Before investing in a stock, it is important to understand it qualitatively and have a solid understanding of what factors contribute to the financial data it yields. Financial data alone is almost never enough. It is important to know the underlying causes of the financial data churned out by the company.
To enable you to understand the qualitative factors that define your
Company Tags seek to group companies having similar fundamental characteristics and potential investment strategies by investors. These tags are inspired by
The key characteristics that define each category - along with a few examples from the Indian context - are explained below:
Cyclical
The fortunes of cyclical companies tend to be linked with economic cycles. If the economy does well, the performance of these companies - and that of their stock prices - goes up. Mining and power sectors have cyclical companies that do well when the economy can afford them large contracts.
Stalwart
Stalwarts are big companies that are capable of generating good profits. They typically tend to have a portfolio of strong brands - diversified for different markets. In case one brand fizzles out, a stalwart is still capable of generating solid results.
Of course, if a stalwart gives you a windfall return not in keeping with its characteristic returns, it might be time to sell the stock to protect yourself from a correction in its price.
Fast Grower
When looking for Fast Growers, always look for debt-free balance sheets and steady profit growth. Also, remember not to overpay for growth.
Value
While looking for value stocks, it is important to assess the total asset value correctly. All assets may not be tangible that could jeopardise your calculations.
Slow Grower
One way of identifying a Slow Grower is if the company pays
Question Mark
The
Question Marks are typically
Turnaround
These are the most interesting and sought-after stocks. A turnaround company is one which has been battered on all fronts but is capable of making a dramatic comeback. Think of companies which are being spun off or are undergoing restructuring activities.
Of course, turnarounds are rare. More often than not, in looking for a turnaround, you might end up with a sinking ship. Always proceed with caution on this one!
The Company Tag for a company will be visible on its Decision-Maker. A sample Decision-Maker with a Company Tag is given below
The important thing to note here is that a company can have multiple tags over its lifetime. Hence these tags will be revised periodically to reflect which tag suits a company best at that particular point in time.
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MoneyWorks4Me rating and ranking of funds for SIP is available to subscribers only. Moneyworks4Me is not a rating and ranking agency, however it is required that users have a way of selecting funds and building a Portfolio. The method used by it are described below to enable users to understand the logic behind the rating and ranking Subscriber will find more details on this in the various content made available from time to time. In case you need more please write to besafe@moneyworks4Me.com
MoneyWorks4Me rates and ranks mutual funds based on the following data-driven system:
Funds ranking in screeners: Performance Consistency and Quality are two parameters used for ranking funds for SIP. The ranking as follows GG, GO, GR, OG, OO, OR, RG, RO and RR.
With the same color-coded funds, the one with the higher Average 3-year rolling returns (over 5 to 10 years), the number that appears in the Performance tag, ranks higher.
Here is the summary:
The third tag Upside Potential is not relevant for SIP. It is relevant for lumpsum investments in Mutual Funds.
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