The Walt Disney Company Shares Sold by Davidson Trust Co.
| JCVIX Fund | USD 24.00 0.19 0.80% |
Slightly above 62% of Classic Value's investor base is looking to short. The analysis of overall sentiment of trading Classic Value Fund mutual fund suggests that many investors are alarmed at this time. Classic Value's investing sentiment can be driven by a variety of factors including economic data, Classic Value's earnings reports, geopolitical events, and overall market trends.
Classic |
Davidson Trust Co. lowered its stake in shares of The Walt Disney Company by 2.9 percent during the first quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 15,325 shares of the entertainment giants stock after selling 459 shares during the
Read at thelincolnianonline.com
 |
Classic Value Fundamental Analysis
We analyze Classic Value's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Classic Value using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Classic Value based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Price To Earning
Price To Earning Comparative Analysis
Classic Value is currently under evaluation in price to earning among similar funds. Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Classic Value Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with Classic Value mutual fund to make a market-neutral strategy. Peer analysis of Classic Value could also be used in its relative valuation, which is a method of valuing Classic Value by comparing valuation metrics with similar companies.
Peers
Classic Value Related Equities
| PCNTX | Putnam Convertible | 1.19 | ||||
| FSAWX | Fidelity Sai | 0.18 | ||||
| LCFYX | Lord Abbett | 0.13 | ||||
| CCD | Calamos Dynamic | 0.19 | ||||
| PBXAX | Rational/pier | 0.63 | ||||
| GCV | Gabelli Convertible | 1.52 |
Other Information on Investing in Classic Mutual Fund
Classic Value financial ratios help investors to determine whether Classic Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Classic with respect to the benefits of owning Classic Value security.
| Portfolio Rebalancing Analyze risk-adjusted returns against different time horizons to find asset-allocation targets | |
| Equity Search Search for actively traded equities including funds and ETFs from over 30 global markets |