Davis Select Equity Etf Buy Hold or Sell Recommendation
| DUSA Etf | USD 39.54 0.08 0.20% |
Given the investment horizon of 90 days and your above-average risk tolerance, our recommendation regarding Davis Select Equity is 'Buy'. Macroaxis provides Davis Select buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding DUSA positions. The advice algorithm takes into account all of Davis Select's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Davis Select's buy or sell advice are summarized below:
Real Value 40.01 | Hype Value 39.52 | Market Value 39.54 | Naive Value 39.42 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Davis Select Equity given historical horizon and risk tolerance towards Davis Select. When Macroaxis issues a 'buy' or 'sell' recommendation for Davis Select Equity, the advice is generated through an automated system that utilizes algorithms and statistical models.
Davis |
Execute Davis Select Buy or Sell Advice
The Davis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Davis Select Equity. Macroaxis does not own or have any residual interests in Davis Select Equity or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Davis Select's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Buy
Market Performance | Good | Details | |
Volatility | Very steady | Details | |
Hype Condition | Low key | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Almost mirrors the market | Details | |
Investor Sentiment | Alarmed | Details | |
Analyst Consensus | Not Available | Details |
Davis Select Trading Alerts and Improvement Suggestions
| About 58.0% of the company shares are held by institutions such as insurance companies | |
| Latest headline from news.google.com: Raymond James Financial Services Advisors Inc. Grows Stake in Davis Select U.S. Equity ETF - Defense World | |
| The fund retains all of its assets under management (AUM) in equities |
Davis Select Returns Distribution Density
The distribution of Davis Select's historical returns is an attempt to chart the uncertainty of Davis Select's future price movements. The chart of the probability distribution of Davis Select daily returns describes the distribution of returns around its average expected value. We use Davis Select Equity price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Davis Select returns is essential to provide solid investment advice for Davis Select.
| Mean Return | 0.16 | Value At Risk | -1.29 | Potential Upside | 1.26 | Standard Deviation | 0.88 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Davis Select 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.
Davis Select 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 Davis Select or Davis ETFs 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 Davis Select's price will be affected by overall etf 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 Davis etf'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 NYSE Composite | 0.07 | |
β | Beta against NYSE Composite | 1.02 | |
σ | Overall volatility | 0.90 | |
Ir | Information ratio | 0.08 |
Davis Select Volatility Alert
Davis Select Equity has low volatility with Treynor Ratio of 0.15, Maximum Drawdown of 5.41 and kurtosis of 3.16. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Davis Select's etf risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Davis Select's etf 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.Davis Select Fundamentals Vs Peers
Comparing Davis Select'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 Davis Select's direct or indirect competition across all of the common fundamentals between Davis Select and the related equities. This way, we can detect undervalued stocks with similar characteristics as Davis Select or determine the etfs which would be an excellent addition to an existing portfolio. Peer analysis of Davis Select's fundamental indicators could also be used in its relative valuation, which is a method of valuing Davis Select by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Davis Select to competition |
| Fundamentals | Davis Select | Peer Average |
| Price To Earning | 55.49 X | 3.15 X |
| Price To Book | 6.58 X | 0.39 X |
| Price To Sales | 3.99 X | 0.33 X |
| Beta | 0.94 | |
| One Year Return | 39.80 % | (0.97) % |
| Three Year Return | 6.50 % | 3.23 % |
| Five Year Return | 12.10 % | 1.12 % |
| Net Asset | 289.75 M | 2.29 B |
| Last Dividend Paid | 0.29 | 0.14 |
| Equity Positions Weight | 100.00 % | 52.82 % |
Davis Select Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Davis . 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.
About Davis Select Buy or Sell Advice
When is the right time to buy or sell Davis Select Equity? Buying financial instruments such as Davis Etf 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 Davis Select 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 Insurance Providers Thematic Idea Now
Insurance Providers
Companies providing all types of insurance and insurance services. The Insurance Providers theme has 43 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 Insurance Providers Theme or any other thematic opportunities.
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Check out Davis Select 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. You can also try the Balance Of Power module to check stock momentum by analyzing Balance Of Power indicator and other technical ratios.
The market value of Davis Select Equity is measured differently than its book value, which is the value of Davis that is recorded on the company's balance sheet. Investors also form their own opinion of Davis Select's value that differs from its market value or its book value, called intrinsic value, which is Davis Select'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 Davis Select's market value can be influenced by many factors that don't directly affect Davis Select'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 Davis Select's value and its price as these two are different measures arrived at by different means. Investors typically determine if Davis Select is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Davis Select'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.