Old North State Trust LLC Invests 201,000 in Phillips 66
| AAWEX Fund | USD 14.74 0.09 0.61% |
Slightly above 61% of World Energy's investor base is looking to short. The analysis of overall sentiment of trading World Energy Fund mutual fund suggests that many investors are alarmed at this time. World Energy's investing sentiment can be driven by a variety of factors including economic data, World Energy's earnings reports, geopolitical events, and overall market trends.
World |
Old North State Trust LLC purchased a new stake in Phillips 66 during the 3rd quarter, HoldingsChannel.com reports. The institutional investor purchased 1,531 shares of the oil and gas companys stock, valued at approximately 201,000. Other hedge funds have also recently modified their holdings of the company. Loring Wolcott Coolidge
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World Energy Fundamental Analysis
We analyze World Energy's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of World Energy using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of World Energy based on its fundamental data. In general, a quantitative approach, as applied to this mutual fund, focuses on analyzing financial statements comparatively, whereas a qaualitative method uses data that is important to a company's growth but cannot be measured and presented in a numerical way.
Price To Book
Price To Book Comparative Analysis
World Energy is currently under evaluation in price to book among similar funds. Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
World Energy Potential Pair-trading
One of the popular trading techniques among algorithmic traders is to use market-neutral strategies where every trade hedges away some risk. Because there are two separate transactions required, even if one position performs unexpectedly, the other equity can make up some of the losses. Below are some of the equities that can be combined with World Energy mutual fund to make a market-neutral strategy. Peer analysis of World Energy could also be used in its relative valuation, which is a method of valuing World Energy by comparing valuation metrics with similar companies.
Peers
World Energy Related Equities
| LAAFX | Lord Abbett | 0.05 |
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| PCLVX | Pace Large | 0.22 |
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| JDVNX | Jhancock Disciplined | 0.38 |
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| SBQAX | Americafirst Large | 0.49 |
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| DOXGX | Dodge Cox | 0.63 |
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Other Information on Investing in World Mutual Fund
World Energy financial ratios help investors to determine whether World Mutual 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 World with respect to the benefits of owning World Energy security.
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