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By Vlad Skutelnik

August 13, 2019

In this article I will break down 8 Investing isntruments to have in your portfolio in September 2019. I will cover Brookfield Asset Management, PARTNERS GROUP HLG AG, BROOKFIELD ASSET MGMT PREF SER, Altaba, The Blackstone Group L P, HARGREAVES LANSDOWN, Hal Trust Bearer Shs B, and T Rowe Price Group
The Top 8 Investing stocks to own in September 2019

This list of potential positions covers Money and asset management including investment banking. Companies involved in money management and investment banking services in USA. Please note, we provide buy hold or sell recommendation only in the context of selected investment horizon assuming investor has average attitude towards taking risk. Please also consider using Portfolio Positions Ratings and Equity Ratings tools to further calibrate your research.


Brookfield Asset Management (BAM)

The company has Net Profit Margin of 4.64 % which may imply that it executes well on its competitive polices and has a good control over its expenditures and variable costs. This is considered to be average in the sector. In the same way, it shows Net Operating Margin of 24.1 % which entails that for every 100 dollars of revenue it generated 0.24 of operating income. The entity currently falls under 'Large-Cap' category with total capitalization of 50.33B. Brookfield Asset Man shows prevailing Real Value of $56.7985 per share. The current price of the firm is $51.97. At this time the firm appears to be undervalued. This module approximates value of Brookfield Asset Man from analyzing the firm fundamentals such as Current Valuation of 254.31B, Return On Equity of 6.50% and Profit Margin of 4.64% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. Brookfield Asset Man shows prevailing Real Value of $56.7985 per share. The current price of the firm is $51.97. At this time the firm appears to be undervalued. This module approximates value of Brookfield Asset Man from analyzing the firm fundamentals such as Current Valuation of 254.31B, Return On Equity of 6.50% and Profit Margin of 4.64% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend.

PARTNERS GROUP HLG AG (PGPHF)

The company has return on total asset (ROA) of 18.38 % which means that it generated profit of $18.38 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on equity (ROE) of 39.21 % meaning that it generated $39.21 on every $100 dollars invested by stockholders. The firm currently falls under 'Large-Cap' category with current market capitalization of 21.51B. PARTNERS GROUP competes with Altaba, Blackstone Group, Northern Trust, State Street, State Street, Brookfield Asset, BlackRock, Bank of New York, and T Rowe. Partners Group Holding AG is a private equity firm specializing in direct, secondary, and primary investments across private equity, private real estate, private infrastructure, and private debt. Partners Group Holding AG was founded in 1996 and is based in Baar, Switzerland with additional offices across North America, South America, Europe, Australia, and Asia. PARTNERS GROUP operates under Asset Management classification in USA and is traded on BATS Exchange. It employs 1203 people.

BROOKFIELD ASSET MGMT PREF SER (BAM-PR.TO)

The company has Profit Margin (PM) of 5.49 % which can be a sign that it executes well on its competitive strategies and has a good control over its expenditures. This is normal as compared to the sector avarege. Similarly, it shows Operating Margin (OM) of 16.99 % which suggests for every 100 dollars of sales it generated a net operating income of 0.17. The firm currently falls under 'Large-Cap' category with current market capitalization of 60.91B. BROOKFIELD ASSET MGMT shows prevailing Real Value of C$14.29 per share. The current price of the firm is C$13.91. At this time the firm appears to be fairly valued. This module approximates value of BROOKFIELD ASSET MGMT from analyzing the firm fundamentals such as Profit Margin of 5.49% and Return On Equity of 7.66% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point future time assets prices and their ongoing real values will blend.

Altaba (AABA)

About 73.0% of the company shares are held by institutions such as insurance companies. The company has price-to-book (P/B) ratio of 1.12. Some equities with similar Price to Book (P/B) outperform the market in the long run. The entity recorded loss per share of 15.9. The entity had not issued any dividends in recent years. The firm had a split on 2004-05-12. This firm currently falls under 'Large-Cap' category with current market capitalization of 36.19B.
Total Debt
Altaba competes with Blackstone Group, Northern Trust, State Street, State Street, Brookfield Asset, BlackRock, Bank of New York, and T Rowe. Altaba Inc. operates as a non-diversified, closed-end management investment company in the United States. Altaba Inc. was founded in 1994 and is based in New York, New York. Altaba operates under Asset Management classification in USA and is traded on NASDAQ.

The Blackstone Group L P (BX)

The company has Return on Asset (ROA) of 8.49 % which means that for every $100 of asset it generated profit of $8.49. This is typical in the industry. Likewise, it shows return on total equity (ROE) of 18.05 % which means that it produced $18.05 on every 100 dollars invested by current stockholders. The firm currently falls under 'Large-Cap' category with market capitalization of 56.45B. Blackstone Group shows prevailing Real Value of $50.5257 per share. The current price of the firm is $49.77. At this time the firm appears to be undervalued. This module approximates value of Blackstone Group from analyzing the firm fundamentals such as Return On Equity of 18.05%, Profit Margin of 21.12% and Current Valuation of 48.98B as well as examining its technical indicators and Probability Of Bankruptcy. In general, we favor to go long with undervalued instruments and to trade away overvalued instruments since at some point assets prices and their ongoing real values will blend. Blackstone Group competes with Eaton Vance, Diamond Hill, AllianceBernstein, Jupai Holdings, Moelis, Carlyle Group, Legg Mason, and Manning Napier. The Blackstone Group Inc. is an alternative asset management firm specializing in real estate, private equity, hedge fund solutions, credit, secondary funds of funds, and multi-asset class strategies. The Blackstone Group Inc. was founded in 1985 and is headquartered in New York, New York with additional offices across Asia, Europe, North America, and South America. Blackstone Group operates under Asset Management classification in USA and is traded on BATS Exchange. It employs 2615 people.

HARGREAVES LANSDOWN (HRGLF)

The company has return on total asset (ROA) of 21.33 % which means that it generated profit of $21.33 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on equity (ROE) of 57.28 % meaning that it generated $57.28 on every $100 dollars invested by stockholders. The entity currently falls under 'Large-Cap' category with current market capitalization of 11.9B. HARGREAVES LANSDOWN competes with Altaba, Blackstone Group, Northern Trust, State Street, State Street, Brookfield Asset, BlackRock, Bank of New York, and T Rowe. Hargreaves Lansdown plc provides direct-to-investor investment services for individuals and corporates in the United Kingdom and Poland. Hargreaves Lansdown plc was founded in 1981 and is headquartered in Bristol, the United Kingdom. HARGREAVES LANSDOWN operates under Asset Management classification in USA and is traded on BATS Exchange. It employs 1574 people.

Hal Trust Bearer Shs B (HALFF)

The company has return on total asset (ROA) of 2.98 % which means that it generated profit of $2.98 on every $100 spent on asset. This is way below average. Similarly, it shows return on equity (ROE) of 3.82 % meaning that it generated $3.82 on every $100 dollars invested by stockholders. The entity currently falls under 'Large-Cap' category with current market capitalization of 12.99B. Hal Trust Bearer retains regular Real Value of $120.12 per share. The prevalent price of the corporation is $156.0. At this time the corporation appears to be overvalued. This module calculates value of Hal Trust Bearer from evaluating the corporation fundamentals such as Shares Outstanding of 83.38M, Return On Equity of 3.82% and Return On Asset of 2.98% as well as inspecting its technical indicators and Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together. Hal Trust Bearer retains regular Real Value of $120.12 per share. The prevalent price of the corporation is $156.0. At this time the corporation appears to be overvalued. This module calculates value of Hal Trust Bearer from evaluating the corporation fundamentals such as Return On Equity of 3.82%, Shares Outstanding of 83.38M and Return On Asset of 2.98% as well as inspecting its technical indicators and Probability Of Bankruptcy. In general, we encourage to acquire undervalued assets and to sell overvalued assets since at some point stocks prices and their ongoing real values will come together.

T Rowe Price Group (TROW)

The company has return on total asset (ROA) of 17.23 % which means that it generated profit of $17.23 on every $100 spent on asset. This is normal as compared to the sector avarege. Similarly, it shows return on stockholders equity (ROE) of 27.19 % meaning that it created $27.19 on every $100 dollars invested by stockholders. The entity currently falls under 'Large-Cap' category with current market capitalization of 25.11B.
Total Debt
T Rowe Price has current Real Value of $111.69 per share. The regular price of the entity is $108.5. At this time the entity appears to be undervalued. This module measures value of T Rowe Price from analyzing the entity fundamentals such as Current Valuation of 24.96B, Return On Equity of 27.19% and Return On Asset of 17.23% as well as examining its technical indicators and Probability Of Bankruptcy. In general, we recommend to buy undervalued stocks and to dispose of overvalued stocks since at some future date securities prices and their ongoing real values will draw towards each other.

Current 8 Investing Recommendations

Competition Technical Indicators

Mean
Deviation
Jensen
Alpha
Sortino
Ratio
Treynor
Ratio
Semi
Deviation
Information
Ratio
Expected
Shortfall
Potential
Upside
Value
At Risk
Maximum
Drawdown
 1.43 (0.07)  0.00 (0.10)  0.00 (0.05)  0.00  2.75 (3.90)  7.66 
 0.83  0.12  0.12 (0.46)  1.18  0.16 (0.91)  1.47 (1.71)  6.99 
 2.53 (0.75)  0.00  0.82  0.00 (0.16)  0.00  6.26 (8.74)  21.99 
 0.01 (0.01)  0.00 (2.73)  0.00  1.87  0.00  0.00  0.00  0.18 
 1.07 (0.05)  0.00 (0.10)  0.00 (0.0422)  0.00  1.81 (3.44)  6.63 
 1.48 (0.04)  0.00 (0.08)  0.00 (0.0311)  0.00  2.18 (3.50)  6.62 
 1.66 (0.18)  0.00 (0.18)  0.00 (0.08)  0.00  3.44 (3.89)  15.43 
 1.37 (0.14)  0.00 (0.19)  0.00 (0.08)  0.00  2.85 (3.34)  11.04 
 1.11 (0.01)  0.00 (0.06)  0.00 (0.0209)  0.00  2.05 (3.76)  7.64 
 2.47 (0.65)  0.00 (0.40)  0.00 (0.22)  0.00  3.98 (6.22)  14.36 

About Contributor

Vlad Skutelnik
   Vlad Skutelnik is a Macroaxis Contributor. Vlad covers stocks, funds, cryptocurrencies, and ETFs that are traded in North America focusing primarily on fundamentals, valuation and market volatility. He has many years of experience in fintech, predictive investment analytics, and risk management. View Profile
This story should be regarded as informational only and should not be considered as solicitation to sell or buy any financial products. Macroaxis does not express any opinion as to the present or future value of any investments referred to in this post. This post may not be reproduced without the consent of Macroaxis LLC. Macroaxis LLC and Vlad Skutelnik do not own shares of Macroaxis. Please refer to our Terms of Use for any information regarding our disclosure principles.

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