Dollar Tree Q3 2024 Earnings Call Transcript
| MMCGX Fund | USD 22.79 1.42 5.87% |
Slightly above 61% of Mid Cap's investor base is looking to short. The analysis of overall sentiment of trading Mid Cap Growth mutual fund suggests that many investors are alarmed at this time. Mid Cap's investing sentiment can be driven by a variety of factors including economic data, Mid Cap's earnings reports, geopolitical events, and overall market trends.
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DLTR earnings call for the period ending September 30, 2024.
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Mid Cap Fundamental Analysis
We analyze Mid Cap's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Mid Cap using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Mid Cap 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 Earning
Price To Earning Comparative Analysis
Mid Cap is currently under evaluation in price to earning among similar funds. Price to Earnings ratio is typically used for current valuation of a company and is one of the most popular ratios that investors monitor daily. Holding a low PE stock is less risky because when a company's profitability falls, it is likely that earnings will also go down as well. In other words, if you start from a lower position, your downside risk is limited. There are also some investors who believe that low Price to Earnings ratio reflects the low pricing because a given company is in trouble. On the other hand, a higher PE ratio means that investors are paying more for each unit of profit.
Mid Cap Growth 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 Mid Cap mutual fund to make a market-neutral strategy. Peer analysis of Mid Cap could also be used in its relative valuation, which is a method of valuing Mid Cap by comparing valuation metrics with similar companies.
Peers
Mid Cap Related Equities
| OPTCX | Rbb Fund | 0.10 |
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| ABVCX | Ab Value | 0.62 |
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| FIJFX | Materials Portfolio | 0.93 |
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| TMVAX | Rbc Microcap | 0.93 |
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| WRLDX | Scharf Global | 1.86 |
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| VOLMX | Volumetric Fund | 2.97 |
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| LMUSX | Qs Large | 3.77 |
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Other Information on Investing in Mid Mutual Fund
Mid Cap financial ratios help investors to determine whether Mid 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 Mid with respect to the benefits of owning Mid Cap security.
| Aroon Oscillator Analyze current equity momentum using Aroon Oscillator and other momentum ratios | |
| Correlation Analysis Reduce portfolio risk simply by holding instruments which are not perfectly correlated | |
| Watchlist Optimization Optimize watchlists to build efficient portfolios or rebalance existing positions based on the mean-variance optimization algorithm | |
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine |