Optivise Advisory Services LLC Makes New Investment in Exxon Mobil Co.
| USPCX Fund | USD 29.82 0.09 0.30% |
Slightly above 54% of Union Street's investor base is interested to short. The analysis of overall sentiment of trading Union Street Partners mutual fund suggests that many investors are impartial at this time. Union Street's investing sentiment can be driven by a variety of factors including economic data, Union Street's earnings reports, geopolitical events, and overall market trends.
Union |
Optivise Advisory Services LLC bought a new stake in Exxon Mobil Co. during the third quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission . The firm bought 4,566 shares of the oil and gas companys stock, valued at approximately 535,000. A number
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Union Street Fundamental Analysis
We analyze Union Street's financials across various querterly and yearly statements, indicators and fundamental ratios. We help investors to determine the real value of Union Street using virtually all public information available. We use both quantitative as well as qualitative analysis to arrive at the intrinsic value of Union Street 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 Sales
Price To Sales Comparative Analysis
Union Street is rated below average in price to sales among similar funds. Price to Sales ratio is typically used for valuing equity relative to its own past performance as well as to performance of other companies or market indexes. In most cases, the lower the ratio, the better it is for investors. However, it is advisable for investors to exercise caution when looking at price-to-sales ratios across different industries.
Union Street Partners 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 Union Street mutual fund to make a market-neutral strategy. Peer analysis of Union Street could also be used in its relative valuation, which is a method of valuing Union Street by comparing valuation metrics with similar companies.
Peers
Union Street Related Equities
| TRGLX | T Rowe | 0.80 | ||||
| CLXRX | Columbia Large | 0.56 | ||||
| FATKX | Fidelity Freedom | 0.53 | ||||
| GPSCX | Victory Rs | 0.37 | ||||
| USPFX | Union Street | 0.31 | ||||
| USPCX | Union Street | 0.30 | ||||
| USPVX | Union Street | 0.29 | ||||
| AUERX | Auer Growth | 0.11 | ||||
| CVSIX | Calamos Market | 0.07 | ||||
| ERSTX | Eaton Vance | 0.04 |
Other Information on Investing in Union Mutual Fund
Union Street financial ratios help investors to determine whether Union 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 Union with respect to the benefits of owning Union Street security.
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