Clavister Holding AB (publ.) (OM:CLAV) According to Quant Should HOld 0.01720 of An Investor’s Portfolio

According to the latest data, Clavister Holding AB (publ.) (OM:CLAV) has a current suggested portfolio ownership tally of 0.01720 (as a decimal) ownership.  Target weight is the volatility adjusted recommended position size for a stock in your portfolio.  The maximum target weight is 7% for any given stock.  The indicator is derived from the 100 day volatility reading and calculates a target weight accordingly.  The more recent volatility of a stock, the lower the target weight will be.  The 3-month volatility stands at 55.395200 (decimal).  This is the normal returns and standard deviation of the stock price over three months annualized. Looking further out, The 6-month volatility reading is 48.104600  and the 12 month is 45.024000.  

Investors are frequently on the search for the secret to creating that winning portfolio. Many individual investors would agree that information is highly important when picking stocks. Possessing the correct information about a public company is of the utmost importance. Knowing how to interpret the information is another skill investors may need to master before becoming fully immersed in the stock market. Taking the time to properly examine a company before purchasing shares may be the difference between healthy profits and disappointing losses. If a company looks good after the research is complete, patience may still be desirable. Often times, a good stock will continue to be good in the future. Dealing with market volatility is normal, but exploring all aspects of a company may be a good way to combat day to day volatility.

Clavister Holding AB (publ.) (OM:CLAV) of the Software & Computer Services sector closed the recent session at 13.900000 with a market value of $36036.

Taking look at some key returns data we can note the following:

Clavister Holding AB (publ.) (OM:CLAV) has Return on Invested Capital of -0.594490, with a 5-year average of -0.646873 and an ROIC quality score of -3.092557. Why is ROIC important to potential investors? It’s one of the most fundamental metrics in determining the value of a firm’s shares. It helps potential investors determine if the company is using it’s invested capital to return profits.

Drilling down into some additional key near-term indicators we note that the Capex to PPE ratio stands at 0.908343 for Clavister Holding AB (publ.) (OM:CLAV).  The Capex to PPE ratio shows you how capital intensive a company is. Stocks with an increasing (year over year) ratio may be moving to be more capital intensive and often underperform the market. Higher Capex also often means lower Free Cash Flow (Operating cash flow – Capex) generation and lower dividends as companies don’t have the cash to pay dividends if they are investing more in the business.

Successfully tackling the equity markets may involve owning a wide range of stocks. Some investors may prefer growth stocks while others may opt for value stocks. Having a good mix of both types may help build of solid foundation for the portfolio. Investors may choose stocks in a specific industry that is gaining strength. If the industry is on the rise, the portfolio may be more likely to succeed. Finding companies that are considered leaders in their field may also be on the investor checklist. A company that has a large presence may help ease investor worry, especially in a down market climate. Finding the perfect stocks to add to the portfolio may not always be easy, and in fact it may be quite difficult. Investors may have to lay out goals to help keep things on track for both the short-term and the long haul.

In addition to Capex to PPE we can look at Cash Flow to Capex.  This ration compares a stock’s operating cash flow to its capital expenditure and can identify if a firm can generate enough cash to meet investment needs.  Investors are looking for a ratio greater than one, which indicates that the firm can meet that need. Comparing to other firms in the same industry is relevant for this ratio. Clavister Holding AB (publ.) (OM:CLAV)’s Cash Flow to Capex stands at -53.692109.

Debt

In looking at some Debt ratios, Clavister Holding AB (publ.) (OM:CLAV) has a debt to equity ratio of 1.68234 and a Free Cash Flow to Debt ratio of -0.525164.  This ratio provides insight as to how high the firm’s total debt is compared to its free cash flow generated.  In terms of Net Debt to EBIT, that ratio stands at -1.33110.  This ratio reveals how easily a company is able to pay interest and capital on its net outstanding debt.  The lower the ratio the better as that indicates that the company is able to meet its interest and capital payments. Lastly we’ll take note of the Net Debt to Market Value ratio.  Clavister Holding AB (publ.)’s ND to MV current stands at 0.346533. This ratio is calculated as follows: Net debt (Total debt minus Cash ) / Market value of the company.

Investors may be searching high and low for the secret to attaining success in the markets. Knowing when to sell can be just as important as deciding which stocks to buy. Holding on to a loser for too long may leave a sour taste in the mouth. Investors may have unrealistic expectations about a particular name. Knowing when to cut and run can be a gigantic savior for overall portfolio health. Of course if investors end up selling winners too early, they will most likely be leaving too much profit on the table. Finding a good balance and knowing overall market conditions can help with the decision if the time has come. Closely tracking fundamentals and technicals can help give some insight into stock price behavior. Making sure company earnings are in line may also be a wise choice when investing in a recently researched stock.

Near-Term Growth Drilldown

Now we’ll take a look at some key growth data as decimals. One year cash flow growth ratio is calculated on a trailing 12 months basis and is a one year percentage growth of a firm’s cash flow from operations.  This number stands at 0.09992 for Clavister Holding AB (publ.) (OM:CLAV).  The one year Growth EBIT ratio stands at 0.12129 and is a calculation of one year growth in earnings before interest and taxes.  The one year EBITDA growth number stands at 0.15299 which is calculated similarly to EBIT Growth with just the addition of amortization.

Taking even a further look we note that the 1 year Free Cash Flow (FCF) Growth is at 0.08005.  The one year growth in Net Profit after Tax is 1.04434 and lastly sales growth was 0.22017.

50/200 Simple Moving Average Cross

Clavister Holding AB (publ.) (OM:CLAV) has a 0.87735 50/200 day moving average cross value. Cross SMA 50/200 (SMA = Simple Moving Average) and is calculated as follows:

Cross SMA 50/200 = 50 day moving average / 200day moving average. If the Cross SMA 50/200 value is greater than 1, it tell us that the 50 day moving average is above the 200 day moving average (golden cross), indicating an upward moving share price.

On the other hand if the Cross SMA 50/200 value is less than 1, this shows that the 50 day moving average is below the 200 day moving average (a death cross), and tells us that share prices has fallen recently and may continue to do so.

As we move into the second half of the year, investors will be keeping a close watch on their portfolios. There are plenty of financial gurus who are predicting the end of the bull market run, and there are plenty on the other side who believe that stocks are bound for greater heights. Whichever way the markets go, investors will need to watch which companies are hitting their marks on the earnings front. Investors may closely follow sell-side analyst estimates. It is important to remember that analyst projections are just that, projections. Following analyst expectations can provide a good glimpse into company actions, but strictly following what the analysts are saying may lead to difficulty in the future. Doing careful and extensive individual stock research may provide the investor with a more robust scope with which to successfully trade the market.