Monthly Archives: June 2016

Weekly market opportunities in T-Advisor: the best on June, 27th

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

  • Sartorius (Xetra). An international pharmaceutical and laboratory equipment supplier.

Sartorius main figures in T-Advisor

Sartorius chart in T-Advisor

  • Boliden (Stockholm). A mining and smelting company focusing on production of copper, zinc, lead, gold and silver.

Boliden main figures in T-Advisor

Boliden chart in T-Advisor

AMERICAS

  • WGL Holdings (NYSE). A public utility holding company with a diversified business portfolio as provider of natural gas, electricity and green energies.

WGL Holding main figures in T-Advisor

WGL Holdings chart in T-Advisor

  • Emera (Toronto). A company specialised in electricity generation, transmission and distribution, and gas transmission and utility energy services.

Emera main figures in T-Advisor

Emera chart in T-Advisor

ASIA-PACIFIC

  • Wharf Holdings (Hong Kong). A conglomerate of companies of several business lines, as wharfage and dockside warehousing, properties, telecommunications and shopping centres.

Wharf Holdings main figures in T-Advisor

Wharf Holdings 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: The best stocks and funds in June

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

Company Score Perf. YTD Volatility Weekly VaR Market

EUROPE

Lingotes Especiales

10

55.95%

36.12%

-5.66%

Madrid
Koenig & Bauer

10

42.99%

42.09%

-7.99%

Deutsche Boerse
Plastiques Loire

10

23.97%

40.06%

-7.62%

Paris
Esker

10

6.71%

24.97%

-6.45%

Paris
Hypoport

10

6.56%

61.34%

-11.69%

Deutsche Boerse

USA/CANADA

First Majestic

10

252.33%

68.34%

-15.51%

Toronto
Great Panther

10

180.00%

70.21%

-11.93%

Toronto
Richmont Mines

10

151.80%

56.24%

-13.79%

NYSE
Pro-Dex

10

109.87%

43.62%

-7.95%

Nasdaq
Goldfield Corp.

10

99.35%

51.09%

-8.59%

NYSE

ASIA-PACIFIC

Orocobre

10

117.39%

59.81%

-9.48%

Australia
St. Barbara

10

107.02%

67.99%

-14.82%

Australia
Lion Corp

10

39.69%

39.31%

-6.70%

Tokyo
Fuji Co

10

37.12%

34.88%

-7.80%

Tokyo
BML

9.22

35.63%

35.93%

-7.45%

Tokyo

LATAM

Raura

8.67

133.33%

49.37%

-4.98%

Lima
Graña y Montero

7.87

128.43%

73.82%

-12.18%

Lima
Parque Arauco

7.70

19.95%

18.21%

-4.34%

Santiago de Chile
Soc. Química y Minera

7.68

22.75%

37.99%

-9.12%

Santiago de Chile
Cencosud

7.52

31.75%

25.19%

-5.77%

Santiago de Chile

The best funds in June were as it follows:

Fund Score Perf. YTD Volatility Weekly VaR Managing company

EQUITY

INVESCO NIPP S/M EQ — SHS -A- — CAPITALISATION

9.45

11.97%

25.58%

-7.09%

Invesco
BGF WORLD GOLD FUND A2 EUR

8.22

63.07%

35.15%

-8.19%

BlackRock
TEMPLETON THAILAND FUND A(ACC) SGD

7.20

10.06%

13.48%

-2.93

Franklin Templeton
FRANKLIN INDIA FUND I(YDIS) EUR

7.20

0.87%

21.85%

-5.71%

Franklin Templeton
FF-ASIAN HI YLD ACC EUR

7.48

3.65%

11.96%

-2.83%

Fidelity
SISF US SMALL & MID-CAP EQ I ACC

7.13

8.03%

15.17%

-4.27%

Schroder
J.B.MULTIPARTNER – SAM SUS.W. B

7.12

3.31%

18.22%

-3.48%

GAM Funds
PMORGAN FUNDS – AMERICA MICRO CAP FUND

7.10

7.52%

17.31%

-4.71%

JP Morgan

FIXED INCOME

AXA WF GLOBAL AGGREGATE BONDS J CAP JPY HEDGED JPY

8.86

3.91%

2.32%

-0.58%

AXA
BLACKROCK PY ST-SBI

8.55

1.71%

7.87%

-1.74%

BlackRock
PIONEER SF – EURO EXTRA LONG TERM BOND CLASS F NON…

8.05

8.46%

9.17%

-2.46%

Pioneer
CIE BENR OPP IN — SHS -A-(USD)

7.90

3.11%

2.05%

-0.54%

B. De Rothschild SICAV
AWF EUR 10+LT — SHS -A- — DISTRIBUTION

7.87

7.95%

8.41%

-2.29%

AXA
NUVEEN MUN INCOME

7.70

9.18%

12.08%

-2.58%

BlackRock
NUVEEN CA PERF PLUS

7.69

8.07%

7.72%

-1.93%

BlackRock
JPMF STERLING BOND A – GBP CAP

7.63

8.68%

7.57%

-1.52%

JP Morgan
SCHRODER ISF GLOBAL BOND I CAP

7.61

8.27%

4.86%

-1.22%

Schroder
PIONEER FUNDS – EMERGING MARKETS BOND I

7.58

3.09%

9.60%

-2.48%

Pioneer

 

Weekly market opportunities in T-Advisor: the best on June, 20th

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

  • IBA Group (Brussels). A developer and manufacturer of medical devices and software solutions for cancer treatment.

IBA Group main figures in T-Advisor

IBA Group chart in T-Advisor

AMERICAS

  • Telus Corporation (Toronto). The second largest Canadian telecommunications company.

Telus Corporation main figures in T-Advisor

Telus Corporation chart in T-Advisor

ASIA-PACIFIC

  • Titan Industries (Bombay). A designer and manufacturer of watches, jewellery, precision engineering components and other accessories including sunglasses, wallets, bags, belts, fragrances and helmets.

Titan Industries main figures in T-Advisor

Titan Industries chart in T-Advisor

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

Oil, gold and rates: something does not work in the markets

Performance evolution of the main world markets last year

Old civilisations believed that weird natural or astronomical events were signals of disasters or even the end of the world. A modern version of those myths could be the evolution of some financial references: oil, gold and rates. Their behaviours are far from being rational. Why? There is a lot of uncertainty and fear amongst investors.

Gold is the traditional safe haven in times of high inflation. This is not the case now, because we experience very low inflation or even deflation. The Depression that we have lived pressured the wages, something that have a direct relationship with the price evolution (in both as a production cost and consumption capacity). Why is the price of gold going up? Because investors buy the precious metal to preserve capital. Currently, there are not many options to obtain good performances: neither fixed income, nor equities (not to mention traditional products as deposits…). Gold is a way, at least, to avoid losing value.

Oil dropped in January to the lowest price for years: Brent was around 30 dollars. However, the market sentiment was not positive at all. The fall of the price was linked with excess of supply from several producers pumping and fighting for a largest market share that demonstrate suicidal. On the hand of demand, the economy does not grow as wished, mainly in Europe. Low demand, large supply: the traditional equation gives as a result a decline in the oil price. Usually, investors smiled, when oil reduced the prices, but it is not the case now. Prices are recovering around the 50-dollar threshold, but it is not enough to calm down the markets.

Finally, rates are in negative figures. The world turns upside down. Creditors have to pay debtors. German 10-year-bund has negative interests and Euribor is negative since 2014. The extreme would be that banks, pressured under the current situation, asked customers for fees or interests for their fixed-term deposits. Central banks intervention is creating a weird situation in which there are no rational behaviours in markets. Another sign is that wealth managers are holding more cash than ever since 2001 in their portfolios.

The Brexit poll, the uncertain US presidential election, China’s deceleration, the absence of strength in the European recovery… too many uncertainties. Investors are always frightened and money looks for security. Gold, oil and rates are indicators that markets are not working. What will be the solution? Will the markets recover their proper operation when central banks end the intervention? But when will they end it? Uncertain questions for an uncertain world.

Weekly market opportunities in T-Advisor: the best on June, 13th

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

  • Inficon Holding (Switzerland). A provider of instrumentation, critical sensor technologies, and advanced process control software that enhance productivity and quality in sophisticated industrial vacuum processes.

Inficon Holding main figures in T-Advisor

Inficon Holding chart in T-Advisor

  • CAP Gemini (Paris). One of the world’s largest consulting, technology and outsourcing companies.

Cap Gemini main figures in T-Advisor

Cap Gemini chart in T-Advisor

AMERICAS

  • Tanger Factory (NYSE). A real estate company that owns the chain Tanger Outlets.

Tanger Factory main figures in T-Advisor

Tanger Factory chart in T-Advisor

  • Canadian Utilities (Toronto). A subsidiary of ATCO Group. The company is power generator, natural gas and electricity distributor and provider of energy services.

Canadian Utilities main figures in T-Advisor

Canadian Utilies chart in T-Advisor

ASIA-PACIFIC

  • Ultra Tech Cement (Bombay). India’s largest cement company and largest exporter of cement clinker.

Ultra Tech Cement main figures in T-Advisor

Ultra Tech Cement chart in T-Advisor

  • Singapore Telecom (Singapore). The phone and mobile provider in Singapore, knows as its abbreviation Singtel.

Singapore Telecommunications main figures in T-Advisor

Singapore Telecommunications chart in T-Advisor

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

T-Advisor gets more social with new recommendation asset tools

A year ago, T-Advisor faced a great evolution with the 3.0 version. A user-friendly look and feel, new tools and innovations and, above all, the creation of a financial community. These breakthroughs have opened new possibilities and we have answered to them.

The exchange of ideas is one of the great demands amongst the users of every financial solution. Nobody wants to feel alone. We prefer to share our knowledge, experiences and ideas. This is the point of our recent evolution in T-Advisor 3.0. We get more social and promote the exchange of recommendations. How?

  • A new asset report with recommendation options

New asset report in T-Advisor

Don’t worry! We keep our T-Report, but we show the assets with a more attractive and easy-to-understand design. You can include the asset in your own portfolios clicking on the portfolio icon or just follow its evolution clicking on the chart icon. In addition, you can recommend buying or selling the asset.

  • Follow-up of other users’ recommendations

All your followers will receive an alert in their notification inbox when you do any bullish or bearish recommendation. In the lower modules of the asset report, you will also find the user that makes a recommendation. If you click on your user profile, you can watch all your recommendations with statistics and filters to select the information.

Recommendation module in personal user profile in T-Advisor

  • A specific tab with all recommendations

The module “Investment ideas” enlarge the contents with a tab for all recommendations made by our users. You can select buy and sell proposals and the asset category. There are two rankings: the most recommended assets and the users that recommend better.

Recommendation tab in investment ideas module in T-Advisor

Our social features in the beginning are still there: ratings for users and portfolios, users medal and score portfolio rankings, the chance of following other users, amongst others, as we already commented in former posts.

If you are already a T-Advisor user, let’s begin sharing. Recommend your favourite assets or warn about your worst selections. If you are not a user yet, we invite you to discover our community where self-directed investors are ready to share their knowledge and apply the best advance investment tools to obtain the best results. That happens only in a platform: T-Advisor!

Weekly market opportunities in T-Advisor: the best on June, 6th

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

  • EMS Chemie (Switzerland). A chemical industry specialised in high performance polymers and specialty chemicals, as fibres or adhesives.

EMS Chemie main figures in T-Advisor

EMS Chemie chart in T-Advisor

AMERICAS

  • Franklin Electric (Nasdaq). A manufacturer of systems and components for the movement of water and automotive fuels.

Franklin Electric main figures in T-Advisor

Franklin Electric chart in T-Advisor

ASIA-PACIFIC

  • Leopalace 21 (Tokyo). A real estate company with business lines in leasing, building and resorts.

Leopalace 21 main figures in T-Advisor

Leopalace 21 chart in T-Advisor

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

External factors to take into account for your portfolio

Shares, funds and ETFs, as assets, have their own ratios and figures that help us decide whether we buy or sell them for our portfolios. As we already have written, there are several measures, as performance, volatility, risk, technical analysis and many others.

But assets are not in a parallel world and they are affected by external factors. That is why an investor must always be alert to news. You can have a very good portfolio with a nice score, but sudden and unexpected facts can take place. This is a short list of some circumstances that can change everything in our positive portfolio evolution:

  • Macroeconomics: If we invest in assets from a specific country, we have to consider the evolution of the own country. GDP, inflation rate, debt and fiscal deficit are some figures to assess. When a company, for instance, depends on internal consumption, you have to follow the variation of global consumption in that country. Also, a high debt is a risk, if we have bought local bonds.
  • Sector evolution: When you invest in a company, you have to consider the global evolution of its economic sector. For instance, oil has been in the first pages in the first half of the year and that has effects in the value of oil companies. It also affects funds and ETFs linked to a specific sector.
  • Individual company evolution: balances, financial statements and, very important, investments and expectations about future business are some facts to follow.
  • Interest rates: We live now a weird situation, because official interest rates are around zero or even negative. Interest rates have a strong link with the interests that bonds offer. They also are a condition to assess the possible profitability of different kind of assets. If interests are high, investors possibly look to fixed-income funds, bonds or even deposits. If they are low, they will surely turn to equities.
  • Politics: Money runs away from instability and tries to rest in quiet places. Social unrest, political changes by elections or confrontations between countries (not necessary a war) are situations to take into account in order to decide the safest investments.
  • The unexpected: There is also a black hole with unexpected situations, as a terrorist attack, a company bankruptcy or a sudden crash in the stock market (who could predict the Black Monday in 1987?).

Yes, we can think that we have everything under control, that the portfolio ratios are impossible to improve, but investments do not only depend on internal figures. We live in a world where many things happen and several of them have huge consequences for our wealth. Would you mention other factors to our list?