamos Opportunistic Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Calamos Opportunistic or Calamos sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Calamos Opportunistic's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Calamos fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over NYSE Composite
0.15
β
Beta against NYSE Composite0.04
σ
Overall volatility
0.72
Ir
Information ratio 0.04

Calamos Opportunistic Volatility Alert

Calamos Opportunistic Value exhibits relatively low volatility with skewness of 0.32 and kurtosis of 1.28. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Calamos Opportunistic's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Calamos Opportunistic's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Calamos Opportunistic Fundamentals Vs Peers

Comparing Calamos Opportunistic's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Calamos Opportunistic's direct or indirect competition across all of the common fundamentals between Calamos Opportunistic and the related equities. This way, we can detect undervalued stocks with similar characteristics as Calamos Opportunistic or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Calamos Opportunistic's fundamental indicators could also be used in its relative valuation, which is a method of valuing Calamos Opportunistic by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Calamos Opportunistic to competition
FundamentalsCalamos OpportunisticPeer Average
Price To Earning16.69 X6.53 X
Price To Book1.73 X0.74 X
Price To Sales1.45 X0.61 X
Year To Date Return9.73 %0.39 %
One Year Return35.07 %4.15 %
Three Year Return10.24 %3.60 %
Five Year Return13.30 %3.24 %
Ten Year Return8.10 %1.79 %
Net Asset46.1 M4.11 B
Cash Position Weight5.24 %10.61 %
Equity Positions Weight94.76 %63.90 %

Calamos Opportunistic Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Calamos . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Calamos Opportunistic Buy or Sell Advice

When is the right time to buy or sell Calamos Opportunistic Value? Buying financial instruments such as Calamos Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Calamos Opportunistic in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Russia On Wall Street
Russia On Wall Street Theme
Cross-sector and cross-instrument bundle of publicly traded Russian entities that are expected to be listed on USA exchanges or over the counter. The Russia On Wall Street theme has 21 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Russia On Wall Street Theme or any other thematic opportunities.
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Check out Calamos Opportunistic Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note that the Calamos Opportunistic information on this page should be used as a complementary analysis to other Calamos Opportunistic's statistical models used to find the right mix of equity instruments to add to your existing portfolios or create a brand new portfolio. You can also try the Watchlist Optimization module to optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm.

Complementary Tools for Calamos Mutual Fund analysis

When running Calamos Opportunistic's price analysis, check to measure Calamos Opportunistic's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Calamos Opportunistic is operating at the current time. Most of Calamos Opportunistic's value examination focuses on studying past and present price action to predict the probability of Calamos Opportunistic's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Calamos Opportunistic's price. Additionally, you may evaluate how the addition of Calamos Opportunistic to your portfolios can decrease your overall portfolio volatility.
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Please note, there is a significant difference between Calamos Opportunistic's value and its price as these two are different measures arrived at by different means. Investors typically determine if Calamos Opportunistic is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Calamos Opportunistic's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.