Calamos Strategic Net Income vs. Price To Book
| CSQ Fund | USD 18.35 0.09 0.49% |
For Calamos Strategic profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Calamos Strategic to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Calamos Strategic Total utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Calamos Strategic's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Calamos Strategic Total over time as well as its relative position and ranking within its peers.
Calamos |
Calamos Strategic Total Price To Book vs. Net Income Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Calamos Strategic's current stock value. Our valuation model uses many indicators to compare Calamos Strategic value to that of its competitors to determine the firm's financial worth. Calamos Strategic Total is fourth largest fund in net income among similar funds. It is second largest fund in price to book among similar funds . Comparative valuation analysis is a catch-all technique that is used if you cannot value Calamos Strategic by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Calamos Price To Book vs. Net Income
Net income is the profit of a company for the reporting period, which is derived after taking revenues and gains and subtracting all expenses and losses. Net income is one of the most-watched numbers by money managers as well as individual investors.
Calamos Strategic |
| = | (108.5 M) |
Because income is reported on the Income Statement of a company and is measured in dollars some investors prefer to use Profit Margin, which measures income as a percentage of sales.
Price to Book (P/B) ratio is used to relate a company book value to its current market price. A high P/B ratio indicates that investors expect executives to generate more returns on their investments from a given set of assets. Book value is the accounting value of assets minus liabilities.
Calamos Strategic |
| = | 1.05 X |
Price to Book ratio is mostly used in financial services industries where assets and liabilities are typically represented by dollars. Although low Price to Book ratio generally implies that the firm is undervalued, it is often a good indicator that the company may be in financial or managerial distress and should be investigated more carefully.
Calamos Price To Book Comparison
Calamos Strategic is currently under evaluation in price to book among similar funds.
Calamos Strategic Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Calamos Strategic, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Calamos Strategic will eventually generate negative long term returns. The profitability progress is the general direction of Calamos Strategic's change in net profit over the period of time. It can combine multiple indicators of Calamos Strategic, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Calamos Strategic Total Return Fund is a closed ended balanced mutual fund launched by Calamos Investments LLC. Calamos Strategic Total Return Fund was formed on December 31, 2003 and is domiciled in the United States. Calamos Strgc operates under Asset Management classification in the United States and is traded on NASDAQ Exchange.
Calamos Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Calamos Strategic. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Calamos Strategic position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Calamos Strategic's important profitability drivers and their relationship over time.
Use Calamos Strategic in pair-trading
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 Calamos Strategic 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 Calamos Strategic will appreciate offsetting losses from the drop in the long position's value.Calamos Strategic Pair Trading
Calamos Strategic Total Pair Trading Analysis
The ability to find closely correlated positions to Calamos Strategic could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Calamos Strategic 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 Calamos Strategic - 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 Calamos Strategic Total to buy it.
The correlation of Calamos Strategic 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 Calamos Strategic moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Calamos Strategic Total 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 Calamos Strategic 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.Use Investing Themes to Complement your Calamos Strategic position
In addition to having Calamos Strategic in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Money Market Funds Thematic Idea Now
Money Market Funds
Funds or Etfs investing in various types of short-term (less than one year) fixed income instruments of high-quality and liquidity. The Money Market Funds theme has 37 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Money Market Funds Theme or any other thematic opportunities.
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Other Information on Investing in Calamos Fund
To fully project Calamos Strategic's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Calamos Strategic Total at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Calamos Strategic's income statement, its balance sheet, and the statement of cash flows.
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