Special Stock Today

SPE
 Stock
  

USD 11.21  0.12  1.08%   

Market Performance
0 of 100
Odds Of Distress
Less than 49
Special Opportunities is trading at 11.21 as of the 3rd of October 2022, a 1.08 percent up since the beginning of the trading day. The stock's lowest day price was 11.07. Special Opportunities has 49 percent odds of going through some form of financial distress in the next two years and has generated negative returns to investors over the last 90 days. Equity ratings for Special Opportunities are calculated daily based on our scoring framework. The performance scores are derived for the period starting the 10th of July 2021 and ending today, the 3rd of October 2022. Click here to learn more.
Special Opportunities Fund, Inc. is a close-ended balanced fund of funds launched and managed by Bulldog Investors, LLC. Special Opportunities Fund, Inc. was formed on February 18, 1993 and is domiciled in the United States. Special Opportunities operates under Asset Management classification in the United States and is traded on New York Stock Exchange.. The company has 12.71 M outstanding shares of which 4.64 K shares are at this time shorted by investors with about 0.18 days to cover. More on Special Opportunities

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Follow Valuation Odds of Bankruptcy
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Special Opportunities Stock Highlights

Most reasonable investors view market volatility as an opportunity to invest at a favorable price or to sell short against a bearish trend. Special Opportunities' investment highlights are automatically generated signals that are significant enough to either complement your investing judgment regarding Special Opportunities or challenge it. These highlights can help you better understand the position you are entering and avoid costly mistakes.
Special Opportunities generated a negative expected return over the last 90 days
On 30th of September 2022 Special Opportunities paid $ 0.11 per share dividend to its current shareholders
Latest headline from seekingalpha.com: U.S. Steel Stock The Bust Opportunity Has Not Arrived - Seeking Alpha
ChairmanPhillip Goldstein
Macroaxis Advice
Unlike general analyst consensus, Macroaxis buy hold or sell recommendation is provided in the context of your current investment horizon and risk tolerance. The advice algorithm takes into account all of Special Opportunities' available fundamental, technical, and predictive indicators. Your current horizon is 90 days - details
Special Opportunities (SPE) is traded on New York Stock Exchange in USA and employs 7 people. The company currently falls under 'Small-Cap' category with total capitalization of 140.99 M. Market capitalization usually refers to the total value of a company's stock within the entire market. To calculate Special Opportunities's market, we take the total number of its shares issued and multiply it by Special Opportunities's current market price. To manage market risk and economic uncertainty, many investors today build portfolios that are diversified across equities with different market capitalizations. However, as a general rule, conservative investors tend to hold large-cap stocks, and these looking for more risk prefer small-cap and mid-cap equities. Special Opportunities runs under Financial Services sector within Asset Management industry. The entity has 12.71 M outstanding shares of which 4.64 K shares are at this time shorted by investors with about 0.18 days to cover. Special Opportunities has about 16.05 K in cash with 23.13 M of positive cash flow from operations.
Check Special Opportunities Probability Of Bankruptcy
Ownership
Special Opportunities maintains a total of 12.71 Million outstanding shares. 30% of Special Opportunities outstanding shares are owned by institutional holders. Institutional investors are typically referred to investors that purchase positions in a given stock to benefit from reduced commissions. Consequently, institutional investors are subject to different rules and regulation than regular investors. Please look out for any change in current institutional holding as this could mean something significant has changed at the company or about to change. Note that regardless of who owns the company, if the true value of the entity is less than the market is willing to pay for it, you may not be able to generate positive returns over time.

Ownership Allocation (%)

Check Special Ownership Details

Special Stock Price Odds Analysis

What are Special Opportunities' target price odds to finish over the current price? Based on a normal probability distribution, the odds of Special Opportunities jumping above the current price in 90 days from now is close to 99%. The Special Opportunities probability density function shows the probability of Special Opportunities stock to fall within a particular range of prices over 90 days. Considering the 90-day investment horizon Special Opportunities has a beta of 0.2039. This usually implies as returns on the market go up, Special Opportunities average returns are expected to increase less than the benchmark. However, during the bear market, the loss on holding Special Opportunities will be expected to be much smaller as well. Additionally, the company has a negative alpha, implying that the risk taken by holding this instrument is not justified. Special Opportunities is significantly underperforming DOW.
  Odds Below 11.21HorizonTargetOdds Above 11.21
0.87%90 days
 11.21 
99.11%
Based on a normal probability distribution, the odds of Special Opportunities to move above the current price in 90 days from now is close to 99 (This Special Opportunities probability density function shows the probability of Special Stock to fall within a particular range of prices over 90 days) .

Special Stock Institutional Holders

Institutional Holdings refers to the ownership stake in Special Opportunities that is held by large financial organizations, pension funds or endowments. Institutions may purchase large blocks of Special Opportunities' outstanding shares and can exert considerable influence upon its management. Institutional holders may also work to push the share price higher once they own the stock. Extensive social media coverage, TV shows, articles in high-profile magazines, and presentations at investor conferences help move the stock higher, increasing Special Opportunities' value.
InstituionSecurity TypeTotal SharesValue
Relative Value Partners Group LlcPreferred Shares1.4 M33.6 M
Relative Value Partners Group LlcFund Units1.9 M24.8 M
View Special Opportunities Diagnostics

Special Opportunities Risk Profiles

Investors will always prefer to have the highest possible return on investment while minimizing volatility. Special Opportunities market risk premium is the additional return an investor will receive from holding Special Opportunities long position in a well-diversified portfolio. The market premium is part of the Capital Asset Pricing Model (CAPM), which most analysts and investors use to calculate the acceptable rate of return on investment in Special Opportunities. At the center of the CAPM is the concept of risk and reward, which is usually communicated by investors using alpha and beta measures. Although Special Opportunities' alpha and beta are two of the key measurements used to evaluate Special Opportunities' performance over the market, the standard measures of volatility play an important role as well.

Special Stock Against Markets

Picking the right benchmark for Special Opportunities stock is fundamental to making educated investment choices. Many naive investors compare their positions with the S&P 500 or with the Nasdaq. But these benchmarks are not all-inclusive and generally should be used only for large-capitalization equities or stock offerings from large companies. When the price of a selected benchmark declines in a down market, there may be an uptick in Special Opportunities stock price where buyers come in believing the asset is cheap. The opposite is true when the market is bullish; so, accurately picking the benchmark for Special Opportunities is critical whether you are bullish or bearish towards Special Opportunities at a given time.

Be your own money manager

Our tools can tell you how much better you can do entering a position in Special Opportunities without increasing your portfolio risk or giving up the expected return. As an individual investor, you need to find a reliable way to track all your investment portfolios. However, your requirements will often be based on how much of the process you decide to do yourself. In addition to allowing all investors analytical transparency into all their portfolios, our tools can evaluate risk-adjusted returns of your individual positions relative to your overall portfolio.

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Special Opportunities Corporate Directors

Special Opportunities corporate directors refer to members of a Special Opportunities board of directors. The board of directors generally takes responsibility for the Special Opportunities' affairs and long-term direction of the entity. A corporate director does not make decisions for the corporation on his own. As a member of the board of directors, she or he must function as a part of a group that makes decisions on behalf of the business only by the board of directors' meetings. To pass a resolution, a majority of Special Opportunities' board members must vote for the resolution. The Special Opportunities board of directors' duties also include the election, removal, and supervision of officers, including the adoption, amendment, and repeal of bylaws.
Marc Lunder - Independent DirectorProfile
Charles Walden - Independent DirectorProfile
Andrew Dakos - Pres and Interested DirectorProfile
Ben Harris - Independent DirectorProfile

Invested in Special Opportunities?

The danger of trading Special Opportunities is mainly related to its market volatility and company specific events. As an investor, you must understand the concept of risk-adjusted return before you start trading. The most common way to measure the risk of Special Opportunities is by using the Sharpe ratio. The ratio expresses how much excess return you acquire for the extra volatility you endure for holding a more risker asset than Special Opportunities. The Shape ratio is calculated by using standard deviation and excess return to determine reward per unit of risk. To understand how volatile Special Opportunities is, you must compare it to a benchmark. Traditionally, the risk-free rate of return is the rate of return on the shortest-dated U.S. Treasury, such as a 3-year bond.
Additionally, take a look at World Market Map. You can also try Headlines Timeline module to stay connected to all market stories and filter out noise. Drill down to analyze hype elasticity.

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Is Special Opportunities' industry expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Special Opportunities. If investors know Special will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Special Opportunities listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
The market value of Special Opportunities is measured differently than its book value, which is the value of Special that is recorded on the company's balance sheet. Investors also form their own opinion of Special Opportunities' value that differs from its market value or its book value, called intrinsic value, which is Special Opportunities' true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Special Opportunities' market value can be influenced by many factors that don't directly affect Special Opportunities' underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Special Opportunities' value and its price as these two are different measures arrived at by different means. Investors typically determine Special Opportunities value by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Special Opportunities' price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.