Tag - technical analysis

Advice to the Advisors

Sheaff Brock Institutional Group | Technical Analysis | Fundamental Analysis | Investment Advisors

Sector Allocation Using Technical Analysis—Alert for the Underloved

Dorsey Wright & Associates, now owned by NASDAQ, is an independent registered investment advisory firm based in Richmond, Virginia. The DWA point-and-figure charting service is just one of many value-added research tools used by Sheaff Brock investment management to enhance investment management for client portfolios. As value investors, Sheaff Brock investment managers are always on the alert for “underloved” sectors which, while having been temporarily out of favor, are coming back into notice. The Sheaff Brock Dividend Growth and Income [...]

Advice to the Advisors

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Downside Protection in an Equity Portfolio

“Downside risk is an estimation of a security’s potential to suffer a decline in value if the market conditions change,” is the way Investopedia.com explains what no investor wants—the chance to lose money. “In general,” Investopedia authors observe, “many investments that have a greater potential for downside risk also have an increased potential for positive rewards.” In an interview with our Institutional editor, Managing Director Dave Gilreath explained key risk management tactics employed by the firm’s portfolio managers. In fact, [...]

Advice to the Advisors

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Managing Portfolios with Fundamental Analysis

While technical analysts look for general stock movement patterns, fundamentalists look at individual companies, examining the earning potential and value of each stock. A corporation’s earnings, expenses, assets, and liabilities are all important factors, and fundamental analysts are looking for shares that may be undervalued at the present time by the investor community. There are two categories of fundamentalist buyers, Sheaff Brock Managing Director Dave Gilreath explained in an interview with our Institutional editor: 1. The value fundamentalist looks at price-to-book, [...]

Advice to the Advisors

technical analysis v. fundamental analysis to determine when to buy a security | Sheaff Brock Investment Advisors in Indianapolis

Why Technical Analysis Matters in Portfolio Management

The “punch” is in the pattern, according to the technical analysis school of thought. The price of a stock—like the price of everything else—is a matter of supply and demand, technical analysts believe, and so they focus on generating and interpreting charts of the price and volume histories of stocks, using those to predict future movement in stock prices. Explaining in an interview with our Institutional editor that the firm’s emphasis has been on fundamental analysis, enough people believe in technical analysis [...]