Flaherty Last Dividend Paid vs. Beta
| DFP Etf | USD 20.41 0.21 1.04% |
For Flaherty profitability analysis, we use financial ratios and fundamental drivers that measure the ability of Flaherty to generate income relative to revenue, assets, operating costs, and current equity. These fundamental indicators attest to how well Flaherty and Crumrine utilizes its assets to generate profit and value for its shareholders. The profitability module also shows relationships between Flaherty's most relevant fundamental drivers. It provides multiple suggestions of what could affect the performance of Flaherty and Crumrine over time as well as its relative position and ranking within its peers.
Flaherty |
The market value of Flaherty and Crumrine is measured differently than its book value, which is the value of Flaherty that is recorded on the company's balance sheet. Investors also form their own opinion of Flaherty's value that differs from its market value or its book value, called intrinsic value, which is Flaherty's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Flaherty's market value can be influenced by many factors that don't directly affect Flaherty's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Flaherty's value and its price as these two are different measures arrived at by different means. Investors typically determine if Flaherty is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Flaherty's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.
Flaherty and Crumrine Beta vs. Last Dividend Paid Fundamental Analysis
Comparative valuation techniques use various fundamental indicators to help in determining Flaherty's current stock value. Our valuation model uses many indicators to compare Flaherty value to that of its competitors to determine the firm's financial worth. Flaherty and Crumrine is rated # 2 ETF in last dividend paid as compared to similar ETFs. It is rated below average in beta as compared to similar ETFs totaling about 0.26 of Beta per Last Dividend Paid. The ratio of Last Dividend Paid to Beta for Flaherty and Crumrine is roughly 3.87 . Comparative valuation analysis is a catch-all technique that is used if you cannot value Flaherty by discounting back its dividends or cash flows. It compares the stock's price multiples to nearest competition to determine if the stock is relatively undervalued or overvalued.Flaherty Beta vs. Last Dividend Paid
Last Dividend Paid refers to dividend per share(DPS) paid to the shareholder the last time dividends were issued by a company. In its conventional sense, dividends refer to the distribution of some of a company's net earnings or capital gains decided by the board of directors.
Flaherty |
| = | 1.74 |
Many stable companies today pay out dividends to their shareholders in the form of the income distribution, but high-growth firms rarely offer dividends because all of their earnings are reinvested back to the business.
Beta is one of the most important measures of equity market volatility. Beta can be thought of as asset elasticity or sensitivity to market. In other words, it is a number that shows the relationship of an equity instrument to the financial market in which this instrument is traded. For example, if Beta of equity is 2, it is expected to significantly outperform market when the market is going up and significantly underperform when the market is going down. Similarly, Beta of 1 indicates that an asset and market will generate similar returns over time.
Flaherty |
| = | 0.45 |
In a nutshell, Beta is a measure of individual stock risk relative to the overall volatility of the stock market. and is calculated based on very sound finance theory - Capital Assets Pricing Model (CAPM).However, since Beta is calculated based on historical price movements it may not predict how a firm's stock is going to perform in the future.
Flaherty Beta Comparison
Flaherty is currently under evaluation in beta as compared to similar ETFs.
Beta Analysis
As returns on the market increase, Flaherty's returns are expected to increase less than the market. However, during the bear market, the loss of holding Flaherty is expected to be smaller as well.
Flaherty Profitability Projections
The most important aspect of a successful company is its ability to generate a profit. For investors in Flaherty, profitability is also one of the essential criteria for including it into their portfolios because, without profit, Flaherty will eventually generate negative long term returns. The profitability progress is the general direction of Flaherty's change in net profit over the period of time. It can combine multiple indicators of Flaherty, where stable trends show no significant progress. An accelerating trend is seen as positive, while a decreasing one is unfavorable. A rising trend means that profits are rising, and operational efficiency may be rising as well. A decreasing trend is a sign of poor performance and may indicate upcoming losses.
Flaherty Crumrine Dynamic Preferred and Income Fund Inc. is a closed ended balanced mutual fund launched and managed by Flaherty Crumrine Incorporated. The fund invests in the public equity and fixed income markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in investment grade securities consisting of preferred securities and other income-producing securities issued by companies which include traditional preferred stock, trust preferred securities, hybrid securities that have characteristics of equity and debt securities, convertible securities, subordinated debt, and senior debt. Flaherty Crumrine Dynamic Preferred and Income Fund Inc. was formed on May 23, 2013 and is domiciled in the United States.
Flaherty Profitability Driver Comparison
Profitability drivers are factors that can directly affect your investment outlook on Flaherty. Investors often realize that things won't turn out the way they predict. There are maybe way too many unforeseen events and contingencies during the holding period of Flaherty position where the market behavior may be hard to predict, tax policy changes, gold or oil price hikes, calamities change, and many others. The question is, are you prepared for these unexpected events? Although some of these situations are obviously beyond your control, you can still follow the important profit indicators to know where you should focus on when things like this occur. Below are some of the Flaherty's important profitability drivers and their relationship over time.
| Last Dividend Paid vs Price To Earning | ||
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| Five Year Return vs Beta |
Use Flaherty in pair-trading
One of the main advantages of trading using pair correlations is that every trade hedges away some risk. Because there are two separate transactions required, even if Flaherty position performs unexpectedly, the other equity can make up some of the losses. Pair trading also minimizes risk from directional movements in the market. For example, if an entire industry or sector drops because of unexpected headlines, the short position in Flaherty will appreciate offsetting losses from the drop in the long position's value.Flaherty Pair Trading
Flaherty and Crumrine Pair Trading Analysis
The ability to find closely correlated positions to Flaherty could be a great tool in your tax-loss harvesting strategies, allowing investors a quick way to find a similar-enough asset to replace Flaherty when you sell it. If you don't do this, your portfolio allocation will be skewed against your target asset allocation. So, investors can't just sell and buy back Flaherty - that would be a violation of the tax code under the "wash sale" rule, and this is why you need to find a similar enough asset and use the proceeds from selling Flaherty and Crumrine to buy it.
The correlation of Flaherty is a statistical measure of how it moves in relation to other instruments. This measure is expressed in what is known as the correlation coefficient, which ranges between -1 and +1. A perfect positive correlation (i.e., a correlation coefficient of +1) implies that as Flaherty moves, either up or down, the other security will move in the same direction. Alternatively, perfect negative correlation means that if Flaherty and Crumrine moves in either direction, the perfectly negatively correlated security will move in the opposite direction. If the correlation is 0, the equities are not correlated; they are entirely random. A correlation greater than 0.8 is generally described as strong, whereas a correlation less than 0.5 is generally considered weak.
Correlation analysis and pair trading evaluation for Flaherty can also be used as hedging techniques within a particular sector or industry or even over random equities to generate a better risk-adjusted return on your portfolios.Use Investing Themes to Complement your Flaherty position
In addition to having Flaherty 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 Shipbuilding Railroad Equipment Thematic Idea Now
Shipbuilding Railroad Equipment
Fama and French investing themes focus on testing asset pricing under different economic assumptions. The Shipbuilding Railroad Equipment theme has 16 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 Shipbuilding Railroad Equipment Theme or any other thematic opportunities.
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Other Information on Investing in Flaherty Etf
To fully project Flaherty's future profitability, investors should examine all historical financial statements. These statements provide investors with a comprehensive snapshot of the financial position of Flaherty and Crumrine at a specified time, usually calculated after every quarter, six months, or one year. Three primary documents fall into the category of financial statements. These documents include Flaherty's income statement, its balance sheet, and the statement of cash flows.