For example, Valero Energy has been given a very bullish rating on all four of its value, growth, technical and sentiment factors. Valero Energy Corp is the second largest component under CLRG’s at 1.8% of the underlying portfolio.
Through the Chaikin Power Gauge stock rating tool, potential investors can look up the various holdings and dive deeper down into the four main factors to find out the sub-metrics that help define the Power Gauge’s rating system.
The value factor includes screens like LT debt to equity ratio, price to book value, return on equity, price to sales ratio and free cash flow. Technical factors cover price trend, price trend rate of change, relative strength vs. market and volume trend. Growth factors include earnings growth, earnings surprise, earnings trend, projected P/E ratio and earnings consistency. Lastly, the sentiment factor screens for earnings estimate trend, short interest, insider activity, analyst ratings and industry relative strength.
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