Tables Explained
S&P500 Heatmap
Color Coding: Each square represents a company. Green squares indicate the stock price increased, red squares show it decreased, and darker colors (either green or red) signify larger changes.
Percentages: Inside each square is the companyβs ticker symbol (like "AAPL" for Apple) and a percentage. This percentage shows how much the stock price went up or down during the day.
Sector Labels: The top of each column has a sector label like "Technology" or "Healthcare". This groups companies by their business type, showing which sectors performed well and which didnβt.
This heatmap is useful for quickly seeing which parts of the market are hot or cold, helping investors make informed decisions.
Reliable Value Finds
These picks help investors find potentially good deals in the stock market. It shows a list of companies that might be selling for less than what they are actually worth. It uses two main ways to figure out if a company is undervalued:
Discounted Cash Flow (DCF): This method looks at the money a company is expected to make in the future and compares it to the current stock price. If the stock price is much lower than this calculated value, the company might be undervalued.
Discounted Earnings: This method focuses on the companyβs earnings (profit) and compares it to the stock price. Again, a much lower stock price compared to this value suggests the company might be undervalued.
Top Trusted Value Picks
These picks help investors find good companies that might be selling for a fair or low price. Hereβs how it works:
Low Volatility: It looks for companies that have a consistent track record of making money and growing their business. Companies with more stars are more predictable and reliable.
Competitive Advantage: It picks companies that have something special that makes them stand out from competitors, like a strong brand or unique technology.
Low Debt: It favors companies that donβt have a lot of debt compared to their size, which makes them safer investments because they are less likely to run into financial trouble.
Fair or Undervalued Price: It checks if the companies are selling for a price that is considered fair or even undervalued. It uses a ratio called PEG (Price/Earnings to Growth) to help decide this.
Smart Growth Stocks
These picks help investors find strong companies that might be good investments. It uses a method called the "Magic Formula" created by Joel Greenblatt, which focuses on two key financial measures:
Earnings Yield: This measures how much profit a company makes compared to its price. A higher earnings yield means the company is making a lot of profit relative to its price, which can indicate a good value.
Return on Capital (ROC): This shows how well a company is using its money to make more money. A higher ROC means the company is efficiently generating profit from its investments.
Steady Performer Stocks
These picks help investors find companies based on the stability of their business performance, called business volatility. Hereβs how it works:
Volatility Rank: It ranks companies by how stable and predictable their earnings and performance have been over time. A higher rank (more stars) means the company has less volatility and is more predictable.
Performance Correlation: It shows that companies with lower business volatility (higher stars) tend to have better stock performance and lower chances of losing money over long-term holding periods.
Growth Rates and Ratios: The tool also provides various growth rates and financial ratios like PE ratio, PEG ratio, and intrinsic value, giving a comprehensive view of each company's financial health and growth prospects.
Best Sales Price Stocks
These picks help investors find companies that are currently priced lower than usual based on their price-to-sales (P/S) ratio. Hereβs how it works:
Price-to-Sales (P/S) Ratio: This ratio compares a companyβs stock price to its revenue. A lower P/S ratio can mean the stock is undervalued, especially if the company has strong sales and earnings.
Historical Comparison: The tool identifies companies whose current P/S ratios are less than 50% of their historical averages. This means the stocks are significantly cheaper compared to their past valuations.
Predictability: It also ensures that these companies have consistent growth in sales and earnings over the past decade, making them more reliable investments.
Best Book Value Stocks
These picks help investors find companies that are currently priced lower than usual based on their price-to-book (P/B) ratio. Hereβs how it works:
Price-to-Book (P/B) Ratio: This ratio compares a companyβs stock price to its book value (the value of its assets minus its liabilities). A lower P/B ratio can indicate that the stock is undervalued, especially if the company has strong financial health.
Historical Comparison: The tool identifies companies whose current P/B ratios are less than 50% of their historical averages. This means the stocks are significantly cheaper compared to their past valuations.
Predictability: It ensures that these companies have shown consistent growth and stability over the past decade, making them more reliable investments.
Reliable High Dividend Earners
These picks help investors find companies that pay high dividends. Hereβs how it works:
High Dividend Yield: It identifies companies that have a dividend yield of more than 4%. This means the company pays out a significant portion of its profits to shareholders as dividends, providing a steady income.
Analyst Support: It highlights companies that are owned by analysts and top insiders. This suggests confidence from knowledgeable sources, indicating the companies are likely solid investments.
Performance Metrics: The tool also provides important financial metrics like PE ratio and market cap, helping investors assess the overall financial health and size of the company.
Insider-Favored Low Price Stocks (Stocks That Are at 1-Year lows, bought by Analysts, Institutional, Congress, Senate, Insiders)
These picks help investors find companies whose stock prices are near their lowest point in the last year (1-Year low). Hereβs how it works:
1-Year Low: It identifies companies whose current stock prices are very close to their lowest price in the last 52 weeks. Buying at these low points can be an opportunity if the stock is expected to rebound.
Analyst and Insider Support: It also highlights companies that are still favored by analysts and have been bought by insiders (people within the company). This suggests confidence from knowledgeable sources, indicating potential value.
Investment Strategy: We are tracking analysts who recommend these stocks that are βon saleβ or out of favor but still fundamentally strong. This tool helps find such opportunities.
Insider-Favored High Price Stocks (Stocks That Are at 1-Year highs, bought by Analysts, Institutional, Congress, Senate, Insiders)
These are likely to be momentum plays, which can be good for short-term trading.
These picks help investors find companies whose stock prices are near their highest point in the last year (1-Year high). Hereβs how it works:
1-Year High: It identifies companies whose current stock prices are very close to their highest price in the last 52 weeks. Buying at these high points can be an opportunity if the stock is expected to continue performing well.
Analyst and Insider Support: It highlights companies that are still favored by analysts and have been bought by insiders (people within the company). This suggests confidence from knowledgeable sources, indicating strong performance.
Investment Strategy: We track analysts who recommend stocks that are performing well and have continued support from experts. This tool helps find such opportunities.
The last two typically indicate massive upwards momentum.
Nancy Pelosi and Donald Trump are not buying losing stocks.
Biggest Gainers This Week
Ticker: The stock's unique symbol on the stock exchange.
Description: The company's name.
Change: The percentage increase in the stock price over the week.
Monday Open: The price at which the stock opened on Monday.
Friday Close: The price at which the stock closed on Friday.
Market Cap: The total market value of the company's outstanding shares.
Why This Table is Useful to a Retail Trader:
Identifying Trends: Shows which stocks or sectors are gaining momentum, helping traders spot potential investment opportunities.
Performance Tracking: Enables traders to compare the week's top performers to their own holdings or watchlist.
Market Sentiment: Indicates broader market sentiment and sector strengths, guiding traders on where to focus their research.
Investment Decisions: Helps traders decide quickly on entering or exiting positions based on recent market movements.
Biggest Losers This Week
Ticker: The stock's unique symbol on the exchange.
Description: The name of the company.
Change: The percentage decrease in the stock price over the week.
Monday Open: The price at which the stock opened on Monday.
Friday Close: The price at which the stock closed on Friday.
Market Cap: The total market value of the company's outstanding shares.
Why This Table is Useful to a Retail Trader:
Risk Management: Helps traders identify stocks that are currently underperforming, which might be crucial for managing risk and adjusting portfolios accordingly.
Buy Opportunities: Some traders look for potential 'buy the dip' opportunities, where they might acquire a stock at a lower price before a possible rebound.
Sector Performance: Allows traders to see if specific sectors are experiencing declines, which might affect related stocks or their investment strategy.
Market Insight: Provides insights into broader market trends and economic factors influencing these drops, aiding in more informed decision-making.
Most Active Stocks This Week
Symbol: The abbreviation used on stock exchanges to identify the company.
Name: The full name of the company.
Price: The stock price at the close of the market.
Change: The change in the stock price since the previous close.
% Change: The percentage change in the stock price since the previous close.
Volume: The total number of shares traded during the week.
Market Cap: The total market value of all of a company's outstanding shares.
Why This Table is Useful to a Retail Trader:
High Liquidity: Most active stocks typically have high liquidity, which means they can be bought or sold in large volumes without significantly affecting the stock's price. This is advantageous for traders who need to enter or exit positions quickly.
Volatility Insight: Stocks with high trading volumes often experience price volatility, providing opportunities for traders to profit from price movements.
Market Sentiment Indicator: The activity level can indicate the market's interest in a stock, whether due to recent news, earnings reports, or other market events, providing cues for potential trading strategies.
Comparative Analysis: Seeing which stocks are most traded can help traders compare activity across different sectors and identify trends or shifts in market focus.
Possibly Undervalued Large Stocks
Symbol: The stock ticker symbol, a unique identifier for each company on the stock exchange.
Name: The official name of the company.
Price: The current stock price.
Change: The net change in the stock price compared to the previous trading day.
% Change: The percentage change in stock price compared to the previous trading day.
Volume: The number of shares that were traded during the day.
Market Cap: The total market value of all the company's outstanding shares.
Why This Table is Useful to a Retail Trader Looking for Undervalued Stocks:
Pricing Insights: It highlights stocks with recent drops or minor changes in price, which might suggest a potential undervaluation relative to the company's fundamentals.
Market Movements: Allows traders to spot trends where the market may be reacting to recent events that could have temporarily depressed the prices.
Volume Indicators: High trading volumes accompanying price declines might suggest a selling pressure that could lead to undervaluation, whereas low volumes might indicate lesser known opportunities.
Sector Analysis: By looking at diverse sectors, traders can identify if a potential undervaluation is isolated or sector-wide, which can influence broader investment decisions.
Possibly Undervalued Small Stocks
Symbol: The stock ticker, which is the unique identifier for each company on the stock exchange.
Name: The full name of the company.
Price: The current trading price of the stock.
Change: The change in the stock price since the last close.
% Change: The percentage change in the stock price since the last close.
Volume: The total number of shares traded during the most recent trading session.
Market Cap: The total market value of the company's outstanding shares, indicating the size of the company.
Why This Table is Useful for Retail Traders Interested in Undervalued Small Stocks:
Identification of Opportunities: The list can help traders identify small-cap stocks that may be undervalued, providing potential investment opportunities that aren't as widely followed as larger companies.
Price Movements: Tracking the price changes and percentage changes can help traders spot trends or reversals in stock valuations, potentially buying in before a recovery or growth phase.
Volume Insights: Trading volume provides insights into the liquidity of the stock and the level of current investor interest, which can be important for entry and exit strategies.
Market Cap Context: Understanding the market cap helps in assessing the relative size and stability of a company within its sector or against its peers.
Tables like this are particularly valuable in the context of value investing, where traders look for companies that appear to be trading for less than their intrinsic or book value, often indicated by declines or lower price movements in the context of their financial fundamentals.
Stocks Growing Under 10M
Ticker: The stock ticker symbol, which is a unique identifier for each company on the stock exchange.
Company: The official name of the company.
Exchange: The stock exchange on which the company's stock is traded (e.g., Nasdaq, NYSE, AMEX).
Float: The number of shares available for trading by the public.
Outstd (Outstanding): The total number of shares issued by the company, including those held by insiders and restricted shareholders.
ShortInt (Short Interest): The percentage of shares that are sold short compared to the number of shares available for trading.
Industry: The sector or type of industry the company operates in.
Why This Table is Useful for Investors Interested in Small Cap Stocks:
Market Insight: Provides detailed insights into small cap stocks, which are often less covered by analysts and may offer unique investment opportunities.
Trading Volume and Liquidity: Information on float and outstanding shares helps investors understand the liquidity and potential volatility of these stocks. Stocks with low float might be more volatile.
Short Interest: High short interest can indicate that investors are betting against the stock, which could lead to higher volatility or potential short squeezes if the stock moves upwards unexpectedly.
Diversification: Offers options for diversifying into different industries with potentially undervalued or niche market players.
Investment Strategy: This data can assist in forming strategies for trading or investing in emerging companies with growth potential, albeit with potentially higher risk due to their small size.
This table is particularly valuable for those looking to explore or invest in smaller, possibly overlooked segments of the market, which could have higher growth potential compared to their large-cap counterparts.
Calls Data This Week
Ticker: The stock ticker symbol for which the call option exists.
Exp (Expiration): The date on which the option expires.
Strike: The strike price of the option, the price at which the underlying stock can be purchased if the option is exercised.
Type: Indicates the type of option, here it's "Call", which gives the holder the right to buy the stock at the strike price before expiration.
Vol/OI (Volume/Open Interest): This ratio indicates the trading activity compared to the number of open contracts; higher numbers can indicate greater interest or activity in that option.
Vol (Volume): The number of contracts traded in a day.
OI (Open Interest): The total number of outstanding contracts that have not been settled.
Bid: The highest price that a buyer is willing to pay for the option.
Ask: The lowest price at which a seller is willing to sell the option.
Why This Table is Useful for Investors:
Market Sentiment: High volume and open interest in call options can indicate bullish sentiment for the underlying stocks.
Price Guidance: The bid and ask prices help investors understand where the market values these options and by extension, the underlying stock.
Trading Opportunities: Information on heavily traded options can be used to identify potential trading opportunities based on expected price movements.
Hedging and Speculation: Options are often used for hedging or speculative purposes, and knowing which options are active can guide strategies in these areas.
This options data is particularly valuable for investors interested in the derivatives market, providing insights into which stocks might see significant price movements up to the expiration dates.
Puts Data This Week
Ticker: The stock ticker symbol for which the put option exists.
Exp (Expiration): The date on which the option expires.
Strike: The strike price of the option, the price at which the underlying stock can be sold if the option is exercised.
Type: Indicates the type of option, here it's "Put," which gives the holder the right to sell the stock at the strike price before expiration.
Vol/OI (Volume/Open Interest): This ratio indicates the trading activity compared to the number of open contracts; higher numbers can indicate greater interest or activity in that option.
Vol (Volume): The number of contracts traded in a day.
OI (Open Interest): The total number of outstanding contracts that have not been settled.
Bid: The highest price that a buyer is willing to pay for the option.
Ask: The lowest price at which a seller is willing to sell the option.
Why This Table is Useful for Investors:
Market Sentiment: High volume and open interest in put options can indicate bearish sentiment for the underlying stocks. Investors may expect the stock prices to decline, leading them to consider selling or hedging their holdings.
Price Guidance: The bid and ask prices provide insights into the current market valuation of these options, helping investors gauge the cost of entering or exiting such positions.
Hedging Opportunities: Information on actively traded put options can guide investors looking to hedge against potential declines in stock prices.
Speculative Insights: Traders might use this data to speculate on expected downturns, using puts as a way to profit from predicted price drops.
This options data provides critical insights into investor expectations and market movements, particularly for those interested in downside protection or speculative bearish bets.
Our Portfolio Changes This Week
Ticker: The stock symbol representing each company on the stock exchange.
Direction: Indicates whether the position was a "Buy" (a recommendation to purchase shares) or "Sell" (a recommendation to sell shares).
Open: The price of the stock at the beginning of the trading period.
Close: The price of the stock at the end of the trading period.
High: The highest price that the stock reached during the trading period.
Low: The lowest price that the stock reached during the trading period.
Why This Table is Useful for Investors:
Performance Tracking: Shows the opening and closing prices of stocks, allowing investors to quickly see how their investments have performed over the week.
Decision Making: "Buy" and "Sell" recommendations can guide investors on potential actions to take with specific stocks, based on market movements or portfolio strategy adjustments.
Volatility Insight: The high and low prices provide a snapshot of the volatility of each stock within the trading period, which can be crucial for risk management.
Strategic Overview: The table provides a concise overview of key trading decisions and outcomes, helping investors to align these with their broader investment strategies.
Most Shorted Stocks This Week
Each bar represents a specific stock, showing the comparison between its total trading volume and the volume of shares that were short sold. Hereβs how to interpret the elements of the chart:
Blue Bars (Total Volume): Represent the total number of shares traded for each stock during the last 7 days.
Red Bars (Short Volume): Indicate the volume of shares that were sold short, meaning traders are betting that the price of these stocks will decline.
Key Points About the Chart:
Short Selling: This occurs when an investor borrows a stock and sells it on the open market, planning to buy it back later for less money. Short sellers bet on, and profit from, a drop in a stock's price.
Market Sentiment: High short volumes can be a sign of negative sentiment towards the listed companies. If many traders are short selling a stock, they may believe that the stock is overvalued or that the company will face challenges.
Potential Volatility: Stocks with high short interest are often more volatile. If the price of a heavily shorted stock starts to rise, short sellers may rush to buy it back to avoid bigger losses, potentially causing a sharp price increase known as a "short squeeze."
Risk Indication: For investors, understanding which stocks are heavily shorted can serve as a risk indicator. It may prompt further research into why these stocks are viewed unfavorably by a segment of the market.
This chart is especially useful for investors who want to gauge market trends and sentiments, identify potential risks, or look for opportunities where the market may have overly punished a potentially solid stock.
Analyst Sentiment Tracker This Week
The graph displays changes in analyst sentiment towards various companies over a specified period. It's called the "Analyst Sentiment Tracker" chart, showing the percentage change in sentiment, whether positive or negative. Here's how to interpret the graph:
Horizontal Axis (Company Symbol): Represents different companies identified by their stock ticker symbols.
Vertical Axis (Delta %): Indicates the percentage change in analyst sentiment. Values above the red line (0%) indicate a positive change (improved sentiment), and values below show a negative change (worsened sentiment).
Key Points About the Graph:
Negative Sentiment: Stocks on the left side show significant negative changes in analyst sentiment. These companies may be facing challenges that have led analysts to lower their expectations.
Positive Sentiment: Towards the right show large positive sentiment changes, suggesting analysts have become significantly more bullish on these stocks.
Sentiment Shifts: A sharp increase or decrease in sentiment can be crucial for investment decisions, as it might reflect changes in company fundamentals, market conditions, or external factors affecting the industry.
Investment Strategy: For investors, understanding shifts in analyst sentiment can be a tool for reassessing their positions. Stocks with rising sentiment might be considered for buying, while those with falling sentiment might be reviewed for possible sale.
This type of graph is particularly useful for quickly assessing broader market trends and analyst opinions, helping investors make informed decisions based on expert insights.
Analyst Sentiment Tracker Signals
Symbol: The ticker symbol of the company.
Delta %: The percentage change in analyst sentiment toward the stock. Positive values indicate an increase in favorable sentiment.
Market Cap: The total market value of the company's outstanding shares, giving an indication of the company's size.
Signal: The current trading signal based on the change in sentiment, ranging from "Strong Buy" to "Hold".
How to Interpret the Table:
Sentiment Change (Delta %): Stocks at the top of the list, like MA and PEP, show the highest increase in positive sentiment among analysts, suggesting a potential upside or improvement in fundamentals.
Market Cap: Provides context to the size and stability of the company. Larger market cap companies, such as GOOG and UNH, tend to be more stable and less volatile.
Trading Signals:
Strong Buy: Analysts are very bullish on these stocks, possibly due to recent positive developments or strong financial performance.
Buy: Positive sentiment suggests a good buying opportunity, though less emphatically than a strong buy.
Hold: Indicates that while not necessarily a strong buy, the stock is considered stable enough to retain in portfolios without immediate buying or selling.
Importance of This Table for Investors:
Strategic Decisions: Helps investors prioritize which stocks to consider buying based on current market and analyst sentiments.
Risk Assessment: Understanding sentiment changes can alert investors to stocks that might be facing headwinds or losing favor among analysts.
Portfolio Management: Investors can use these signals to balance their portfolios by either adding promising stocks or reconsidering those that only warrant a "Hold."
This kind of analysis is critical for investors who rely on expert insights to shape their investment strategies, particularly in dynamic markets.