| Applied logic… | |
| Successful investors like Lynch attest to buying wisely. Realistically the top and bottom of a share’s price or a market’s indices is not reliably determined. Following popular commentary can lead to arbitrary choice with decisions taken after the opportunity has passed. Market Shares provides an alternative for both short and long term investors. Analysis with a summary of a company’s Profile, its share Value, Risk and Momentum provides a consistent evaluation including comparisons to sector peer competitors. |
Finding value can be challenging on a company by company basis. Market Shares enables strategies to be constructed or leased that identifies shares that meet mandate criteria. Strategy criteria can be set to filter for shares that, for example, have sound financials and price earnings momentum yet are priced below historical fair value. Bases on which to consider when to be fearful and when to be greedy. | |
Discipline comes through insights to companies, peers and strategy outcomes. Criteria on both a company and strategy level may be set to flag not only buys but importantly sells. Selling a share particularly one that is making a loss can be one of the toughest decisions. Market Shares enables criteria to be set to flag those shares that no longer meet the mandates investment criteria. As painful as it can be it imposes a discipline. |