Monthly Archives: November 2015

What are the main technical models to analyse a share or fund? (Part 2)

We have already commented some technical models to take into account when you invest (link a post). Moving average and Bollinger bands describe the general trend, but when should I invest or go out? Do I have any signal? There are technical models that specifically report about it.

MACD crossover

MACD are the initials or “Moving Average Convergence Divergence”. It helps us follow the trend, but mainly to check if it is the right moment to buy or sell. If the fast MACD line crosses below the slow MACD line, it is a signal to buy. Otherwise, if it crosses above, it is a sell-signal. For instance, if we look at the chart, we find that the fast line (green) cut below the slow one (blue). Afterwards, the stock chart shows a positive trend. We discover then a momentum for the security.

T-Advisor chart with MACD

Relative Strength Index (RSI)

This momentum indicator compares the magnitude of recent gains and losses to determine overbought and oversold conditions of an asset. Then a investor can detect quick turns in the security to decide whether he or she has to sell or buy. The RSI expresses as a percentage. If it is over 70%, it is overbought. If it is under 30%, it is oversold.

T-Advisor chart with RSI

Stochastic crossover

It shows the relative position of a closing price to the price range in a certain period. It is used simultaneously with the MACD to detect trends and triggers.

In T-Advisor, we show a comparative table of different technical models to indicate if it is the right moment to stay long or out.

T-Advisor table with technical models

Technical models are a reference to take decisions about investments, but not the only one. In T-Advisor, we prefer to offer several sources and indicators in a deep report so that investors have a global view about the stock or fund. With the suitable helps, these reports are a definitive compass to select the best assets for a portfolio.

Weekly market opportunities in T-Advisor: the best on November, 23th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Capital and Counties Property (London). A London property company with assets focused on two main districts in the British capital city: Earls Court and Covent Garden.

Capital and Counties Property main figures in T-Advisor

Capital and Counties Property chart in T-Advisor

  • Raysearch Labs (Stockholm). A world leader in the field of advanced software for radiation therapy.

Raysearch Labs main figures in T-Advisor

Raysearch Labs chart in T-Advisor

AMERICAS

  • United Dominion Realty Trust (NYSE). A real estate investment trust in targeted US markets.

United Dominion Realty Trust main figures in T-Advisor

United Dominion Realty Trust chart in T-Advisor

  • Quebecor (Toronto). A Canadian leader company in telecommunications, entertainment, news media and culture.

Quebecor main figures in T-Advisor

Quebecor chart in T-Advisor

ASIA-PACIFIC

  • Borusan Yatirim (Istanbul). The investment company of Borusan Group. It invests in Group companies operating in steel, distributorship, logistics and technology sectors.

Borusan Yatirim main figures in T-Advisor

Borusan Yatirim chart in T-Advisor

  • Kotak Mahindra (Bombay). A leading Indian financial group with subsidiaries in all kind of services.

Kotak Mahindra main figures in T-Advisor

Kotak Mahindra chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

Ranking T-Advisor: Our best stocks and funds in November

What stocks and funds were the best in November? T-Advisor publishes its ranking taking into account the score. T-Advisor patented score provides an asset rating (bullish, neutral or bearish) based on key performance indicators and technical analysis.

The best shares in November were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Sysopen Digia

10

176.32%

33.41%

-5.31%

Helsinki
Agfa-Gevaert

10

116.70%

31.10%

-6.24%

Brussels
Done Solutions

10

115.81%

35.38%

-6.34%

Helsinki
Stedim

10

110.79%

25.42%

-5.31%

Paris
Alti SGPS

10

105.40%

34.01%

-7.14%

Lisbon

USA

Total System Services

10

57.77%

14.85%

-3.51%

NYSE
Tyler Technologies

10

56.51%

25.97%

-4.83%

NYSE
Flagstar Bancorp

10

51.62%

24.78%

-5.29%

NYSE
Verisign

10

47.23%

19.26%

-3.80%

Nasdaq
Cantel Medical

10

46.80%

23.87%

-5.43%

NYSE

ASIA

Lion Corp

10

92.22%

28.04%

-5.13%

Tokyo
Yamaha

10

76.60%

30.23%

-5.30%

Tokyo
Sundrug

10

54.00%

29.45%

-6.91%

Tokyo
Nichirei

10

53.75%

27.15%

-5.35%

Tokyo
Nissan Chemical Industries

10

47.05%

27.54%

-5.66%

Tokyo

LATAM

Edelnor

8.43

12.00%

16.29%

-4.01%

Santiago de Chile
Embotelladora Andina

7.59

32.47%

25.51%

-4.22%

Santiago de Chile
Banco de Chile

6.55

5.95%

8.10%

-1.92%

Santiago de Chile
PVD US ADR

6.34

15.05%

8.96%

-1.74%

Sistema Internac. de Cotiz.

The best funds in November were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

Schroder ISF Japanese Smaller Companies

9.91

23.28%

15.16%

-4.46%

Schroder Investments
Agif Japan EQ Shares

9.90

33.95%

18.02%

-4.47%

Allianz
Gam Star Japan Equity

9.86

14.88%

18.69%

-5.16%

GAM
FF-Japan Advantage

9.81

13.50%

18.75%

-6.74%

Fidelity
FF-Global Technology

9.81

24.69%

20.03%

-4.14%

Fidelity
Pictet Funds – Japanese Equities

9.80

14.46%

17.03%

-5.52%

Pictet
Fidelity Funds – Technology Fund A

9.80

23.89%

20.02%

-4.17%

Fidelity
JPMF Funds – Pacific Equity

9.79

4.15%

13.53%

-4.00%

JP Morgan
BGF World Technology Fund E2

9.79

4.53%

14.85%

-3.21%

BlackRock

FIXED-INCOME

BKRK MNYD MC II

9.80

3.81%

9.28%

-1.43%

BlackRock
SISF Global Convertible Bond I

9.62

5.22%

6.64%

-1.59%

Schroder Investments
SISF Asia Convertible Bond

9.60

7.27%

8.22%

-1.37%

Schroder Investments
BKRK MNHD NY QT

9.56

0.00%

8.80%

-2.57%

BlackRock
DWS Mun INC

9.46

1.05%

7.92%

-2.12%

BlackRock
Salar Accum Shares Class E3

9.40

2.89%

4.36%

-0.88%

Salar Fund
JPMF – Global Convertible Funds

9.39

2.66%

6.11%

-1.47%

JP Morgan
BLKRK Munivest II

9.28

0.45%

9.72%

-2.31%

BlackRock

Weekly market opportunities in T-Advisor: the best on November, 16th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Qiagen (Xetra). A provider of sample and assay technologies for molecular diagnostics, applied testing, academic and pharmaceutical research.

Qiagen main figures in T-Advisor

Qiagen chart in T-Advisor

  • Swiss Prime Site (Zurich). The Switzerland’s leading real estate investment company with a portfolio around CHF 10 bn.

Swiss Prime Site main figures in T-Advisor

Swiss Prime Site chart in T-Advisor

AMERICAS

  • Lojas Renner (Sao Paulo). The second largest Brazilian department stores clothing company.

Lojas Renner main figures in T-Advisor

Lojas Renner chart in T-Advisor

ASIA-PACIFIC

  • Ramsay Health Care (Australia). A global hospital group owning and operating healthcare facilities across Australia, France, Indonesia, Malaysia and the United Kingdom.

Ramsay Health Care main figures in T-Advisor

Ramsay Health Care chart in T-Advisor

  • Mahindra and Mahindra (Bombay). An Indian multinational automobile manufacturing corporation. It is one of the largest vehicle manufacturers by production in India.

Mahindra and Mahindra main figures in T-Advisor

Mahindra and Mahindra chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

Volkswagen: the influence of management in the stocks

There is a continuous debate between analysts and investors who take into account different figures in order to decide where to invest: some prefer to obtain details about the turnover, the returns, the evolution of the demand in the sector, amongst others; some others prefer to analyse the evolution of the chart in the exchanges. Fundamental and technical analyses are the main systems for investors to try to know if the share is right to invest. But what if there is a sudden management mistake? What if the managers have lied in the business?

Volkswagen is a new case of wrong management with hard effects on the exchanges. The manipulation of the car engines with a software to cheat in the CO2 emissions was something unexpected, because markets accept that companies are doing a fair competition, that they are showing real figures of their business… In other words, trust is the base of markets and investors. If we look at the T-Report of Volkswagen, we find that the evolution of the share was not positive in the last year, but there is a hard break in September:

Volkswagen chart in year to date

A comparative analysis with Eurostoxx 50 shows also this break in the trend:

Volkswagen comparison with Eurostoxx 50

Another chart points out the relative position when performance and volatility are linked:

Volkswagen comparison with MSCI

Finally, all models show a deep negative trend in the future evolution:

Volkswagen trend models

The question is: what can an investor do? Unfortunately, no model and no analysis can preview unfair management before the truth emerges. The history of false figures or manipulation is long: Toyota and General Motors also hid defects in their engines, Enron or Gowex manipulated their balances and the profit and loss accounts… The court is the only solution to try to recover some of the losses in the investment. Volkswagen knows it and that is why the company set aside 6.5 billion euros to deal with the long demand list for damages, not only by consumers but also for governments. However, there is a bigger damage: the shadow over an industry.

Weekly market opportunities in T-Advisor: the best on November, 9th

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • DBV Technologies (Paris). A biopharmaceutical company focused in inmunotherapies and treatments for food allergies.

DBV Technologies main figures in T-Advisor

DBV Technologies chart in T-Advisor

  • Neste Oil (Helsinki). The world’s largest producer of renewable diesel.

Neste Oil main figures in T-Advisor

Neste Oil chart in T-Advisor

AMERICAS

  • Express Scripts (Nasdaq). A provider of integrated pharmacy benefit management services, network-pharmacy claims processing; home delivery pharmacy services or medical and drug data analysis services to manage drug plans for health plans, self-insured employers and government agencies.

Express Script main figures in T-Advisor

Express Script chart in T-Advisor

ASIA

  • Hindustan Petroleum (Bombay Stock Exchange)An Indian oil and gas supplier.

Hindustan Petroleum main figures in T-Advisor

Hindustan Petroleum chart in T-Advisor

  • Muji (Tokyo). Known in Japan as Ryohin Keikaku, it is a Japanese retail company which sells a wide variety of household and consumer goods.

Muji main figures in T-Advisor

Muji chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.

Don’t miss the new improvements in T-Advisor!

T-Advisor, the self-directed platform for smart investors, is always evolving to improve its features for a better service. Our last upload has included several details to enjoy more the investment experience. Let’s discover them!

My targets

The new button in the module “My investments” is our investment planner. You will be able to save your plans while creating your portfolios to achieve the goals.

Invesment planner integrated in T-Advisor

New comparisons for your portfolios

Compare them with the smart benchmark and other benchmarks of different markets.

New improvements in T-Advisor: several benchmarks

You can also compare your portfolios and also with others that you follow. Returns, risks, positions, asset class distribution and gamification features are comparable with this tool. It will help you learn what is working and failing taken into account other portfolios.

Tool to compare portfolios in T-Advisor

New ways to find good investment ideas

We have developed a “top score” tool in the “My Reseach” module. You can select four different top stocks (Europe, Asia, USA and Latam) and two different top funds (fixed-income and equity).

Top score tool in T-Advisor

If you prefer, you have a full search machine in “Screener”. Look for new securities for your portfolio selecting the type of asset, market, manager, currency and asset class. You can also select a score range for your search.

Screnner in T-Advisor

With the Screener, you can add directly an asset in your portfolios, compare securities or use the optimiser tool.

We become more social

Do you want to know who are the best investors in T-Advisor? Or the best performing portfolios? You can learn it just with a click on the button “Ranking” in the topside of your screen.

Users ranking in T-Advisor

T-Advisor wants to become your platform for your investments. We know what individuals demand and add solutions progressively in our system. At the end, you feel continuously that you manage your portfolios with professional tools, but we have made it easier and more accessible. Feel the investment experience with T-Advisor!

Weekly market opportunities in T-Advisor: the best on November, 2nd

T-Advisor updates weekly a list of market opportunities from several stock exchanges around the world. We sum up a selection of the best ones:

EUROPE

  • Indutrade (Stockholm). A Swedish industrial group that conducts development and sales of high-tech components, systems and services.

Indutrade main figures in T-Advisor

Indutrade chart in T-Advisor

  • KBC Ancora (Brussels). A listed company that holds approximately 19% of the shares in the listed KBC Group, one of the main Belgian banking groups.

KBC Ancora main figures in T-Advisor

KBC Ancora chart in T-Advisor

AMERICAS

  • Teleflex (NYSE). A global provider of medical devices used in critical care and surgery, as for vascular access, general and regional anesthesia, amongst others.

Teleflex main figures in T-Advisor

Teleflex chart in T-Advisor

  • Inversiones La Construcción (Chile). A holding of several companies of different branches, as healthcare, retirement, education and IT.

Inversiones La Construcción main figures in T-Advisor

Inversiones La Construcción chart in T-Advisor

ASIA

  • Gubre Fabrikalari (Istanbul). The main Turkish producer of chemical fertilizers.

Gubre Fabrikalari main figures in T-Advisor

Gubre Fabrikalari chart in T-Advisor

  • Japan Airlines (Tokyo). Known in Japan as Nihon Koku, it is the flag carrier of Japan and the second largest airline in the country.

Japan Airlines main figures in T-Advisor

Japan Airlines chart in T-Advisor

Find more opportunities from the main exchanges in the world on our module “Market opportunities” in T-Advisor.