mutual fund analysis

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FundGUARD™: A Predictive Sales Targeting System for the Mutual Funds industry which provides Executives, Sales Managers, and Sales reps a suite of packaged analytics with the following capabilities: – Advanced analytics, lead management and reporting tools to help mutual fund distributors drive growth in assets under management, while reducing redemption risk. – Strategic segmentation and predictive analytics capabilities that automatically generate and deliver predictive sales/redemption leads into the hands of the sales force. – Targeted analysis, reporting, scoring and alerting capabilities for sales and marketing professionals. To view the full webcast, please visit www.angoss.com
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Investment Strategies: Emerging Markets, Mutual Funds, Consumer Staples

Analysis and Discussion with Brett Gallagher of Artio Global Management

Out of accounting 5 years – do you think I can get back in?

Question by LCDE76: Out of accounting 5 years – do you think I can get back in?
I have an accounting degree – graduated in May 99 Cum Laude. I worked 4 years as a mutual fund accountant and then spent the last 5 years in credit analysis/underwriting. Times are tough in my current position and I am contemplating getting back into accounting. I know I’ll be a little rusty but I’m a fast learner with a solid varied professional background. My question is this….. Do you think companies will be concerned that I have been away from it so long? I’d be willing to accept 55-60K salary……………..they are paying kids right out of school 45-50K these days. Thanks

Best answer:

Add your own answer in the comments!

The Dems are focused on Craig when they ignore their own problems and corruption. Why isn’t this a top story?

Question by ks: The Dems are focused on Craig when they ignore their own problems and corruption. Why isn’t this a top story?
Tuesday, August 28, 2007
-Wall Street Journal

A poor family is making big donations to Hillary Clinton… and their donations just happen to track with the donations of a wealthy Chinese businessman.

One of the biggest sources of political donations to Hillary Rodham Clinton is a tiny, lime-green bungalow that lies under the flight path from San Francisco International Airport.
Six members of the Paw family, each listing the house at 41 Shelbourne Ave. as their residence, have donated a combined $ 45,000 to the Democratic senator from New York since 2005, for her presidential campaign, her Senate re-election last year and her political action committee. In all, the six Paws have donated a total of $ 200,000 to Democratic candidates since 2005, election records show.

That total ranks the house with residences in Greenwich, Conn., and Manhattan’s Upper East Side among the top addresses to donate to the Democratic presidential front-runner over the past two years, according to an analysis by The Wall Street Journal of donations listed with the Federal Election Commission.

It isn’t obvious how the Paw family is able to afford such political largess. Records show they own a gift shop and live in a 1,280-square-foot house that they recently refinanced for $ 270,000. William Paw, the 64-year-old head of the household, is a mail carrier with the U.S. Postal Service who earns about $ 49,000 a year, according to a union representative. Alice Paw, also 64, is a homemaker. The couple’s grown children have jobs ranging from account manager at a software company to “attendance liaison” at a local public high school. One is listed on campaign records as an executive at a mutual fund.

The Paws’ political donations closely track donations made by Norman Hsu, a wealthy New York businessman in the apparel industry who once listed the Paw home as his address, according to public records. Mr. Hsu is one of the top fund-raisers for Mrs. Clinton’s presidential campaign. He has hosted or co-hosted some of her most prominent money-raising events.

People who answered the phone and the door at the Paws’ residence declined requests for comment last week. In an email last night, one of the Paws’ sons, Winkle, said he had sometimes been asked by Mr. Hsu to make contributions, and sometimes he himself had asked family members to donate. But he added: “I have been fortunate in my investments and all of my contributions have been my money.”

He’s got $ 45,000 laying around and decides to continue living at home with mom and dad instead of getting his own apartment?

I guess he’s really committed to the cause.
Ohiofirefighter, I guess it’s important to someone with a lower than average mentality. Most of the country didn’t even know who Craig was until a couple of days ago. He wasn’t exactly a prominent member of the Senate.

Best answer:

Answer by ohiofirefighter42
And somehow you think this is as juicy to the media as a man that that tries to push his “family values” on the country then trolls for sausage in the mens room?………get a life sex sells

Add your own answer in the comments!

I. You are working for an investment firm and have been asked to analyze and explain investments to your boss ?

Question by afolabi o: I. You are working for an investment firm and have been asked to analyze and explain investments to your boss ?
I. You are working for an investment firm and have been asked to analyze and explain investments to your boss and clients who do not understand the various aspects of your job. You are working with the analysis of stocks, bonds and mutual funds. The following questions are examples of some of the analysis type problems that your boss has asked you to explain. Be sure to be thorough with your explanations.

1. In the old days, bond prices were expressed in terms of 1/32’s and multiples thereof. An old letter in your files references a bond price that goes from 82 1/3 to 80 7/8. How much did it change?
2. You bought a bond GMAC 8s15 on 1-1-07 at a price of 45. What is the price in dollars? How many years before it expires (assume it expired Dec 31)? How much total interest will be received from the bond by the expiration date? What is the annual yield? How much risk is associated with this bond (low, medium or high) and how do you know?
3. You have invested in stock for 1 year. If you start with $ 125 worth, a 8.25% increase in value will cause it to be worth how much? If you start with $ 125 of stock and then it grows to $ 215, what was the growth rate?
4. One of your investments, a mutual fund, was bought by you for $ 15.80 on January 1 this year with a sales charge at that time of 3% of the NAV. It increased in value since then by $ 3. What is the current YTD NAV (that is, what can you sell it for today)? What is the YTD % return?
5. One of your clients has some stock he needs to distribute dividends to. However, the dividends for last year were never distributed. The total amount of dividends to be distributed is $ 120,000. It is to be distributed to 55,000 preferred shares at a fixed dividend of $ 1 per share. Your client wants to know how many dollars are distributed to preferred shareholders? How much per share is distributed to 20,000 common shareholders?
6. A client wants to know your best guess about the probable price of stock in 3 years. Historical data are listed below.Use Excel to graph the data and come up with the equation of a line to fit the data and use for predicting the price of the stock in 3 years.

(1963 – $ 115)(1965 was $ 125) (1967 was $ 130) (1969 was $ 140)

(1971 was $ 110) (1973 was $ 130) (1975 was $ 140) (1977 was $ 152) (1979 was $ 170)
(1981 was $ 150) (1983 was $ 140) (1985 was $ 150) (1987 was $ 177) (1989 was $ 190) (1991 was $ 175) (1993 was $ 172) (1995 was $ 170) (1997 was $ 176) (1999 was $ 184) (2001 was $ 189) (2003 was $ 198) (2005 was $ 230)

Best answer:

Answer by Robert M
1- $ 14.58

2- $ 450., eight, $ 640., 8%, high, price so low

3- $ 135.31, 72%

4-$ 18.80, 15.98%

5-$ 110,000; $ 10,000

6-too much work, sorry.

What do you think? Answer below!

What is Fundamental Analysis?

What is Fundamental Analysis?Disclaimer: All content was created and owned Investopedia ULC. Please visit www.investopedia.com for more information. The use of this video is purely for educational purposes only and does not claim any responsibility for any losses or damages incurred from financial decisions made from this video. Viewers are advised that this electronic publication is issued solely for information purposes and should not to be construed as an offer to sell or the solicitation of an offer to buy any security. The views expressed herein are based upon our analysis of the issuer’s public disclosures, and assumes both their accuracy and completeness. The opinions and statements included herein are based on sources (including the companies discussed and public sources) believed to be reliable and in good faith, but no representation or warranty, express or implied, is made as to their accuracy, completeness or correctness. We have not independently verified the information contained herein. This information is not intended to be used as the sole basis of any investment decisions, nor should it be construed as advice designed to meet the investment needs of any particular investor. We encourage you to consult with independent financial advisors with respect to any investment in the securities mentioned herein. You should review a complete information package on all companies, which should include, but not be limited to, the Company’s annual report, quarterly …

II. You are working for an investment firm and have been asked to analyze and explain investments to your boss?

Question by kim h: II. You are working for an investment firm and have been asked to analyze and explain investments to your boss?
II. You are working for an investment firm and have been asked to analyze and explain investments to your boss and clients who do not understand the various aspects of your job. You are working with the analysis of stocks, bonds and mutual funds. The following questions are examples of some of the analysis type problems that your boss has asked you to explain. Be sure to be thorough with your explanations.

1. In the old days, bond prices were expressed in terms of 1/32’s and multiples thereof. An old letter in your files references a bond price that goes from 82 1/3 to 80 7/8. How much did it change?
2. You bought a bond GMAC 8s15 on 1-1-07 at a price of 45. What is the price in dollars? How many years before it expires (assume it expired Dec 31)? How much total interest will be received from the bond by the expiration date? What is the annual yield? How much risk is associated with this bond (low, medium or high) and how do you know?
3. You have invested in stock for 1 year. If you start with $ 125 worth, a 8.25% increase in value will cause it to be worth how much? If you start with $ 125 of stock and then it grows to $ 215, what was the growth rate?
4. One of your investments, a mutual fund, was bought by you for $ 15.80 on January 1 this year with a sales charge at that time of 3% of the NAV. It increased in value since then by $ 3. What is the current YTD NAV (that is, what can you sell it for today)? What is the YTD % return?
5. One of your clients has some stock he needs to distribute dividends to. However, the dividends for last year were never distributed. The total amount of dividends to be distributed is $ 120,000. It is to be distributed to 55,000 preferred shares at a fixed dividend of $ 1 per share. Your client wants to know how many dollars are distributed to preferred shareholders? How much per share is distributed to 20,000 common shareholders?
6. A client wants to know your best guess about the probable price of stock in 3 years. Historical data are listed below.Use Excel to graph the data and come up with the equation of a line to fit the data and use for predicting the price of the stock in 3 years.

Year and Price,

(1963 – $ 115)

(1965 was $ 125)

1967was $ 130

1969 was $ 140

1971 was $ 110

1973 was$ 130

1975 was $ 140

1977 was $ 152

1979 was $ 170

1981 was $ 150

1983 was $ 140

1985 was $ 150

1987 was $ 177

1989 was $ 190

1991was $ 175

1993 was $ 172

1995 was $ 170

1997 was $ 176

1999 was $ 184

2001 was $ 189

2003 was $ 198

2005 was $ 230

Best answer:

Answer by anthonymh2002
1. 3 5/24

2. 45 dollars, expires 2015, total interest is 200%, low risk.

3. The value of 125 at 8.25% is now 135.31. The growth rate is 90%.

4. 15.80 at 3% increase. The NAV is (0.47). Increased to 18.80 and
current NAV change is 28%. YTD is 28%.

5. $ 3.25

Know better? Leave your own answer in the comments!

Market Technical Analysis – Market Whips Into Fed As Wild Trading Is Expected!

InTheMoneyStocks.com breaks out the key technical analysis techniques they have become famous for. They analyze the charts on the market to showcase their technical trend line analysis, price, pattern and time values. By utilizing these methods and not using the common technical tools which almost never work anymore, they are able to call every major and minor market move avoiding Wall Street hype. InTheMoneyStocks.com looks at major support and resistance levels on the charts telling their viewers where the market will rise and fall. They talk about major rules that must be learned. Enjoy and come get their premium daily, month, weekly and intra day expert guidance on the markets, gold, oil, us$ and stocks in their premium nightly videos, daily market reports, pro trader watch list, hidden gems and technical tactics. All included in the Research Center for just .99/month. Best value and guidance on Wall Street by those that avoid the Wall Street hype! RealTick graphics used with permission of Townsend Analytics, Ltd. ©1986-2009 Townsend Analytics, Ltd. All Rights Reserved. RealTick is a registered trademark of Townsend Analytics, Ltd.
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Online Stock Analysis and Mutual Fund Research

Commodities trading is explosively volatile. It is global in scope, hypersensitive to supply and demand. The volumes are huge. Here time frame for accurate information is measured only in minutes. Online trading platforms keep up continuous and rapid flow information about markets. Basic approach to forecast price movement is same for most of the instruments including stock analysis.

Analytical tools

Bar charts or line graphs track the price movement during the trading hours. Being, self-analytical, they are easier to understand than a column of figures. Particular patterns stand out clearly. Moving averages are effective in comparing a day’s movement against a past trend. Different analysts use different averages; preferences vary from 3-day average to 200-day average. If the current price-line is above the moving average line, it means that the trend is positive. On other hand, if the day’s price-line dips below the average line, obviously the prices are falling. Online trading systems have made intelligent stock analysis extremely simple, for day traders. With a single click, resistance and support planes, double top formations and dozen other analytics are thrown-up. Traders playing shorts will find these particularly useful.

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Mutual Funds

Mutual fund research is equally important for selecting the right scheme. Online trading platforms usually provide the following guides; the sector in which the scheme proposes to operate, the stocks, or funds it invests in, past performance of the management, Net Asset value (NAV) and tax benefits if any.

Advice is a Golden Word

Investor need not be alone in this harsh world of finance. Stockbrokers share the wealth of information with their online clients. They may even advice the investors, depending upon the type of account and brief. When it comes to commodities trading, global cues and trends play high-impact role. Offline traders also can use the broker’s general website for basic research reports.

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Access Data and Discovery Announce Joint Offering

Access Data and Discovery Announce Joint Offering

Pittsburgh, PA (PRWEB) December 3, 2007

Access Data, the leading provider of omnibus account transparency and enterprise sales reporting, and Discovery, the leading provider of financial intermediary market data, announced today an exclusive joint offering called AccessDiscovery, to provide mutual fund companies a clear, concise picture of its most profitable financial intermediary clients and ideal prospects. AccessDiscovery provides detailed information that enables mutual fund sales managers to develop a profile for Registered Representatives, Advisors, Trust Officers, and other sales people that have the highest likelihood of selling their fund products.

AccessDiscovery combines important client demographic information with net sales results and provides easy access to this information via a fund firm’s CRM system or hand held device. Leading mutual fund sales teams will now have a clear target of who they should be spending time with to expand the firm’s “Share of Wallet,” as well as those individuals that should be called because they represent the best new business opportunity. “The combination of Access Data and Discovery information, enables mutual fund wholesalers to spend all of their time on their best clients and ideal prospects,” said Nicholas Stuller, President of Discovery. “AccessDiscovery is taking a lot of the guess work out of sales to financial intermediaries,” added Mr. Stuller.

AccessDiscovery is an on-demand service that utilizes Access Data’s proprietary, state-of-the-art technologies, and Discovery’s rich repository of market data about financial intermediaries to provide a complete turnkey service that takes care of all the operational aspects of identifying your best clients and ideal prospects, so a fund company’s sales team can focus on growing its book of business. “Acquiring timely and accurate transactional data from your financial intermediary sources is a deceptively difficult objective to achieve,” said Dan Cwenar, President and COO of Access Data Corp. “By working with Discovery, we have eliminated this industry problem by providing a common view for disparate financial intermediary data, and augmenting it with market demographic information to create actionable guidance on what to do tomorrow to grow sales,” continued Mr. Cwenar.

A testament to the popularity of this new offering is the fact that Charles Schwab Investment Management has already signed up for the service. In fact, a recent article in Money Management Executive news quoted Bill Thomas, Senior Vice President and Head of Distribution for Charles Schwab Investment Management, as follows… “AccessDiscovery will empower our sales team to be more efficient and more successful because it provides an accurate profile of our best clients and ideal prospects, based on actual sales results and real demographic information. It is great that Access Data and Discovery have come together to solve this long-standing industry problem.”

About Access Data

Access Data Corp. is the leading provider of enterprise reporting and data management services for mutual fund companies and financial intermediaries. Access Data’s flagship product, Access Data SalesVision®, provides financial services firms with a comprehensive storage, analysis, and enterprise reporting solution for compliance, finance and sales management. Today, financial services firms representing over $ 2.5 trillion in assets under management are benefiting from Access Data’s solutions and services. To learn more, visit http://www.accessdc.com or call Chip Miller at 1-888-799-1744.

About Discovery

Discovery provides the most comprehensive database of financial intermediary information available in the market today. The Discovery products prove to be a multi-purpose tool valued by over 360 client firms, including 150-plus fund companies. Discovery’s databases encompass all 29,000 Registered Investment Advisers, 540,000 Registered Representatives, all 6,100 Broker/Dealers, 1.4 million Insurance Agents and 9,550 Trust Companies and Banks. Discovery also provides integrated marketing analysis and services such as: Client Profiling and Analysis, Direct Mail and E-mail Campaigns, Sales Territories and Alignment, Lead Generation and Tradeshow Support.

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