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Retail options activity: To worry or not?

Options Trading Volume – US & Europe
Derivatives trading volume in the US has exploded over the past year and this upswing is more evident in small trades of 10 contracts or less. This typically is the kind of trades dominated by retail investors rather than big players. The amount spent on options premia has declined during autumn but is now back to record highs.

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Selection of Value Stocks February 2021

Selection of Value Stocks February 2021. Our approach: In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market. One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allow us to limit the universe of around 80K companies to just ~80. Equities presented in this list are potential candidates for newly created equity portfolios or re-balancing of existing ones. Such a portfolio has the potential to withstand pressures of the current economic environment.

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Key Takeaways from Benn Eifert Podcast

This month a member of KM Cube had the chance to follow Mutiny Fund’s podcast with Benn Eifert, CIO of QVR Advisors. Eifert is considered amongst the smartest investors and an expert in the volatility complex today.

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High Dividend Stock Selection January 2021

High Dividend Stock Selection January 2021
In a late-cycle, low-yield world, there is opportunity in high dividend stocks. This is further justified due to the gap between stocks dividends and bond yields at near record-high levels. Also, high dividends could return in 2021 as the limits set on dividend policy during the pandemic will gradually fade away.

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Selection of Value Stocks January 2021

Selection of Value Stocks January 2021
In value investing our focus is on undervalued companies with strong balance sheets, trading lower than their actual fundamentals or relative to the market. One of the most effective ways to identify such stocks is the Piotroski f-score. This metric along with some additional ones shown below allow us to limit the universe of around 80K companies to just ~60. Equities presented in this list are potential candidates for newly created equity portfolios or rebalancing existing ones. Such a portfolio has the potential to withstand pressures of the current economic environment.

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Investment Committee January 2021

Investment Committee January 2021. The market started the year on a strong note with positive momentum rolling into 2021. Rising Covid-19 cases worldwide and social-political turbulence in the US due to the recent events in the Capitol after the Democrats senate win did not prove to be an obstacle.

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Outlook: December 2020 and Year Ahead

Outlook: December 2020 and Year Ahead
Our consensus view for the year ahead is for a less volatile 2021 in comparison with the extremely volatile 2020, spiked from the pandemic.
Our view is that we are in a Post Recession Point at the moment, with unemployment at high rates but falling.

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