Agilysys Report
When we received updated financial statements for Agilysys on 11/15/2024, all of ERS’s risk ratings immediately and significantly changed to reflect the much higher level of risk.
The ERS Fiduciary Test™ – Seven Steps to Honoring Your Duty
Fiduciaries must answer seven key questions about a company’s financial condition before investing. A fiduciary’s duty is to protect client interests, avoiding speculative decisions that could jeopardize financial security.
The Big 7 Asset Managers Now Use AI
The 7 largest U.S. asset managers, collectively managing $38 trillion in assets, are incorporating AI into their investment advisory services. Goldman Sachs today announced it is “[rolling] out an AI assistant for its employees as artificial intelligence sweeps Wall Street”.
Fannie Mae: A Lesson in Risk and the Importance of Fiduciary Responsibility
Investing without a scientific understanding of risk exposes portfolios to unnecessary losses. According to ERS's Fiduciary Risk Rating, FNMA has always been unsuitable for fiduciaries to own.
Eli Lilly: Valuation Lessons from ERS’s ProfitMap.ai
On 8/30/2024, Eli Lilly’s (LLY) market cap was $864 billion, price $960, and $39 billion TTM revenues. Its P/S was 22. Advisors using ERS’s ProfitMap.ai could have quickly and easily seen “what must happen” for LLY’s price to rise.
Moderna’s Price Decline: ERS’s Data Scientists Predicted This Decline
Moderna’s price on August 9, 2021 was $484.47. Today, 1/13/2025, it traded as low as $32.03 - a loss of 93%. Equity Risk Sciences has 9 proprietary ratings. On August 9, 2021, all of ERS’s ratings were extremely negative.
Make A Quantum Leap In Your Investment Performance
Investment professionals have a fiduciary duty to analyze both the upside potential of a stock and its downside risks. And the most reliable method to fulfill this responsibility is by using data sciences, statistics and AI.
Questions About Apple
Has Apple become a stronger, less leveraged and more liquid company than it was 3 years ago? What are the primary concerns?
In Major Declines, Safer Stocks Fall Less and Recover Quicker
Market risks are concerning; America's top 10 firms command $21 trillion in market value. For conservative investors, what constitutes a reasonable P/E ratio? Many of today's equity funds have concentrated their investors' holdings in these richly valued stocks, which carry an average P/E of 35.
The Very Dirty Dozen – January 7, 2025
Equity Risk Sciences identified the "Very Dirty Dozen" – a group of 12 stocks with exceptionally high risk according to our proprietary risk ratings.