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Investment Approach Overview:
Quality, Unbiased Stock Reseach
Channel Trend provides investment managers and investors with a systematic methodology for assessing the attractiveness of individual stocks and for managing stock portfolios and funds. The attractiveness of stocks is based upon rankings from Channel Trend’s proprietary investment models. Rankings and ratings information from our models are used by our clients to:
- Identify attractive stocks for purchase.
- Identify holdings to sell or avoid, and stocks that are short sale candidates.
- Monitor portfolio and fund holdings and stocks on approved lists.
- Measure and monitor the relative risk of individual stocks.
Channel Trend also provides clients with asset allocation advice by assessing the return prospects of stocks, fixed income securities, and cash equivalents. Assessments are also provided on the comparative attractiveness of sectors within the stock market and major stock characteristics, notably market capitalization and growth-value orientation.
Channel Trend provides clients with a weekly Investment Commentary that discusses financial market conditions and prospects, the economic environment, and other timely investment topics. Each Investment Commentary also includes a list of Buy and Sell/Avoid individual stock recommendations.
Channel Trend Proprietary Models
Price Behavior Model (The Price Projector)
Identifies price momentum and reversal tendencies
Projects stocks price one quarter ahead
Ranks stocks level of attractiveness
Fundamental Valuation Model (Stock Valuator)
Discount Model
Calculates stocks fair value
Ranks stocks level of attractiveness
Risk Model
Quantifies the risk and quality of a company
Evaluates seven risk factors
Stock Manager Model
Combines insights from all other models
Channel Trends most powerful model
Provides the best forecast of the performance of a stock
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