How to Invest in Charles Colvard?
Charles Colvard Investing Guide | CTHR |
- Research Charles Colvard's stock before investing in Charles Colvard. It's a good idea to research the company and its stock by analyzing its financial statements, reading news articles, and studying its historical performance, including its growth strategy, change in net worth, competition, and potential risks.
- Choose a brokerage firm to buy shares of Charles Colvard. We recommend well-established brokerages such as Charles Schwab, Fidelity, TD Ameritrade, and Robinhood, but in many ways, it will depend on your individual needs, preferences, and investment goals.
- Open an account at one of the brokerages you have selected. You will be required to provide personal information, such as your name, address, and Social Security number.
- Fund your account. You will need to deposit funds into your brokerage account to purchase Charles Colvard stock. You can do this by transferring funds from your bank account or other investment accounts.
- Place your order. Once you have located Charles Colvard stock in your brokerage account, you can place your order to buy it. You will need to specify the number of shares you want to buy and the price you are willing to pay.
- Monitor your investment to track its performance and make informed decisions about buying, selling, or holding the stock.
It's important to note that investing in stocks such as Charles Colvard carries risks, and you should carefully consider your investment goals and risk tolerance before making any investment decisions regarding Charles Stock. Also, remember that it's important for investors to have a long-term perspective and a well-diversified portfolio to manage the impact of stock market volatility on their investments. Below is a detailed guide on how to invest safely in Charles Colvard.
Research Charles Colvard Stock
Researching Charles Colvard's stock involves analyzing various aspects of the company and its industry to make an informed investment decision. The key areas to focus on are fundamentals, business model and competitive advantage. It is also important to analyze trends in revenue, net income, and cash flow, as well as key financial ratios, such as price-to-earnings (P/E), price-to-sales (P/S), and debt-to-equity (D/E).
About 36.0% of the company shares are held by company insiders. The company has price-to-book (P/B) ratio of 0.13. Some equities with similar Price to Book (P/B) outperform the market in the long run. Charles Colvard recorded a loss per share of 6.0. The entity last dividend was issued on the 29th of May 2007. The firm had 5:4 split on the 31st of January 2006. Charles Colvard, Ltd. operates as a fine jewelry company in the United States and internationally. The company was incorporated in 1995 and is headquartered in Morrisville, North Carolina. Charles Colvard operates under Luxury Goods classification in the United States and is traded on NASDAQ Exchange. It employs 59 people. For more info on Charles Colvard please contact the company at 919 468 0399 or go to https://www.charlesandcolvard.com. Other things to consider when investing in Charles
Another important aspect of Charles Colvard's research is to evaluate the company's potential for future growth. This may include expanding into new markets, launching new products or services, or improving operational efficiency. Companies with strong growth prospects can be more attractive investments. This aspect of the research should be conducted in the context of the overall market and industry in which the company operates and should include an analysis of growth potential, competitive landscape, and any regulatory or economic factors that could impact the business. Some of the essential points regarding Charles Colvard's research are outlined below:
| Charles Colvard generated a negative expected return over the last 90 days | |
| Charles Colvard may become a speculative penny stock | |
| Charles Colvard has high historical volatility and very poor performance | |
| Charles Colvard has high likelihood to experience some financial distress in the next 2 years | |
| The company reported the previous year's revenue of 29.95 M. Net Loss for the year was (19.58 M) with profit before overhead, payroll, taxes, and interest of 10.74 M. | |
| Charles Colvard currently holds about 15.67 M in cash with (3.88 M) of positive cash flow from operations. This results in cash-per-share (CPS) ratio of 0.51. | |
| Charles Colvard has a frail financial position based on the latest SEC disclosures | |
| Roughly 36.0% of the company shares are held by company insiders | |
| Latest headline from MacroaxisInsider: Acquisition by Sykes Ollin B of 19000 shares of Charles Colvard at 0.3699 subject to Rule 16b-3 |
Charles Colvard Quarterly Cost Of Revenue |
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Check Charles Colvard's earnings reports
Charles Colvard uses earnings reports to provide investors with an update of all three financial statements, including the income statement, the balance sheet, and the cash flow statement. Therefore, it is also crucial when considering investing in Charles Colvard. Every quarterly earnings report provides investors with an overview of sales, expenses, and net income for the most recent period. It also may provide a comparison to Charles Colvard's previous reporting period. The quarterly earnings reports are usually disseminated to the public via Form 10-Q, which is a legal document filed with the Securities and Exchange Commission every quarter.
| 1st of February 2024 Upcoming Quarterly Report | View | |
| 31st of December 2023 Next Fiscal Quarter End | View |
Know Charles Colvard's Top Institutional Investors
Have you ever been surprised when a price of an equity instrument such as Charles Colvard is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Charles Colvard backward and forwards among themselves. Charles Colvard's institutional investor refers to the entity that pools money to purchase Charles Colvard's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
| Shares | Wells Fargo & Co | 2024-06-30 | 50.0 | Bank Of America Corp | 2024-06-30 | 33.0 | Advisor Group Holdings, Inc. | 2024-06-30 | 27.0 | Royal Bank Of Canada | 2024-06-30 | 17.0 | State Street Corp | 2024-06-30 | 0.0 | Jane Street Group Llc | 2024-06-30 | 0.0 | Northern Trust Corp | 2024-06-30 | 0.0 | Citadel Advisors Llc | 2024-06-30 | 0.0 | Millennium Management Llc | 2024-06-30 | 0.0 | Renaissance Technologies Corp | 2024-09-30 | 117.3 K | Vanguard Group Inc | 2024-09-30 | 61.9 K |
Follow Charles Colvard's market capitalization trends
The company currently falls under 'Nano-Cap' category with a current market capitalization of 3.81 M.Market Cap |
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Evaluate Charles Colvard's profitablity
| Last Reported | Projected for Next Year | ||
| Return On Tangible Assets | (0.01) | (0.01) | |
| Return On Capital Employed | (0.02) | (0.02) | |
| Return On Assets | (0.01) | (0.01) | |
| Return On Equity | (0.01) | (0.01) |
Determining Charles Colvard's profitability involves analyzing its financial statements and using various financial metrics to assess its ability to generate profits. Also, when deciding whether to invest in Charles Colvard, it's important to look at multiple sources and consider different scenarios. For example, gross profit margin measures Charles Colvard's profitability after accounting for the cost of goods sold, while net profit margin measures profitability after accounting for all expenses. Other important metrics include return on assets, return on equity, and free cash flow. By reviewing multiple sources and metrics, you can gain a complete picture of Charles Colvard's profitability and make more informed investment decisions.
Evaluate Charles Colvard's management efficiency
Charles Colvard has return on total asset (ROA) of (0.1633) % which means that it has lost $0.1633 on every $100 spent on assets. This is way below average. Similarly, it shows a return on stockholder's equity (ROE) of (0.4578) %, meaning that it created substantial loss on money invested by shareholders. Charles Colvard's management efficiency ratios could be used to measure how well Charles Colvard manages its routine affairs as well as how well it operates its assets and liabilities. As of 11/30/2024, Return On Tangible Assets is likely to drop to -0.01. In addition to that, Return On Capital Employed is likely to drop to -0.02. At this time, Charles Colvard's Total Current Assets are relatively stable compared to the past year. As of 11/30/2024, Non Currrent Assets Other is likely to grow to about 24.1 M, while Non Current Assets Total are likely to drop slightly above 21.6 M.| Last Reported | Projected for Next Year | ||
| Book Value Per Share | 1.64 | 3.06 | |
| Tangible Book Value Per Share | 1.64 | 3.04 | |
| Enterprise Value Over EBITDA | -73.1 K | -69.5 K | |
| Price Book Value Ratio | 8.21 | 7.80 | |
| Enterprise Value Multiple | -73.1 K | -69.5 K | |
| Price Fair Value | 8.21 | 7.80 | |
| Enterprise Value | 281.5 M | 483.3 M |
Examining the leadership quality of Charles Colvard offers valuable insights into its operational efficiency and financial health. This analysis assists investors in making informed decisions regarding the stock.
Beta 1.468 |
Basic technical analysis of Charles Stock
As of the 30th of November, Charles Colvard shows the risk adjusted performance of (0.05), and Mean Deviation of 3.04. Charles Colvard technical analysis gives you the methodology to make use of historical prices and volume patterns to determine a pattern that approximates the direction of the firm's future prices. Please confirm Charles Colvard risk adjusted performance, variance, as well as the relationship between the Variance and potential upside to decide if Charles Colvard is priced correctly, providing market reflects its regular price of 1.24 per share. Given that Charles Colvard is a hitting penny stock territory we recommend to closely look at its jensen alpha.Check Charles Colvard's insider trading activities
Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Charles Colvard insiders, such as employees or executives, is commonly permitted as long as it does not rely on Charles Colvard's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Charles Colvard insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.
Evaluate Charles Colvard's Outstanding Corporate Bonds
Charles Colvard issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Charles Colvard uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Charles bonds can be classified according to their maturity, which is the date when Charles Colvard has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.
| HSBC Holdings PLC Corp BondUS404280DR76 | View | |
| MPLX LP 52 Corp BondUS55336VAL45 | View | |
| Morgan Stanley 3591 Corp BondUS61744YAK47 | View |
Charles Colvard's technical indicators
Using predictive indicators to make investment decisions involves analyzing Charles Colvard's various financial and market-based factors to help forecast future trends and identify investment opportunities. Select the indicators that are most relevant to your investment strategy. Each indicator has its own strengths and weaknesses, so it's essential to combine multiple indicators to get a more comprehensive view of the market and reduce the risk of making poor decisions based on limited data.
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.39) | |||
| Mean Deviation | 3.04 | |||
| Coefficient Of Variation | (1,276) | |||
| Standard Deviation | 4.17 | |||
| Variance | 17.41 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.44) | |||
| Total Risk Alpha | (1.03) | |||
| Treynor Ratio | (0.40) | |||
| Maximum Drawdown | 23.29 | |||
| Value At Risk | (6.77) | |||
| Potential Upside | 7.85 | |||
| Skewness | (0.01) | |||
| Kurtosis | 1.35 |
| Risk Adjusted Performance | (0.05) | |||
| Market Risk Adjusted Performance | (0.39) | |||
| Mean Deviation | 3.04 | |||
| Coefficient Of Variation | (1,276) | |||
| Standard Deviation | 4.17 | |||
| Variance | 17.41 | |||
| Information Ratio | (0.11) | |||
| Jensen Alpha | (0.44) | |||
| Total Risk Alpha | (1.03) | |||
| Treynor Ratio | (0.40) | |||
| Maximum Drawdown | 23.29 | |||
| Value At Risk | (6.77) | |||
| Potential Upside | 7.85 | |||
| Skewness | (0.01) | |||
| Kurtosis | 1.35 |
Consider Charles Colvard's intraday indicators
Charles Colvard intraday indicators are useful technical analysis tools used by many experienced traders. Just like the conventional technical analysis, daily indicators help intraday investors to analyze the price movement with the timing of Charles Colvard stock daily movement. By combining multiple daily indicators into a single trading strategy, you can limit your risk while still earning strong returns on your managed positions.
Charles Colvard time-series forecasting models is one of many Charles Colvard's stock analysis techniques aimed to predict future share value based on previously observed values. Time-series forecasting models ae widely used for non-stationary data. Non-stationary data are called the data whose statistical properties e.g. the mean and standard deviation are not constant over time but instead, these metrics vary over time. These non-stationary Charles Colvard's historical data is usually called time-series. Some empirical experimentation suggests that the statistical forecasting models outperform the models based exclusively on fundamental analysis to predict the direction of the market movement and maximize returns from investment trading.
Choose a brokerage platform to buy Charles Colvard's shares
In investing, finding the right broker is a crucial step for anyone looking to embark on a journey into the stock market. It all begins with a thorough comparison of costs and fees, as low-cost or commission-free brokers can significantly impact an investor's returns. However, the cheapest option is not always the best choice. The adventure continues with exploring various trading platforms, seeking one that is user-friendly, reliable, and functional. The ideal platform will provide the necessary research, analysis, and investment monitoring tools. As the quest goes on, it's essential to consider the different account types brokers offer, such as individual, joint, and retirement accounts. In addition, for those interested in trading on margin, brokers offering margin accounts should also be considered. The journey leads to the discovery of brokers that provide a wide range of investment options, including stocks, bonds, ETFs, and mutual funds. This diversity allows investors to build well-rounded portfolios that suit their needs and goals. Customer service is another crucial factor in this decision-making process. The perfect broker would have a responsive, knowledgeable, and available customer support team ready to assist with various issues or investment decisions. Aspiring investors should seek brokers with quality research, market analysis, and educational resources. These tools are essential for making informed decisions and improving investment knowledge. It's also vital to ensure that the broker is regulated by an appropriate regulatory body and has robust security measures to protect personal and financial information. Additionally, account minimums and funding options should be taken into consideration. A broker with flexible account minimums and various funding options, such as wire transfers, ACH transfers, or check deposits, will cater to different investor needs. A seamless mobile and web experience is a must in today's fast-paced world. The ideal broker will allow investors to manage their investments easily on the go. Finally, it is essential to consider various brokers' reviews and conduct reputation analysis. By reading online assessments and seeking recommendations, valuable insights into each broker's reputation can be gathered. After a thorough investigation, you can find a broker that checks all the boxes and aligns with their preferences and requirements regarding taking a position in Charles Colvard.
Open brokerage account to buy Charles Stock
Once you've selected a broker, visit their website or a local branch to initiate the account-opening process. Most brokers offer online account opening, which is typically faster and more convenient. When you begin the process, you'll need to select the type of account you want to open. This may include individual, joint, or retirement accounts. Some brokers may also offer margin accounts, which allow you to trade on margin. Next, you'll need to complete the application form. Whether you're filling out an online or paper application, you'll need to provide personal information, such as your name, address, Social Security Number or other tax identification number, date of birth, and employment information. You may also be asked about your investment experience, financial situation, and goals. After completing the application form, review it carefully for accuracy and submit it to the broker. Some brokers may require you to provide additional documentation, such as a copy of your driver's license or passport, for identity verification. Once your application is submitted, the broker will review it and may run a background check or verify your credit history. You'll receive an email or notification with your new brokerage account details if your application is approved.
Fund your account to invest in Charles Stock
Once your account is open, you can fund it by linking your bank account to your brokerage account. To do this, log in to your brokerage account and look for an option to add or link a bank account. You will need to provide your bank account number and the routing number for your bank. This information can be found on your checks or by contacting your bank. After linking your bank account, you can initiate a transfer of funds from your bank account to your brokerage account. This process may vary depending on the brokerage, but generally, you will need to navigate to the funding or deposit section of the brokerage website or app. From there, you can choose the linked bank account and enter the amount you wish to transfer. Keep in mind that there may be limits on the amount you can transfer in a single transaction, and the transfer may take several business days to complete. Some brokerages also offer other funding options, such as wire transfers, mailing a check, or transferring assets from another brokerage. If you prefer to use one of these methods, check with your brokerage firm for specific instructions. Once the funds are in your brokerage account, you can use them to purchase investments such as stocks, bonds, mutual funds, or other financial instruments.
Place your Charles Stock order
Placing a Charles Colvard purchase order involves providing instructions to your selected brokerage firm to aquare shares of Charles Colvard on your behalf. First, your will need to access your brokerage account through their website or mobile app using your login credentials. Make sure you have sufficient funds in your account to cover the cost of the stock purchase, including any applicable fees or commissions. Once you are logged in, locate the trading platform or order entry section within the brokerage interface. It may be labeled as "Trade," "Order Entry," or something similar. Next, you will need to provide the necessary information to place your stock order. This typically includes: .
After entering the necessary information, review your order carefully to ensure it reflects your intentions accurately. When you are ready, submit your order by clicking the "Submit," "Place Order," or equivalent button. Your brokerage firm will then execute your order according to your instructions, subject to market conditions and the availability of shares. Keep in mind that market orders may be executed immediately, while limit orders, stop orders, and stop-limit orders will only be executed if the specified conditions are met. Finally, monitor your order status and confirm its execution. You can usually find this information in the "Order History" or "Order Status" section of your brokerage account.
| Ticker | Enter the ticker symbol, which is the unique series of letters representing the stock, e.g., CTHR for Charles Colvard | |
| Type | Choose the type of order you want to place. The most common order types are market orders, limit orders, stop orders, and stop-limit orders. Each order type has its own advantages and drawbacks, so be sure to research and understand them before placing your order. | |
| Quantity | Specify the number of shares you want to buy or sell | |
| Duration | Indicate the duration for which your order will be active. You can choose from options like "Day" (valid only for the current trading day) or "Good 'til Canceled" (valid until you manually cancel the order) |
Monitor your Charles Stock position
Monitoring your stock positions with your brokerage involves regularly checking the status and performance of your investments. Here's how you can monitor your stock positions using your brokerage account: First, access your account by signing in to your brokerage firm's website or mobile app using your login credentials. Once you're logged in, look for the section that displays your account information and portfolio holdings. This section may be labeled as "Portfolio," "Positions," "Holdings," or something similar. In this section, you'll generally find a list of the stocks and other investments that you own, along with relevant details such as the number of shares, the current market value, and the percentage change in value since the last trading day's close. You might also see the total cost of your investment, your current profit or loss, and the percentage gain or loss. Many brokerages also provide tools and features that allow you to analyze and track your stock positions more effectively. These may include:
As you continue to monitor your Charles Stock position, remember that in order to be an effective trader, it is critical to understand your entire portfolio's sensitivity to market volatility and how your single Charles Colvard position affects your overall exposure to market risk. One of the techniques to manage your overall risk is pair trading, a market-neutral trading strategy enabling traders to profit from virtually any market condition, whether it is experiencing an uptrend or downtrend movement.
| Performance Charts | These charts visually represent the historical price movement of your stocks over different time frames. You can use them to assess the trends and volatility of your investments. | |
| Stock Alerts | You can set up custom alerts to receive notifications when a stock reaches a certain price, percentage change, or other criteria. This can help you stay informed about significant market movements affecting your investments. | |
| Watchlists | Create watchlists to track the performance of stocks you are interested in but have not yet purchased. This can help you identify potential opportunities or risks. | |
| Research Tools | Brokerages often provide access to research tools, such as stock screeners, analyst reports, and financial statements, to help you make more informed investment decisions. |
Moving together with Charles Stock
| 0.76 | DOOO | BRP Inc | PairCorr |
| 0.72 | EZGO | EZGO Technologies | PairCorr |
| 0.83 | FEBO | Fenbo Holdings | PairCorr |
| 0.66 | HAS | Hasbro Inc | PairCorr |
Moving against Charles Stock
| 0.86 | DOGZ | Dogness International | PairCorr |
| 0.81 | VSTO | Vista Outdoor | PairCorr |
| 0.69 | RL | Ralph Lauren Corp | PairCorr |
| 0.65 | UAA | Under Armour A Aggressive Push | PairCorr |
| 0.61 | UA | Under Armour C | PairCorr |
| 0.61 | FOSL | Fossil Group | PairCorr |
| 0.6 | KTB | Kontoor Brands | PairCorr |
| 0.58 | REE | Ree Automotive Holding | PairCorr |
| 0.5 | PVH | PVH Corp Earnings Call This Week | PairCorr |
| 0.38 | MPX | Marine Products Fiscal Year End 23rd of January 2025 | PairCorr |
| 0.34 | ESCA | Escalade Incorporated | PairCorr |
| 0.32 | UHG | United Homes Group | PairCorr |
Follow Charles Stock across various news and media outlets
Far too much social signal, news, headlines, and media speculation about Charles Colvard that are available to investors today. That information is available publicly through Charles media outlets and privately through word of mouth or via Charles internal channels. However, regardless of the origin, that massive amount of Charles data is challenging to quantify into actionable patterns, especially for investors that are not very sophisticated with ever-evolving tools and techniques used in the investment management field.
A primary focus of Charles Colvard news analysis is to determine if its current price reflects all relevant headlines and social signals impacting the current market conditions. A news analyst typically looks at the history of Charles Colvard relative headlines and hype rather than examining external drivers such as technical or fundamental data. It is believed that price action tends to repeat itself due to investors' collective, patterned thinking related to Charles Colvard's headlines and news coverage data. This data is often completely overlooked or insufficiently analyzed for actionable insights to drive Charles Colvard alpha.