David DiLorenzo - MFS Intermediate Treasurer
| MIN Stock | USD 2.69 0.01 0.37% |
Executive
Mr. David L. DiLorenzo is President of MFS Intermediate Income Trust. He was Senior Vice President of Massachusetts Financial Services Company. since 2016.
| Age | 52 |
| Tenure | 8 years |
| Address | 111 Huntington Avenue, Boston, MA, United States, 02199 |
| Phone | 617 954 5000 |
| Web | https://www.mfs.com/en-us/individual-investor/prod |
David DiLorenzo Latest Insider Activity
Tracking and analyzing the buying and selling activities of David DiLorenzo against MFS Intermediate stock is an integral part of due diligence when investing in MFS Intermediate. David DiLorenzo insider activity provides valuable insight into whether MFS Intermediate is net buyers or sellers over its current business cycle. Note, MFS Intermediate insiders must abide by specific rules, including filing SEC forms every time they buy or sell MFS Intermediate'sshares to prevent insider trading or benefiting illegally from material non-public information that their positions give them access to.
David DiLorenzo over six months ago Insider Trading |
MFS Intermediate Management Efficiency
The company has Return on Asset of 0.0184 % which means that on every $100 spent on assets, it made $0.0184 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0114 %, implying that it generated $0.0114 on every 100 dollars invested. MFS Intermediate's management efficiency ratios could be used to measure how well MFS Intermediate manages its routine affairs as well as how well it operates its assets and liabilities. As of the 28th of November 2024, Return On Tangible Assets is likely to drop to 0.02. In addition to that, Return On Capital Employed is likely to drop to 0.02. At this time, MFS Intermediate's Total Assets are very stable compared to the past year. As of the 28th of November 2024, Net Tangible Assets is likely to grow to about 453.9 M, while Other Assets are likely to drop about 15.9 K.Similar Executives
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Management Performance
| Return On Equity | 0.0114 | ||||
| Return On Asset | 0.0184 |
MFS Intermediate Income Leadership Team
Elected by the shareholders, the MFS Intermediate's board of directors comprises two types of representatives: MFS Intermediate inside directors who are chosen from within the company, and outside directors, selected externally and held independent of MFS. The board's role is to monitor MFS Intermediate's management team and ensure that shareholders' interests are well served. MFS Intermediate's inside directors are responsible for reviewing and approving budgets prepared by upper management to implement core corporate initiatives and projects. On the other hand, MFS Intermediate's outside directors are responsible for providing unbiased perspectives on the board's policies.
| James Kilman, Independent Trustee | ||
| Amanda Mooradian, Assistant Secretary, Assistant Clerk | ||
| CFA CFA, Portfolio Manager | ||
| Susan Pereira, Assistant Secretary, Assistant Clerk | ||
| Laurie Thomsen, Independent Trustee | ||
| John Kavanaugh, Independent Chairman of the Board of Trustees | ||
| Robert Manning, Trustee | ||
| Maryanne Roepke, Independent Trustee | ||
| Clarence Otis, Independent Trustee | ||
| Christopher Bohane, Assistant Secretary, Assistant Clerk | ||
| Matthew Stowe, Assistant Secretary, Assistant clerk | ||
| Peter Jones, Independent Trustee | ||
| Ethan Corey, Assistant Secretary, Assistant Clerk | ||
| James Yost, Deputy Treasurer | ||
| Steven Buller, Independent Trustee | ||
| Frank Tarantino, Independent Chief Compliance Officer | ||
| Thomas Connors, Assistant Secretary, Assistant Clerk | ||
| David DiLorenzo, Treasurer | ||
| Brian Langenfeld, Assistant Secretary, Assistant Clerk | ||
| Maureen Goldfarb, Independent Trustee | ||
| Michael Roberge, Trustee | ||
| Heidi Hardin, Secretary, Clerk | ||
| Kasey Philips, Assistant Treasurer | ||
| Kasey Phillips, Assistant Treasurer | ||
| Robin Stelmach, Pres and Interested Trustee | ||
| John Clark, Assistant Treasurer | ||
| Richard Weitzel, Assistant Secretary, Assistant Clerk | ||
| Kino Clark, Assistant Treasurer | ||
| Martin Wolin, Chief Compliance Officer | ||
| Erik Weisman, Portfolio Mang | ||
| John Caroselli, Independent Trustee |
MFS Stock Performance Indicators
The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is MFS Intermediate a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.
| Return On Equity | 0.0114 | ||||
| Return On Asset | 0.0184 | ||||
| Profit Margin | 0.31 % | ||||
| Operating Margin | 0.81 % | ||||
| Current Valuation | 300.64 M | ||||
| Shares Outstanding | 114.01 M | ||||
| Shares Owned By Institutions | 51.19 % | ||||
| Number Of Shares Shorted | 338.46 K | ||||
| Price To Earning | 11.80 X | ||||
| Price To Book | 0.96 X |
Pair Trading with MFS Intermediate
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if MFS Intermediate position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in MFS Intermediate will appreciate offsetting losses from the drop in the long position's value.Moving against MFS Stock
| 0.64 | BX | Blackstone Group Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.64 | ARCC | Ares Capital | PairCorr |
| 0.63 | MAIN | Main Street Capital | PairCorr |
| 0.62 | KKR | KKR Co LP Normal Trading | PairCorr |
| 0.62 | BK | Bank of New York Fiscal Year End 10th of January 2025 | PairCorr |
The ability to find closely correlated positions to MFS Intermediate could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace MFS Intermediate when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back MFS Intermediate - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling MFS Intermediate Income to buy it.
The correlation of MFS Intermediate is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as MFS Intermediate moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if MFS Intermediate Income moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for MFS Intermediate can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Check out Correlation Analysis to better understand how to build diversified portfolios, which includes a position in MFS Intermediate Income. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in gross domestic product. You can also try the ETFs module to find actively traded Exchange Traded Funds (ETF) from around the world.
Is Asset Management & Custody Banks space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of MFS Intermediate. If investors know MFS will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about MFS Intermediate listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth (0.31) | Dividend Share 0.247 | Earnings Share 0.02 | Revenue Per Share 0.107 | Quarterly Revenue Growth 0.113 |
The market value of MFS Intermediate Income is measured differently than its book value, which is the value of MFS that is recorded on the company's balance sheet. Investors also form their own opinion of MFS Intermediate's value that differs from its market value or its book value, called intrinsic value, which is MFS Intermediate's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because MFS Intermediate's market value can be influenced by many factors that don't directly affect MFS Intermediate's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between MFS Intermediate's value and its price as these two are different measures arrived at by different means. Investors typically determine if MFS Intermediate is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, MFS Intermediate'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.