ROI Financial Advisors LLC Sells 634 Shares of The Coca-Cola Company
| FIJCX Fund | USD 86.81 0.06 0.07% |
Slightly above 56% of Consumer Staples' investor base is looking to short. The analysis of overall sentiment of trading Consumer Staples Portfolio mutual fund suggests that many investors are alarmed at this time. Consumer Staples' investing sentiment can be driven by a variety of factors including economic data, Consumer Staples' earnings reports, geopolitical events, and overall market trends.
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ROI Financial Advisors LLC decreased its holdings in shares of The Coca-Cola Company by 2.7 percent in the 3rd quarter, according to the company in its most recent 13F filing with the Securities Exchange Commission. The firm owned 22,733 shares of the companys stock after selling 634 shares during the quarter.
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Consumer Staples Fundamental Analysis
We analyze Consumer Staples' financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Consumer Staples using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Consumer Staples 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.
Annual Yield
Annual Yield Comparative Analysis
Consumer Staples is currently under evaluation in annual yield among similar funds. Yield generally refers to the amount of cash that is paid back to the owner of a security over a specific time (usually one year). It is expressed as a percentage of current market price, and usually amounts to all the interests and/or dividends paid over a given period. A higher yield allows the shareholders to generate returns on their investments sooner. However, investors should also be aware that a high yield may be a result of market turmoil or increased price volatility.
Consumer Staples Por 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 Consumer Staples mutual fund to make a market-neutral strategy. Peer analysis of Consumer Staples could also be used in its relative valuation, which is a method of valuing Consumer Staples by comparing valuation metrics with similar companies.
Peers
Consumer Staples Related Equities
| PBLIX | Pnc Balanced | 0.07 |
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| CMACX | Calvert Moderate | 0.15 |
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| FMTIX | Franklin Moderate | 0.19 |
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| GGRYX | Growth Allocation | 0.23 |
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| WMFFX | Washington Mutual | 0.29 |
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| TRBCX | T Rowe | 0.92 |
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Other Information on Investing in Consumer Mutual Fund
Consumer Staples financial ratios help investors to determine whether Consumer 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 Consumer with respect to the benefits of owning Consumer Staples security.
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