Oberweis International Opportunities Fund Buy Hold or Sell Recommendation
| OBIOX Fund | USD 17.78 0.05 0.28% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Oberweis International Opportunities is 'Strong Hold'. Macroaxis provides Oberweis International buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding OBIOX positions. The advice algorithm takes into account all of Oberweis International's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Oberweis International's buy or sell advice are summarized below:
Real Value 16.39 | Hype Value 17.78 | Market Value 17.78 | Naive Value 17.49 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Oberweis International Opportunities given historical horizon and risk tolerance towards Oberweis International. When Macroaxis issues a 'buy' or 'sell' recommendation for Oberweis International Opportunities, the advice is generated through an automated system that utilizes algorithms and statistical models.
Oberweis |
Execute Oberweis International Buy or Sell Advice
The Oberweis recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Oberweis International Opportunities. Macroaxis does not own or have any residual interests in Oberweis International Opportunities or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Oberweis International's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Strong Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Overvalued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Moves indifferently to market moves | Details | |
Analyst Consensus | Not Available | Details |
Oberweis International Trading Alerts and Improvement Suggestions
| The fund generated three year return of -14.0% | |
| Oberweis International maintains 99.23% of its assets in stocks |
Oberweis International Returns Distribution Density
The distribution of Oberweis International's historical returns is an attempt to chart the uncertainty of Oberweis International's future price movements. The chart of the probability distribution of Oberweis International daily returns describes the distribution of returns around its average expected value. We use Oberweis International Opportunities price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Oberweis International returns is essential to provide solid investment advice for Oberweis International.
| Mean Return | 0.05 | Value At Risk | -1.45 | Potential Upside | 1.05 | Standard Deviation | 0.73 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Oberweis International 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.
Oberweis International 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 Oberweis International or Oberweis 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 Oberweis International's price will be affected by overall mutual fund 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 Oberweis fund'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 | -0.0053 | |
β | Beta against NYSE Composite | 0.96 | |
σ | Overall volatility | 0.71 | |
Ir | Information ratio | -0.0096 |
Oberweis International Volatility Alert
Oberweis International Opportunities has low volatility with Treynor Ratio of 0.04, Maximum Drawdown of 3.42 and kurtosis of 0.01. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Oberweis International's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Oberweis International's mutual fund 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.Oberweis International Fundamentals Vs Peers
Comparing Oberweis International'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 Oberweis International's direct or indirect competition across all of the common fundamentals between Oberweis International and the related equities. This way, we can detect undervalued stocks with similar characteristics as Oberweis International or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Oberweis International's fundamental indicators could also be used in its relative valuation, which is a method of valuing Oberweis International by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Oberweis International to competition |
| Fundamentals | Oberweis International | Peer Average |
| Price To Earning | 19.72 X | 6.53 X |
| Price To Book | 2.70 X | 0.74 X |
| Price To Sales | 1.21 X | 0.61 X |
| Annual Yield | 0 % | 0.29 % |
| Year To Date Return | 3.44 % | 0.39 % |
| One Year Return | 3.83 % | 4.15 % |
| Three Year Return | (13.64) % | 3.60 % |
| Five Year Return | 2.80 % | 3.24 % |
| Ten Year Return | 13.02 % | 1.79 % |
| Net Asset | 133.61 M | 4.11 B |
| Minimum Initial Investment | 1 K | 976.16 K |
| Last Dividend Paid | 0.12 | 0.65 |
| Equity Positions Weight | 99.23 % | 63.90 % |
Oberweis International Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as Oberweis . 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.
| Daily Balance Of Power | 9.2 T | |||
| Rate Of Daily Change | 1.0 | |||
| Day Median Price | 17.78 | |||
| Day Typical Price | 17.78 | |||
| Price Action Indicator | 0.025 | |||
| Period Momentum Indicator | 0.05 | |||
| Relative Strength Index | 47.68 |
About Oberweis International Buy or Sell Advice
When is the right time to buy or sell Oberweis International Opportunities? Buying financial instruments such as Oberweis Mutual Fund 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.
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