Western Investment Stock Performance

WI Stock  CAD 0.98  0.01  1.03%   
Western Investment has performed against its sector and the broad market over time. The stock's expected return across the 3 months window is 0.35%.
Risk-Adjusted Performance
0100
13 · Balanced
Western Investment currently ranks below 13% of comparable global equities and portfolios when recent risk-adjusted returns are measured across a 90-day horizon. At micro-cap scale, institutional coverage and secondary-market liquidity are typically well established. Western Investment has delivered strong risk-adjusted returns over recent months, suggesting the current trend may have further room to run. Learn More
 Dividend Date
2023-09-29
 Ex Dividend Date
2023-09-14

Relative Risk vs. Return Landscape

If you had invested C$ 100.00 in Western Investment on February 6, 2026 and sold it today, you would have earned C$ 22.50 , a return of 22.5% over 90 days. Western Investment is currently generating a 0.3492% daily expected return and carries 2.09% risk (volatility on return distribution) over a 90-day horizon. In relative terms, Western Investment exhibits above-average volatility, exceeding roughly 82% of comparable stocks, and WI has trailed 93% of traded instruments in return over the 90-day horizon.
  Expected Return   
       Risk  
This benchmark view frames the instrument through return capture and volatility trade-offs. It highlights whether the current reward profile compensates for the level of uncertainty assumed. Given a 90-day horizon, WI generates 2.25 times more return on investment than the market. However, WI is 2.25 times more volatile than its market benchmark. Its risk-adjusted efficiency stands at about 0.17% per unit of risk. Dow Jones Industrial is currently generating roughly 0.0% per unit of risk.

Target Price Odds to finish over Current Price

The tendency of Western Stock price to converge on an average value over time is a well-known pattern in finance. Despite this pattern, historical data suggests that some stocks remain persistently mispriced until markets correct. Persistent mispricings are often associated with additional risk factors that the market prices gradually over time.
Current PriceHorizonTarget PriceOdds moving above the current price in 90 days
0.98 90 days 0.98
under 4%
Based on a normal probability distribution, the odds of Western Investment moving above the current price in 90 days from now are under 4%. Over this horizon, the return distribution for this stock has leaned toward above-current outcomes historically. (The density curve centers on the price range the market has recently treated as most probable for Western Stock over the next 90 days).
Given a 90-day horizon, Western Investment has a beta of 0.42. This entails as returns on the market go up, Western Investment's average returns tend to increase less than the benchmark. However, during a bear market, the loss from holding Western Investment tends to be smaller as well. Additionally, Western Investment has an alpha of 0.2435, implying that it can generate a 0.2435 percent excess return over Dow Jones Industrial after adjusting for the inherent market risk (beta).
   Western Investment Price Density   
       Price  

Predictive Modules for Western Investment

Numerous approaches exist for forecasting the stock market and estimating future values of Western Investment. Although accurate forecasting remains elusive, the process of modeling scenarios is a valuable part of decision-making. The most effective strategy is often to combine methods and recognize that uncertainty limits any single forecast.
Experienced market participants anticipate that Western Investment's price will even out over time. Periods when Western Investment's deviates significantly from its historical mean may warrant further fundamental analysis. Mean reversion in Western Investment's serves as a complement to momentum analysis.
Sentiment
Range
LowSentimentHigh
0.050.983.07
Details
Intrinsic
Valuation
LowIntrinsicHigh
0.051.023.11
Details
Naive
Forecast
LowNextHigh
0.021.013.10
Details
Bollinger
Band Projection (param)
LowerMiddle BandUpper
0.840.910.99
Details
Competitive analysis for Western Investment compares its financial performance and valuation metrics against sector peers. Cross-sectional comparison separates idiosyncratic performance from sector-level dynamics. Western Investment's metrics are most informative when compared against the strongest and weakest performers in its sector.

Primary Risk Indicators

The last 10-20 years have been a volatile period for the stock market, and Western Investment is no exception. Western Investment has experienced periods of rapid price declines followed by equally strong recoveries. A hedging strategy that accounts for Western Investment's changing volatility and elasticity can protect against downside risk.
α
Alpha over Dow Jones
0.24
β
Beta against Dow Jones0.42
σ
Overall volatility
0.04
Ir
Information ratio 0.11

Investor Alerts and Insights

Automated alerts tied to Western Investment flag material changes in stock conditions early. Western Investment notifications flag important changes in technical indicators, fundamentals, and market conditions. The notification system covers both scheduled events and unexpected stock movements for Western Investment.
Western Investment has some characteristics of a very speculative penny stock
WI has a current ratio of 0.24, indicating negative working capital and limited capacity to cover financial obligations when due.
WI reported previous year's revenue of C$ 34.52 million. Net Loss for the year was -C$ 564,567 with profit before overhead, payroll, taxes, and interest of C$ 4.57 million.
About 16.0% of WI outstanding shares are owned by insiders
Latest headline from news.google.com: The Western Investment Company of Canada Limited - TMX Newsfile

Western Investment Fundamentals Growth

Western Stock prices reflect investors' perceptions of Western Investment's future prospects and financial health. Revenue trajectory, earnings quality, profit margins, and leverage levels shape Western Stock market performance. Western Investment's revenue trajectory, earnings quality, and leverage are the key drivers of Western Stock market valuation.

Performance Metrics & Calculation Methodology

Return quality for Western Investment evaluates how consistent and repeatable performance has been across periods. Certain defensive traits may reduce sensitivity to broader macroeconomic fluctuations. Western Investment shows ROE of -0.9%, ROA of -0.48% (TTM).

Western Investment metrics are compiled from periodic company reporting and market reference feeds and normalized before display. Return and risk statistics are calculated from historical price series.

Editorial review and methodology oversight provided by: Ellen Johnson, Member of Macroaxis Editorial Board