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Jul 24, 2023

Boost Profits with $HLNE's Swing Trader Sector Rotation: 42.41% Gain!

Swing Trader: Sector Rotation Strategy (TA&FA) Generates 42.41% for HLNE

In the dynamic landscape of financial markets, strategic plays hold immense significance. One such technique that has been successfully utilized by investors globally is the Sector Rotation Strategy, guided by both technical analysis (TA) and fundamental analysis (FA). Hamilton Lane Incorporated (HLNE) has leveraged this strategy and posted an impressive 42.41% gain.

HLNE is currently on a +1.26% uptrend, registering growth for three consecutive days as of July 19, 2023. This upward trend represents a bullish signal, pointing to the possibility of further expansion. Astute investors and market watchers should keep this stock on their radar, looking out for potential opportunities.

Diving into past data, there are compelling statistics to support optimism around HLNE. Historical analysis reveals that out of 351 instances where HLNE advanced for three consecutive days, the price witnessed an additional rise in 238 cases within the subsequent month. This translates into a 68% probability of continued growth following a three-day upward streak.

These promising figures reinforce the effectiveness of the Sector Rotation Strategy, utilizing both technical and fundamental analysis. This strategic approach involves shifting investments between sectors to tap into growth potential and capitalize on economic cycles. In the case of HLNE, the strategy has yielded substantial returns, serving as a testament to its robust financial positioning and astute strategic planning.

The robust growth experienced by HLNE, coupled with the proven success of the Sector Rotation Strategy, presents an intriguing investment prospect. With a high probability of further growth, HLNE warrants close attention from investors aiming to optimize their portfolio performance and take advantage of ongoing market trends.

HLNE’s impressive performance illuminates the merits of strategically-timed investments and sector-based rotation. As the company continues on its upward trend, it sets a significant precedent for other market players. It underscores that with meticulous planning, robust strategies, and a clear understanding of market patterns, high returns are well within reach.

Related Ticker: HLNE

HLNE in +2.77% Uptrend, growing for three consecutive days on October 17, 2024

Moving higher for three straight days is viewed as a bullish sign. Keep an eye on this stock for future growth. Considering data from situations where HLNE advanced for three days, in of 345 cases, the price rose further within the following month. The odds of a continued upward trend are .

Price Prediction Chart

Technical Analysis (Indicators)

Bullish Trend Analysis

The Aroon Indicator entered an Uptrend today. In of 308 cases where HLNE Aroon's Indicator entered an Uptrend, the price rose further within the following month. The odds of a continued Uptrend are .

Bearish Trend Analysis

The RSI Indicator demonstrated that the stock has entered the overbought zone. This may point to a price pull-back soon.

The Stochastic Oscillator may be shifting from an upward trend to a downward trend. In of 67 cases where HLNE's Stochastic Oscillator exited the overbought zone, the price fell further within the following month. The odds of a continued downward trend are .

The Moving Average Convergence Divergence Histogram (MACD) for HLNE turned negative on October 21, 2024. This could be a sign that the stock is set to turn lower in the coming weeks. Traders may want to sell the stock or buy put options. Tickeron's A.I.dvisor looked at 48 similar instances when the indicator turned negative. In of the 48 cases the stock turned lower in the days that followed. This puts the odds of success at .

Following a 3-day decline, the stock is projected to fall further. Considering past instances where HLNE declined for three days, the price rose further in of 62 cases within the following month. The odds of a continued downward trend are .

The Tickeron Profit vs. Risk Rating rating for this company is (best 1 - 100 worst), indicating low risk on high returns. The average Profit vs. Risk Rating rating for the industry is 74, placing this stock better than average.

The Tickeron SMR rating for this company is (best 1 - 100 worst), indicating very strong sales and a profitable business model. SMR (Sales, Margin, Return on Equity) rating is based on comparative analysis of weighted Sales, Income Margin and Return on Equity values compared against S&P 500 index constituents. The weighted SMR value is a proprietary formula developed by Tickeron and represents an overall profitability measure for a stock.

The Tickeron Price Growth Rating for this company is (best 1 - 100 worst), indicating steady price growth. HLNE’s price grows at a higher rate over the last 12 months as compared to S&P 500 index constituents.

The Tickeron PE Growth Rating for this company is (best 1 - 100 worst), pointing to consistent earnings growth. The PE Growth rating is based on a comparative analysis of stock PE ratio increase over the last 12 months compared against S&P 500 index constituents.

The Tickeron Valuation Rating of (best 1 - 100 worst) indicates that the company is slightly overvalued in the industry. This rating compares market capitalization estimated by our proprietary formula with the current market capitalization. This rating is based on the following metrics, as compared to industry averages: P/B Ratio (9.615) is normal, around the industry mean (2.748). P/E Ratio (34.225) is within average values for comparable stocks, (26.853). HLNE's Projected Growth (PEG Ratio) (0.000) is slightly lower than the industry average of (3.172). Dividend Yield (0.016) settles around the average of (0.073) among similar stocks. P/S Ratio (12.225) is also within normal values, averaging (11.537).

The Tickeron Seasonality Score of (best 1 - 100 worst) indicates that the company is significantly overvalued in the industry. The Tickeron Seasonality score describes the variance of predictable price changes around the same period every calendar year. These changes can be tied to a specific month, quarter, holiday or vacation period, as well as a meteorological or growing season.

Notable companies

The most notable companies in this group are Ares Capital Corp (null:ARCC), AMTD IDEA Group (null:AMTD), WisdomTree (null:WT).

Industry description

Investment Managers manage financial assets and other investments of clients. Management includes designing a short- or long-term strategy for buying/holding and selling of portfolio holdings. It can also include tax services and other aspects of financial planning as well. While it is perceived that the industry is faced with growing competition from robo-advisors/digital platforms and passive/ index-tracking funds, many investors still find value in actively managed in-person services that investment management companies often emphasize on. At the same time, many wealth managers are also incorporating digital initiatives/low cost options in addition to their in-person customized services. Their main sources of revenues are fees as a percentage of assets under management, in addition to a certain portion of clients’ gains from asset appreciation. BlackRock, Inc., Blackstone Group Inc and Brookfield Asset Management are some of the major investment management companies.

Market Cap

The average market capitalization across the Investment Managers Industry is 5.9B. The market cap for tickers in the group ranges from 57 to 124.17B. BLK holds the highest valuation in this group at 124.17B. The lowest valued company is RSERF at 57.

High and low price notable news

The average weekly price growth across all stocks in the Investment Managers Industry was -0%. For the same Industry, the average monthly price growth was 4%, and the average quarterly price growth was 3%. LGCP experienced the highest price growth at 100%, while RHCO experienced the biggest fall at -50%.

Volume

The average weekly volume growth across all stocks in the Investment Managers Industry was -8%. For the same stocks of the Industry, the average monthly volume growth was -3% and the average quarterly volume growth was -23%

Fundamental Analysis Ratings

The average fundamental analysis ratings, where 1 is best and 100 is worst, are as follows

Valuation Rating: 39
P/E Growth Rating: 63
Price Growth Rating: 51
SMR Rating: 63
Profit Risk Rating: 73
Seasonality Score: 40 (-100 ... +100)
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A.I.Advisor
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General Information

a provider of investment advisory services

Industry InvestmentManagers

Profile
Fundamentals
Details
Industry
Investment Managers
Address
110 Washington Street
Phone
+1 610 934-2222
Employees
600
Web
https://www.hamiltonlane.com
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