Laura Johnson - Income Financial Portfolio Manager

INC-UN Stock  CAD 8.57  0.01  0.12%   

Executive

Laura Johnson is Portfolio Manager of Income Financial Trust
Address 200 Front Street West, Toronto, ON, Canada, M5V 3K2
Phone416-304-4440
Webhttps://www.quadravest.com/#!inc-fund-features/c9c

Income Financial Management Efficiency

The company has return on total asset (ROA) of 0.123 % which means that it generated a profit of $0.123 on every $100 spent on assets. This is way below average. Similarly, it shows a return on equity (ROE) of 0.1988 %, meaning that it generated $0.1988 on every $100 dollars invested by stockholders. Income Financial's management efficiency ratios could be used to measure how well Income Financial manages its routine affairs as well as how well it operates its assets and liabilities. At present, Income Financial's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.05, whereas Return On Capital Employed is forecasted to decline to 0.03. At present, Income Financial's Return On Tangible Assets are projected to increase slightly based on the last few years of reporting. The current year's Return On Assets is expected to grow to 0.05, whereas Total Assets are forecasted to decline to about 22.4 M.
Income Financial Trust has accumulated 368.71 K in total debt. Income Financial Trust has a current ratio of 2.97, suggesting that it is liquid and has the ability to pay its financial obligations in time and when they become due. Debt can assist Income Financial until it has trouble settling it off, either with new capital or with free cash flow. So, Income Financial's shareholders could walk away with nothing if the company can't fulfill its legal obligations to repay debt. However, a more frequent occurrence is when companies like Income Financial Trust sell additional shares at bargain prices, diluting existing shareholders. Debt, in this case, can be an excellent and much better tool for Income to invest in growth at high rates of return. When we think about Income Financial's use of debt, we should always consider it together with cash and equity.

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Income Financial Trust is an open-ended equity mutual fund launched by Quadravest Inc. Income Financial Trust was formed on January 27, 1999 and is domiciled in Canada. INCOME FIN operates under Asset Management classification in Canada and is traded on Toronto Stock Exchange. Income Financial Trust (INC-UN) is traded on Toronto Exchange in Canada and employs 1 people. Income Financial is listed under Asset Management & Custody Banks category by Fama And French industry classification.

Management Performance

Income Stock Performance Indicators

The ability to make a profit is the ultimate goal of any investor. But to identify the right stock is not an easy task. Is Income Financial a good investment? Although profit is still the single most important financial element of any organization, multiple performance indicators can help investors identify the equity that they will appreciate over time.

Pair Trading with Income Financial

One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Income Financial position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Income Financial will appreciate offsetting losses from the drop in the long position's value.

Moving together with Income Stock

  0.94JPM JPMorgan ChasePairCorr
  0.94BOFA Bank of AmericaPairCorr

Moving against Income Stock

  0.87PFE Pfizer Inc CDRPairCorr
  0.66TKU Tarku ResourcesPairCorr
The ability to find closely correlated positions to Income Financial could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Income Financial when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Income Financial - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Income Financial Trust to buy it.
The correlation of Income Financial is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Income Financial moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Income Financial Trust moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Income Financial can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.
Pair CorrelationCorrelation Matching

Other Information on Investing in Income Stock

Income Financial financial ratios help investors to determine whether Income Stock 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 Income with respect to the benefits of owning Income Financial security.