Poplar Forest Partners Fund Buy Hold or Sell Recommendation
| PFPFX Fund | USD 56.43 0.26 0.46% |
Assuming the 90 days horizon and your complete indifference towards market risk, our recommendation regarding Poplar Forest Partners is 'Strong Buy'. A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Poplar Forest Partners given historical horizon and risk tolerance towards Poplar Forest. When Macroaxis issues a 'buy' or 'sell' recommendation for Poplar Forest Partners, the advice is generated through an automated system that utilizes algorithms and statistical models.
Check out Poplar Forest Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. Note, we conduct extensive research on individual funds such as Poplar and provide practical buy, sell, or hold recommendation based on investors' investing horizon and their risk tolerance towards Poplar Forest Partners. Also, note that the market value of any mutual fund could be closely tied with the direction of predictive economic indicators such as signals in census.
Poplar |
Execute Poplar Forest Buy or Sell Advice
The Poplar recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Poplar Forest Partners. Macroaxis does not own or have any residual interests in Poplar Forest Partners or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Poplar Forest's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Buy
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Follows the market closely | Details | |
Analyst Consensus | Not Available | Details |
Poplar Forest Trading Alerts and Improvement Suggestions
Poplar Forest Returns Distribution Density
The distribution of Poplar Forest's historical returns is an attempt to chart the uncertainty of Poplar Forest's future price movements. The chart of the probability distribution of Poplar Forest daily returns describes the distribution of returns around its average expected value. We use Poplar Forest Partners price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Poplar Forest returns is essential to provide solid investment advice for Poplar Forest.
| Mean Return | 0.08 | Value At Risk | -0.92 | Potential Upside | 1.12 | Standard Deviation | 0.76 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Poplar Forest historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Poplar Forest Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Poplar Forest or Poplar Forest Capital sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Poplar Forest's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a Poplar fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over Dow Jones | -0.03 | |
β | Beta against Dow Jones | 0.84 | |
σ | Overall volatility | 0.75 | |
Ir | Information ratio | -0.06 |
Poplar Forest Volatility Alert
Poplar Forest Partners exhibits very low volatility with skewness of 1.26 and kurtosis of 3.94. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Poplar Forest's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Poplar Forest's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Poplar Forest Fundamentals Vs Peers
Comparing Poplar Forest's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Poplar Forest's direct or indirect competition across all of the common fundamentals between Poplar Forest and the related equities. This way, we can detect undervalued stocks with similar characteristics as Poplar Forest or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Poplar Forest's fundamental indicators could also be used in its relative valuation, which is a method of valuing Poplar Forest by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Poplar Forest to competition |
| Fundamentals | Poplar Forest | Peer Average |
| Price To Earning | 15.66 X | 6.53 X |
| Price To Book | 1.32 X | 0.74 X |
| Price To Sales | 1.00 X | 0.61 X |
| Annual Yield | 0.02 % | 0.29 % |
| Year To Date Return | 12.34 % | 0.39 % |
| One Year Return | 20.47 % | 4.15 % |
| Three Year Return | 5.84 % | 3.60 % |
| Five Year Return | 10.73 % | 3.24 % |
| Ten Year Return | 6.77 % | 1.79 % |
| Net Asset | 319.17 M | 4.11 B |
| Minimum Initial Investment | 25 K | 976.16 K |
| Last Dividend Paid | 0.94 | 0.65 |
| Cash Position Weight | 1.05 % | 10.61 % |
| Equity Positions Weight | 98.95 % | 63.90 % |
Poplar Forest Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Poplar . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 56.43 | |||
| Day Typical Price | 56.43 | |||
| Price Action Indicator | 0.13 | |||
| Period Momentum Indicator | 0.26 |
About Poplar Forest Buy or Sell Advice
When is the right time to buy or sell Poplar Forest Partners? Buying financial instruments such as Poplar Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
Use Investing Ideas to Build Portfolios
In addition to having Poplar Forest in your portfolios, you can quickly add positions using our predefined set of ideas and optimize them against your very unique investing style. A single investing idea is a collection of funds, stocks, ETFs, or cryptocurrencies that are programmatically selected from a pull of investment themes. After you determine your investment opportunity, you can then find an optimal portfolio that will maximize potential returns on the chosen idea or minimize its exposure to market volatility.Did You Try This Idea?
Run Small Blend Funds Thematic Idea Now
Small Blend Funds
Fund or Etfs that invest in stocks of small to mid-sized entities that have characteristics of both growth and value companies. The Small Blend Funds theme has 38 constituents at this time.
You can either use a buy-and-hold strategy to lock in the entire theme or actively trade it to take advantage of the short-term price volatility of individual constituents. Macroaxis can help you discover thousands of investment opportunities in different asset classes. In addition, you can partner with us for reliable portfolio optimization as you plan to utilize Small Blend Funds Theme or any other thematic opportunities.
| View All Next | Launch |
Other Information on Investing in Poplar Mutual Fund
Poplar Forest financial ratios help investors to determine whether Poplar Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Poplar with respect to the benefits of owning Poplar Forest security.
| Portfolio Analyzer Portfolio analysis module that provides access to portfolio diagnostics and optimization engine | |
| Bonds Directory Find actively traded corporate debentures issued by US companies | |
| Share Portfolio Track or share privately all of your investments from the convenience of any device | |
| Volatility Analysis Get historical volatility and risk analysis based on latest market data |