How to Invest in Delaware Investments?

Delaware Investments Investing Guide

  VFL
Before buying Delaware Investments stock, you must ensure you fully understand your financial goals and how diversified (or not) your overall investments are now. Only after you clearly understand your investment objectives consider investing in Delaware Investments Florida. To buy Delaware Investments stock, you can follow these steps:
  • Research Delaware Investments' stock before investing in Delaware Investments. It's a good idea to research the company and its stock by analyzing its financial statements, reading news articles, and studying its historical performance, including its growth strategy, change in net worth, competition, and potential risks.
  • Choose a brokerage firm to buy shares of Delaware Investments. We recommend well-established brokerages such as Charles Schwab, Fidelity, TD Ameritrade, and Robinhood, but in many ways, it will depend on your individual needs, preferences, and investment goals.
  • Open an account at one of the brokerages you have selected. You will be required to provide personal information, such as your name, address, and Social Security number.
  • Fund your account. You will need to deposit funds into your brokerage account to purchase Delaware Investments stock. You can do this by transferring funds from your bank account or other investment accounts.
  • Place your order. Once you have located Delaware Investments Florida stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
  • Monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock.
It's important to note that investing in stocks such as Delaware Investments Florida carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions regarding Delaware Stock. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to invest safely in Delaware Investments Florida.

Research Delaware Investments Stock

Researching Delaware Investments' stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E).
About 23.0% of the company outstanding shares are owned by institutional investors. The company has Price to Book (P/B) ratio of 0.88. Historically many companies with similar price-to-book (P/B) ratio do better than the market in the long run. Delaware Investments has Price/Earnings (P/E) ratio of 217.6. The entity recorded a loss per share of 0.44. The firm last dividend was issued on the 21st of November 2024. Delaware Investments National Municipal Income Fund is a closed-ended fixed income mutual fund launched by Delaware Management Holdings, Inc. Delaware Investments National Municipal Income Fund was formed on February 26, 1993 and is domiciled in the United States. Delaware Florida operates under Asset Management classification in the United States and is traded on NYSEMKT Exchange. For more information please call Shawn Lytle at 215 405 5700 or visit https://www.abrdnvfl.com/.

Other things to consider when investing in Delaware

Another important aspect of Delaware Investments' research is to evaluate the company's potential for future growth. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Delaware Investments' research are outlined below:
Delaware Investments generated a negative expected return over the last 90 days
Delaware Investments has high likelihood to experience some financial distress in the next 2 years
Delaware Investments Florida has 99.29 M in debt with debt to equity (D/E) ratio of 0.47, which is OK given its current industry classification. Delaware Investments has a current ratio of 0.87, suggesting that it has not enough short term capital to pay financial commitments when the payables are due. Note however, debt could still be an excellent tool for Delaware to invest in growth at high rates of return.
The entity reported the last year's revenue of 2.31 M. Reported Net Loss for the year was (31.98 M) with profit before taxes, overhead, and interest of 4.88 M.
Delaware Investments Florida has about 3.22 M in cash with (5.43 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.15.
On 31st of October 2024 Delaware Investments paid $ 0.05 per share dividend to its current shareholders
Latest headline from news.google.com: Is Delaware Healthcare I a Strong Mutual Fund Pick Right Now - MSN

Follow Delaware Investments' market capitalization trends

The company currently falls under 'Small-Cap' category with a total capitalization of 130.33 M.

Market Cap

72.54 Million

Evaluate Delaware Investments' profitablity

Last ReportedProjected for Next Year
Return On Tangible Assets(0.10)(0.10)
Return On Capital Employed 0.04  0.03 
Return On Assets(0.10)(0.10)
Return On Equity(0.18)(0.17)
The company has Net Profit Margin of 0.16 %, which implies that it may need a different competitive strategy as even a very small decline in it revenue may erase profits and result in a net loss. This is way below average. In the same way, it shows Net Operating Margin of 0.87 %, which entails that for every 100 dollars of revenue, it generated $0.87 of operating income.
Determining Delaware Investments' profitability involves analyzing its financial statements and using various financial metrics to assess its ability to generate profits. Also, when deciding whether to invest in Delaware Investments, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Delaware Investments' profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Delaware Investments' profitability and make more informed investment decisions.

Evaluate Delaware Investments' management efficiency

Delaware Investments has Return on Asset of 0.0143 % which means that on every $100 spent on assets, it made $0.0143 of profit. This is way below average. In the same way, it shows a return on shareholders' equity (ROE) of 0.0115 %, implying that it generated $0.0115 on every 100 dollars invested. Delaware Investments' management efficiency ratios could be used to measure how well Delaware Investments manages its routine affairs as well as how well it operates its assets and liabilities. Return On Tangible Assets is expected to rise to -0.1 this year. The value of Return On Capital Employed is expected to slide to 0.03. At this time, Delaware Investments' Net Tangible Assets are quite stable compared to the past year. Other Assets is expected to rise to about 272.4 M this year, although the value of Non Current Assets Total will most likely fall to about 156.3 M.
Last ReportedProjected for Next Year
Book Value Per Share 11.79  15.53 
Tangible Book Value Per Share 11.79  15.53 
Enterprise Value Over EBITDA(3.72)(3.54)
Price Book Value Ratio 0.91  1.01 
Enterprise Value Multiple(3.72)(3.54)
Price Fair Value 0.91  1.01 
Enterprise Value131 M95.7 M
The strategic decisions made by Delaware Investments management significantly impact its financial stability and market performance. Evaluating these factors helps determine whether the stock is a worthwhile investment.
Dividend Yield
0.0565
Forward Dividend Yield
0.0565
Forward Dividend Rate
0.6
Beta
0.617

Basic technical analysis of Delaware Stock

As of the 26th of November, Delaware Investments shows the Variance of 0.3683, mean deviation of 0.4744, and Standard Deviation of 0.6069. In respect to fundamental indicators, the technical analysis model provides you with a way to check existing technical drivers of Delaware Investments, as well as the relationship between them. Please confirm Delaware Investments information ratio and skewness to decide if Delaware Investments is priced favorably, providing market reflects its regular price of 10.62 per share. Given that Delaware Investments has information ratio of (0.26), we urge you to verify Delaware Investments Florida's prevailing market performance to make sure the company can sustain itself at a future point.

Check Delaware Investments' insider trading activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Delaware Investments insiders, such as employees or executives, is commonly permitted as long as it does not rely on Delaware Investments' material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Delaware Investments insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
 
Yao Nancy over a week ago
Acquisition by Yao Nancy of 1000 shares of Delaware Investments at 10.63 subject to Rule 16b-3
 
Weinstein Boaz over two months ago
Acquisition by Weinstein Boaz of 12091 shares of Delaware Investments at 11.37 subject to Rule 16b-3
 
Nichols Rebecca Suzanne over two months ago
Disposition of tradable shares by Nichols Rebecca Suzanne of Delaware Investments subject to Rule 16b-3
 
Maher Bill over three months ago
Acquisition by Maher Bill of 2000 shares of Delaware Investments at 10.99 subject to Rule 16b-3
 
Kennedy Megan over three months ago
Insider Trading
 
Nichols Rebecca Suzanne over three months ago
Disposition of tradable shares by Nichols Rebecca Suzanne of Delaware Investments subject to Rule 16b-3
 
Saba Capital Management, L.p. over three months ago
Acquisition by Saba Capital Management, L.p. of 3422 shares of Delaware Investments at 12.0 subject to Rule 16b-3
 
Saba Capital Management, L.p. over six months ago
Acquisition by Saba Capital Management, L.p. of 26146 shares of Delaware Investments at 11.9 subject to Rule 16b-3
 
Weinstein Boaz over six months ago
Acquisition by Weinstein Boaz of 12091 shares of Delaware Investments at 11.37 subject to Rule 16b-3
 
Weinstein Boaz over six months ago
Acquisition by Weinstein Boaz of 28020 shares of Delaware Investments at 12.35 subject to Rule 16b-3
 
Saba Capital Management, L.p. over six months ago
Acquisition by Saba Capital Management, L.p. of 3422 shares of Delaware Investments at 12.0 subject to Rule 16b-3
 
Maher Bill over six months ago
Purchase by Maher Bill of 1000 shares of Delaware Investments

Evaluate Delaware Investments' Outstanding Corporate Bonds

Delaware Investments issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Delaware Investments uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Delaware bonds can be classified according to their maturity, which is the date when Delaware Investments Florida has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Delaware Investments' technical indicators

Using predictive indicators to make investment decisions involves analyzing Delaware Investments' various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.

Consider Delaware Investments' intraday indicators

Delaware Investments intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Delaware Investments stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.

Delaware Investments Corporate Filings

F4
15th of November 2024
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
3rd of September 2024
Other Reports
ViewVerify
28th of August 2024
Other Reports
ViewVerify
15th of August 2024
Other Reports
ViewVerify
Delaware Investments time-series forecasting models is one of many Delaware Investments' stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Delaware Investments' historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.

Choose a brokerage platform to buy Delaware Investments' shares

In investing, finding the right broker is a crucial step for anyone looking to embark on a journey into the stock market. It all begins with a thorough comparison of costs and fees, as low-cost or commission-free brokers can significantly impact an investor's returns. However, the cheapest option is not always the best choice. The adventure continues with exploring various trading platforms, seeking one that is user-friendly, reliable, and functional. The ideal platform will provide the necessary research, analysis, and investment monitoring tools. As the quest goes on, it's essential to consider the different account types brokers offer, such as individual, joint, and retirement accounts. In addition, for those interested in trading on margin, brokers offering margin accounts should also be considered. The journey leads to the discovery of brokers that provide a wide range of investment options, including stocks, bonds, ETFs, and mutual funds. This diversity allows investors to build well-rounded portfolios that suit their needs and goals.
Customer service is another crucial factor in this decision-making process. The perfect broker would have a responsive, knowledgeable, and available customer support team ready to assist with various issues or investment decisions. Aspiring investors should seek brokers with quality research, market analysis, and educational resources. These tools are essential for making informed decisions and improving investment knowledge. It's also vital to ensure that the broker is regulated by an appropriate regulatory body and has robust security measures to protect personal and financial information. Additionally, account minimums and funding options should be taken into consideration. A broker with flexible account minimums and various funding options, such as wire transfers, ACH transfers, or check deposits, will cater to different investor needs. A seamless mobile and web experience is a must in today's fast-paced world. The ideal broker will allow investors to manage their investments easily on the go.
Finally, it is essential to consider various brokers' reviews and conduct reputation analysis. By reading online assessments and seeking recommendations, valuable insights into each broker's reputation can be gathered. After a thorough investigation, you can find a broker that checks all the boxes and aligns with their preferences and requirements regarding taking a position in Delaware Investments Florida.

Open brokerage account to buy Delaware Stock

Once you've selected a broker, visit their website or a local branch to initiate the account-opening process. Most brokers offer online account opening, which is typically faster and more convenient. When you begin the process, you'll need to select the type of account you want to open. This may include individual, joint, or retirement accounts. Some brokers may also offer margin accounts, which allow you to trade on margin. Next, you'll need to complete the application form.
Whether you're filling out an online or paper application, you'll need to provide personal information, such as your name, address, Social Security Number or other tax identification number, date of birth, and employment information. You may also be asked about your investment experience, financial situation, and goals. After completing the application form, review it carefully for accuracy and submit it to the broker. Some brokers may require you to provide additional documentation, such as a copy of your driver's license or passport, for identity verification. Once your application is submitted, the broker will review it and may run a background check or verify your credit history. You'll receive an email or notification with your new brokerage account details if your application is approved.

Fund your account to invest in Delaware Stock

Once your account is open, you can fund it by linking your bank account to your brokerage account. To do this, log in to your brokerage account and look for an option to add or link a bank account. You will need to provide your bank account number and the routing number for your bank. This information can be found on your checks or by contacting your bank. After linking your bank account, you can initiate a transfer of funds from your bank account to your brokerage account. This process may vary depending on the brokerage, but generally, you will need to navigate to the funding or deposit section of the brokerage website or app. From there, you can choose the linked bank account and enter the amount you wish to transfer. Keep in mind that there may be limits on the amount you can transfer in a single transaction, and the transfer may take several business days to complete.
Some brokerages also offer other funding options, such as wire transfers, mailing a check, or transferring assets from another brokerage. If you prefer to use one of these methods, check with your brokerage firm for specific instructions. Once the funds are in your brokerage account, you can use them to purchase investments such as stocks, bonds, mutual funds, or other financial instruments.

Place your Delaware Stock order

Placing a Delaware Investments purchase order involves providing instructions to your selected brokerage firm to aquare shares of Delaware Investments Florida on your behalf. First, your will need to access your brokerage account through their website or mobile app using your login credentials. Make sure you have sufficient funds in your account to cover the cost of the stock purchase, including any applicable fees or commissions. Once you are logged in, locate the trading platform or order entry section within the brokerage interface. It may be labeled as "Trade," "Order Entry," or something similar. Next, you will need to provide the necessary information to place your stock order. This typically includes: .
TickerEnter the ticker symbol, which is the unique series of letters representing the stock, e.g., VFL for Delaware Investments Florida
TypeChoose the type of order you want to place. The most common order types are market orders, limit orders, stop orders, and stop-limit orders. Each order type has its own advantages and drawbacks, so be sure to research and understand them before placing your order.
QuantitySpecify the number of shares you want to buy or sell
DurationIndicate the duration for which your order will be active. You can choose from options like "Day" (valid only for the current trading day) or "Good 'til Canceled" (valid until you manually cancel the order)
After entering the necessary information, review your order carefully to ensure it reflects your intentions accurately. When you are ready, submit your order by clicking the "Submit," "Place Order," or equivalent button. Your brokerage firm will then execute your order according to your instructions, subject to market conditions and the availability of shares. Keep in mind that market orders may be executed immediately, while limit orders, stop orders, and stop-limit orders will only be executed if the specified conditions are met. Finally, monitor your order status and confirm its execution. You can usually find this information in the "Order History" or "Order Status" section of your brokerage account.

Monitor your Delaware Stock position

Monitoring your stock positions with your brokerage involves regularly checking the status and performance of your investments. Here's how you can monitor your stock positions using your brokerage account: First, access your account by signing in to your brokerage firm's website or mobile app using your login credentials. Once you're logged in, look for the section that displays your account information and portfolio holdings. This section may be labeled as "Portfolio," "Positions," "Holdings," or something similar. In this section, you'll generally find a list of the stocks and other investments that you own, along with relevant details such as the number of shares, the current market value, and the percentage change in value since the last trading day's close. You might also see the total cost of your investment, your current profit or loss, and the percentage gain or loss. Many brokerages also provide tools and features that allow you to analyze and track your stock positions more effectively. These may include:
Performance ChartsThese charts visually represent the historical price movement of your stocks over different time frames. You can use them to assess the trends and volatility of your investments.
Stock AlertsYou can set up custom alerts to receive notifications when a stock reaches a certain price, percentage change, or other criteria. This can help you stay informed about significant market movements affecting your investments.
WatchlistsCreate watchlists to track the performance of stocks you are interested in but have not yet purchased. This can help you identify potential opportunities or risks.
Research ToolsBrokerages often provide access to research tools, such as stock screeners, analyst reports, and financial statements, to help you make more informed investment decisions.
As you continue to monitor your Delaware Stock position, remember that in order to be an effective trader, it is critical to understand your entire portfolio's sensitivity to market volatility and how your single Delaware Investments position affects your overall exposure to market risk. One of the techniques to manage your overall risk is pair trading, a market-neutral trading strategy enabling traders to profit from virtually any market condition, whether it is experiencing an uptrend or downtrend movement.

Moving against Delaware Stock

  0.85LC LendingClub CorpPairCorr
  0.75MS Morgan Stanley Fiscal Year End 21st of January 2025 PairCorr
  0.74GS Goldman Sachs Group Fiscal Year End 21st of January 2025 PairCorr
  0.67AB AllianceBernsteinPairCorr
  0.62DIST Distoken AcquisitionPairCorr
  0.61BX Blackstone Group Normal TradingPairCorr
  0.59CG Carlyle GroupPairCorr
  0.56V Visa Class APairCorr
  0.49BN Brookfield CorpPairCorr
  0.48AC Associated CapitalPairCorr
  0.48MA MastercardPairCorr
  0.46MC MoelisPairCorr
  0.46PX P10 IncPairCorr
  0.44LX Lexinfintech HoldingsPairCorr
  0.42DHIL Diamond Hill InvestmentPairCorr
It's a good idea to monitor your stock positions regularly to ensure that your investments align with your financial goals and risk tolerance. Keep in mind that the stock market can be volatile, and it's essential to maintain a long-term perspective when evaluating your portfolio's performance.

Follow Delaware Stock across various news and media outlets

Far too much social signal, news, headlines, and media speculation about Delaware Investments that are available to investors today. That information is available publicly through Delaware media outlets and privately through word of mouth or via Delaware internal channels. However, regardless of the origin, that massive amount of Delaware data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Delaware Investments news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Delaware Investments relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Delaware Investments' headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Delaware Investments alpha.