Nicolet Advisory Services LLC Grows Position in American Express
| RPFCX Fund | USD 65.15 0.09 0.14% |
Slightly above 55% of Davis Appreciation's investor base is interested to short. The analysis of overall sentiment of trading Davis Appreciation Income mutual fund suggests that many investors are impartial at this time. Davis Appreciation's investing sentiment can be driven by a variety of factors including economic data, Davis Appreciation's earnings reports, geopolitical events, and overall market trends.
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Nicolet Advisory Services LLC grew its stake in American Express by 12.3 percent during the 3rd quarter, according to its most recent Form 13F filing with the Securities Exchange Commission. The institutional investor owned 1,658 shares of the payment services companys stock after acquiring an additional 181 shares during the quarter.
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Davis Appreciation Fundamental Analysis
We analyze Davis Appreciation's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Davis Appreciation using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Davis Appreciation 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
Davis Appreciation 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.
Davis Appreciation Income 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 Davis Appreciation mutual fund to make a market-neutral strategy. Peer analysis of Davis Appreciation could also be used in its relative valuation, which is a method of valuing Davis Appreciation by comparing valuation metrics with similar companies.
Peers
Davis Appreciation Related Equities
| MSSGX | Small Pany | 1.42 | ||||
| TRBCX | T Rowe | 0.85 | ||||
| APDSX | Artisan Small | 0.45 | ||||
| TVOYX | Touchstone Small | 0.19 | ||||
| HSUAX | Rational Defensive | 0.44 | ||||
| LGLSX | L Abbett | 0.88 | ||||
| KSCYX | Kinetics Small | 1.52 |
Other Information on Investing in Davis Mutual Fund
Davis Appreciation financial ratios help investors to determine whether Davis 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 Davis with respect to the benefits of owning Davis Appreciation security.
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