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Best trading practices
Best trading practices

Best trading practices, some good advice and tips to create you own trading plan in order to trade well and in a profitable way, without losing money. What’s more don’t forget to visit our main page on Finance and trading, a rich space with quotes, news, advices, tips, analysis, links, videos and many resources by Carl William Brown and the English-culture blog.

It pays to write down your plan. You need to know exactly under what conditions you will enter and exit a trade. Do not make decisions on the spur of the moment, when you are vulnerable to being sucked into the crowd. Plans are created by reasoning individuals. Impulsive trades are made by sweaty group members.
Alexander Elder

Here is a summary of what we consider to be essential for a good trading plan:

1) The Executive Summary. This is usually the last section written. It reviews all of the material of the plan and presents it in summary form. It should describe in detail the objective of the plan and then briefly describe, without a lot of detail, how the objectives will be achieved.

2) A Business Description. The business description should include the mission of the business, an overview of the business and its history, the products and services you provide (which is growth of capital and risk control as a trader), your operations, operational considerations such as equipment needed and site location, and your organization and management of employees (if any). All of these topics are fairly self-explanatory, but you should take the time to write them out as part of your plan.

3) An Industry Overview and Competition. In the industry overview you need to look at the factors influencing the market. For example, Ed Yardeni in his web site lists ten major factors influencing the market. These include a globally competitive economy, a revolution in innovation, wireless access to the Internet, low tech companies having access to high tech tools and changing their businesses as a result, the need to outsource to increase productivity, and many other themes. See www.yardeni.com for more information. In addition, you also need to know who/what your competition is. Who are you trading against? What are their beliefs? What advantages do they have that you don’t? What advantages do you have that they don’t?

4) Self-Knowledge Section: You need to know your strengths and your weaknesses and list them in this section. You need to know how to capitalize on your strengths and avoid (or overcome) your weaknesses.

5) Your Trading Plan Itself. The tactical trading plan should be a part of your trading plan, but it should also include (a) your trading beliefs that form the basis of your plan, (b) any strategic alliances you may have, and (c) what you plan to do in terms of education and coaching.

6) Your Trading Edges: I believe your trading plan should also include a listing of all of the trading edges that you have in the market. When you list your edges, you can review them often and be sure that you capitalize upon them. For example, your edges might include a) the fact that you don’t have to trade, b) your understanding of R-multiples and position sizing (which give people a huge edge over those who have no idea about these concepts), c) your ability to read a level II screen to get excellent stock trades, d) your sources of information, e) your ability to plan well in advance so that you have a game plan each day, f) your skill in following the ten tasks of trading, g) your knowledge of yourself and your strengths and weaknesses. This is just a sample of the possible edges that you might have over the average trader/investor.

Trading strategies
Trading strategies

7) Financial Information. This section should include three parts. The first part is your budget. How much money do you have? What will the trading process cost you? The second part will be your cash flow statement. Does your plan make sense in terms of cash flow? And finally, the third part will include profit and loss statements. If you have no trading record, you need to make estimates based on historical testing and based on paper trading.

8) Worst Case Contingency Planning. Things always happen that you have not accounted for or planned for in your trading plan. How will you deal with these elements? What will you do if any of these things come up? How will you make decisions when these elements come up?
Van K. Tharp, Ph.D.

Risk Below 5% of Equity Per Trade

I intend to risk below 5% on a trade, allowing for poor executions. Occasionally I have taken losses
above that amount when major news caused a thin market to jump through my stops.
Risk no more than you can afford to lose, and also risk enough so that a win is meaningful. If there is no such amount, don’t play.

Speculate with less than 10% of your liquid net worth. Risk less than 1% of your speculative account on a trade. This tends to keep the fluctuations in the trading account small, relative to net worth. This is essential as large fluctuations can engage Fred and lead to feeling-justifying drama.
Betting more boldly produces more volatility. Good traders are familiar with both and keep their trading well within their tolerances.

I use a rule of thumb that you place less than 10% of your liquid net worth at risk and that you stop your losses at 50% of that – so you have net exposure of 5% of your liquid net worth. If you have a net worth of 1.5 million, you might have liquid net worth (cash, stocks, bonds, etc) of, say, about 500,000 (a wild guess). Then you might place $50,000 of that at risk and cut your loss if you lose $25,000.
The idea is to keep the venture below your threshold of financial importance, so nominal ups and downs do not trigger your emotional uncle point and motivate you to abandon the venture during drawdowns.
ED Sykota

7 dirty words of trading.

Be careful how you use the following words and phrases as they become road blocks or worse take you down the wrong path.

Should- Phrases include: “The market should have” and “I should have”. Those phrases are often used to socialize losses. They are a strong signal something is off. They should be used to aid you in correcting your vision not make you feel better.

Best trading practices
Best trading practices

Must- Phrases include: “The market must…”, “I must make money”, or “I must trade”. The market does not have to do anything and either do you. When you use the word “must” it is hardly ever from a position of strength. The market knows when you are desperate and will take full advantage of you. Keeping your expenses as low as possible will make it easier to not make those statements.

Will- Phrases include: “The market will..” and “I will make money”. Once again the market does not like to be told what to do. It is the bratty kid screaming at the tops of his lungs. The word “will” relaxes your mind, similar to “should”, people use it to be lazy instead of a black background in an otherwise light picture. You can do everything right and still lose money. That is why trading is so effective at diminishing confidence. In most every activity, if you do everything right you are going to get the desired result. Doing the “right” things is bare minimum. Of course, over time you will get paid for doing the right things but it is never when you think it should be and hardly how much you anticipated.

Won’t- Phrases include: “The market won’t…” or “I won’t make money”. Notice a theme here? You are part of the market, you are not the market. Not getting what you expect, even if it is positive, confuses the brain. If you expect to lose and don’t it is still a bad outcome. The market is a one way walkie talkie, you listen, it talks.

Can’t- Phrases include: “The market can’t..” or “I can’t…” or “I can’t lose anymore”. Yes the market can, go look at a chart. Go look at a Fed day or about any chart from 2008. Not only can it happen, it does happen. There are no more once in a lifetime moves in the market. There are and always have been life changing moves. No one ever said trading was easy but at least in the case of futures someone is taking your money. If you think you can’t, you probably wont. The market will take every penny you have. If can take every penny you put at risk. Fix the problem, when you run out of money it is too late.

Impossible – Phrase includes: “It is impossible to make money”. Once again someone, somewhere is making money. It may not end up being an efficient use of your time or capital but it is possible. You are substituting an excuse for execution.

Sense – Phrase includes: “The market does not make sense”. Many fortunes are made in an illogical market. Logic is a bigger driver than risk controls for most people. It is easier to ignore your P/L when you can see or touch the catalysis. For example, it is cold buy natural gas. By the time you change your view or are forced to change, the market flips. Logic will eventually prevail, with or without you.
Eli Radke

“Buffett, already an extraordinarily successful investor, came to Berkshire uniquely prepared for allocating capital. Most CEOs are limited by prior experience to investment opportunities within their own industry – they are hedgehogs. Buffett, in contrast, by virtue of his prior experience evaluating investments in a wide variety of securities and industries, was a classic fox and had the advantage of choosing from a much wider menu of allocation options, including the purchase of private companies and publicly traded stocks… Buffett does not spend significant time on traditional due diligence and arrives at deals with extraordinary speed, often within a few days of first contact. He never visits operating facilities and rarely meets with management before deciding on an acquisition.”

Trading best technology
Trading best technology

– excerpt from “The Outsiders: Eight Unconventional CEOs,” via Seeking Wisdom
As the saying goes, the fox knows many things while the hedgehog knows one thing. The hedgehog trait is typically emphasized as superior – the ability to stick to one’s knitting, stay focused, and otherwise not be distracted.

So I was surprised to see great CEOs and capital allocators (like Buffett) classified as foxes rather than hedgehogs. But on reflection it makes perfect sense. The best CEOs – and the best traders in our opinion – are “patient foxes:” They possess the ability to see many things, but the patience to only do a few things. This is a rare combination of traits in a single individual. Usually you find one (wide-ranging opportunity awareness) or the other (ample patience), but not an intertwining of both.

Poker is instructive here too. In the poker room you will find many “hyperactive foxes” – players with all kinds of angles and moves, constantly put in play – and stone-cold “rocks,” i.e. guys with dust on their chips who only play super-premium hands.

Both of these extremes have deep embedded weaknesses. The hyperactive fox burns up his chips on rake, tokes, excessive volatility, and dubious EV slippage as a result of chasing too many marginal opportunities. The rock, meanwhile, fails to exploit a wide enough array of opportunities to justify the seat. (The conventional rock strategy is always long-run unprofitable, by the way — it doesn’t cover the vig.) The “patient fox,” though, has the ability to wait – demonstrating vigilant inaction – while acting skillfully and forcefully in the right windows.

Are you a “patient fox” in your trading? How about in your business if you run one, or career if you have one? Would working to become more so improve your results?
JS

Best Practices in Trading: Developing a Framework for Good Trading

Too many traders justify poor trading and overtrading by appealing to “intuition”. There’s no question that intuition and implicit learning are cornerstones of pattern recognition. That doesn’t mean, however, that any trade one feels like putting on is a good trade! Intuition is the result of extensive exposure to a field. Without prolonged immersion and study, there is no building of pattern recognition skills.

An effective way of ensuring that your trading truly represents sound trading is to construct a framework for your good trades that captures their essential elements. Today’s best practice comes from reader Awais Bokhari, the co-founder and CEO of the OpenTrader training program and the eminiplayer trading site. Awais has been involved in training over 1000 traders, so he has worthwhile insights into the building of trading skills. He describes the trading framework he employs to aid execution and screen for valid trade ideas:

Good trading practices
Good trading practices

“After working with numerous traders, one common challenge I’ve noticed is that even after they have developed a solid understanding of the market and its mechanics, they still struggle with trade execution, and can’t objectively determine the quality of a trade setup in real time. So, even after they’ve developed a good trade plan, they’re unable to execute that plan in real time.

To improve execution, I provide our students with an Execution Framework and teach them The Anatomy of a Valid Trade Idea. The concept here is to break down the trading methodology/strategy and determine the common components that are at the base of every good setup. We then track those components in a trade journal/spreadsheet with simple Yes/No values. It’s important that we’re able to measure and track each component objectively. This means we can’t include or track anything that relies on intuition.
For our discretionary trading methodology, we follow four key components that make up a valid trade idea:

1. Good Trade Location: For a majority of trade setups, trade location is going to be important. In many situations, trade location alone can be enough of a reason to enter a trade. To make this an objective determination, you simply answer whether you took the trade at a predetermined support/resistance zone.

2. Intraday Control/Bias (short term directional bias): We can assess which side is in control on the day time frame by seeing where the market is trading in relation to the first hour high/low, midpoint, VWAP, VPOC (volume point of control), overnight high/low, and previous day’s high/low. Trades in the direction of the intraday control have a higher probability of reaching their profit targets. When entering a trade that is counter to the intraday control, you should be more conservative with your trade location.

3. Momentum: We gauge momentum by monitoring the NYSE TICK in conjunction with price action. Trades in the direction of momentum have a higher probability of reaching their profit targets. When entering a trade that is counter to momentum, you should generally be more conservative with your trade location.

4. Larger Time Frame Control/Bias (trend): For the purpose of day trading, we assess the larger time frame control based on the 30-minute and daily charts. Trades in the direction of the larger time frame have a higher probability of reaching their profit targets. And, again, trades that are counter to the larger time frame/trend should usually be taken at more conservative trade location.

Confluence: These four key components make up a valid trade idea. The more of these you stack in your favor, the higher the odds of the setup working out. As a rule, at least two of these components should be in your favor on every trade.

Reward-to-Risk: R/R is used as a filter and is a prerequisite to entering any trade. Because R/R is subjective and every single trade must meet our minimum R/R criterion of 2:1, R/R can never be used as the only reason to enter a trade. It is necessary, but not sufficient on its own.

We’ve found that this execution framework allows our traders to be more objective and quickly determine the quality of a trade setup in real time. Another benefit is that it allows the trader to objective assess trades at the the end of the day.”
Brett Steenbarger


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Prospect Capital Corporation https://www.english-culture.com/prospect-capital-corporation-nasdaqpsec/ Sun, 20 Oct 2024 14:18:23 +0000 https://www.english-culture.com/?p=3999 Prospect Capital Corporation (NASDAQ:PSEC) A stock with a very good monthly dividend. Prospect Capital Corporation is a leading publicly-traded Business Development Company (“BDC”). We make debt and equity investments in U.S. middle …

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Prospect Capital recent news
Prospect Capital recent news

Prospect Capital Corporation (NASDAQ:PSEC) A stock with a very good monthly dividend. Prospect Capital Corporation is a leading publicly-traded Business Development Company (“BDC”). We make debt and equity investments in U.S. middle market businesses across a range of industries, and seek to deliver steady, attractive returns to our shareholders.

N.B. I wrote this article in 2017, but in  these days I updated it. Find out more at Yahoo Finance or at the Prospect Capital Corporation official website. Thanks.

Profile

Prospect Capital Corporation is a business development company. It specializes in middle market, mature, mezzanine finance, later stage, emerging growth, leveraged buyouts, refinancing, acquisitions, recapitalizations, turnaround, growth capital, development, capital expenditures and subordinated debt tranches of collateralized loan obligations, cash flow term loans, market place lending and bridge transactions.

It also makes real estate investments particularly in multi-family residential real estate asset class. The fund makes secured debt, senior debt, senior and secured term loans, unitranche debt, first-lien and second lien, private debt, private equity, mezzanine debt, and equity investments in private and microcap public businesses. It focuses on both primary origination and secondary loans/portfolios and invests in situations like debt financings for private equity sponsors, acquisitions, dividend recapitalizations, growth financings, bridge loans, cash flow term loans, real estate financings/investments. It also focuses on investing in small-sized and medium-sized private companies rather than large public companies.

The fund typically invests across all industry sectors, with a particular expertise in the energy and industrial sectors. It invests in aerospace and defense, chemicals, conglomerate services, consumer services, ecological, electronics, financial services, machinery, manufacturing, media, pharmaceuticals, retail, software, specialty minerals, textiles and leather, transportation, oil and gas production, coal production, materials, industrials, consumer discretionary, information technology, utilities, pipeline, storage, power generation and distribution, renewable and clean energy, oilfield services, healthcare, food and beverage, education, business services, and other select sectors.

It prefers to invest in the United States and Canada. The fund seeks to invest between $10 million to $500 million per transaction in companies with EBITDA between $5 million and $150 million, sales value between $25 million and $500 million, and enterprise value between $5 million and $1000 million. It fund also co-invests for larger deals. The fund seeks control acquisitions by providing multiple levels of the capital structure. The fund focuses on sole, agented, club, or syndicated deals.

https://www.prospectstreet.com/

 

Why Invest in Prospect?

Prospect Capital Corporation is among the oldest and largest BDCs. Throughout our 20 years as a public company, we have provided consistent returns to our shareholders through our disciplined approach to investing in the U.S. middle market.

Attractive Dividend Yield

PSEC is a yield-oriented investor and has paid a continuous, regular dividend to its investors since inception. We have declared dividends to common shareholders totaling $4.3 billion, since our 2004 IPO1. We have also declared 86 consecutive $0.06 per share dividends to common shareholders.
Focus on Senior and Secured Lending

PSEC is focused on providing senior and secured term loans to U.S. middle market businesses. Of our total investments, 81% are in the form of loans secured by a first lien or other secured debt2. For the quarter ended on June 30, 2024, 89% of our total investment income was interest income on loans.
Proven Origination Strategies

Our team has developed a broad and deep network of U.S. middle market relationships over many years of investing, including extensive relationships with private equity firms, other capital providers, business owners and managers, and intermediaries.
Dividend Reinvestment Plan

We encourage any shareholder interested in participating in our dividend reinvestment plan (also known as a “DRIP” or “DRP”) to contact his or her broker to make sure such DRIP participation election has been made for the benefit of such shareholder. In making such DRIP election, be sure to specify to your broker the desire to participate in the “Prospect Capital Corporation DRIP plan through DTC” that issues shares based on 95% of the market price (a 5% discount to the market price), and not the broker’s own “synthetic DRIP” plan with 0% discount.
Broad Investment Portfolio

Since its 2004 IPO, PSEC has made over 400 investments totaling 20.9 billion of capital with 117 current portfolio companies spanning 35 separate industries.
Large and Experienced Team

We cover the U.S. middle market with a team of over 120 professionals with experience investing across a range of industries and through multiple economic and investing cycles, with offices in New York, Florida, and Connecticut. Our investment professionals are supported by a dedicated team of attorneys, accountants, and other specialists.
Conservative, Strong Capitalization

With $7.9 billion of assets, PSEC is among the largest of the BDCs. We benefit from a strong balance sheet with long-term matched-book funding, reasonable leverage, and a high level of unencumbered assets. As affirmation of our financial profile, we have investment grade ratings from S&P, Moody’s, Kroll, DBRS, and Egan-Jones. Management and affiliates of Prospect own 26% of outstanding PSEC shares as of June 30, 2024, so we are very much aligned with our shareholders.
Direct Stock Purchase Plan

Prospect Capital Corporation offers the opportunity to directly purchase its stock through a Direct Stock Purchase Plan administered by Equiniti Trust Company, LLC.

Psec financial summary
Psec financial summary

Prospect Capital Corporation Upsizes Preferred Stock Offering to $2.25 Billion
10/21/2024

NEW YORK, Oct. 21, 2024 (GLOBE NEWSWIRE) — Prospect Capital Corporation (NASDAQ: PSEC) (“Prospect”, “our”, or “we”) announced today an upsize to Prospect’s preferred stock offering (the “Preferred Stock” or the “Offering”) with Preferred Capital Securities (”PCS”). The Offering has seen strong demand from the private wealth, institutional, and Registered Investment Advisor channels, with $1.8 billion in aggregate liquidation preference issuances since the initial closing in the quarter ending December 31, 2020.

“Prospect’s non-traded preferred stock offers investors recurring cash income with a stable stated value, ongoing liquidity, management alignment, leverage caps, and over $3.7 billion of junior common equity credit support,” said Grier Eliasek, President of Prospect. “Prospect is the number one market share issuer of non-traded preferred stock in 2023 and 2024 year-to-date, with each of institutional, registered investment advisor, wirehouse, independent private wealth, and international investor channels having invested in Prospect’s preferred stock. With interest rates declining, we believe our A4/M4 preferred stock series, with a current 7.28% annualized floating rate dividend structure and 6.50% dividend rate floor, offers an attractive option for income-oriented investors.”

PCS is a securities broker dealer and the dealer manager for the ongoing offering of the Series A4 and M4 Preferred Stock. PCS has raised $5.0 billion of capital since its formation in 2011.

This press release is for informational purposes and is not an offer to purchase or sell or a solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of such state or jurisdiction. The ongoing offering of the Series A4 and M4 Preferred Stock is being made only by means of the prospectus supplement and the accompanying prospectus, copies of which may be obtained by writing to PCS at 3290 Northside Parkway NW, Suite 800, Atlanta, GA 30327. Investors are advised to carefully consider the investment objective, risks, charges and expenses of Prospect and the Preferred Stock before investment. The prospectus supplement and accompanying prospectus contain this and other important information about Prospect and the Preferred Stock and should be read carefully before investing.

Psec common stocks dividends
Psec common stocks dividends

Disclaimer: The views, opinions, and information expressed in this article are those of the authors and do not necessarily reflect the official policy or position of any company stakeholders, financial professionals, or analysts. Examples of analysis performed within this article are only examples. They should not be utilized to make stock portfolio or financial decisions as they are based only on limited and open source information. Assumptions made within the analysis are not reflective of the position of any analysts or financial professionals.

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Nvax, waiting for better times https://www.english-culture.com/nvax-waiting-for-better-times/ Wed, 16 Oct 2024 12:24:14 +0000 https://www.english-culture.com/?p=3953 Nvax (Nasdaq). «Creating tomorrow’s vaccines today». Novavax Inc (Yahoo finance) is a clinical-stage vaccine company engaged in the discovery, development and commercialization of recombinant nanoparticle vaccines and adjuvants. In April 2017 I …

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Novavax NVAX creating tomorrow vaccines today
Novavax NVAX creating tomorrow vaccines today

Nvax (Nasdaq). «Creating tomorrow’s vaccines today». Novavax Inc (Yahoo finance) is a clinical-stage vaccine company engaged in the discovery, development and commercialization of recombinant nanoparticle vaccines and adjuvants.

In April 2017 I published an article about Novavax, from that date I bought and sold the stocks of the company several times, but without success. Then in 2020 at the start of the Covid pandemic it raised from 5$ to 290$ at the beginning of 2021, but unfortunately since I had others problems I didn’t buy it.

In the meantime the company has changed a lot, and on May 10, 2024 Sanofi and Novavax announce co-exclusive licensing agreement to co-commercialize COVID-19 vaccine and develop novel flu-COVID-19 combination vaccines.

This is the new profile of the company.

We are a biotechnology company, with more than 1,545 employees, committed to helping to address serious infectious diseases globally through the discovery, development and delivery of innovative vaccines to patients around the world. We never rest in our quest to protect the health of people everywhere.

Novavax is here to make a difference. We’re a biotech company focused on developing life-saving vaccines to fight infectious diseases. We use solid science tested by decades of research to develop vaccines. We seek and encourage meaningful partnerships and collaborations with leading biopharma organizations, research institutions, government agencies and foundations.

The power & speed of nanoparticle technology

Our vaccine technology combines power and speed with the immunogenicity-enhancing properties of our Matrix-M™ adjuvant to efficiently produce highly immunogenic particles targeting some of the most pressing viral infectious diseases.

Our people & culture

Our team is experienced, compassionate, and focused on the future of vaccine development. While growing rapidly, we maintain that small company culture.

Our Partners

We seek and encourage meaningful partnerships and collaborations with leading biopharma organizations, research institutions, government agencies and foundations.

Novavax NVAX Historical chart
Novavax NVAX Historical chart

Novavax in Europe

Novavax AB
Novavax AB is headquartered in Uppsala, Sweden. This site is responsible for the research, development and manufacturing of our saponin adjuvants. Our Matrix-MTM is used in several vaccine candidates to enhance the immune response and stimulate high levels of neutralizing antibodies.

Novavax CZ
In 2020, Novavax CZ was established, located in Bohumil, Czech Republic. This facility is an advanced biologics and vaccine manufacturing campus dedicated to the production of vaccines to protect global health.

Novavax EU
Since 2022, Novavax has started to develop its commercial hubs across Europe with its main regional headquarters in Zurich, Switzerland. Additional locations have been established in Brussels, Belgium and Barcelona, Spain.

Our Headquarters:
Novavax CH GmbH
Fraumünsterstrasse 16
8001 Zürich
Switzerland

 

Novavax (NVAX) Website: https://www.novavax.com  is one of the stocks most watched by Zacks.com visitors lately. So, it might be a good idea to review some of the factors that might affect the near-term performance of the stock.

Shares of this vaccine maker have returned -21.2% over the past month versus the Zacks S&P 500 composite’s +4.5% change. The Zacks Medical – Biomedical and Genetics industry, to which Novavax belongs, has lost 1.5% over this period. Now the key question is: Where could the stock be headed in the near term?

While media releases or rumors about a substantial change in a company’s business prospects usually make its stock ‘trending’ and lead to an immediate price change, there are always some fundamental facts that eventually dominate the buy-and-hold decision-making.

Revenue Growth Forecast

While earnings growth is arguably the most superior indicator of a company’s financial health, nothing happens as such if a business isn’t able to grow its revenues. After all, it’s nearly impossible for a company to increase its earnings for an extended period without increasing its revenues. So, it’s important to know a company’s potential revenue growth.

In the case of Novavax, the consensus sales estimate of $57.32 million for the current quarter points to a year-over-year change of -69.3%. The $773 million and $475.5 million estimates for the current and next fiscal years indicate changes of -21.4% and -38.5%, respectively.

 

Novavax consensus
Novavax consensus

This is a part of the old article.

Novavax Inc. is based out of Garthersburg, MD and has some 355 employees. Its CEO is Stanley Charles Erck. Novavax Inc. is a component of the Russell 2000. The Russell 2000 is one of the leading indices tracking small-cap companies in the United States. It’s maintained by Russell Investments, an industry leader in creating and maintaining indices, and consists of the smallest 2000 stocks from the broader Russell 3000 index.

Russell’s indices differ from traditional indices like the Dow Jones Industrial Average (DJIA) or S&P 500, whose members are selected by committee, because they base membership entirely on an objective, rules based methodology. The 3,000 largest companies by market cap make up the Russell 3000, with the 2,000 smaller companies making up the Russell 2000. It’s a simple approach that gives a broad, unbiased look at the small-cap market as a whole.

We are also developing proprietary technology for the production of immune stimulating saponin-based adjuvants through our wholly owned Swedish subsidiary, Novavax AB. Our lead adjuvant, Matrix-MTM, has been successfully tested in a Phase 1/2 clinical trial for our pandemic H7N9 influenza virus-like particle (VLP) vaccine candidate, and in a Phase 1 clinical trial for our EBOV vaccine candidate. Genocea Biosciences, Inc. (Genocea) has licensed rights to our Matrix technology and has conducted Phase 2 clinical trials with its herpes simplex 2 vaccine candidate using Matrix-M.

Novavax was incorporated in 1987 under the laws of the State of Delaware. Our principal executive offices are located at 20 Firstfield Road, Gaithersburg, Maryland, 20878. Our telephone number is (240) 268-2000 and our website address is www.novavax.com.

In 2015, Novavax received a grant from the Bill & Melinda Gates Foundation to develop its vaccine in certain low and middle income countries as part of the development of its RSV F Vaccine for maternal immunization. The Bill & Melinda Gates Foundation has awarded Novavax up to $89 million to support development of the RSV F Vaccine Phase 3 clinical trial in pregnant women, planned to initiate during the first quarter of 2016. This grant will also support regulatory licensing efforts, providing a path to World Health Organization (WHO) prequalification. Upon licensure, Novavax has agreed to make the RSV F vaccine affordable and accessible to people in the developing world.  

In March 2015 the company completed a Phase I trial for its Ebola vaccine candidate.

In September 2016 the company announced that a Phase III trial of its RSV vaccine had failed to meet its endpoints, which caused its share price to fall from $8.34 to $1.40 and led the company to lay off 30% of its employees.

As of November 2016 its RSV F vaccine candidate was in three clinical trials.

Financial Summary

BRIEF: For the fiscal year ended 31 December 2016, Novavax, Inc. revenues decreased 58% to $15.4M. Net loss increased 78% to $280M. Revenues reflect Government contracts decrease of 93% to $2.2M. Higher net loss reflects General and administrative – Balancing increase of 59% to $38.5M (expense), Interest Expense increase from $241K to $13M (expense), Labor & Related Expenses in R&D increase of 65% to $11.2M (expense).

Novavax, Inc. (NASDAQ:NVAX)’s performance this year to date is -34.13%. The stock has performed -7.78% over the last seven days, -38.06% over the last thirty, and -39.42% over the last three months. Over the last six months, Novavax, Inc.’s stock has been -46.79% and -84.88% for the year.

Gaithersburg vaccine company Novavax Inc. saw its share price jump at least 26 percent Tuesday – coming within a penny of the $1 threshold for the first time in a month – following its report of narrowed first-quarter losses.

http://www.bizjournals.com/washington/news/2017/05/09/novavax-shares-jump-on-news-of-narrowed-first.html

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Disclaimer: The views, opinions, and information expressed in this article are those of the authors and do not necessarily reflect the official policy or position of any company stakeholders, financial professionals, or analysts. Examples of analysis performed within this article are only examples. They should not be utilized to make stock portfolio or financial decisions as they are based only on limited and open source information. Assumptions made within the analysis are not reflective of the position of any analysts or financial professionals.

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NIO Inc. stock company review https://www.english-culture.com/nio-inc-stock-company-review/ Sat, 28 Sep 2024 18:22:49 +0000 https://www.english-culture.com/?p=161064 NIO Inc. stock company review. Nio develops, manufactures, and sells smart electric vehicles in China offering various models and a battery swapping service. NIO Inc. designs, develops, manufactures, and sells smart electric …

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Nio electric automotive stocks
Nio electric automotive stocks

NIO Inc. stock company review. Nio develops, manufactures, and sells smart electric vehicles in China offering various models and a battery swapping service.

NIO Inc. designs, develops, manufactures, and sells smart electric vehicles in China. It offers five and six-seater electric SUVs, as well as smart electric sedans and power swap, a battery swapping service; full Charge in around 3 minutes while remaining in the car. Battery tested at every Swap and defective ones are removed from circulation. It took NIO four years to reach 10 million swaps. The last million took 11 Days. https://www.nio.com/

NIO Inc. designs, develops, manufactures, and sells smart electric vehicles in China. It offers five and six-seater electric SUVs, as well as smart electric sedans. The company also offers power solutions, including Power Home, a home charging solution; Power Swap, a battery swapping service; Power Charger and Destination Charger; Power Mobile, a mobile charging service through charging vans; Power Map, an application that provides access to a network of public chargers and their real-time information; and One Click for Power valet service.

In addition, it provides repair, maintenance, and bodywork services through its NIO service centers and authorized third-party service centers; statutory and third-party liability insurance, and vehicle damage insurance through third-party insurers; repair and routine maintenance; roadside assistance; courtesy vehicle services; data packages; and auto financing and financial leasing services.

Further, the company involved in the provision of energy and service packages to its users; design and technology development activities; manufacture of e-powertrains, battery packs, and components; and sales and after sales management activities. Additionally, it offers NIO Certified, a used vehicle inspection, evaluation, acquisition, and sales service. The company was formerly known as NextEV Inc. and changed its name to NIO Inc. in July 2017. NIO Inc. was incorporated in 2014 and is headquartered in Shanghai, China.

Nio stock company review
Nio stock company review

Electric vehicle makers are facing multiple headwinds, including slowing demand due to macro pressures, intense competition, and additional tariffs on imports by certain countries. Nonetheless, Wall Street is optimistic about certain EV stocks due to their resilient performance in a tough business backdrop and improving financials. We used TipRanks’ Stock Comparison Tool to place Nio (NIO), Li Auto (LI), and Tesla (TSLA) against each other to pick the EV stock with the highest upside potential, according to Wall Street analysts.

Despite a tough business backdrop, Nio reported solid deliveries in September. The company delivered 21,181 vehicles, reflecting a 35.4% year-over-year increase. Its Q3 deliveries grew 11.6% to 61,855 vehicles. The September numbers included 832 units of the company’s first mass-market model Onvo L60, which was launched on September 19.

Recently, Nio announced that a group of Chinese investors will invest RMB3.3 billion in its subsidiary Nio China, while the company itself will invest an additional RMB10 billion. Reacting to the news, Daiwa analyst Kelvin Lau noted that Nio China is the core operational entity for the company and the cash injection by existing shareholders is a favorable development that supports the business operations. Lau has a Buy rating on Nio stock.

 

Is Nio Stock a Good Buy?

HSBC analyst Yuqian Ding lowered the price target for Nio stock to $7.20 from $7.90 but maintained a Buy rating. The analyst has a constructive outlook on Nio’s volumes and margin growth, supported by strong NIO brand sales, the potential for volume expansion for ONVO L60, supply chain cost optimization, and better economies of scale.

Overall, Wall Street has a Moderate Buy recommendation on Nio stock based on eight Buys, four Holds, and one Sell recommendation. The average Nio stock price target of $6.31 implies about 21% upside potential.

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Stocks analysis dictionary https://www.english-culture.com/stocks-analysis-dictionary/ Fri, 26 Jul 2024 13:22:16 +0000 https://www.english-culture.com/?p=4349 Stocks analysis dictionary, fundamental and technical analysis, a short stocks dictionary that any investors or traders should know to behave properly. A fool sees not the same tree that a wise man …

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Fundamental and technical analysis stocks dictionary
Fundamental and technical analysis stocks dictionary

Stocks analysis dictionary, fundamental and technical analysis, a short stocks dictionary that any investors or traders should know to behave properly.

A fool sees not the same tree that a wise man sees.
William Blake, 1790



There are two primary methods used to analyze securities and make investment decisions: fundamental analysis and technical analysis. Fundamental analysis involves analyzing a company’s financial statements to determine the fair value of the business, while technical analysis assumes that a security’s price already reflects all publicly-available information and instead focuses on the statistical analysis of price movements.

The fundamental approach is based on an in-depth and all-around study of the underlying forces of the economy, conducted to provide data that can be used to forecast future prices and market developments. Fundamental analysis can be composed of many different aspects: the analysis of the economy as the whole, the analysis of an industry or that of an individual company. A combination of the data is used to establish the true current value of stocks, to determine whether they are over- or under-valued and to predict the future value of the stocks based on this information.

Much of your success in technical analysis will come from experience. The goal isn’t to find the holy grail of technical analysis, it is to reduce your risks (e.g., by trading with the overall trend) while capitalizing on opportunities (e.g., using your favorite indicator to time your trades). As you gain experience, you will make better, more informed, and more profitable investments.

Short-term traders are less able to benefit from fundamental analysis, but what about long-term investors?

Even if you are an expert who spends 24 hours a day keeping an eye on all the fundamental developments that can influence the market, the reliability of your forecasts will still be relative. Fundamental analysis will probably work most of the time, but there will hardly ever be the possibility of predicting when it’s going to fail. As a result, it is most effective when used over a longer time frame, allowing it to provide a more balanced picture of a company.

The fundamental approach is often used by long-term investors, but it can also be combined with technical analysis to help traders gain insight into the overall state of the market and the attractiveness of a particular security.

The following terms are a collection of definitions that explain most of the vocabulary that any investors or traders should know in order to behave properly and wisely when buying stocks on the market!

Index
A stock’s membership in a major stock exchange index such as Dow Jones Industrial or S&P 500. The stock indices track the performance various segments of the market.

Sector
Companies are divided into several groups – sectors – according to their business activities.

Industry
Companies in a common sector are further divided by products and services into smaller groups – industries.

Country
The geographic location of a company (listed on U.S. markets). This filter includes continents, countries or groups of countries such as Brazil + Russia + India + China (BRIC).

Market Cap.
The total dollar value of all of a company’s outstanding shares. Market capitalization is a measure of corporate size.

Market Capital = Current Market Price * Number Of Shares Outstanding
Shares Outstanding = Total Number Of Shares – Shares Held In Treasury
Float = Shares Outstanding – Insider Shares – Above 5% Owners – Rule 144 Shares

P/E
A popular valuation ratio of a company’s current share price compared to its per-share earnings (trailing twelve months). Low P/E value indicates a stock is relatively cheap compared to its earnings. For instance, a P/E value of 15 means that the current price equals the sum of 15-year earnings per share. The average level varies across the market. Therefore, P/E value should be compared per sector or industry.

P/E = Current Market Price / Earnings Per Share (EPS)
P/E = Average Common Stock Price / Net Income Per Share
EPS = (Net Income – Dividends On Preferred Stock) / Average Outstanding Shares

Forward P/E
A measure of the price-to-earnings ratio using forecasted earnings for the P/E calculation for the next fiscal year. If the earnings are expected to grow in the future, the forward P/E will be lower than the current P/E.

Forward P/E = Current Market Price / Forceasted Earnings Per Share

PEG
A ratio used to determine a stock’s value while taking into account the earnings’ growth. PEG is used to measure a stock’s valuation (P/E) against its projected 3-5 year growth rate. It is favored by many over the price/earnings ratio because it also takes growth into account. A lower PEG ratio indicates that a stock is undervalued.

PEG = (P/E) / Annual EPS Growth

P/S
A ratio that reflects the value placed on sales by the market. It is calculated by dividing the current closing price of the stock by the dollar-sales value per share. The ratio is often used to value unprofitable companies.

P/S = Current Market Price / Total Revenues Per Share

P/B
A ratio used to compare a stock’s market value to its book value. It is calculated by dividing the current closing price of the stock by the latest quarter’s book value per share. A lower P/B ratio could mean that the stock is either undervalued or something is fundamentally wrong with the company.

P/B = Current Market Price / (Total Assets – Total Liabilities)
P/B = Current Market Price / (Total Common Equity / Total Common Shares Outstanding)
Book Value = (Total Assets – Total Liabilities) = Share Holder’s Equity

Price/Cash
A ratio used to compare a stock’s market value to its cash assets. It is calculated by dividing the current closing price of the stock by the latest quarter’s cash per share.

P/C = Current Market Price / Cash per Share

Price/Free Cash Flow
A valuation metric that compares a company’s market price to its level of annual free cash flow.

P/FCF = Current Market Price / Cash Flow per Share

EPS, EPS growth this year
EPS is the portion of a company’s profit allocated to each outstanding share of common stock. EPS serves as an indicator of a company’s profitability and is generally considered to be the single most important variable in determining a share’s price. It is also a major component of the P/E valuation ratio.

EPS = Total Earnings / Total Common Shares Outstanding (trailing twelve months)
EPS = (Net Income – Dividends On Preferred Stock) / Average Outstanding Shares
EPS Growth This Year = (EPS This Year – EPS Previous Year) / EPS Previous Year

EPS growth next year
EPS estimate for the next fiscal year.

EPS growth past 5 years
EPS annual growth over the past 5 fiscal years.

EPS growth next 5 years
EPS annual long-term estimate.

EPS growth qtr over qtr
EPS increase in the last quarter.

Sales growth qtr over qtr
Company’s total revenues increase in the last quarter.

Sales growth past 5 years
Anual sales increase over past 5 years.

Dividend Yield
The dividend yield equals the annual dividend per share divided by the stock’s price. This measurement tells what percentage return a company pays out to shareholders in the form of dividends. Investors who require a minimum stream of cash flow from their investment portfolio can secure this cash flow by investing in stocks paying relatively high, stable dividend yields.

Dividend Yield = Annual Dividend Per Share / Price Per Share

Return on Assets
An indicator of how profitable a company is relative to its total assets. ROA gives an idea as to how efficient management is at using its assets to generate earnings. Calculated by dividing a company’s annual earnings by its total assets, ROA is displayed as a percentage.

ROA = Annual Earnings / Total Assets

Return on Equity
A measure of a corporation’s profitability that reveals how much profit a company generates with the money shareholders have invested. Calculated as Net Income / Shareholder’s Equity.

ROE = Annual Net Income / Share Holder’s Equity
ROE = Annual Net Income / Book Value
ROE = Annual Net Income / (Total Assets – Total Liabilities)

Return on Investment
Performance measure used to evaluate the efficiency of an investment or to compare the efficiency of a number of different investments. To calculate ROI, the benefit (return) of an investment is divided by the cost of the investment.

ROI = (Gain from Investment – Cost of Investment) / Cost of Investment.

Current Ratio
A liquidity ratio that measures a company’s ability to pay short-term obligations. Calculated as Current Assets / Current Liabilities.

Current Ratio = Current Assets / Current Liabilities

Quick Ratio
An indicator of a company’s short-term liquidity. The quick ratio measures a company’s ability to meet its short-term obligations with its most liquid assets. The higher the quick ratio, the better the position of the company. Calculated as (Current Assets – Inventories) / Current Liabilities.

Quick Ratio = (Current Assets – Inventories) / Current Liabilities

Long Term Debt/Equity
A measure of a company’s financial leverage calculated by dividing its long term debt by stockholders’ equity. It indicates what proportion of equity and debt the company is using to finance its assets.

LT Debt/Equity = Long Term Debt / (Share Holder’s Equity)
LT Debt/Equity = Long Term Debt / (Total Assets – Total Liabilities)
LT Debt/Equity = Long Term Debt / (Book Value)

Debt/Equity
A measure of a company’s financial leverage calculated by dividing its liabilities by stockholders’ equity. It indicates what proportion of equity and debt the company is using to finance its assets.

Debt/Equity = Current Liabilities / (Share Holder’s Equity)
Debt/Equity = Current Liabilities / (Total Assets – Total Liabilities)
Debt/Equity = Current Liabilities / (Book Value)

Flag Chart
Flag Chart

Gross Margin
A company’s total sales revenue minus its cost of goods sold, divided by the total sales revenue, expressed as a percentage. The gross margin represents the percent of total sales revenue that the company retains after incurring the direct costs associated with producing the goods and services sold by a company. The higher the percentage, the more the company retains on each dollar of sales to service its other costs and obligations.

Gross Margin = (Total Sales – Costs) / Total Sales

Operating Margin
Operating margin is a measurement of what proportion of a company’s revenue is left over after paying for variable costs of production such as wages, raw materials, etc. A healthy operating margin is required for a company to be able to pay for its fixed costs, such as interest on debt. Calculated as Operating Income / Net Sales.

Operating Margin = Operating Income / Net Sales

Net Profit Margin
A ratio of profitability calculated as net income divided by revenues, or net profits divided by sales. It measures how much out of every dollar of sales a company actually keeps in earnings.

Net Profit Margin = Net Income / Revenues
Net Profit Margin = Net Profits / Sales

Payout Ratio
The percentage of earnings paid to shareholders in dividends.

Payou Ratio = Dividends / Earnings

Insider Ownership
% of shares currently owned by company management.

Insider Transactions
A company’s shares being purchased or sold by its own management. Value represents % change in total insider ownership.

Institutional Ownership
% of shares currently owned by institutional investors.

Institutional Transactions
A company’s shares being purchased or sold by financial institutions. Value represents % change in total institutional ownership.

Float Short
The number of shares short divided by total amount of shares float, expressed in %.

Analyst Recommendation
An outlook of a stock-market analyst on a stock.

Rating Scale: 1.0 Strong Buy, 2.0 Buy, 3.0 Hold, 4.0 Sell, 5.0 Strong Sell

Option/Short
Stocks with options and/or available to sell short.

Earnings Date
The company’s nearest earnings-report date. The earnings reports of significant companies should also be watched carefully as they may have great influence on the stock market overall.

Performance
% Rate of return for a stock for a given time frame.

Performance values are based on the following time periods:

Performance 1 Week = Last 5 trading days
Performance 1 Month = Last 21 trading days
Performance 3 Months = Last 63 trading days
Performance 6 Months = Last 126 trading days
Performance 1 Year = Last 252 trading days

Patterns
A basic principle of technical analysis is that security prices move in trends. We also know that trends do not last forever. They eventually change direction and when they do, they rarely do so on a dime. Instead, prices typically decelerate, pause, and then reverse. These phases occur as investors form new expectations and by doing so, shift the security’s supply/demand lines.

Volatility
A statistical measure of the dispersion of returns for a given stock. Represents average daily high/low % range.

RSI (14)
The Relative Strength Index (RSI) is a technical analysis oscillator showing price strength by comparing upward and downward close-to-close movements. It indicates oversold (buy signal) and overbought (sell signal) price levels for given stock. RS, Average Gain and Average Loss. This RSI calculation is based on 14 periods, which is the default suggested by Wilder in his book. Losses are expressed as positive values, not negative values.

Gap
The difference between yesterday’s closing price and today’s opening price. Gaps indicate either a lack of supply (gap-up) or demand (gap-down), and usually occur after major news events.

Simple Moving Average
Simple Moving Average calculated as an average of the last N-periods (20-Day, 50-Day, 200-Day).

Change
The percentual difference between current close and previous close price.

Change from Open
The percentual difference between current close and today’s open price.

High/Low
Low: Minimum of the lows during last n-periods (20-day, 50-day, 52-week).
High: Maximum of the highs during last n-periods (20-day, 50-day, 52-week).
Filter options represent a percentual distance from the record high/low price.

Support and Resistance
Think of security prices as the result of a head-to-head battle between a bull (the buyer) and a bear (the seller). The bulls push prices higher and the bears push
prices lower. The direction prices actually move reveals who is winning the battle. Support levels indicate the price where the majority of investors believe that
prices will move higher, and resistance levels indicate the price at which a majority of investors feel prices will move lower.

Chart Pattern
A chart pattern is a distinct formation on a stock chart that creates a trading signal, or a sign of future price movements. Chartists use these patterns to identify current trends and trend reversals and to trigger buy and sell signals.

Candle Stick
A candlestick pattern is a distinct formation of the Open, High, Low, and Close prices for given periods of time on a stock chart that creates a trading signal, or a sign of future price movements.

Beta
A measure of a stock’s price volatility relative to the market. An asset with a beta of 0 means that its price is not at all correlated with the market. A positive beta means that the asset generally follows the market. A negative beta shows that the asset inversely follows the market, decreases in value if the market goes up.

ATR
A measure of stock volatility. The Average True Range is a exponential moving average (14-days) of the True Ranges. The range of a day’s trading is high-low, True Range extends it to yesterday’s closing price if it was outside of today’s range.

True Range = max(high,closeprev) – min(low,closeprev).

Average Volume
The average number of shares traded in a security per day, during the recent 3-month period.

Relative Volume
Ratio between current volume and 3-month average value, intraday adjusted.

Relative Volume = Current Volume / 3-month Average Volume

Current Volume
Total number of shares traded for a given stock today, or during the last trading session.

Price
The current stock price or the close price during the last trading session.

Signals
Stocks can be screened by signals – special events – on which traders usually enter or exit positions.

Top Gainers
Stocks with the highest % price gain today. (Top 200 stocks)

Charts patterns
Charts patterns

Top Losers
Stocks with the highest % price loss today. (Signal: Top 200 stocks)

New High
Stocks making 52-week high today. (Signal: Top 200 stocks)

New Low
Stocks making 52-week low today. (Signal: Top 200 stocks)

Most Volatile
Stocks with the highest widest high/low trading range today. (Signal: Top 200 stocks)

Most Active
Stocks with the highest trading volume today. (Signal: Top 200 stocks)

Unusual Volume
Stocks with unusually high volume today – the highest relative volume ratio. (Signal: Top 200 stocks)

Overbought
Technical analysis term for stocks with extreme price increase over past two weeks calculated by RSI(14) indicator. Generally, this means that a stock is becoming overvalued and may experience a pullback. (Signal: Top 200 stocks)

Oversold
Technical analysis term for stocks with extreme price decrease over past two weeks calculated by RSI(14) indicator. Oversold stocks may represent a buying opportunity for investors. (Signal: 2op 100 stocks)

Downgrades
Stocks downgraded by analysts today. (Signal: All downgraded stocks)

Upgrades
Stocks upgraded by analysts today. (Signal: All upgraded stocks)

Earnings Before
Companies reporting earnings today, before market open. (Signal: All stocks with earnings report before today’s open)

Earnings After
Companies reporting earnings today, after market close. (Signal: All stocks with earnings report after today’s close)

Major News
Stocks with the highest news coverage today. (Signal: Top 20 stocks)

Chart Patterns
The foundation of technical analysis is the chart. There are millions of different investors transacting billions of dollars worth of securities each day and it’s nearly impossible to decipher everyone’s motivations. Chart patterns look at the big picture and help to identify trading signals – or signs of future price movements.

Shares Outstanding
The total number of common shares currently owned by the public.

Shares Outstanding = Total Number Of Shares – Shares Held In Treasury

Shares Float
The total number of common shares currently owned by the public and available to be traded.

Shares Float = Shares Outstanding – Insider Shares – Above 5% Owners – Rule 144 Shares

Time
Much of technical analysis focuses on changes in prices over time. Trading always comes down to timing. Timing is hard to master, but you can still capture significant gains on an ill-timed trade if you follow a few simple rules. The first one is “Slow and Low is the Way to Go”. The second one is “No Stops? Big Problem!”. Finally, using even a simple technical indicator such as RSI can make fundamental strategies much more efficient by improving trade entries. Some of the greatest traders in the world have proven that one does not need to be a great timer to make money in the markets, but by using the techniques discussed above, the chances of success improve dramatically.

Trends
A trend represents a consistent change in prices (i.e., a change in investor expectations). Trends differ from support/resistance levels in that trends represent change, whereas support/resistance levels represent barriers to change.

Financial Statement Fraud
A lot of Financial Statement Fraud has been accomplished through history; you’ve probably heard of  Enron and WorldCom scandals, or about Parmalat and some Italian Banks, but there are a lot of other lesser-known, large-scale frauds.
Looking back at Enron, perhaps the company best known for committing accounting fraud, you can see the many methods that were utilized in order to fraudulently improve the appearance of its financial statements. Through the use of off balance sheet special purpose vehicles the firm continued to hide its liabilities and inflate its earnings.

Methods of Financial statement fraud
Financial statement fraud can surface in many different forms, although once deceptive accounting practices are initiated, various systems of manipulation will be utilized to maintain the appearance of sustainability. Common approaches to artificially improving the appearance of the financials include: overstating revenues by recording future expected sales, understating expenses through such means as capitalizing operating expenses, inflating assets’ net worth by knowingly failing to apply an appropriate depreciation schedule, hiding obligations off of the company’s balance sheet and incorrect disclosure of related party transactions and structured finance deals. Another alternative to financial statement fraud involves cookie-jar accounting practices, a procedure by which a firm will understate revenues in one accounting period and maintain them as a reserve for future periods with worse performance. Such procedures remove the appearance of volatility from the operations.

Five basic types of financial statement fraud
According to a study conducted by the Association of Certified Fraud Examiners (ACFE), fraudulent financial statement accounts for approximately 10% of incidents concerning white collar crime, then we can have:

fictitious sales
improper expense recognition
incorrect asset valuation
hidden liabilities and unsuitable disclosures.

We suggest these websites if you want and like to find out more about these matters:

www.investopedia.com

Technical analysis history

Money, wealth, investments news

Economics and Liberty

Financial Safety Rules

Trading tips and advice 1

Stocks and Bonds to watch

Stocks analysis dictionary

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Technical approach to trading

Trading lovers

50 great quotes about trading

Prediction and trading

Paul King trading rules

Golden rules of trading

20 golden rules of trading

Penny stocks trading

Jesse Livermore trading lessons

Jesse Livermore trading rules

The true words of Jesse Livermore

The wisdom of Jesse Livermore

50 Famous Quotes by Jesse Livermore

Visual Capitalist Data

Trading versus gambling

Great trading advice

Golden trading rules

Trading glossary

Trading-Synthetic-Dictionary.pdf

Trading quotations

Penny stocks trading

English for business

Management news

The Stocks Exchange

Quote master trading

Speculation game quotes

Wall Street Crash 1929

The Housing bubble 2008

Master trading links

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Venezuela Business News

Finanzaonline.com

Investire Oggi Forum

Investing.com

Tipranks.com

Google Finance

Google Business News

Bloomberg markets

Reuters Business News

Reuters Money News

Reuters Company News

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Market financial and business news https://www.english-culture.com/market-financial-and-business-news/ Mon, 03 Jun 2024 13:21:20 +0000 https://www.english-culture.com/?p=160499 Market financial and business news, an article with some quotes, tips and very useful Dukascopy Bank widgets to inform you on the most important updated economic world financial news. Personal finance is …

The post Market financial and business news first appeared on The World of English.]]>
Market financial news
Market financial news

Market financial and business news, an article with some quotes, tips and very useful Dukascopy Bank widgets to inform you on the most important updated economic world financial news.

Personal finance is only 20% head knowledge. It’s 80% behavior!
Dave Ramsey

It’s simple arithmetic: Your income can grow only to the extent that you do.
T. Harv Eker

Money, like emotions, is something you must control to keep your life on the right track.
Natasha Munson

Opportunities come infrequently. When it rains gold, put out the bucket, not the thimble.
Warren Buffett

In fact, what determines your wealth is not how much you make but how much you keep of what you make.
David Bach

A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.
Suze Orman

Don’t tell me what you value, show me your budget, and I’ll tell you what you value.
Joe Biden

Beware of little expenses. A small leak will sink a great ship.
Benjamin Franklin

A budget tells us what we can’t afford, but it doesn’t keep us from buying it.
William Feather

Money isn’t everything, but it’s right up there with oxygen.
Zig Ziglar

A man who does not plan long ahead will find trouble right at his door.
Confucius

Financial business news
Financial business news

Make sure you have financial intelligence… I don’t care if you have money or you don’t have money… you need to go and study finance no matter what.
Daymond John

You can have excuses or you can have success; you can’t have both.
Jen Sincero

Tough times never last, but tough people do.
Robert H. Schuller

The way to get started is to quit talking and begin doing.
Walt Disney

Like it or not, money makes the world go round. It provides you with basic necessities and helps you achieve your savings goals. Unfortunately, money doesn’t grow on trees. That’s why market, financial, and business news are crucial for making informed investment decisions.

By staying informed on these fronts, investors can make better decisions, manage risks, and capitalize on opportunities. So you must be well informed about trends, sentiments and economic indicators. Market news provides insights into overall market trends and investor sentiment, which can influence stock prices. Then information on economic indicators (e.g., GDP growth, unemployment rates) helps investors gauge the health of the economy, which affects investment choices.

As far as financial news they concern companies performances, and they includes earnings reports, financial statements, and performance metrics of companies. Analyzing this data helps in assessing the profitability and financial health of a company. Don’t forget top watch carefully their valuation, since updates on stock valuations and comparisons with industry peers help investors determine if a stock is overvalued or undervalued.

Last but not least there are business news, such as industry developments. These kind of news covers industry-specific developments, technological advancements, and competitive dynamics that can impact a company’s growth prospects. And finally information on mergers, acquisitions, partnerships, and other corporate actions can significantly affect a company’s stock price and future performance.

Business and Forex news
Business and Forex news

So, since everyone faces a difficult financial period at some point, no need of panicking or becoming overwhelmed, because it’s important to note that these times are perhaps only temporarily. Certainly you must be ready for a lot of hard work, smart planning and determination, and doing like this any financial situation can be turned around over time, no matter how bad it is.

Dukascopy Financial News Online

The Online News web widget is an embeddable real-time financial news aggregator. It streams announcements and articles on Forex and commodity markets, companies and stocks, and global economies from approximately 500 news providers, including central banks, credit rating agencies, auditors, stock exchanges, and major news agencies such as Reuters, MarketWatch, and CNBC. The live stream is available in 22 languages.



The Market Summary widget gives a quick overview of the latest developments in various Forex instruments and commodity, stock, and index CFDs. As such this widget incorporates four others – Live Quotes, Average Spreads, Daily Highs and Lows, and Sentiment, thus aggregating the data on latest bid and ask prices and trading volumes, average spreads for different time frames, high and low prices for selected dates, and current differences between buy and sell positions.



The Technical Indicators web widget is an embeddable technical analysis tools that gives an overview of trading signals based on the most popular indicators: Moving Average Convergence Divergence (MACD), Relative Strength Index (RSI), Stochastic Oscillator (Stochastic), Average Directional Index (ADX), Commodity Channel Index (CCI), Aroon Oscillator (AROON), Alligator, and Parabolic Stop and Reverse (SAR). The widget translates the values of the indicators into three types of signals: “Buy”, “Sell”, and “Neutral”. The signals are available for various Forex market instruments, commodity, index, and stock CFDs, and bitcoin, for time frames ranging from five minutes to one month.



You can find out more visiting the following pages:

Finance and trading news

Global Markets performance

Trading and finance indicators

Managements last news

Investments wealth news

Market news and events

www.dukascopy.com

InteractiveBrokers.com

Yahoo business news

Yahoo finance news

Bloomberg last news


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