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Brunner Investment Trust
Buy, Hold or Sell?

Let's analyse Brunner together

PenkeI guess you are interested in Brunner Investment Trust. Buy, hold or sell? I don't know! However, I do recommend doing research before doing anything. I will help you with that.

I'm going to help you getting a better view of Brunner Investment Trust. At the end you don't have to ask anyone for trading advice. You can make your own decision, with more confidence, the odds in your favor, backed by data.

You can find me behind Let's Analyse Together in the top-right of each section.

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Quick analysis of Brunner (30 sec.)










What can you expect buying and holding a share of Brunner? (30 sec.)

How much money do you get?

How much money do you get?
p1.13
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
p1,237.24
Expected worth in 1 year
p1,478.56
How sure are you?
100.0%

+ What do you gain per year?

Total Gains per Share
p330.74
Return On Investment
25.3%

For what price can you sell your share?

Current Price per Share
p1,305.00
Expected price per share
p1,129 - p1,325
How sure are you?
50%

1. Valuation of Brunner (5 min.)




Live pricePrice per Share (EOD)

p1,305.00

Intrinsic Value Per Share

p46.47 - p302.97

Total Value Per Share

p1,283.70 - p1,540.21

2. Growth of Brunner (5 min.)




Is Brunner growing?

Current yearPrevious yearGrowGrow %
How rich?$666.4m$633.9m$32.5m4.9%

How much money is Brunner making?

Current yearPrevious yearGrowGrow %
Making money$51.2m$4.5m$46.6m91.1%
Net Profit Margin95.2%64.9%--

How much money comes from the company's main activities?

3. Financial Health of Brunner (5 min.)




4. Comparing to competitors in the Asset Management industry (5 min.)




  Industry Rankings (Asset Management)  

What can you expect buying and holding a share of Brunner? (5 min.)

Welcome investor! Brunner's management wants to use your money to grow the business. In return you get a share of Brunner.

What can you expect buying and holding a share of Brunner?

First you should know what it really means to hold a share of Brunner. And how you can make/lose money.

Speculation

The Price per Share of Brunner is p1,305. The market price reflects what other people think it is worth; not what it's really worth. Your job is to find out if the market price is fair, overpriced, or underpriced. I will help you with that.

If you buy blind, there is a 50% chance of making or losing money by selling the stock in the future. However, we can look at a few things to determine the odds in our favor:

  • The fundamentals: the financial health trends of Brunner.
  • The technials: based on market psychology, we can make a calculated estimate of what the price will do in the future. We can do this through technical analysis. We can calculate the probabilities and the expected value (millionaire math). That's called speculation.
  • The book value: what is the market price compared to it's book value.

Investing

If you really want to invest in Brunner, you will have to let go of the thought of selling in the future. If you have to sell the share for less than you bought it, it can still be a good investment. Focus on what it means to hold the stock forever:

  • You own a part of the company. The equity of this part can grow or shrink. The current Book Value per Share is p1,237.24. Based on the TTM, the Book Value Change Per Share is p60.33 per quarter. Based on the YOY, the Book Value Change Per Share is p1,164.43 per quarter.
  • You may receive quarterly/yearly dividend in the form of additional shares.
  • You may receive quarterly/yearly dividend in the form of cash. Based on the TTM the Dividend per Share is p22.35 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Brunner.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 p% of Price per Sharep% of Price per Sharep% of Price per Sharep% of Price per Sharep% of Price per Share
Usd Eps1.200.1%1.200.1%0.110.0%1.250.1%1.000.1%
Usd Book Value Change Per Share0.760.1%0.760.1%14.691.1%3.090.2%1.550.1%
Usd Dividend Per Share0.280.0%0.280.0%0.270.0%0.260.0%0.230.0%
Usd Total Gains Per Share1.040.1%1.040.1%14.961.1%3.350.3%1.780.1%
Usd Price Per Share13.44-13.44-12.87-12.21-10.15-
Price to Earnings Ratio11.19-11.19-120.21-31.39--111.90-
Price-to-Total Gains Ratio12.88-12.88-0.86-30.43-35.21-
Price to Book Ratio0.86-0.86-0.87-44.49-48.22-
Price-to-Total Gains Ratio12.88-12.88-0.86-30.43-35.21-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share16.46649
Number of shares60
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.280.26
Usd Book Value Change Per Share0.763.09
Usd Total Gains Per Share1.043.35
Gains per Quarter (60 shares)62.60201.06
Gains per Year (60 shares)250.40804.24
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
16818324062742794
213536549012514841598
320354874018722252402
427173199025029673206
5338914124031237094010
64061096149037544514814
74741279174043751935618
85421462199050059346422
96091644224056266767226
106771827249062474188030

How sure are you?

Based on the past periods, how sure are you to get value out of your investment.

Linear %
 Trailing 12 Months3Y5 Year10 YearALLTIME
  % % % % %
Earnings Per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%9.01.00.090.0%12.01.00.092.3%
Book Value Change Per Share1.00.00.0100.0%2.00.01.066.7%2.00.03.040.0%7.00.03.070.0%9.01.03.069.2%
Dividend per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%13.00.00.0100.0%
Total Gains per Share1.00.00.0100.0%3.00.00.0100.0%5.00.00.0100.0%10.00.00.0100.0%12.01.00.092.3%

Fundamentals of Brunner

About Brunner Investment Trust

The Brunner Investment Trust PLC is an open-ended equity mutual fund launched and managed by Allianz Global Investors GmbH, UK Branch. The fund invests in public equity markets across the globe. It seeks to invest in stocks of companies operating across diversified sectors. The fund primarily invests in growth stocks of companies. It focuses on factors such as business models, products and/or services, management, financial strength, brand equity, and distribution capabilities in order to create its portfolio. The fund benchmarks the performance of its portfolio against a composite benchmark of 50% FTSE All-Share Index and 50% FTSE All-World ex UK Index (£). The Brunner Investment Trust PLC was formed in January, 1927 and is domiciled in the United Kingdom.

Fundamental data was last updated by Penke on 2024-03-07 21:47:03.

Financial Health

Profitability Details
 Compared to previous yearCompared to industry
The company is making a huge profit.
Using its assets, the company is efficient in making profit.
Using its investors money, the company is less efficient in making profit.
Operating Efficiency Details
 Compared to previous yearCompared to industry
The company is very efficient in keeping operating costs low.
Liquidity Details
 Compared to previous yearCompared to industry
The company is very able to pay all its short-term debts.
The company is very able to pay all its short-term debts with the most liquid assets.
Solvency Details
 Compared to previous yearCompared to industry
The company is very able to pay all its debts by selling its assets.
The company is very able to pay all its debts with equity.

Valuation

Valuation Details
 Compared to previous yearCompared to industry
Based on the equity, the company is cheap.
Based on the earnings, the company is underpriced.
Based on how much money comes from the company's main activities, the company is fair priced.

1.1. Profitability of Brunner Investment Trust.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Brunner earns for each 1 of revenue.

  • Above 10% is considered healthy but always compare Brunner to the Asset Management industry mean.
  • A Net Profit Margin of 95.2% means that 0.95 for each 1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Brunner Investment Trust:

  • The MRQ is 95.2%. The company is making a huge profit. +2
  • The TTM is 95.2%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ95.2%TTM95.2%0.0%
TTM95.2%YOY64.9%+30.3%
TTM95.2%5Y90.0%+5.2%
5Y90.0%10Y79.2%+10.8%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ95.2%62.0%+33.2%
TTM95.2%63.5%+31.7%
YOY64.9%71.0%-6.1%
5Y90.0%62.9%+27.1%
10Y79.2%58.3%+20.9%
1.1.2. Return on Assets

Shows how efficient Brunner is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Brunner to the Asset Management industry mean.
  • 7.2% Return on Assets means that Brunner generated 0.07 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Brunner Investment Trust:

  • The MRQ is 7.2%. Using its assets, the company is efficient in making profit. +1
  • The TTM is 7.2%. Using its assets, the company is efficient in making profit. +1
Trends
Current periodCompared to+/- 
MRQ7.2%TTM7.2%0.0%
TTM7.2%YOY0.7%+6.5%
TTM7.2%5Y88.8%-81.6%
5Y88.8%10Y73.4%+15.4%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ7.2%0.8%+6.4%
TTM7.2%0.9%+6.3%
YOY0.7%1.0%-0.3%
5Y88.8%1.5%+87.3%
10Y73.4%2.1%+71.3%
1.1.3. Return on Equity

Shows how efficient Brunner is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Brunner to the Asset Management industry mean.
  • 7.7% Return on Equity means Brunner generated 0.08 for each 1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Brunner Investment Trust:

  • The MRQ is 7.7%. Using its investors money, the company is less efficient in making profit.
  • The TTM is 7.7%. Using its investors money, the company is less efficient in making profit.
Trends
Current periodCompared to+/- 
MRQ7.7%TTM7.7%0.0%
TTM7.7%YOY0.7%+7.0%
TTM7.7%5Y630.8%-623.1%
5Y630.8%10Y557.8%+73.1%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ7.7%1.7%+6.0%
TTM7.7%2.0%+5.7%
YOY0.7%1.9%-1.2%
5Y630.8%2.6%+628.2%
10Y557.8%3.2%+554.6%

1.2. Operating Efficiency of Brunner Investment Trust.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Brunner is operating .

  • Measures how much profit Brunner makes for each 1 of sales after paying variable costs (production costs, wages, etc) but before taxes.
  • Above 15% is considered healthy but always compare Brunner to the Asset Management industry mean.
  • An Operating Margin of 0.0% means the company generated 0.00  for each 1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Brunner Investment Trust:

  • The MRQ is 0.0%. The data is not here.
Trends
Current periodCompared to+/- 
MRQ-TTM-0.0%
TTM-YOY103.0%-103.0%
TTM-5Y79.7%-79.7%
5Y79.7%10Y203.2%-123.5%
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ-80.3%-80.3%
TTM-62.8%-62.8%
YOY103.0%70.7%+32.3%
5Y79.7%55.7%+24.0%
10Y203.2%50.4%+152.8%
1.2.2. Operating Ratio

Measures how efficient Brunner is keeping operating costs low.

  • Below 1 is considered healthy (always compare to Asset Management industry mean).
  • An Operation Ratio of 0.02 means that the operating costs are 0.02 for each 1 in net sales.

Let's take a look of the Operating Ratio trends of Brunner Investment Trust:

  • The MRQ is 0.020. The company is very efficient in keeping operating costs low. +2
  • The TTM is 0.020. The company is very efficient in keeping operating costs low. +2
Trends
Current periodCompared to+/- 
MRQ0.020TTM0.0200.000
TTM0.020YOY0.142-0.122
TTM0.0205Y0.070-0.050
5Y0.07010Y1.322-1.252
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0200.420-0.400
TTM0.0200.445-0.425
YOY0.1420.335-0.193
5Y0.0700.430-0.360
10Y1.3220.483+0.839

1.3. Liquidity of Brunner Investment Trust.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Brunner is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to Asset Management industry mean).
  • A Current Ratio of 36.56 means the company has 36.56 in assets for each 1 in short-term debts.

Let's take a look of the Current Ratio trends of Brunner Investment Trust:

  • The MRQ is 36.559. The company is very able to pay all its short-term debts. +2
  • The TTM is 36.559. The company is very able to pay all its short-term debts. +2
Trends
Current periodCompared to+/- 
MRQ36.559TTM36.5590.000
TTM36.559YOY33.843+2.716
TTM36.5595Y17.398+19.160
5Y17.39810Y18.714-1.315
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ36.5593.222+33.337
TTM36.5593.191+33.368
YOY33.8433.840+30.003
5Y17.3985.526+11.872
10Y18.7146.549+12.165
1.3.2. Quick Ratio

Measures if Brunner is able to pay off Short-term Debt but only using the most liquid assets.

  • Above 1 is considered healthy but always compare Brunner to the Asset Management industry mean.
  • A Quick Ratio of 36.56 means the company can pay off 36.56 for each 1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Brunner Investment Trust:

  • The MRQ is 36.559. The company is very able to pay all its short-term debts with the most liquid assets. +2
  • The TTM is 36.559. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ36.559TTM36.5590.000
TTM36.559YOY-1.498+38.057
TTM36.5595Y10.330+26.229
5Y10.33010Y18.369-8.038
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ36.5593.184+33.375
TTM36.5593.532+33.027
YOY-1.4984.139-5.637
5Y10.3306.715+3.615
10Y18.3696.060+12.309

1.4. Solvency of Brunner Investment Trust.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Brunner assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Brunner to Asset Management industry mean.
  • A Debt to Asset Ratio of 0.06 means that Brunner assets are financed with 6.5% credit (debt) and the remaining percentage (100% - 6.5%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Brunner Investment Trust:

  • The MRQ is 0.065. The company is very able to pay all its debts by selling its assets. +2
  • The TTM is 0.065. The company is very able to pay all its debts by selling its assets. +2
Trends
Current periodCompared to+/- 
MRQ0.065TTM0.0650.000
TTM0.065YOY0.059+0.006
TTM0.0655Y0.536-0.471
5Y0.53610Y0.704-0.168
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0650.183-0.118
TTM0.0650.180-0.115
YOY0.0590.185-0.126
5Y0.5360.190+0.346
10Y0.7040.188+0.516
1.4.2. Debt to Equity Ratio

Measures if Brunner is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Brunner to the Asset Management industry mean.
  • A Debt to Equity ratio of 6.9% means that company has 0.07 debt for each 1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Brunner Investment Trust:

  • The MRQ is 0.069. The company is very able to pay all its debts with equity. +2
  • The TTM is 0.069. The company is very able to pay all its debts with equity. +2
Trends
Current periodCompared to+/- 
MRQ0.069TTM0.0690.000
TTM0.069YOY0.063+0.007
TTM0.0695Y3.566-3.497
5Y3.56610Y5.578-2.012
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
MRQ0.0690.210-0.141
TTM0.0690.220-0.151
YOY0.0630.227-0.164
5Y3.5660.250+3.316
10Y5.5780.260+5.318

2. Market Valuation of Brunner Investment Trust

2.1. Earnings Per Share
2.1. Price to Earnings Ratio

Measures how much money you pay for each share for every 1 in earnings Brunner generates.

  • Above 15 is considered overpriced but always compare Brunner to the Asset Management industry mean.
  • A PE ratio of 11.19 means the investor is paying 11.19 for every 1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Brunner Investment Trust:

  • The EOD is 13.712. Based on the earnings, the company is underpriced. +1
  • The MRQ is 11.190. Based on the earnings, the company is underpriced. +1
  • The TTM is 11.190. Based on the earnings, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD13.712MRQ11.190+2.522
MRQ11.190TTM11.1900.000
TTM11.190YOY120.210-109.020
TTM11.1905Y31.387-20.197
5Y31.38710Y-111.904+143.292
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD13.7125.619+8.093
MRQ11.1905.505+5.685
TTM11.1905.667+5.523
YOY120.2103.801+116.409
5Y31.3875.342+26.045
10Y-111.9047.598-119.502
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Brunner Investment Trust:

  • The EOD is 43.150. Based on how much money comes from the company's main activities, the company is fair priced.
  • The MRQ is 35.215. Based on how much money comes from the company's main activities, the company is fair priced.
  • The TTM is 35.215. Based on how much money comes from the company's main activities, the company is fair priced.
Trends
Current periodCompared to+/- 
EOD43.150MRQ35.215+7.936
MRQ35.215TTM35.2150.000
TTM35.215YOY30.875+4.339
TTM35.2155Y237.968-202.753
5Y237.96810Y145.731+92.236
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD43.1504.635+38.515
MRQ35.2154.286+30.929
TTM35.2153.311+31.904
YOY30.8752.052+28.823
5Y237.9682.207+235.761
10Y145.7312.479+143.252
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Brunner is to cheap or to expensive compared to its book value.

  • At or below 1 is considered healthy (always compare to Asset Management industry mean).
  • A PB ratio of 0.86 means the investor is paying 0.86 for each 1 in book value.

Let's take a look of the Price to Book Ratio trends of Brunner Investment Trust:

  • The EOD is 1.055. Based on the equity, the company is underpriced. +1
  • The MRQ is 0.861. Based on the equity, the company is cheap. +2
  • The TTM is 0.861. Based on the equity, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD1.055MRQ0.861+0.194
MRQ0.861TTM0.8610.000
TTM0.861YOY0.867-0.006
TTM0.8615Y44.490-43.630
5Y44.49010Y48.216-3.725
Compared to industry (Asset Management)
PeriodCompanyIndustry (mean)+/- 
EOD1.0550.927+0.128
MRQ0.8610.911-0.050
TTM0.8610.910-0.049
YOY0.8670.983-0.116
5Y44.4901.008+43.482
10Y48.2161.157+47.059
2. Total Gains per Share

3. Summary

3.1. Key Performance Indicators

The key performance indicators of Brunner Investment Trust compared to the Most Recent Quarter (MRQ).

 End of day+/-Most Recent QuarterTrailing 12 Months+/-Year-Over-Year+/-5 Year+/-10 Year+/-
Book Value Change Per Share--60.33260.3320%1164.427-95%244.952-75%122.512-51%
Book Value Per Share--1237.2361237.2360%1176.904+5%490.314+152%251.314+392%
Current Ratio--36.55936.5590%33.843+8%17.398+110%18.714+95%
Debt To Asset Ratio--0.0650.0650%0.059+10%0.536-88%0.704-91%
Debt To Equity Ratio--0.0690.0690%0.063+11%3.566-98%5.578-99%
Dividend Per Share--22.35322.3530%21.103+6%20.621+8%18.249+22%
Eps--95.17095.1700%8.485+1022%99.232-4%79.548+20%
Free Cash Flow Per Share--30.24330.2430%33.036-8%21.439+41%20.908+45%
Free Cash Flow To Equity Per Share--5.2495.2490%10.012-48%-0.339+106%-7.069+235%
Gross Profit Margin--0.9910.9910%0.927+7%0.981+1%1.049-5%
Intrinsic Value_10Y_max--302.972--------
Intrinsic Value_10Y_min--46.466--------
Intrinsic Value_1Y_max--24.171--------
Intrinsic Value_1Y_min--16.983--------
Intrinsic Value_3Y_max--77.340--------
Intrinsic Value_3Y_min--40.652--------
Intrinsic Value_5Y_max--136.197--------
Intrinsic Value_5Y_min--52.771--------
Market Cap55713973500.000+18%45467754255.00045467754255.0000%43546581540.000+4%41318021190.600+10%34393513100.925+32%
Net Profit Margin--0.9520.9520%0.649+47%0.900+6%0.792+20%
Operating Margin----0%1.030-100%0.797-100%2.032-100%
Operating Ratio--0.0200.0200%0.142-86%0.070-71%1.322-98%
Pb Ratio1.055+18%0.8610.8610%0.867-1%44.490-98%48.216-98%
Pe Ratio13.712+18%11.19011.1900%120.210-91%31.387-64%-111.904+1100%
Price Per Share1305.000+18%1065.0001065.0000%1020.000+4%967.800+10%804.225+32%
Price To Free Cash Flow Ratio43.150+18%35.21535.2150%30.875+14%237.968-85%145.731-76%
Price To Total Gains Ratio15.783+18%12.88012.8800%0.860+1397%30.432-58%35.206-63%
Quick Ratio--36.55936.5590%-1.498+104%10.330+254%18.369+99%
Return On Assets--0.0720.0720%0.007+960%0.888-92%0.734-90%
Return On Equity--0.0770.0770%0.007+967%6.308-99%5.578-99%
Total Gains Per Share--82.68582.6850%1185.529-93%265.572-69%140.761-41%
Usd Book Value--666495073.906666495073.9060%633994291.951+5%264130701.300+152%135398239.644+392%
Usd Book Value Change Per Share--0.7610.7610%14.693-95%3.091-75%1.546-51%
Usd Book Value Per Share--15.61115.6110%14.850+5%6.187+152%3.171+392%
Usd Dividend Per Share--0.2820.2820%0.266+6%0.260+8%0.230+22%
Usd Eps--1.2011.2010%0.107+1022%1.252-4%1.004+20%
Usd Free Cash Flow--16291914.92316291914.9230%17796379.252-8%11549162.279+41%11275670.157+44%
Usd Free Cash Flow Per Share--0.3820.3820%0.417-8%0.271+41%0.264+45%
Usd Free Cash Flow To Equity Per Share--0.0660.0660%0.126-48%-0.004+106%-0.089+235%
Usd Market Cap702998917.623+18%573712123.190573712123.1900%549470765.872+4%521350791.383+10%433977348.307+32%
Usd Price Per Share16.466+18%13.43813.4380%12.870+4%12.212+10%10.148+32%
Usd Profit--51267981.29451267981.2940%4570905.830+1022%53455765.085-4%42920749.446+19%
Usd Revenue--53857179.75253857179.7520%7041954.384+665%55689583.630-3%44735595.629+20%
Usd Total Gains Per Share--1.0431.0430%14.959-93%3.351-69%1.776-41%
 EOD+4 -4MRQTTM+0 -0YOY+22 -145Y+23 -1310Y+25 -11

3.2. Fundamental Score

Let's check the fundamental score of Brunner Investment Trust based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1513.712
Price to Book Ratio (EOD)Between0-11.055
Net Profit Margin (MRQ)Greater than00.952
Operating Margin (MRQ)Greater than00.000
Quick Ratio (MRQ)Greater than136.559
Current Ratio (MRQ)Greater than136.559
Debt to Asset Ratio (MRQ)Less than10.065
Debt to Equity Ratio (MRQ)Less than10.069
Return on Equity (MRQ)Greater than0.150.077
Return on Assets (MRQ)Greater than0.050.072
Total7/10 (70.0%)

3.3. Technical Score

Let's check the technical score of Brunner Investment Trust based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5063.713
Ma 20Greater thanMa 501,274.875
Ma 50Greater thanMa 1001,232.361
Ma 100Greater thanMa 2001,174.681
OpenGreater thanClose1,305.000
Total4/5 (80.0%)



Latest Balance Sheet

Balance Sheet of 2023-11-30. Currency in GBP. All numbers in thousands.

Summary
Total Assets564,904
Total Liabilities36,694
Total Stockholder Equity528,210
 As reported
Total Liabilities 36,694
Total Stockholder Equity+ 528,210
Total Assets = 564,904

Assets

Total Assets564,904
Total Current Assets11,477
Long-term Assets553,377
Total Current Assets
Cash And Cash Equivalents 9,865
Net Receivables 1,612
Total Current Assets  (as reported)11,477
Total Current Assets  (calculated)11,477
+/-0
Long-term Assets
Long Term Investments 553,377
Other Assets 50
Long-term Assets  (as reported)553,377
Long-term Assets  (calculated)553,427
+/- 50

Liabilities & Shareholders' Equity

Total Current Liabilities314
Long-term Liabilities34,910
Total Stockholder Equity528,210
Total Current Liabilities
Accounts payable 314
Other Current Liabilities -314
Total Current Liabilities  (as reported)314
Total Current Liabilities  (calculated)0
+/- 314
Long-term Liabilities
Long-term Liabilities  (as reported)34,910
Long-term Liabilities  (calculated)0
+/- 34,910
Total Stockholder Equity
Common Stock10,673
Other Stockholders Equity 517,537
Total Stockholder Equity (as reported)528,210
Total Stockholder Equity (calculated)528,210
+/-0
Other
Capital Stock10,673
Cash and Short Term Investments 9,865
Common Stock Shares Outstanding 42,693
Liabilities and Stockholders Equity 564,904
Net Debt 25,045
Net Invested Capital 563,120
Net Working Capital 11,163
Short Long Term Debt Total 34,910



Balance Sheet

Currency in GBP. All numbers in thousands.

 Trend2023-11-302022-11-302021-11-302020-11-302019-11-302018-11-302017-11-302016-11-302015-11-302014-11-302013-11-302012-11-302011-11-302010-11-302009-11-302008-11-302007-11-302006-11-302005-11-302004-11-302003-11-302003-05-312002-11-302002-05-312001-11-302000-11-30
> Total Assets 
396,549
313,996
288,359
248,089
234,245
241,482
243,028
277,846
293,297
17,034
219,986
258,324
268,241
254,870
55,262
55,070
54,827
54,588
54,354
35,902
26,841
37,109
30,400
42,748
533,924
564,904
564,904533,92442,74830,40037,10926,84135,90254,35454,58854,82755,07055,262254,870268,241258,324219,98617,034293,297277,846243,028241,482234,245248,089288,359313,996396,549
   > Total Current Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
13,157
19,202
3,249
18,619
14,665
36,019
12,606
4,871
11,348
5,875
10,625
11,477
11,47710,6255,87511,3484,87112,60636,01914,66518,6193,24919,20213,15700000000000000
       Cash And Cash Equivalents 
3,051
59
0
0
0
110
3,779
3,281
1,392
18,790
11,768
6,089
10,375
7,411
11,962
17,029
1,122
17,346
13,158
30,998
11,133
2,328
8,961
3,695
7,919
9,865
9,8657,9193,6958,9612,32811,13330,99813,15817,3461,12217,02911,9627,41110,3756,08911,76818,7901,3923,2813,779110000593,051
       Short-term Investments 
21,075
39,468
0
26,928
0
25,376
15,261
12,970
13,583
0
0
0
0
0
0
0
0
0
19,437
19,595
0
0
0
0
-11,095
0
0-11,095000019,59519,43700000000013,58312,97015,26125,376026,928039,46821,075
       Net Receivables 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
1,194
2,174
2,126
1,273
1,507
5,021
1,474
2,543
2,387
2,180
2,706
1,612
1,6122,7062,1802,3872,5431,4745,0211,5071,2732,1262,1741,19400000000000000
       Other Current Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
3,541
0
68
75
41
0
041756803,54100000000000000000000
   > Long-term Assets 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
266,000
300,321
329,281
290,746
339,322
382,956
381,787
435,569
445,116
533,924
522,829
553,377
553,377522,829533,924445,116435,569381,787382,956339,322290,746329,281300,321266,00000000000000000
       Long Term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
329,281
290,746
339,322
382,956
381,787
435,569
445,116
533,924
533,924
553,377
553,377533,924533,924445,116435,569381,787382,956339,322290,746329,2810000000000000000
       Other Assets 
0
0
288,359
0
0
241,482
243,028
277,846
293,297
17,034
219,986
258,324
268,241
254,870
-223,895
-264,453
-277,703
-254,777
-299,633
-383,073
-367,553
-403,330
-426,064
-497,050
470
50
50470-497,050-426,064-403,330-367,553-383,073-299,633-254,777-277,703-264,453-223,895254,870268,241258,324219,98617,034293,297277,846243,028241,48200288,35900
> Total Liabilities 
70,447
59,941
51,922
58,714
51,862
51,826
51,761
52,147
52,190
-254,785
51,941
51,833
50,494
50,290
50,072
49,843
49,599
49,341
49,068
30,575
21,514
31,782
25,073
37,422
31,472
36,694
36,69431,47237,42225,07331,78221,51430,57549,06849,34149,59949,84350,07250,29050,49451,83351,941-254,78552,19052,14751,76151,82651,86258,71451,92259,94170,447
   > Total Current Liabilities 
0
0
0
0
0
51,826
51,761
0
0
0
0
0
0
0
1,890
926
2,119
926
1,038
1,488
314
2,860
1,077
1,351
314
314
3143141,3511,0772,8603141,4881,0389262,1199261,890000000051,76151,82600000
       Short-term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
51,547
49,341
49,068
18,203
8,023
8,055
7,512
0
0
0
0007,5128,0558,02318,20349,06849,34151,5470000000000000000
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
51,547
49,341
49,068
18,203
0
0
0
0
0
0
00000018,20349,06849,34151,5470000000000000000
       Accounts payable 
13,374
3,507
0
2,297
0
51,826
51,761
1,500
3,094
0
2,035
0
373
3,125
50,072
926
2,119
926
1,038
1,488
314
2,860
1,077
1,351
314
314
3143141,3511,0772,8603141,4881,0389262,11992650,0723,12537302,03503,0941,50051,76151,82602,29703,50713,374
   > Long-term Liabilities 
0
0
0
0
0
51,826
51,761
0
0
0
0
0
0
0
1,890
926
2,119
926
1,038
1,488
314
32,669
32,135
34,649
314
34,910
34,91031434,64932,13532,6693141,4881,0389262,1199261,890000000051,76151,82600000
> Total Stockholder Equity
326,102
254,055
236,437
189,375
0
189,656
191,267
225,699
241,107
271,819
168,045
206,491
217,747
204,580
5,189
5,228
5,228
5,247
5,286
5,327
5,327
5,327
5,327
5,327
502,452
528,210
528,210502,4525,3275,3275,3275,3275,3275,2865,2475,2285,2285,189204,580217,747206,491168,045271,819241,107225,699191,267189,6560189,375236,437254,055326,102
   Common Stock
15,071
14,941
14,547
14,358
0
13,785
13,102
12,941
12,159
11,856
11,741
11,633
11,437
10,915
10,811
10,772
10,772
10,753
10,714
10,673
10,673
10,673
10,673
10,673
10,673
10,673
10,67310,67310,67310,67310,67310,67310,67310,71410,75310,77210,77210,81110,91511,43711,63311,74111,85612,15912,94113,10213,785014,35814,54714,94115,071
   Retained Earnings 
5,744
6,185
6,639
6,185
7,270
7,206
7,498
9,968
11,165
12,494
14,015
14,256
13,467
13,496
211,194
252,254
262,363
257,630
302,334
352,014
344,273
387,787
406,099
486,452
481,097
0
0481,097486,452406,099387,787344,273352,014302,334257,630262,363252,254211,19413,49613,46714,25614,01512,49411,1659,9687,4987,2067,2706,1856,6396,1855,744
   Capital Surplus 00000000000000000000000000
   Treasury Stock00000000000000000000000000
   Other Stockholders Equity 
0
0
214,801
0
0
175,421
177,715
202,790
228,948
247,469
142,289
180,602
192,843
180,169
-5,621
-5,545
-5,545
-5,506
-5,429
-5,346
-5,346
-5,346
-411,446
-491,799
10,682
517,537
517,53710,682-491,799-411,446-5,346-5,346-5,346-5,429-5,506-5,545-5,545-5,621180,169192,843180,602142,289247,469228,948202,790177,715175,42100214,80100



Balance Sheet

Currency in GBP. All numbers in thousands.




Cash Flow

Currency in GBP. All numbers in thousands.




Income Statement

Currency in GBP. All numbers in thousands.


Latest Income Statement (annual, 2023-11-30)

Gross Profit (+$)
totalRevenue42,683
Cost of Revenue-0
Gross Profit42,68342,683
 
Operating Income (+$)
Gross Profit42,683
Operating Expense-857
Operating Income41,82641,826
 
Operating Expense (+$)
Research Development0
Selling General Administrative562
Selling And Marketing Expenses352
Operating Expense857914
 
Net Interest Income (+$)
Interest Income196
Interest Expense-1,307
Other Finance Cost-0
Net Interest Income-1,110
 
Pretax Income (+$)
Operating Income41,826
Net Interest Income-1,110
Other Non-Operating Income Expenses0
Income Before Tax (EBT)41,82641,826
EBIT - interestExpense = -1,307
41,826
41,937
Interest Expense1,307
Earnings Before Interest and Taxes (EBIT)043,132
Earnings Before Interest and Taxes (EBITDA)41,826
 
After tax Income (+$)
Income Before Tax41,826
Tax Provision-1,195
Net Income From Continuing Ops40,63140,631
Net Income40,631
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses857
Total Other Income/Expenses Net01,110
 

Technical Analysis of Brunner
The psychology behind the price

Technical indicators reflecting market sentiment and the collective psychology of you and other traders. Your emotions and other traders' emotions, such as fear and greed, play a significant role in driving price movements.

General trend

First of all, I'm going to put something in the back of your mind. One of the most stable factors that gives you more confidence as a trader: the general trend of Brunner. The general trend of Brunner is BULLISH with 100.0% confidence. It is very important for your mental being to use each indicator with this in mind. But beware, also the general trend flips once in a while! You can use moving averages to determine Brunner's overall trend. For convenience I use the most commonly used moving averages: 20, 50, 100 & 200. Of course you can use other moving averages or other indicators to determine the trend.

Indicator phases

Some of the indicators I use have 3 zones: overbought, oversold and neutral. Transitions between these zones (market phases) provide valuable trading signals and insights. Expecially with the general trend mind, I use the highlighted phases:

Indicator zone transitionsBullish trend (100.0%) Bearish trend (-100.0%)
Overbought to neutralBullish pullback=Bearish reversal
Upper to lower neutralBullish correction=Bearish continuation
Nuetral to oversoldOversold=Oversold
Oversold to neutralBullish reversal=Bearish correction
Lower to upper neutralBullish continuation=Bearish pullback
Nuetral to overboughtOverbought=Overbought

1. Price Targets

1.1 Support & Resistance

Support and resistance are levels on a price chart that act as barriers or zones where the price of an asset tends to stop, reverse, or experience a significant amount of buying or selling pressure.

Support is a price level at which demand for an asset is strong enough to prevent the price from falling further.
Resistance is a price level at which selling pressure becomes significant enough to prevent the price of an asset from rising further.


Score

Let's take a look at the Support & Resistance of Brunner Investment Trust.

The long score for the Support & Resistance is 0/1.
The longshort score for the Support & Resistance is -1/(-1 +1).

  • Around resistance: The price is trading arround resistance levels. This can be considered as a potential exit level. -1

The bullish price targets are: 1,315 < 1,325.

The bearish price targets are: 1,234 > 1,204 > 1,129.

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Brunner Investment Trust Daily Support & Resistance Chart

2. Trend Indicators

2.1 Moving Averages

Shows the moving average of the selected period.

  • Moving averages are lagging trend indicators.
  • There are many types of moving averages.
  • Moving averages are also used within other indicators.

Score

Let's take a look at the Moving Averages of Brunner Investment Trust. The current mas is .

The long score for the Moving Averages is 14/14.
The longshort score for the Moving Averages is 14/(-14 +14).

  • MA 20 trending up: The MA 20 is trending up. +1
  • Close > MA 20: The price is above the MA 20. +1
  • MA 20 > MA 50: The MA 20 is higher than the MA 50. +1
  • MA 20 > MA 100: The MA 20 is higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher than the MA 200. +1
  • MA 50 trending up: The MA 50 is trending up. +1
  • Close > MA 50: The price is above the MA 50. +1
  • MA 50 > MA 100: The MA 50 is higher than the MA 100. +1
  • MA 50 > MA 200: The MA 50 is higher than the MA 200. +1
  • MA 100 trending up: The MA 100 is trending up. +1
  • Close > MA 100: The price is above the MA 100. +1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending up: The MA 200 is trending up. +1
  • Close > MA 200: The price is above the MA 200. +1

Directionalities and relatives.

Moving AverageAmount of candlesTrendPrice +/-vs. MA 50vs. MA 100vs. MA 200
MA 2020
MA 5050-
MA 100100--
MA 200200---

Explanation: https://www.youtube.com/watch?v=xwW8h0lrQ-I

Brunner Investment Trust Daily Moving Averages Chart
2.2 Moving Average Convergence/Divergence (MACD)

Shows the momentum of the selected period based on two moving averages.

  • MACD is a lagging momentum indicator.
  • Uses two moving averages.
  • Can show buy or sell signals based on momentum.
  • Can show overbought. and oversold. levels.

Score

Let's take a look at the Moving Average Convergence/Divergence (MACD) of Brunner Investment Trust. The current macd is 16.56.

The long score for the Moving Average Convergence/Divergence (MACD) is 2/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 0/(-4 +4).

  • MACD line < signal line: The MACD line is below the signal line, which indicates a bearish signal in the market. This means that the negative momentum is currently stronger than the average momentum, suggesting that sellers are more active than buyers, and there's a higher probability of the Brunner price going down in the near term. -2
  • MACD > 0: The MACD is above the zero line (centerline), it indicates a bullish signal for Brunner. This means that the short-term moving average is higher than the long-term moving average, signaling positive momentum and suggesting a higher likelihood of the Brunner price continuing to rise in the near future. It indicates that buyers are gaining control, and there is optimism in the market, leading to potential price increases. +1
  • Trending up: The MACD line is trending up. This indicates that the short-term moving average is rising faster than the long-term moving average, suggesting positive momentum in the market. This signals that buyers are becoming more active and confident, leading to potential price increases as traders anticipate further gains and are willing to buy at higher prices. +1
Brunner Investment Trust Daily Moving Average Convergence/Divergence (MACD) ChartBrunner Investment Trust Daily Moving Average Convergence/Divergence (MACD) Chart
2.3 Directional Movement Index (DMI)

The DMI is a collection of 3 indicators: +DI (Plus Direction Indicator), -DI (Minus Direction Indicator) and ADX (Average Directional Index). The ADX helps you determine the strength of a trend.


Score

Let's take a look at the Directional Movement Index (DMI) of Brunner Investment Trust. The current adx is 12.92.

The long score for the Directional Movement Index (DMI) is 2/7.
The longshort score for the Directional Movement Index (DMI) is 2/(-7 +7).

  • PLUS_ID > MINUS_DI: The +DI line is above the -DI line. This indicates a bullish signal in the market, as the positive directional movement is currently stronger than the negative directional movement, showing that buyers have the upper hand. Market psychology suggests that traders are optimistic, expecting further price increases, and are more willing to buy Brunner shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX < 25 && ADX trending up: The ADX is below 25 and indicates a weak or no trend. However, the ADX is rising and a new bullish trend could be forming. +1
Brunner Investment Trust Daily Directional Movement Index (DMI) Chart
2.4 Parabolic SAR

Shows the current trend and potential entry and exit signals.

  • Parabolic SAR (stop and reverse) is a lagging trend indicator.
  • Shows the current trend.
  • Shows potential entry signals.
  • Shows  potential exit signals.
  • Can be used to place trailing stoplosses..

Score

Let's take a look at the Parabolic SAR of Brunner Investment Trust. The current sar is 1,251.

The long score for the Parabolic SAR is 1/1.
The longshort score for the Parabolic SAR is 1/(-1 +1).

  • Close > SAR: The price is above the SAR. It's generally considered a bullish signal. +1
Brunner Investment Trust Daily Parabolic SAR Chart

3. Momentum Indicators

3.1 Relative Strength Index (RSI)

Measures the speed and change of price movements.

  • Leading momentum indicator, meaning the signals are instant.
  • Ranges between 0 and 100.
  • Above 70 is considered overbought.
  • Below 30 is considered oversold.
  • Above or below 50 can also be used to determine price trend or support and resistance.
  • RSI divergence looks at a deviation between RSI and price movement. Penketrading automatically calculates RSI divergences.
  • Can be used in many different ways

Score

Let's take a look at the Relative Strength Index (RSI) of Brunner Investment Trust. The current rsi is 63.71. The current phase is Continuation in bull market.

The long score for the Relative Strength Index (RSI) is 4/13.
The longshort score for the Relative Strength Index (RSI) is 4/(-13 +13).

  • Continuation in bull market: Uptrend continues after a consolidation or pullback. Hold or add to existing positions.
  • Trending up: The RSI is trending up. +1
Brunner Investment Trust Daily Relative Strength Index (RSI) ChartBrunner Investment Trust Daily Relative Strength Index (RSI) Chart
3.2 Stochastic Oscillator

Compares a certain price to multiple prices ranging over time.

  • Leading momentum indicator, meaning the signals are instant.
  • Used to determine overbought and oversold areas much like the RSI.
  • Ranges between 0 and 100.
  • Above 80 is considered overbought.
  • Below 20 is considered oversold.
  • Consists of two lines named K and D.
  • K compares the highest high and lowest low on the selected price range.
  • The D line is a moving average of the K line.
  • Can be used to spot divergences

Score

Let's take a look at the Stochastic Oscillator of Brunner Investment Trust. The current phase is Overbought in bull market.

The long score for the Stochastic Oscillator is 6/6.
The longshort score for the Stochastic Oscillator is 6/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • STOCH > 80: The STOCH %K is above 80 and overbought. +2
  • STOCH %K line > STOCH %D line: The STOCH %K line is above the STOCH %D line, which indicates a bullish signal in the market. This means that the positive momentum is currently stronger than the average momentum, suggesting that buyers are more active than sellers, and there's a higher probability of the Brunner price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Brunner Investment Trust Daily Stochastic Oscillator ChartBrunner Investment Trust Daily Stochastic Oscillator Chart
3.3 Commodity Channel Index (CCI)

Measures the difference between the current price and the historical average price.

  • Lagging or leading Momentum indicator
  • When the CCI is above zero, the price is above the historical average
  • When the CCI is below zero, the price is below the historical average
  • Used for spotting trends
    • If the CCI moves from negative or near zero to positive 100 that might indicate an uptrend
    • If the CCI moves from positive or near zero to negative -100 that might indicate a downtrend

Score

Let's take a look at the Commodity Channel Index (CCI) of Brunner Investment Trust. The current cci is 108.38.

The long score for the Commodity Channel Index (CCI) is 1/1.
The longshort score for the Commodity Channel Index (CCI) is 1/(-1 +1).

  • CCI > 100: The CCI is above 100, it indicates that the price is significantly above its average, suggesting a potential overbought condition. +1
Brunner Investment Trust Daily Commodity Channel Index (CCI) ChartBrunner Investment Trust Daily Commodity Channel Index (CCI) Chart
3.4 Chande Momentum Oscillator (CMO)

Measures the difference between the sum of recent gains and the sum of recent losses. Then divides the result by the sum of all price movements in that period.

  • Lagging momentum indicator
  • Ranges between +100 and -100
  • Considered overbought above +50
  • Considered oversold below -50
  • It's possible to add a moving average that acts as a signal line

Score

Let's take a look at the Chande Momentum Oscillator (CMO) of Brunner Investment Trust. The current cmo is 33.07.

The long score for the Chande Momentum Oscillator (CMO) is 1/1.
The longshort score for the Chande Momentum Oscillator (CMO) is 1/(-1 +1).

  • CMO > 0: The CMO is above 0, the momentum of the price is positive, indicating a potential uptrend in the price. +1
Brunner Investment Trust Daily Chande Momentum Oscillator (CMO) ChartBrunner Investment Trust Daily Chande Momentum Oscillator (CMO) Chart
3.5 Williams %R

 Shows the current price relative to the highest high over the last 14 days.
 

  • Lagging momentum indicator
  • Ranging between 0 and -100
  • Above -20 is considered overbought
  • Below -80 is considered oversold
  • Is prone to give false signals

Score

Let's take a look at the Williams %R of Brunner Investment Trust. The current willr is -12.3866467.

The long score for the Williams %R is 1/1.
The longshort score for the Williams %R is 1/(-1 +1).

  • WILLR > -20: The Williams %R is above -20. This indicates that the price is in overbought territory, suggesting a potential price correction or trend reversal to the downside. +1
Brunner Investment Trust Daily Williams %R ChartBrunner Investment Trust Daily Williams %R Chart

4. Volatility Indicators

4.1 Bollinger Bands

Shows if the price is to high or to low relative to an average.

  • Lagging volatility indicator
  • Uses 3 bands: one upper, one lower and one in the middle
  • Works best when the middle band reflects an intermediate trend (MA20).
  • When the price is moving closer to the upper band, the market might be overbought
  • When the price is moving closer to the lower band, the market might be oversold 

Score

Let's take a look at the Bollinger Bands of Brunner Investment Trust.

Brunner Investment Trust Daily Bollinger Bands Chart
4.2 Average True Range (ATR)
Measures market volatility
  • Leading volatility indicator
  • Can be used to determine stop-loss positions
  • Calculated by:
    • Current high minus the current low
    • Current high minus the previous close
    • Current low minus the previous close
  • The larger the range of the candles, the greater the ATR value

Score

Let's take a look at the Average True Range (ATR) of Brunner Investment Trust. The current atr is 30.74.

Brunner Investment Trust Daily Average True Range (ATR) ChartBrunner Investment Trust Daily Average True Range (ATR) Chart

5. Volume Indicators

5.1 On-Balance Volume (OBV)

 Measures market volatility

  • Leading momentum indicator
  • Calculation:
    • If the closing price is above the previous closing price: OBV = previous OBV + current volume
    • If the closing price is below the previous closing price: OBV = previous OBV - current volume
    • If the closing price is the same as the previous closing price than the OBV is the same.
  • Can be used to confirm price trends
  • Can be used with divergences

Score

Let's take a look at the On-Balance Volume (OBV) of Brunner Investment Trust. The current obv is 2,352,231.

Brunner Investment Trust Daily On-Balance Volume (OBV) ChartBrunner Investment Trust Daily On-Balance Volume (OBV) Chart
5.2 Money Flow Index (MFI)

Measures the flow of money in and out of a security

  • Lagging momentum indicator
  • Looks like RSI but uses volume as an extra metric (RSI only considers price)
  • Above 80 is considered overbought
  • Below 20 is considered oversold
  • Can be used with divergences

Score

Let's take a look at the Money Flow Index (MFI) of Brunner Investment Trust. The current mfi is 69.22.

The long score for the Money Flow Index (MFI) is 1/2.
The longshort score for the Money Flow Index (MFI) is 1/(-2 +2).

  • MFI > 50: +1
Brunner Investment Trust Daily Money Flow Index (MFI) ChartBrunner Investment Trust Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Brunner Investment Trust.

6.2. Trading Signals

Below you will find trading signals as the indicator is commonly used. This doesn't mean you should use it that way. Learn from these, but don't use them blindly. I recommend using at least 4 indicators, 1 from each category: trend, momentum, volatility and volume.

DateIndicatorSignal
2023-11-10STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-13DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-11-15STOCH LONG EXITThe %K line crosses below the %D line.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-11-20STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-21DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-22STOCH SHORT EXITThe %K line crosses above the %D line.
2023-11-23STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-30STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-01DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2023-12-05SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-12-08WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2023-12-11STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-13STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-14BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2023-12-15WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-20STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-21STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2023-12-27STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-29STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-01-02STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-03MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2024-01-04CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-01-05WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-08DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2024-01-09DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-11STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-12SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-16DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-17SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-19STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-22DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-23DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-24CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-25DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-01-26STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-29SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-01-30MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-01-31STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-01DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-02MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
2024-02-05STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-06STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-02-07MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-02-08STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-09DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-12DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-02-13DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-02-16SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-02-19STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-20STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-02-22STOCH LONG EXITThe %K line crosses below the %D line.
CCI LONG ENTRY SHORT CLOSE100 crossover to upside
2024-02-23STOCH SHORT EXITThe %K line crosses above the %D line.
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-02-26DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
MFI LONG ENTRY SHORT CLOSE80 crossover to upside
2024-02-28STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE80 crossover to downside
2024-02-29DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
RSI SHORT ENTRY LONG CLOSE70 crossover to downside
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-04DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-05MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
2024-03-08DMI SHORT ENTRY LONG CLOSEThe +DI crossed the -DI to the downside. The trend is reversing to a down trend.
2024-03-11STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-14DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-22STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-26STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-28CCI LONG ENTRY SHORT CLOSE100 crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside

6.3. Candlestick Patterns

Brunner Investment Trust Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Brunner Investment Trust based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5063.713
Ma 20Greater thanMa 501,274.875
Ma 50Greater thanMa 1001,232.361
Ma 100Greater thanMa 2001,174.681
OpenGreater thanClose1,305.000
Total4/5 (80.0%)
Penke

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