Adams Natural Resources Fund Buy Hold or Sell Recommendation

PEO Fund  USD 22.54  0.18  0.79%   
Considering the 90-day investment horizon and your above-average risk tolerance, our recommendation regarding Adams Natural Resources is 'Buy'. The recommendation algorithm takes into account all of Adams Natural's available fundamental, technical, and predictive indicators you will find on this site.
  
Check out Adams Natural Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool.
Note, we conduct extensive research on individual funds such as Adams and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Adams Natural Resources. Also, note that the market value of any fund could be closely tied with the direction of predictive economic indicators such as signals in income.

Execute Adams Natural Buy or Sell Advice

The Adams recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Adams Natural Resources. Macroaxis does not own or have any residual interests in Adams Natural Resources or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Adams Natural's advice using the current market data and latest reported fundamentals.

Time Horizon

3  Months

Risk Tolerance

I am an educated risk taker
Execute Advice
Sell Adams NaturalBuy Adams Natural
JavaScript chart by amCharts 3.21.15
Buy

Market Performance

OKDetails

Volatility

Very steadyDetails

Hype Condition

Low keyDetails

Current Valuation

Fairly ValuedDetails

Odds Of Distress

LowDetails

Economic Sensitivity

Slowly supersedes the marketDetails

Analyst Consensus

Not AvailableDetails
For the selected time horizon Adams Natural Resources has a Risk Adjusted Performance of 0.0592, Jensen Alpha of 0.0927, Total Risk Alpha of 0.1492, Sortino Ratio of 0.0994 and Treynor Ratio of 0.143
Our investment recommendation module complements current analysts and expert consensus on Adams Natural. It analyzes the entity potential to grow using all fundamental, technical, and market related data available at the time. To make sure Adams Natural is not overpriced, please confirm all Adams Natural Resources fundamentals, including its cash per share, annual yield, and the relationship between the price to sales and number of employees .

Adams Natural Trading Alerts and Improvement Suggestions

Adams Natural Returns Distribution Density

The distribution of Adams Natural's historical returns is an attempt to chart the uncertainty of Adams Natural's future price movements. The chart of the probability distribution of Adams Natural daily returns describes the distribution of returns around its average expected value. We use Adams Natural Resources price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Adams Natural returns is essential to provide solid investment advice for Adams Natural.
Mean Return
0.07
Value At Risk
-1.87
Potential Upside
1.79
Standard Deviation
1.13
   Return Density   
JavaScript chart by amCharts 3.21.15-4.42-3.3-2.18-1.120.01.092.183.334.485.64VARUpside 0.050.100.150.200.250.30
JavaScript chart by amCharts 3.21.15GOOGLE
       Distribution  
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Adams Natural historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.

Adams Natural Greeks

Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Adams Natural or Financial Services sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Adams Natural's price will be affected by overall fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Adams fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α
Alpha over Dow Jones
0.09
β
Beta against Dow Jones0.44
σ
Overall volatility
1.13
Ir
Information ratio 0.11

Adams Natural Volatility Alert

Adams Natural Resources has relatively low volatility with skewness of -0.04 and kurtosis of 0.16. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Adams Natural's fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Adams Natural's fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.

Adams Natural Fundamentals Vs Peers

Comparing Adams Natural's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Adams Natural's direct or indirect competition across all of the common fundamentals between Adams Natural and the related equities. This way, we can detect undervalued stocks with similar characteristics as Adams Natural or determine the funds which would be an excellent addition to an existing portfolio. Peer analysis of Adams Natural's fundamental indicators could also be used in its relative valuation, which is a method of valuing Adams Natural by comparing valuation metrics with those of similar companies.
    
 Better Than Average     
    
 Worse Than Average Compare Adams Natural to competition
FundamentalsAdams NaturalPeer Average
Price To Earning4.60 X6.53 X
Price To Book1.65 X0.74 X
Price To Sales27.25 X0.61 X
Beta1.27
Annual Yield0.03 %0.29 %
Year To Date Return7.53 %0.39 %
One Year Return0.75 %4.15 %
Three Year Return8.40 %3.60 %
Five Year Return31.05 %3.24 %
Last Dividend Paid0.40.65

Adams Natural Market Momentum

Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Adams . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.

About Adams Natural Buy or Sell Advice

When is the right time to buy or sell Adams Natural Resources? Buying financial instruments such as Adams Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.

Use Investing Ideas to Build Portfolios

In addition to having Adams Natural in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.

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Crypto And Gold Theme
Assets that cancel away each other volatility by providing diversification into gold investment combined with digital assets. The Crypto And Gold theme has 54 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Crypto And Gold Theme or any other thematic opportunities.
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Other Information on Investing in Adams Fund

Adams Natural financial ratios help investors to determine whether Adams 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 Adams with respect to the benefits of owning Adams Natural security.
Portfolio Volatility
Check portfolio volatility and analyze historical return density to properly model market risk
Fundamental Analysis
View fundamental data based on most recent published financial statements
Efficient Frontier
Plot and analyze your portfolio and positions against risk-return landscape of the market.
Portfolio Anywhere
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