Monthly Archives: December 2015

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

What stocks and funds were the best in December? 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 December were as it follows:

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Sysopen Digia

10

176.32%

33.08%

-5.31%

Helsinki
Agfa-Gevaert

10

146.08%

29.78%

-5.22%

Brussels
Trigano

10

144.76%

32.51%

-4.61%

Paris
Stedim

10

113.02%

26.18%

-5.39%

Paris
PCAS

10

110.16%

27.34%

-3.89%

Paris

USA

Amazon

10

117.74%

31.26%

-5.02%

Nasdaq
Cascades

10

75.26%

32.46%

-7.14%

Toronto
CCL Industries

10

74.32%

29.45%

-5.68%

Toronto
Acuity Brands

10

67.66%

24.49%

-4.92%

NYSE
Verisign

10

57.91%

21.85%

-4.30%

Nasdaq

ASIA

Ono Yakuhin

10

94.13%

34.17%

-6.70%

Tokyo
Kaneka

10

91.98%

26.75%

-5.31%

Tokyo
Toei

10

72.61%

33.11%

-6.08%

Tokyo
Shionogi

10

69.76%

29.99%

-5.10%

Tokyo
Marui

10

67.18%

35.05%

5.75%

Tokyo

LATAM

Oro Blanco

6.63

26.26%

50.51%

-11.80%

Santiago de Chile
Cervecerías

6.25

33.11%

25.79%

-5.33%

Santiago de Chile
Edelnor

5.71

11.63%

15.64%

-4.01%

Santiago de Chile
Inversiones Agua

5.71

5.26%

8.33%

1.89%

Santiago de Chile
Embotelladora Andina

5.61

28.74%

25.98%

-4.81%

Santiago de Chile

The best funds in December were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY FUNDS

JPMF India

9.77

3.84

17.84%

-4.32%

JP Morgan Asset
JPMF Pacific

9.76

3.90%

13.90%

-4.01%

JP Morgan Asset
JPMF US

9.70

0.24%

13.09%

-3.21%

JP Morgan Asset
AXA Europe Small Cap

9.69

36.67%

12.11%

-1.81%

AXA
Inv 3 Global Tech

9.66

4.82%

15.44%

-3.90%

Invesco Asset
AXA World Fund Talents

9.66

20.18%

16.58%

-3.68%

AXA

FIXED-INCOME

BLKRKMUNASST

9.18

1.74%

8.31%

-1.89%

BlackRock
JP Morgan US Bond

8.95

1.94%

2.81%

-0.58%

JP Morgan Asset
BlackRock PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
SISF AS CON BD

8.47

4.95%

8.16%

-1.40%

Schroder
SISF Global Conver.

8.32

3.01%

6.63%

-1.61%

Schroder
SISF Asian Convert.

8.31

6.88%

8.18%

-1.37%

Schroder

Weekly market opportunities in T-Advisor: the best on December, 14th

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

  • Amplifon (Italy). A worldwide leader in the distribution, fitting and customization of hearing aids and related services.

Amplifon main figures in T-Advisor

Amplifon chart in T-Advisor

  • Croda (London). A speciality chemicals company for health and beauty, engine lubricants and plastics.

Croda main figures in T-Advisor

Croda chart in T-Advisor

AMERICAS

  • Agrium (Toronto). One of the largest global producers and distributors of fertilizers.

Agrium main figures in T-Advisor

Agrium chart in T-Advisor

ASIA-PACIFIC

  • Daito Trust Construction (Tokyo). A construction and real estate company.

Daito Trust Construction main figures in T-Advisor

Daito Trust Construction chart in T-Advisor

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

Market outlook 2016: what to expect for the next year

December is time to analyse the results of our investments and look what may happen in the next year. What are the expectations, forecasts and outlooks for 2016?

Macroeconomics

Last IMF projections about the GDP assumed that global economy would grow more than in 2015. India, ex – Soviet Republics (except Russia), Mexico and the developed countries will head this positive evolution. China will grow, but at a lower pace. The worst results are for Brazil and Russia, where there will be a negative growth.

Central banks

Next week Fed meeting will decide about the possible rate hike after 10 years and some think that the US central bank have reasons to do it, as growth and employment are strong in the first economy. However, a rate hike could have negative effects for the dollar, as it would strengthen against the euro (possibly till the parity) and exports would be more expensive. What is given for sure is that the ECB and the BoJ will remain their dovish position due to the weakness of the recovery in their areas.

Stock markets

News are not specially good for US stocks, as several experts agree in a low growth or even return decrease in the S&P in 2016. On the other side, European stocks would outperform American ones, although analysts warn about the effects of a weak economic growth in 2016.

Bonds and commodities

Oil will still remain weak or even cheaper, if we take into account some forecasts. OPEC countries do not cut their production and US inventories are at the highest level. The downward trend is also sure for the rest of commodities, as Chinese lower growth will condition this markets, because the Asian giant will demand less.

What the bonds refer, there will be not much changes, as central banks will still maintain its current policy, apart from the possible Fed exception, whose possible rate hike will not have an enormous effect in the yields.

That’s the general market consensus. Of course, life is always open and there can be surprises that can move more positive or negative: the next US president election, the evolution of Daesh and the Syrian war or any outrageous predictions that Saxo Bank typically publish at the end of the year… hopefully, none of them happen.

What market opportunities do we post and why?

T-Advisor, your suite for self-directed investment management, has a module to help investors find new ideas to improve their returns. These “Investment ideas” has a list of market opportunities from exchanges around the world that our algorithm selects and update every Monday. That is why we post every week a selection of them, but what criteria do we use to choose you some of them?

First of all, we look into all the markets to find what stocks have been selected. The screen shows initially just some figures from the securities of each market. We take into account the trend. We opt for the ones with bullish trend and with less than 1% slope. Why? Because we prefer stable and progressive increases instead of sudden ones which makes the security more volatile.

Market opportunities screen in T-Advisor

The selection keeps on checking several figures in the T-Report:

  • The liquidity grade: it has to be higher than 5
  • The score: it has to be also higher than 5 or 6
  • The performance: it has to be positive in the year and show also a positive figure in the last year, to confirm that the stock did not suffer a strong variability.

T-Report screen with liquidity, score and performance

Finally, we also look the 1-year chart. We avoid charts with strong variations or sudden jumps upwards. We prefer steady positive trends to avoid high risks. You can find the difference clearly in these charts:

Chart with low slope in T-Report

Chart with high slope in T-Report

We consider that investments should be for a long-term. Trading is also a possibility for investors. We are not critical with it, but we prefer a more stable model. That is why our weekly proposals tend to be bets for that idea. Of course, markets change daily, but it does not mean that investors have to react immediately to every event. Portfolios should tend to be stable and include changes when your goals and risk profile change, because you evolve also as investors, or when your securities do not play a positive role anymore. That is why it is relevant the long-term view. That avoids sudden changes… and mistakes guided for the moment.

Weekly market opportunities in T-Advisor: the best on November, 30th

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

  • Intesa Sanpaolo (Italy). The largest Italian bank by assets, customers and market capitalisation.

Intesa Sanpaolo main figures in T-Advisor

Intesa Sanpaolo chart in T-Advisor

  • Nestle (Swizerland). The world largest agri-food company by revenues.

Nestlé main figures in T-Advisor

Nestlé chart in T-Advisor

AMERICAS

  • Palo Alto Networks (NYSE). A technological network security company focused on advanced firewalls.

Palo Alto Networks main figures in T-Advisor

Palo Alto Networks chart in T-Advisor

  • Axtel (Mexico). A telecommunications company with business in telephone, mobile, TV and internet. It is the second largest landline telephone provider in Mexico.

Axtel main figures in T-Advisor

Axtel chart in T-Advisor

ASIA-PACIFIC

  • MTR Corporation (Hong Kong). The Hong Kong’s Mass Transit Railway manager and a major property developer and landlord in Hong Kong.

MTR Corporation main figures in T-Advisor

MTR Corporation chart in T-Advisor

  • Daikin Kogyo (Tokyo). A multinational air conditioner manufacturing company.

Daikin Kogyo main figures in T-Advisor

Daikin Kogyo chart in T-Advisor

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