Charles Colvard Ownership
| CTHR Stock | USD 1.29 0.02 1.53% |
Shares in Circulation | First Issued 1997-03-31 | Previous Quarter 30.3 M | Current Value 30.3 M | Avarage Shares Outstanding 19.6 M | Quarterly Volatility 6.3 M |
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Charles |
Charles Stock Ownership Analysis
About 36.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 0.13. Some equities with similar Price to Book (P/B) outperform the market in the long run. Charles Colvard recorded a loss per share of 6.0. The entity last dividend was issued on the 29th of May 2007. The firm had 1:10 split on the 17th of May 2024. Charles Colvard, Ltd. operates as a fine jewelry company in the United States and internationally. The company was incorporated in 1995 and is headquartered in Morrisville, North Carolina. Charles Colvard operates under Luxury Goods classification in the United States and is traded on NASDAQ Exchange. It employs 59 people. For more info on Charles Colvard please contact the company at 919 468 0399 or go to https://www.charlesandcolvard.com.Besides selling stocks to institutional investors, Charles Colvard also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Charles Colvard's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Charles Colvard's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.
Charles Colvard Quarterly Liabilities And Stockholders Equity |
|
About 36.0% of Charles Colvard are currently held by insiders. Unlike Charles Colvard's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Charles Colvard's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Charles Colvard's insider trades
Charles Stock Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Charles Colvard is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Charles Colvard backward and forwards among themselves. Charles Colvard's institutional investor refers to the entity that pools money to purchase Charles Colvard's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Wells Fargo & Co | 2024-06-30 | 50.0 | Bank Of America Corp | 2024-06-30 | 33.0 | Advisor Group Holdings, Inc. | 2024-06-30 | 27.0 | Royal Bank Of Canada | 2024-06-30 | 17.0 | State Street Corp | 2024-06-30 | 0.0 | Jane Street Group Llc | 2024-06-30 | 0.0 | Northern Trust Corp | 2024-06-30 | 0.0 | Citadel Advisors Llc | 2024-06-30 | 0.0 | Millennium Management Llc | 2024-06-30 | 0.0 | Renaissance Technologies Corp | 2024-09-30 | 117.3 K | Vanguard Group Inc | 2024-09-30 | 61.9 K |
Charles Colvard 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 Charles Colvard insiders, such as employees or executives, is commonly permitted as long as it does not rely on Charles Colvard's 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 Charles Colvard 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.
Charles Colvard Outstanding Bonds
Charles Colvard 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. Charles Colvard 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 Charles bonds can be classified according to their maturity, which is the date when Charles Colvard 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.
| Boeing Co 2196 Corp BondUS097023DG73 | View | |
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MGM Resorts International Corp BondUS552953CD18 | View | |
| AerCap Global Aviation Corp BondUS00773HAA59 | View |
Pair Trading with Charles Colvard
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Charles Colvard position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Charles Colvard will appreciate offsetting losses from the drop in the long position's value.Moving against Charles Stock
| 0.81 | DOGZ | Dogness International Downward Rally | PairCorr |
| 0.75 | VSTO | Vista Outdoor | PairCorr |
| 0.66 | AS | Amer Sports, Trending | PairCorr |
| 0.66 | GIL | Gildan Activewear | PairCorr |
| 0.62 | RL | Ralph Lauren Corp | PairCorr |
The ability to find closely correlated positions to Charles Colvard could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Charles Colvard when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Charles Colvard - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Charles Colvard to buy it.
The correlation of Charles Colvard is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Charles Colvard moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Charles Colvard moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Charles Colvard can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Additional Tools for Charles Stock Analysis
When running Charles Colvard's price analysis, check to measure Charles Colvard's market volatility, profitability, liquidity, solvency, efficiency, growth potential, financial leverage, and other vital indicators. We have many different tools that can be utilized to determine how healthy Charles Colvard is operating at the current time. Most of Charles Colvard's value examination focuses on studying past and present price action to predict the probability of Charles Colvard's future price movements. You can analyze the entity against its peers and the financial market as a whole to determine factors that move Charles Colvard's price. Additionally, you may evaluate how the addition of Charles Colvard to your portfolios can decrease your overall portfolio volatility.