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Retail Opportunity Investments
Buy, Hold or Sell?

Let's analyse Retail Opportunity Investments together

PenkeI guess you are interested in Retail Opportunity Investments. 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 Retail Opportunity Investments. 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 Retail Opportunity Investments (30 sec.)










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

How much money do you get?

How much money do you get?
$0.43
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$10.25
Expected worth in 1 year
$9.65
How sure are you?
87.5%

+ What do you gain per year?

Total Gains per Share
$-0.17
Return On Investment
-1.3%

For what price can you sell your share?

Current Price per Share
$12.82
Expected price per share
$11.54 - $13.36
How sure are you?
50%

1. Valuation of Retail Opportunity Investments (5 min.)




Live pricePrice per Share (EOD)

$12.82

Intrinsic Value Per Share

$8.98 - $13.26

Total Value Per Share

$19.23 - $23.52

2. Growth of Retail Opportunity Investments (5 min.)




Is Retail Opportunity Investments growing?

Current yearPrevious yearGrowGrow %
How rich?$1.3b$1.3b-$19.5m-1.4%

How much money is Retail Opportunity Investments making?

Current yearPrevious yearGrowGrow %
Making money$8.6m-$1.8m$10.4m121.3%
Net Profit Margin10.5%-2.3%--

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

3. Financial Health of Retail Opportunity Investments (5 min.)




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

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

What can you expect buying and holding a share of Retail Opportunity Investments?

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

Speculation

The Price per Share of Retail Opportunity Investments is $12.82. 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 Retail Opportunity Investments.
  • 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 Retail Opportunity Investments, 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 $10.25. Based on the TTM, the Book Value Change Per Share is $-0.15 per quarter. Based on the YOY, the Book Value Change Per Share is $0.03 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 $0.11 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Retail Opportunity Investments.

How much money are you going to get?

 MRQTTMYOY5Y10Y
 $% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share$% of Price per Share
Usd Eps0.060.5%0.070.5%0.100.8%0.090.7%0.070.6%
Usd Book Value Change Per Share0.040.3%-0.15-1.2%0.030.2%0.000.0%0.120.9%
Usd Dividend Per Share0.141.1%0.110.8%0.191.5%0.131.0%0.141.1%
Usd Total Gains Per Share0.181.4%-0.04-0.3%0.221.7%0.131.0%0.252.0%
Usd Price Per Share14.03-13.47-15.99-15.11-16.70-
Price to Earnings Ratio58.03-52.07-42.73-49.06-65.26-
Price-to-Total Gains Ratio76.22-11.12-41.34-62.61-102.75-
Price to Book Ratio1.37-1.30-1.51-1.46-1.75-
Price-to-Total Gains Ratio76.22-11.12-41.34-62.61-102.75-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share12.82
Number of shares78
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.110.13
Usd Book Value Change Per Share-0.150.00
Usd Total Gains Per Share-0.040.13
Gains per Quarter (78 shares)-3.359.97
Gains per Year (78 shares)-13.4239.87
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
134-47-2341-130
268-95-3681-170
3102-142-49122-2110
4135-189-62162-3150
5169-236-75203-4190
6203-284-88244-4230
7237-331-101284-5270
8271-378-114325-6310
9305-425-127366-7350
10338-473-140406-7390

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 Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%40.00.00.0100.0%58.08.00.087.9%
Book Value Change Per Share2.02.00.050.0%7.05.00.058.3%12.08.00.060.0%22.018.00.055.0%37.028.01.056.1%
Dividend per Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%40.00.00.0100.0%56.00.010.084.8%
Total Gains per Share2.02.00.050.0%8.04.00.066.7%15.05.00.075.0%35.05.00.087.5%52.013.01.078.8%

Fundamentals of Retail Opportunity Investments

About Retail Opportunity Investments

Retail Opportunity Investments Corp. (Nasdaq: ROIC), is a fully integrated, self-managed real estate investment trust (REIT) that specializes in the acquisition, ownership and management of grocery-anchored shopping centers located in densely populated, metropolitan markets across the West Coast. As of December 31, 2023, ROIC owned 94 shopping centers encompassing approximately 10.6 million square feet. ROIC is the largest publicly-traded, grocery-anchored shopping center REIT focused exclusively on the West Coast. ROIC is a member of the S&P SmallCap 600 Index and has investment-grade corporate debt ratings from Moody's Investor Services, S&P Global Ratings and Fitch Ratings, Inc.

Fundamental data was last updated by Penke on 2024-03-22 02:23:06.

Financial Health

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

Valuation

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

1.1. Profitability of Retail Opportunity Investments.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Retail Opportunity Investments earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Retail Opportunity Investments to the REIT - Retail industry mean.
  • A Net Profit Margin of 9.5% means that $0.09 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Retail Opportunity Investments:

  • The MRQ is 9.5%. The company is making a profit. +1
  • The TTM is 10.5%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ9.5%TTM10.5%-1.1%
TTM10.5%YOY-2.3%+12.9%
TTM10.5%5Y10.9%-0.4%
5Y10.9%10Y12.2%-1.3%
1.1.2. Return on Assets

Shows how efficient Retail Opportunity Investments is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Retail Opportunity Investments to the REIT - Retail industry mean.
  • 0.3% Return on Assets means that Retail Opportunity Investments generated $0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Retail Opportunity Investments:

  • The MRQ is 0.3%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.3%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.3%TTM0.3%0.0%
TTM0.3%YOY-0.1%+0.3%
TTM0.3%5Y0.3%+0.0%
5Y0.3%10Y0.3%0.0%
1.1.3. Return on Equity

Shows how efficient Retail Opportunity Investments is using its investors money to generate profit.

  • Above 15%-20% is considered healthy but always compare Retail Opportunity Investments to the REIT - Retail industry mean.
  • 0.6% Return on Equity means Retail Opportunity Investments generated $0.01 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Retail Opportunity Investments:

  • The MRQ is 0.6%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 0.7%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.6%TTM0.7%0.0%
TTM0.7%YOY-0.1%+0.8%
TTM0.7%5Y0.7%+0.0%
5Y0.7%10Y0.7%0.0%

1.2. Operating Efficiency of Retail Opportunity Investments.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Retail Opportunity Investments is operating .

  • Measures how much profit Retail Opportunity Investments 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 Retail Opportunity Investments to the REIT - Retail industry mean.
  • An Operating Margin of 34.4% means the company generated $0.34  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Retail Opportunity Investments:

  • The MRQ is 34.4%. The company is operating very efficient. +2
  • The TTM is 33.5%. The company is operating very efficient. +2
Trends
Current periodCompared to+/- 
MRQ34.4%TTM33.5%+0.9%
TTM33.5%YOY34.3%-0.8%
TTM33.5%5Y33.6%-0.1%
5Y33.6%10Y33.0%+0.6%
1.2.2. Operating Ratio

Measures how efficient Retail Opportunity Investments is keeping operating costs low.

  • Below 1 is considered healthy (always compare to REIT - Retail industry mean).
  • An Operation Ratio of 0.66 means that the operating costs are $0.66 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Retail Opportunity Investments:

  • The MRQ is 0.656. The company is efficient in keeping operating costs low. +1
  • The TTM is 0.665. The company is efficient in keeping operating costs low. +1
Trends
Current periodCompared to+/- 
MRQ0.656TTM0.665-0.009
TTM0.665YOY0.655+0.010
TTM0.6655Y0.663+0.002
5Y0.66310Y0.669-0.007

1.3. Liquidity of Retail Opportunity Investments.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Retail Opportunity Investments is able to pay off Short-term Debt.

  • Above 1.5 is considered healthy (always compare to REIT - Retail industry mean).
  • A Current Ratio of 0.62 means the company has $0.62 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Retail Opportunity Investments:

  • The MRQ is 0.618. The company is unable to pay all its short-term debts. -2
  • The TTM is 1.550. The company is able to pay all its short-term debts. +1
Trends
Current periodCompared to+/- 
MRQ0.618TTM1.550-0.932
TTM1.550YOY0.900+0.649
TTM1.5505Y1.261+0.289
5Y1.26110Y0.814+0.447
1.3.2. Quick Ratio

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

  • Above 1 is considered healthy but always compare Retail Opportunity Investments to the REIT - Retail industry mean.
  • A Quick Ratio of 0.59 means the company can pay off $0.59 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Retail Opportunity Investments:

  • The MRQ is 0.592. The company is just not able to pay all its short-term debts with the most liquid assets. -1
  • The TTM is 1.513. The company is very able to pay all its short-term debts with the most liquid assets. +2
Trends
Current periodCompared to+/- 
MRQ0.592TTM1.513-0.921
TTM1.513YOY0.830+0.683
TTM1.5135Y4.041-2.528
5Y4.04110Y2.190+1.851

1.4. Solvency of Retail Opportunity Investments.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Retail Opportunity Investments assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Retail Opportunity Investments to REIT - Retail industry mean.
  • A Debt to Asset Ratio of 0.54 means that Retail Opportunity Investments assets are financed with 54.2% credit (debt) and the remaining percentage (100% - 54.2%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Retail Opportunity Investments:

  • The MRQ is 0.542. The company is able to pay all its debts by selling its assets. +1
  • The TTM is 0.549. The company is able to pay all its debts by selling its assets. +1
Trends
Current periodCompared to+/- 
MRQ0.542TTM0.549-0.007
TTM0.549YOY0.534+0.015
TTM0.5495Y0.550-0.001
5Y0.55010Y0.537+0.014
1.4.2. Debt to Equity Ratio

Measures if Retail Opportunity Investments is able to pay off its debts by using shareholders equity.

  • Below 2 is considered healthy but always compare Retail Opportunity Investments to the REIT - Retail industry mean.
  • A Debt to Equity ratio of 125.4% means that company has $1.25 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Retail Opportunity Investments:

  • The MRQ is 1.254. The company is able to pay all its debts with equity. +1
  • The TTM is 1.294. The company is able to pay all its debts with equity. +1
Trends
Current periodCompared to+/- 
MRQ1.254TTM1.294-0.040
TTM1.294YOY1.226+0.068
TTM1.2945Y1.322-0.028
5Y1.32210Y1.261+0.061

2. Market Valuation of Retail Opportunity Investments

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 Retail Opportunity Investments generates.

  • Above 15 is considered overpriced but always compare Retail Opportunity Investments to the REIT - Retail industry mean.
  • A PE ratio of 58.03 means the investor is paying $58.03 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Retail Opportunity Investments:

  • The EOD is 53.025. Based on the earnings, the company is expensive. -2
  • The MRQ is 58.030. Based on the earnings, the company is expensive. -2
  • The TTM is 52.075. Based on the earnings, the company is expensive. -2
Trends
Current periodCompared to+/- 
EOD53.025MRQ58.030-5.005
MRQ58.030TTM52.075+5.955
TTM52.075YOY42.734+9.341
TTM52.0755Y49.062+3.012
5Y49.06210Y65.261-16.199
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Retail Opportunity Investments:

  • The EOD is 18.349. Based on how much money comes from the company's main activities, the company is underpriced. +1
  • The MRQ is 20.081. Based on how much money comes from the company's main activities, the company is underpriced. +1
  • The TTM is 13.434. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD18.349MRQ20.081-1.732
MRQ20.081TTM13.434+6.646
TTM13.434YOY17.230-3.796
TTM13.4345Y18.253-4.819
5Y18.25310Y22.028-3.775
2. Book Value per Share
2.3. Price to Book Ratio

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

  • At or below 1 is considered healthy (always compare to REIT - Retail industry mean).
  • A PB ratio of 1.37 means the investor is paying $1.37 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Retail Opportunity Investments:

  • The EOD is 1.250. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.368. Based on the equity, the company is underpriced. +1
  • The TTM is 1.304. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.250MRQ1.368-0.118
MRQ1.368TTM1.304+0.065
TTM1.304YOY1.506-0.202
TTM1.3045Y1.463-0.159
5Y1.46310Y1.752-0.289
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Retail Opportunity Investments.

3.1. Institutions holding Retail Opportunity Investments

Institutions are holding 106.804% of the shares of Retail Opportunity Investments.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-12-31BlackRock Inc18.8770.0086239746619212183.996
2023-12-31Vanguard Group Inc15.47640.00619655826-163862-0.8268
2023-12-31CenterSquare Investment Management LLC6.88771.37198747743210543631.6974
2023-12-31State Street Corporation6.33790.00568049377712410.893
2023-12-31Federated Hermes Inc3.31970.1469421624240983710.767
2023-12-31LaSalle Investment Management Securities LLC2.50331.7616317927796686043.7015
2023-12-31Geode Capital Management, LLC2.41750.004530704011336194.5498
2023-12-31Sumitomo Mitsui Trust Holdings Inc2.22850.0294283026488491445.4887
2023-12-31JPMorgan Chase & Co1.93790.0033246122147582623.9663
2023-12-31Charles Schwab Investment Management Inc1.65390.00752100480581712.8483
2023-12-31Morgan Stanley - Brokerage Accounts1.56440.0025198680938309323.8878
2023-12-31Schroder Investment Management Group1.55330.03591972752-45642-2.2613
2023-12-31CBRE Investment Management Listed Real Assets LLC1.50440.48671910603-630393-24.8089
2023-12-31Principal Financial Group Inc1.38070.015717536141074741158.3125
2023-12-31Apg Investments Us Inc1.36280.1489173081700
2023-12-31Dimensional Fund Advisors, Inc.1.34920.0071713539-38216-2.1816
2023-12-31Jennison Associates LLC1.31910.01751675304-1053307-38.6023
2023-12-31Goldman Sachs Group Inc1.31480.0021166985215823010.4676
2023-12-31Millennium Management LLC1.17230.0091488815-1213465-44.9052
2023-12-31Weiss Multi-Strategy Advisers Llc1.16950.50151485363-2014637-57.5611
Total 75.33034.572195672960+2483664+2.6%

3.2. Funds holding Retail Opportunity Investments

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2024-02-29iShares Core S&P Small-Cap ETF6.75540.14328579657132840.1551
2024-01-31Vanguard Real Estate Index Investor4.03660.11155126739500890.9867
2024-01-31Vanguard Total Stock Mkt Idx Inv2.98820.00353795147107140.2831
2024-02-29iShares Russell 2000 ETF2.41340.06363065116-501-0.0163
2024-01-31Vanguard Small Cap Index2.40680.0315305680184180.2761
2023-08-21Nikko World REIT Mother1.70851.3782169865-305935-12.357
2024-01-31Vanguard Small Cap Value Index Inv1.64450.05582088589-8736-0.4165
2023-12-31Federated Hermes SDG Enggmt Eq X USD Acc1.581.9593200663500
2024-01-31Vanguard Institutional Extnd Mkt Idx Tr1.4580.026218517666590.0356
2024-02-29iShares S&P Small-Cap 600 Value ETF1.25420.2927159289139630.2494
2023-11-30UWS Schroder Global Prpty Sec B1.0111.029128395900
2023-12-31Fidelity Small Cap Index0.98650.06921252878203531.6513
2024-02-01iShares Russell 2000 Value ETF0.92940.138118032614940.1267
2024-01-31Federated Hermes US Smid Eq R EUR Acc0.9082.40881153171-84269-6.8099
2024-02-29SPDR® Portfolio S&P 600 Sm Cap ETF0.89690.143511391612320.0204
2024-01-31Vanguard Tax-Managed Small Cap Adm0.77510.155298438200
2024-02-29SPDR® S&P 600 Small Cap Value ETF0.69090.2909877500-1830-0.2081
2023-12-31Ranger Global - Global Real Estate Comp0.66672.2097846790-216063-20.3286
2024-01-31Vanguard Real Estate II Index0.630.128780015300
2024-01-31DFA Real Estate Securities I0.5710.1408725194107271.5014
Total 34.311110.779143576720-497401-1.1%

3.3. Insider Transactions

Insiders are holding 2.833% of the shares of Retail Opportunity Investments.

DateOwnerTypeAmountPricePost Transaction AmountLink
2023-10-30Michael J IndiveriBUY150011.16
2023-08-31Laura H PomerantzSELL400013.46

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Retail Opportunity Investments 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--0.042-0.151+462%0.026+64%-0.002+106%0.118-64%
Book Value Per Share--10.25510.339-1%10.617-3%10.310-1%9.704+6%
Current Ratio--0.6181.550-60%0.900-31%1.261-51%0.814-24%
Debt To Asset Ratio--0.5420.549-1%0.534+2%0.550-1%0.537+1%
Debt To Equity Ratio--1.2541.294-3%1.226+2%1.322-5%1.261-1%
Dividend Per Share--0.1420.108+31%0.190-25%0.130+9%0.137+4%
Eps--0.0600.065-8%0.099-39%0.086-29%0.074-18%
Free Cash Flow Per Share--0.1750.278-37%0.284-39%0.260-33%0.233-25%
Free Cash Flow To Equity Per Share---1.2100.134-1002%0.260-566%0.129-1041%0.347-449%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max--13.264--------
Intrinsic Value_10Y_min--8.979--------
Intrinsic Value_1Y_max--1.139--------
Intrinsic Value_1Y_min--0.934--------
Intrinsic Value_3Y_max--3.567--------
Intrinsic Value_3Y_min--2.793--------
Intrinsic Value_5Y_max--6.170--------
Intrinsic Value_5Y_min--4.623--------
Market Cap1628204100.000-15%1865078050.0001780942592.160+5%2085682222.110-11%1946587757.213-4%2135262623.606-13%
Net Profit Margin--0.0950.105-10%-0.023+125%0.109-13%0.122-22%
Operating Margin--0.3440.335+3%0.343+0%0.336+2%0.330+4%
Operating Ratio--0.6560.665-1%0.655+0%0.663-1%0.669-2%
Pb Ratio1.250-9%1.3681.304+5%1.506-9%1.463-6%1.752-22%
Pe Ratio53.025-9%58.03052.075+11%42.734+36%49.062+18%65.261-11%
Price Per Share12.820-9%14.03013.470+4%15.990-12%15.109-7%16.703-16%
Price To Free Cash Flow Ratio18.349-9%20.08113.434+49%17.230+17%18.253+10%22.028-9%
Price To Total Gains Ratio69.650-9%76.22411.123+585%41.343+84%62.610+22%102.754-26%
Quick Ratio--0.5921.513-61%0.830-29%4.041-85%2.190-73%
Return On Assets--0.0030.003-5%-0.001+123%0.003-2%0.003-9%
Return On Equity--0.0060.007-7%-0.001+123%0.007-6%0.007-10%
Total Gains Per Share--0.184-0.043+123%0.215-14%0.128+44%0.255-28%
Usd Book Value--1363207000.0001365984250.0000%1385545000.000-2%1329134900.000+3%1242305129.075+10%
Usd Book Value Change Per Share--0.042-0.151+462%0.026+64%-0.002+106%0.118-64%
Usd Book Value Per Share--10.25510.339-1%10.617-3%10.310-1%9.704+6%
Usd Dividend Per Share--0.1420.108+31%0.190-25%0.130+9%0.137+4%
Usd Eps--0.0600.065-8%0.099-39%0.086-29%0.074-18%
Usd Free Cash Flow--23220000.00036869500.000-37%37255750.000-38%33576600.000-31%29938773.175-22%
Usd Free Cash Flow Per Share--0.1750.278-37%0.284-39%0.260-33%0.233-25%
Usd Free Cash Flow To Equity Per Share---1.2100.134-1002%0.260-566%0.129-1041%0.347-449%
Usd Market Cap1628204100.000-15%1865078050.0001780942592.160+5%2085682222.110-11%1946587757.213-4%2135262623.606-13%
Usd Price Per Share12.820-9%14.03013.470+4%15.990-12%15.109-7%16.703-16%
Usd Profit--8035000.0008633500.000-7%-1839000.000+123%8077200.000-1%7991901.125+1%
Usd Revenue--84651000.00081933000.000+3%78005250.000+9%75150350.000+13%66445412.775+27%
Usd Total Gains Per Share--0.184-0.043+123%0.215-14%0.128+44%0.255-28%
 EOD+4 -4MRQTTM+15 -20YOY+11 -245Y+15 -2010Y+14 -21

4.2. Fundamental Score

Let's check the fundamental score of Retail Opportunity Investments based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-1553.025
Price to Book Ratio (EOD)Between0-11.250
Net Profit Margin (MRQ)Greater than00.095
Operating Margin (MRQ)Greater than00.344
Quick Ratio (MRQ)Greater than10.592
Current Ratio (MRQ)Greater than10.618
Debt to Asset Ratio (MRQ)Less than10.542
Debt to Equity Ratio (MRQ)Less than11.254
Return on Equity (MRQ)Greater than0.150.006
Return on Assets (MRQ)Greater than0.050.003
Total3/10 (30.0%)

4.3. Technical Score

Let's check the technical score of Retail Opportunity Investments based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5051.583
Ma 20Greater thanMa 5012.697
Ma 50Greater thanMa 10013.049
Ma 100Greater thanMa 20013.042
OpenGreater thanClose12.740
Total3/5 (60.0%)



Latest Balance Sheet

Balance Sheet of 2023-12-31. Currency in USD. All numbers in thousands.

Summary
Total Assets2,977,640
Total Liabilities1,614,433
Total Stockholder Equity1,287,320
 As reported
Total Liabilities 1,614,433
Total Stockholder Equity+ 1,287,320
Total Assets = 2,977,640

Assets

Total Assets2,977,640
Total Current Assets77,659
Long-term Assets2,899,981
Total Current Assets
Cash And Cash Equivalents 8,418
Net Receivables 65,887
Total Current Assets  (as reported)77,659
Total Current Assets  (calculated)74,305
+/- 3,354
Long-term Assets
Intangible Assets 42,791
Long-term Assets Other 2,856,598
Long-term Assets  (as reported)2,899,981
Long-term Assets  (calculated)2,899,389
+/- 592

Liabilities & Shareholders' Equity

Total Current Liabilities125,598
Long-term Liabilities1,488,835
Total Stockholder Equity1,287,320
Total Current Liabilities
Short-term Debt 26,780
Short Long Term Debt 75,000
Other Current Liabilities 98,818
Total Current Liabilities  (as reported)125,598
Total Current Liabilities  (calculated)200,598
+/- 75,000
Long-term Liabilities
Long term Debt 1,303,390
Capital Lease Obligations 137,820
Long-term Liabilities Other 47,625
Long-term Liabilities  (as reported)1,488,835
Long-term Liabilities  (calculated)1,488,835
+/-0
Total Stockholder Equity
Common Stock13
Retained Earnings -357,160
Accumulated Other Comprehensive Income 559
Other Stockholders Equity 1,643,908
Total Stockholder Equity (as reported)1,287,320
Total Stockholder Equity (calculated)1,287,320
+/-0
Other
Capital Stock13
Cash and Short Term Investments 8,418
Common Stock Shares Outstanding 132,935
Liabilities and Stockholders Equity 2,977,640
Net Debt 1,550,965
Net Invested Capital 2,665,710
Net Working Capital -47,939
Short Long Term Debt Total 1,559,383



Balance Sheet

Currency in USD. All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-312008-09-302008-06-302008-03-312007-12-312007-09-302007-06-30
> Total Assets 
244
627
410,274
410,274
410,724
411,904
412,388
412,067
411,766
412,113
403,874
402,054
400,025
428,304
464,193
493,264
500,425
650,702
694,433
714,229
770,730
820,428
950,912
992,373
1,126,881
1,312,611
1,439,090
1,503,181
1,766,940
1,770,584
1,851,696
1,948,952
1,956,437
2,062,814
2,310,635
2,381,270
2,566,942
2,586,501
2,662,969
2,748,537
2,825,708
2,860,899
3,039,198
3,049,723
3,049,669
3,014,535
3,003,071
2,994,406
2,968,969
2,933,342
2,913,757
2,963,891
3,030,133
2,921,376
2,861,848
2,844,771
2,859,559
2,898,236
2,928,844
2,922,214
2,968,710
3,001,688
3,004,279
3,001,513
2,978,559
3,167,187
2,977,640
2,977,6403,167,1872,978,5593,001,5133,004,2793,001,6882,968,7102,922,2142,928,8442,898,2362,859,5592,844,7712,861,8482,921,3763,030,1332,963,8912,913,7572,933,3422,968,9692,994,4063,003,0713,014,5353,049,6693,049,7233,039,1982,860,8992,825,7082,748,5372,662,9692,586,5012,566,9422,381,2702,310,6352,062,8141,956,4371,948,9521,851,6961,770,5841,766,9401,503,1811,439,0901,312,6111,126,881992,373950,912820,428770,730714,229694,433650,702500,425493,264464,193428,304400,025402,054403,874412,113411,766412,067412,388411,904410,724410,274410,274627244
   > Total Current Assets 
244
627
410,274
410,274
410,724
411,904
411,712
411,328
410,645
410,189
383,241
334,502
277,410
184,732
91,131
18,763
21,744
14,984
42,944
20,663
23,139
38,940
32,094
38,140
36,692
30,000
31,754
38,900
37,037
55,455
41,266
39,103
36,224
35,471
40,176
47,609
51,079
47,035
52,387
60,019
54,220
55,993
63,575
62,011
56,073
51,144
58,475
61,896
68,075
68,738
67,448
128,339
212,505
122,834
75,162
74,505
109,829
157,238
81,362
84,729
66,762
70,425
76,248
82,449
71,693
272,780
77,659
77,659272,78071,69382,44976,24870,42566,76284,72981,362157,238109,82974,50575,162122,834212,505128,33967,44868,73868,07561,89658,47551,14456,07362,01163,57555,99354,22060,01952,38747,03551,07947,60940,17635,47136,22439,10341,26655,45537,03738,90031,75430,00036,69238,14032,09438,94023,13920,66342,94414,98421,74418,76391,131184,732277,410334,502383,241410,189410,645411,328411,712411,904410,724410,274410,274627244
       Cash And Cash Equivalents 
225
131
199
199
77
9
4
4
57
183
383,218
330,017
272,269
180,723
84,736
11,764
17,329
8,260
34,818
10,739
12,004
26,089
4,692
6,894
6,394
9,834
7,920
12,765
9,538
10,996
10,773
11,683
7,541
6,953
8,844
14,987
17,535
10,447
13,125
19,430
11,408
10,073
11,553
13,012
10,958
3,046
6,076
9,649
7,488
6,608
3,800
63,077
151,372
58,458
4,822
4,843
45,033
91,150
13,218
17,867
5,632
7,439
5,598
11,536
5,296
205,260
8,418
8,418205,2605,29611,5365,5987,4395,63217,86713,21891,15045,0334,8434,82258,458151,37263,0773,8006,6087,4889,6496,0763,04610,95813,01211,55310,07311,40819,43013,12510,44717,53514,9878,8446,9537,54111,68310,77310,9969,53812,7657,9209,8346,3946,8944,69226,08912,00410,73934,8188,26017,32911,76484,736180,723272,269330,017383,2181835744977199199131225
       Short-term Investments 
0
0
409,814
409,814
408,900
410,745
411,295
411,295
410,171
409,232
23
0
0
432
2,838
3,075
985
1,684
1,231
1,703
1,720
1,911
1,701
1,880
2,060
1,978
1,299
1,583
1,223
13,427
514
868
775
286
227
290
121
161
125
163
0
0
5,412
1,998
1,420
1,611
0
0
0
0
0
0
0
0
0
0
0
0
2,760,194
0
0
0
0
211
1,417
1,346
0
01,3461,41721100002,760,1940000000000001,6111,4201,9985,4120016312516112129022728677586851413,4271,2231,5831,2991,9782,0601,8801,7011,9111,7201,7031,2311,6849853,0752,8384320023409,232410,171411,295411,295410,745408,900409,814409,81400
       Net Receivables 
0
0
0
0
1,222
506
0
283
366
764
0
2,387
2,674
3,402
2,056
2,961
3,430
5,039
6,896
7,721
9,414
10,940
22,455
24,267
25,303
16,665
20,389
22,781
25,436
25,488
23,025
24,182
23,509
26,635
28,652
30,310
30,480
31,100
35,820
35,946
36,645
39,431
43,257
43,560
42,095
45,243
46,832
47,744
57,554
58,899
58,821
60,344
57,805
61,101
63,715
64,208
60,650
61,441
60,662
59,582
57,450
58,985
62,332
64,062
62,077
63,641
65,887
65,88763,64162,07764,06262,33258,98557,45059,58260,66261,44160,65064,20863,71561,10157,80560,34458,82158,89957,55447,74446,83245,24342,09543,56043,25739,43136,64535,94635,82031,10030,48030,31028,65226,63523,50924,18223,02525,48825,43622,78120,38916,66525,30324,26722,45510,9409,4147,7216,8965,0393,4302,9612,0563,4022,6742,387076436628305061,2220000
       Other Current Assets 
19
497
261
261
525
644
413
411,041
410,222
409,242
23
78
59
607
1,500
4,037
985
1,684
1,231
500
1,720
1,912
4,946
6,979
4,996
3,501
3,445
3,355
2,064
18,971
7,468
3,238
5,174
1,883
2,680
2,312
3,064
5,488
3,442
4,643
6,167
6,489
8,765
5,439
3,020
2,855
5,567
4,503
3,033
3,231
4,827
4,918
3,328
3,275
6,625
5,454
4,146
4,647
7,482
7,280
3,680
4,001
-69,791
-77,730
-69,442
-271,153
-74,305
-74,305-271,153-69,442-77,730-69,7914,0013,6807,2807,4824,6474,1465,4546,6253,2753,3284,9184,8273,2313,0334,5035,5672,8553,0205,4398,7656,4896,1674,6433,4425,4883,0642,3122,6801,8835,1743,2387,46818,9712,0643,3553,4453,5014,9966,9794,9461,9121,7205001,2311,6849854,0371,500607597823409,242410,222411,04141364452526126149719
   > Long-term Assets 
0
0
0
133
477
637
676
738
1,120
1,924
20,633
67,552
122,615
243,571
373,062
474,501
478,681
635,718
651,488
693,566
747,592
781,488
918,818
954,233
1,090,189
1,282,610
1,407,336
1,464,280
1,729,902
1,715,129
1,810,430
1,909,849
1,920,213
2,027,343
2,270,459
2,333,661
2,515,863
2,539,466
2,610,582
2,688,518
2,771,488
2,804,906
2,975,623
2,987,712
2,993,596
2,963,391
2,944,596
2,932,510
2,900,894
2,864,604
2,846,309
2,835,552
2,817,628
2,798,542
2,786,686
2,770,266
2,749,730
2,740,998
2,847,482
2,837,485
2,901,948
2,931,263
2,928,031
2,919,064
2,906,866
2,894,407
2,899,981
2,899,9812,894,4072,906,8662,919,0642,928,0312,931,2632,901,9482,837,4852,847,4822,740,9982,749,7302,770,2662,786,6862,798,5422,817,6282,835,5522,846,3092,864,6042,900,8942,932,5102,944,5962,963,3912,993,5962,987,7122,975,6232,804,9062,771,4882,688,5182,610,5822,539,4662,515,8632,333,6612,270,4592,027,3431,920,2131,909,8491,810,4301,715,1291,729,9021,464,2801,407,3361,282,6101,090,189954,233918,818781,488747,592693,566651,488635,718478,681474,501373,062243,571122,61567,55220,6331,9241,120738676637477133000
       Property Plant Equipment 
0
0
0
0
0
0
0
0
0
0
16,545
62,445
100,582
211,351
269,655
384,268
404,915
549,467
566,381
607,816
659,473
699,491
0
901,259
0
1,211,022
1,314,934
1,378,146
0
0
1,697,725
1,796,338
1,810,585
1,917,093
2,162,306
2,224,368
2,403,321
0
2,493,997
2,576,433
2,654,055
2,685,902
2,849,282
2,859,658
2,868,594
2,841,577
2,831,265
2,809,522
2,799,017
2,768,041
2,753,925
2,745,949
2,724,093
2,708,632
2,701,346
2,682,929
2,662,971
2,657,476
2,755,319
2,751,314
2,812,652
2,839,109
2,832,500
2,835,867
2,825,858
2,817,621
0
02,817,6212,825,8582,835,8672,832,5002,839,1092,812,6522,751,3142,755,3192,657,4762,662,9712,682,9292,701,3462,708,6322,724,0932,745,9492,753,9252,768,0412,799,0172,809,5222,831,2652,841,5772,868,5942,859,6582,849,2822,685,9022,654,0552,576,4332,493,99702,403,3212,224,3682,162,3061,917,0931,810,5851,796,3381,697,725001,378,1461,314,9341,211,0220901,2590699,491659,473607,816566,381549,467404,915384,268269,655211,351100,58262,44516,5450000000000
       Intangible Assets 
0
0
0
0
0
0
0
0
0
0
1,820
4,134
5,050
12,234
17,673
25,438
25,678
32,644
32,024
32,297
34,059
35,987
41,231
40,345
42,300
44,207
55,887
52,013
74,317
69,787
71,433
71,905
69,438
68,690
66,942
75,052
77,017
79,282
79,205
75,466
78,922
79,300
82,778
81,262
78,246
75,493
72,109
69,062
66,285
62,861
59,701
57,978
55,419
53,320
50,110
48,340
45,992
44,342
50,139
49,805
52,296
50,496
52,428
50,410
48,564
45,636
42,791
42,79145,63648,56450,41052,42850,49652,29649,80550,13944,34245,99248,34050,11053,32055,41957,97859,70162,86166,28569,06272,10975,49378,24681,26282,77879,30078,92275,46679,20579,28277,01775,05266,94268,69069,43871,90571,43369,78774,31752,01355,88744,20742,30040,34541,23135,98734,05932,29732,02432,64425,67825,43817,67312,2345,0504,1341,8200000000000
       Other Assets 
0
496
409,947
-133
-477
-637
676
739
1,121
1,924
19,249
69,285
124,725
243,572
373,764
474,501
480,033
635,268
651,315
693,085
748,571
783,502
930,818
966,527
1,102,732
1,283,610
1,408,111
1,464,306
1,729,927
1,720,129
1,814,930
1,910,349
1,923,713
2,028,343
2,270,959
2,333,661
2,517,863
2,543,966
2,610,582
2,690,518
2,776,488
2,810,456
2,976,123
2,988,212
38,126
37,250
36,291
33,614
31,877
60,202
41,683
57,625
48,116
46,548
2,748,160
43,936
2,758,793
2,750,541
149,784
2,899,423
2,858,163
2,889,576
2,888,707
52,525
2,867,363
2,857,368
2,867,354
2,867,3542,857,3682,867,36352,5252,888,7072,889,5762,858,1632,899,423149,7842,750,5412,758,79343,9362,748,16046,54848,11657,62541,68360,20231,87733,61436,29137,25038,1262,988,2122,976,1232,810,4562,776,4882,690,5182,610,5822,543,9662,517,8632,333,6612,270,9592,028,3431,923,7131,910,3491,814,9301,720,1291,729,9271,464,3061,408,1111,283,6101,102,732966,527930,818783,502748,571693,085651,315635,268480,033474,501373,764243,572124,72569,28519,2491,9241,121739676-637-477-133409,9474960
       Deferred Long Term Asset Charges 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
11,688
15,622
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
000000000000000000000000000000000000000000000000015,62211,6880000000000000000
> Total Liabilities 
220
603
133,857
133,857
132,754
133,080
133,313
133,212
133,650
126,066
5,679
5,269
7,478
39,339
73,669
98,955
111,146
272,122
243,944
264,598
316,475
348,323
484,369
387,142
468,810
593,194
733,680
799,456
831,070
825,984
888,914
988,529
1,005,541
1,032,452
1,179,293
1,213,417
1,369,920
1,262,390
1,347,404
1,440,911
1,530,094
1,574,386
1,709,557
1,727,292
1,740,548
1,688,952
1,694,643
1,700,457
1,694,375
1,648,190
1,621,929
1,704,544
1,763,312
1,643,702
1,570,689
1,557,581
1,529,925
1,545,356
1,562,491
1,543,933
1,580,486
1,610,611
1,619,681
1,628,619
1,610,628
1,807,282
1,614,433
1,614,4331,807,2821,610,6281,628,6191,619,6811,610,6111,580,4861,543,9331,562,4911,545,3561,529,9251,557,5811,570,6891,643,7021,763,3121,704,5441,621,9291,648,1901,694,3751,700,4571,694,6431,688,9521,740,5481,727,2921,709,5571,574,3861,530,0941,440,9111,347,4041,262,3901,369,9201,213,4171,179,2931,032,4521,005,541988,529888,914825,984831,070799,456733,680593,194468,810387,142484,369348,323316,475264,598243,944272,122111,14698,95573,66939,3397,4785,2695,679126,066133,650133,212133,313133,080132,754133,857133,857603220
   > Total Current Liabilities 
220
603
16,267
16,267
15,163
15,490
15,723
15,622
16,060
8,475
5,679
2,439
3,635
27,421
4,889
5,141
45,219
7,082
7,475
5,420
65,538
68,449
125,469
21,800
111,115
188,023
70,299
137,007
131,174
142,158
168,673
258,942
296,902
39,049
148,705
190,433
346,070
30,570
113,948
211,877
299,144
343,906
158,967
187,151
203,839
166,138
169,177
167,614
164,407
118,051
98,305
178,713
242,966
129,299
62,925
53,955
31,343
51,215
48,598
57,389
84,632
108,585
110,885
121,628
106,733
64,466
125,598
125,59864,466106,733121,628110,885108,58584,63257,38948,59851,21531,34353,95562,925129,299242,966178,71398,305118,051164,407167,614169,177166,138203,839187,151158,967343,906299,144211,877113,94830,570346,070190,433148,70539,049296,902258,942168,673142,158131,174137,00770,299188,023111,11521,800125,46968,44965,5385,4207,4757,08245,2195,1414,88927,4213,6352,4395,6798,47516,06015,62215,72315,49015,16316,26716,267603220
       Short-term Debt 
200
200
0
0
0
0
0
0
0
0
0
0
0
19,750
0
0
41,575
141,686
0
0
60,882
60,411
119,000
18,000
105,150
174,750
56,950
122,450
121,750
123,300
156,500
238,500
286,000
16,225
135,500
166,310
330,591
5,373
95,654
184,936
279,217
313,737
140,329
156,544
189,259
134,474
153,689
139,904
149,120
90,335
80,743
150,436
230,633
100,544
45,238
11,458
85,988
85,727
221,962
10,000
46,000
52,000
88,000
67,000
63,000
249,831
26,780
26,780249,83163,00067,00088,00052,00046,00010,000221,96285,72785,98811,45845,238100,544230,633150,43680,74390,335149,120139,904153,689134,474189,259156,544140,329313,737279,217184,93695,6545,373330,591166,310135,50016,225286,000238,500156,500123,300121,750122,45056,950174,750105,15018,000119,00060,41160,88200141,68641,5750019,75000000000000200200
       Short Long Term Debt 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
743,378
0
0
0
982,245
0
1,191,376
1,065,948
1,156,280
1,245,620
1,331,845
1,365,786
1,487,146
1,494,046
1,526,847
0
580
1,453
3,914
5,309
3,865
150,436
230,633
100,544
45,238
11,458
0
0
0
10,000
46,000
52,000
88,000
67,000
63,000
0
75,000
75,000063,00067,00088,00052,00046,00010,00000011,45845,238100,544230,633150,4363,8655,3093,9141,45358001,526,8471,494,0461,487,1461,365,7861,331,8451,245,6201,156,2801,065,9481,191,3760982,245000743,378000000000000000000000000000000
       Accounts payable 
0
0
26
26
0
0
0
1
1
6
6
6
6
6
4,889
1,751
3,645
7,082
7,475
5,420
4,656
8,037
6,469
3,800
5,964
13,273
13,349
14,557
9,424
18,858
12,173
20,442
10,902
22,824
13,205
24,123
15,479
25,197
18,294
26,941
19,927
30,169
18,638
30,607
14,580
31,664
15,488
27,710
15,287
27,716
17,562
28,277
12,333
28,755
17,687
42,497
31,343
51,215
48,598
47,389
38,632
56,585
22,885
54,628
43,733
64,466
0
064,46643,73354,62822,88556,58538,63247,38948,59851,21531,34342,49717,68728,75512,33328,27717,56227,71615,28727,71015,48831,66414,58030,60718,63830,16919,92726,94118,29425,19715,47924,12313,20522,82410,90220,44212,17318,8589,42414,55713,34913,2735,9643,8006,4698,0374,6565,4207,4757,0823,6451,7514,8896666611000262600
       Other Current Liabilities 
20
403
16,241
16,241
15,163
15,490
15,723
1,131
1,569
4,248
5,673
2,433
3,629
3,764
4,059
5,141
3,645
7,082
7,475
5,420
4,656
8,038
6,469
3,800
5,965
13,273
13,349
14,557
9,424
18,858
12,173
20,442
10,902
22,824
13,205
24,123
15,479
25,197
18,294
26,941
19,927
30,169
18,638
30,607
14,580
31,664
15,488
27,710
15,287
27,716
17,562
28,277
12,333
28,755
17,687
42,497
31,343
51,215
48,598
47,389
38,632
56,585
13,489
54,628
43,733
276,171
98,818
98,818276,17143,73354,62813,48956,58538,63247,38948,59851,21531,34342,49717,68728,75512,33328,27717,56227,71615,28727,71015,48831,66414,58030,60718,63830,16919,92726,94118,29425,19715,47924,12313,20522,82410,90220,44212,17318,8589,42414,55713,34913,2735,9653,8006,4698,0384,6565,4207,4757,0823,6455,1414,0593,7643,6292,4335,6734,2481,5691,13115,72315,49015,16316,24116,24140320
   > Long-term Liabilities 
0
0
117,590
117,590
117,590
117,590
117,590
117,590
117,590
117,590
0
2,830
3,843
11,918
68,780
93,814
65,927
265,040
236,468
259,177
250,937
279,875
358,901
365,342
357,696
405,170
663,381
662,449
699,896
683,826
720,241
729,587
708,639
993,403
1,030,588
1,022,984
1,023,850
1,231,820
1,233,456
1,229,034
1,230,950
1,230,480
1,550,590
1,540,141
1,536,709
1,522,814
1,525,466
1,532,843
1,529,968
1,530,139
1,523,624
1,525,831
1,520,346
1,514,403
1,507,764
1,503,626
1,498,582
1,494,141
1,513,893
1,486,544
1,495,854
1,502,026
1,508,796
1,506,991
1,503,895
1,742,816
1,488,835
1,488,8351,742,8161,503,8951,506,9911,508,7961,502,0261,495,8541,486,5441,513,8931,494,1411,498,5821,503,6261,507,7641,514,4031,520,3461,525,8311,523,6241,530,1391,529,9681,532,8431,525,4661,522,8141,536,7091,540,1411,550,5901,230,4801,230,9501,229,0341,233,4561,231,8201,023,8501,022,9841,030,588993,403708,639729,587720,241683,826699,896662,449663,381405,170357,696365,342358,901279,875250,937259,177236,468265,04065,92793,81468,78011,9183,8432,8300117,590117,590117,590117,590117,590117,590117,590117,59000
       Long term Debt Total 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
281,753
0
326,911
564,749
563,642
0
0
492,695
492,850
493,008
300,000
300,000
489,543
489,828
761,481
1,060,626
761,396
753,243
753,296
1,346,817
1,038,623
1,038,646
1,029,858
1,029,960
1,030,060
1,030,164
1,030,269
1,030,373
1,030,477
1,030,584
1,030,033
1,030,164
1,030,292
1,030,426
1,030,560
1,329,474
1,007,178
1,007,374
1,007,570
1,307,019
1,007,959
1,008,159
0
0
001,008,1591,007,9591,307,0191,007,5701,007,3741,007,1781,329,4741,030,5601,030,4261,030,2921,030,1641,030,0331,030,5841,030,4771,030,3731,030,2691,030,1641,030,0601,029,9601,029,8581,038,6461,038,6231,346,817753,296753,243761,3961,060,626761,481489,828489,543300,000300,000493,008492,850492,69500563,642564,749326,9110281,75300000000000000000000000
       Deferred Long Term Asset Charges 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
11,688
15,622
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
000000000000000000000000000000000000000000000000015,62211,6880000000000000000
       Other Liabilities 
0
0
14,490
14,760
14,962
15,301
14,490
0
0
0
1,244
2,836
5,352
15,689
26,362
38,816
40,927
64,490
66,563
66,314
76,937
79,875
86,211
83,589
76,553
78,261
98,632
98,808
137,353
130,430
133,363
143,581
139,549
137,364
140,982
155,099
163,065
171,245
172,830
168,350
178,322
178,431
203,773
202,639
199,121
193,942
181,175
184,191
178,838
177,533
161,092
166,701
161,309
157,560
179,076
149,495
145,418
164,784
184,419
162,095
189,409
195,294
172,897
182,699
0
0
0
000182,699172,897195,294189,409162,095184,419164,784145,418149,495179,076157,560161,309166,701161,092177,533178,838184,191181,175193,942199,121202,639203,773178,431178,322168,350172,830171,245163,065155,099140,982137,364139,549143,581133,363130,430137,35398,80898,63278,26176,55383,58986,21179,87576,93766,31466,56364,49040,92738,81626,36215,6895,3522,8361,24400014,49015,30114,96214,76014,49000
       Deferred Long Term Liability 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
39,731
0
0
0
30,129
0
0
0
34,753
0
0
0
37,167
37,151
36,150
34,956
33,857
32,069
30,323
28,814
27,652
26,786
25,410
24,026
22,893
21,928
23,597
22,198
25,017
24,544
25,358
25,221
26,683
0
0
0
0
000026,68325,22125,35824,54425,01722,19823,59721,92822,89324,02625,41026,78627,65228,81430,32332,06933,85734,95636,15037,15137,16700034,75300030,12900039,731000000000000000000000000000000
> Total Stockholder Equity
24
24
276,417
276,417
277,971
278,824
279,075
278,855
278,116
286,047
398,195
396,783
392,545
388,962
390,521
394,306
389,276
378,577
450,487
449,629
454,253
472,102
466,540
605,228
658,068
687,946
676,123
674,796
904,465
913,325
923,713
921,736
914,058
992,590
1,036,671
1,039,638
1,068,840
1,194,396
1,188,241
1,181,284
1,170,505
1,162,283
1,203,967
1,197,721
1,185,962
1,202,849
1,188,214
1,175,951
1,158,361
1,170,574
1,179,348
1,150,384
1,172,466
1,185,559
1,199,553
1,197,091
1,241,303
1,263,438
1,276,894
1,287,293
1,297,463
1,302,233
1,296,168
1,285,485
1,291,262
1,283,686
1,287,320
1,287,3201,283,6861,291,2621,285,4851,296,1681,302,2331,297,4631,287,2931,276,8941,263,4381,241,3031,197,0911,199,5531,185,5591,172,4661,150,3841,179,3481,170,5741,158,3611,175,9511,188,2141,202,8491,185,9621,197,7211,203,9671,162,2831,170,5051,181,2841,188,2411,194,3961,068,8401,039,6381,036,671992,590914,058921,736923,713913,325904,465674,796676,123687,946658,068605,228466,540472,102454,253449,629450,487378,577389,276394,306390,521388,962392,545396,783398,195286,047278,116278,855279,075278,824277,971276,417276,4172424
   Common Stock
1
1
5
5
5
5
5
5
5
5
4
4
4
4
4
4
4
4
5
5
5
5
5
7
7
7
7
7
9
9
9
9
9
10
10
10
10
11
11
11
11
11
11
11
11
11
11
11
11
12
12
12
12
12
12
12
12
12
12
12
12
12
12
12
13
13
13
13131312121212121212121212121212121211111111111111111111111110101010999997777755555444444445555555511
   Retained Earnings 
-1
-1
1,734
1,734
3,289
4,122
4,372
4,152
3,414
1,077
-4,994
-6,635
-10,233
-12,844
-12,881
-10,067
-13,156
-14,790
-19,618
-24,453
-26,616
-31,187
-38,851
-46,486
-54,892
-40,496
-47,617
-56,271
-62,663
-70,639
-80,976
-92,719
-103,536
-112,951
-122,991
-132,999
-143,563
-155,854
-165,951
-176,414
-188,737
-200,221
-210,490
-221,841
-236,570
-244,690
-256,438
-265,565
-280,488
-285,221
-297,998
-309,325
-304,678
-298,212
-289,309
-294,983
-291,839
-284,144
-297,801
-302,279
-307,039
-307,394
-315,984
-326,686
-335,755
-346,260
-357,160
-357,160-346,260-335,755-326,686-315,984-307,394-307,039-302,279-297,801-284,144-291,839-294,983-289,309-298,212-304,678-309,325-297,998-285,221-280,488-265,565-256,438-244,690-236,570-221,841-210,490-200,221-188,737-176,414-165,951-155,854-143,563-132,999-122,991-112,951-103,536-92,719-80,976-70,639-62,663-56,271-47,617-40,496-54,892-46,486-38,851-31,187-26,616-24,453-19,618-14,790-13,156-10,067-12,881-12,844-10,233-6,635-4,9941,0773,4144,1524,3724,1223,2891,7341,734-1-1
   Capital Surplus 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
404,999
406,203
0
0
0
0
0
668,342
0
738,389
732,702
740,528
0
0
1,013,561
1,022,794
1,025,398
1,112,809
1,166,395
1,179,074
1,218,721
1,355,523
1,357,910
1,360,700
1,361,811
1,363,114
1,412,590
1,413,887
1,415,286
1,439,548
1,441,080
1,440,754
1,443,165
1,461,432
1,481,466
1,472,546
1,488,780
1,493,989
1,497,662
1,499,420
1,539,263
1,552,447
1,577,837
1,590,655
1,604,495
1,609,588
1,612,126
1,612,150
1,625,667
0
0
001,625,6671,612,1501,612,1261,609,5881,604,4951,590,6551,577,8371,552,4471,539,2631,499,4201,497,6621,493,9891,488,7801,472,5461,481,4661,461,4321,443,1651,440,7541,441,0801,439,5481,415,2861,413,8871,412,5901,363,1141,361,8111,360,7001,357,9101,355,5231,218,7211,179,0741,166,3951,112,8091,025,3981,022,7941,013,56100740,528732,702738,3890668,34200000406,203404,9990000000000000000
   Treasury Stock0000000000000000000000000000000-1,167,85300000000000000000000000000000000000
   Other Stockholders Equity 
24
24
274,677
274,677
274,677
274,697
274,697
274,697
274,697
284,965
403,205
403,635
403,452
403,322
406,476
409,651
410,154
404,180
484,551
492,454
503,501
530,270
505,386
651,708
712,953
738,435
732,733
740,059
977,119
992,955
1,013,679
1,022,446
1,025,585
1,112,531
1,166,652
1,178,627
1,218,393
1,355,239
1,358,181
1,360,687
1,362,231
1,363,493
1,412,446
1,413,551
1,415,521
1,439,528
1,440,641
1,440,505
1,442,838
1,461,783
1,481,334
1,472,697
1,488,780
1,493,989
1,497,662
1,499,420
1,539,263
1,552,447
1,577,837
1,590,655
1,604,495
1,609,588
1,612,126
1,612,150
1,289,912
1,282,403
1,643,908
1,643,9081,282,4031,289,9121,612,1501,612,1261,609,5881,604,4951,590,6551,577,8371,552,4471,539,2631,499,4201,497,6621,493,9891,488,7801,472,6971,481,3341,461,7831,442,8381,440,5051,440,6411,439,5281,415,5211,413,5511,412,4461,363,4931,362,2311,360,6871,358,1811,355,2391,218,3931,178,6271,166,6521,112,5311,025,5851,022,4461,013,679992,955977,119740,059732,733738,435712,953651,708505,386530,270503,501492,454484,551404,180410,154409,651406,476403,322403,452403,635403,205284,965274,697274,697274,697274,697274,677274,677274,6772424



Balance Sheet

Currency in USD. All numbers in thousands.




Cash Flow

Currency in USD. All numbers in thousands.




Income Statement

Currency in USD. All numbers in thousands.


Latest Income Statement (annual, 2023-12-31)

Gross Profit (+$)
totalRevenue327,732
Cost of Revenue-194,826
Gross Profit132,906132,906
 
Operating Income (+$)
Gross Profit132,906
Operating Expense-23,063
Operating Income109,843109,843
 
Operating Expense (+$)
Research Development0
Selling General Administrative21,854
Selling And Marketing Expenses0
Operating Expense23,06321,854
 
Net Interest Income (+$)
Interest Income0
Interest Expense-74,194
Other Finance Cost-5,556
Net Interest Income-68,638
 
Pretax Income (+$)
Operating Income109,843
Net Interest Income-68,638
Other Non-Operating Income Expenses0
Income Before Tax (EBT)36,654183,032
EBIT - interestExpense = 35,649
37,109
108,728
Interest Expense74,194
Earnings Before Interest and Taxes (EBIT)109,843110,848
Earnings Before Interest and Taxes (EBITDA)214,070
 
After tax Income (+$)
Income Before Tax36,654
Tax Provision-0
Net Income From Continuing Ops39,03736,654
Net Income34,534
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses217,889
Total Other Income/Expenses Net-73,18968,638
 

Technical Analysis of Retail Opportunity Investments
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 Retail Opportunity Investments. The general trend of Retail Opportunity Investments is BEARISH with 14.3% 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 Retail Opportunity Investments'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 (-14.3%) Bearish trend (14.3%)
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 Retail Opportunity Investments.

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: 12.99 < 13.34 < 13.36.

The bearish price targets are: 12.31 > 11.65 > 11.54.

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Retail Opportunity Investments 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 Retail Opportunity Investments. The current mas is .

The long score for the Moving Averages is 6/14.
The longshort score for the Moving Averages is -2/(-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 lower than the MA 50. -1
  • MA 20 < MA 100: The MA 20 is lower than the MA 100. -1
  • MA 20 < MA 200: The MA 20 is lower than the MA 200. -1
  • MA 50 trending down: The MA 50 is trending down. -1
  • Close < MA 50: The price is below 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 below the MA 100. -1
  • MA 100 > MA 200: The MA 100 is higher than the MA 200. +1
  • MA 200 trending down: The MA 200 is trending down. -1
  • Close < MA 200: The price is below 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

Retail Opportunity Investments 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 Retail Opportunity Investments. The current macd is -0.10152904.

The long score for the Moving Average Convergence/Divergence (MACD) is 3/4.
The longshort score for the Moving Average Convergence/Divergence (MACD) is 2/(-4 +4).

  • MACD line > signal line: The MACD line is above the signal 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 Retail Opportunity Investments price going up in the near term. +2
  • MACD < 0: The MACD is below the zero line (centerline), it indicates a bearish signal for Retail Opportunity Investments. This means that the short-term moving average is lower than the long-term moving average, signaling negative momentum and suggesting a higher likelihood of the Retail Opportunity Investments price continuing to fall in the near future. It indicates that sellers are gaining control, and there is negativism in the market, leading to potential price decreases. -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
Retail Opportunity Investments Daily Moving Average Convergence/Divergence (MACD) ChartRetail Opportunity Investments 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 Retail Opportunity Investments. The current adx is 13.47.

The long score for the Directional Movement Index (DMI) is 1/7.
The longshort score for the Directional Movement Index (DMI) is 1/(-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 Retail Opportunity Investments shares, leading to potential upward momentum in its price. +1
  • PLUS_ID > MINUS_DI && ADX < 25 && ADX trending down: The ADX is below 25 and indicates a weak or no trend. Also, the ADX is declining so there is no trend indication.
Retail Opportunity Investments 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 Retail Opportunity Investments. The current sar is 12.94.

The long score for the Parabolic SAR is 0/1.
The longshort score for the Parabolic SAR is -1/(-1 +1).

  • Close < SAR: The price is below the SAR. It's generally considered a bearish signal. -1
Retail Opportunity Investments 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 Retail Opportunity Investments. The current rsi is 51.58. The current phase is Correction in bear 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).

  • Correction in bear market: Extended price decline in a downtrend, significant pullback. Consider reducing exposure, wait for signs of trend reversal.
  • Trending up: The RSI is trending up. +1
Retail Opportunity Investments Daily Relative Strength Index (RSI) ChartRetail Opportunity Investments 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 Retail Opportunity Investments. The current phase is Correction in bear market.

The long score for the Stochastic Oscillator is 4/6.
The longshort score for the Stochastic Oscillator is 4/(-6 +6).

  • STOCH > 50: The STOCH %K is above 50. There are more buyers than sellers. +1
  • 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 Retail Opportunity Investments price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Retail Opportunity Investments Daily Stochastic Oscillator ChartRetail Opportunity Investments 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 Retail Opportunity Investments. The current cci is 57.24.

Retail Opportunity Investments Daily Commodity Channel Index (CCI) ChartRetail Opportunity Investments 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 Retail Opportunity Investments. The current cmo is 11.82.

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
Retail Opportunity Investments Daily Chande Momentum Oscillator (CMO) ChartRetail Opportunity Investments 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 Retail Opportunity Investments. The current willr is -22.31345153.

The long score for the Williams %R is 0/1.
The longshort score for the Williams %R is 0/(-1 +1).

  • WILLR between -80 and -20: The Williams %R is between -80 and -20. This indicates that Retail Opportunity Investments is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
Retail Opportunity Investments Daily Williams %R ChartRetail Opportunity Investments 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 Retail Opportunity Investments.

Retail Opportunity Investments 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 Retail Opportunity Investments. The current atr is 0.2727418.

Retail Opportunity Investments Daily Average True Range (ATR) ChartRetail Opportunity Investments 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 Retail Opportunity Investments. The current obv is -10,143,270.

Retail Opportunity Investments Daily On-Balance Volume (OBV) ChartRetail Opportunity Investments 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 Retail Opportunity Investments. The current mfi is 54.65.

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
Retail Opportunity Investments Daily Money Flow Index (MFI) ChartRetail Opportunity Investments Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Retail Opportunity Investments.

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
2023-11-06STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-09DMI 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
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2023-11-14DMI 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
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-11-16STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-17CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-11-21CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2023-11-22STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2023-11-24MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2023-11-27STOCH LONG EXITThe %K line crosses below the %D line.
2023-11-28STOCH SHORT EXITThe %K line crosses above the %D line.
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2023-11-29CCI 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.
2023-12-04ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-05RSI SHORT ENTRY LONG CLOSE70 crossover to downside
STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-07STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-08STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-13STOCH 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
BB SHORT ENTRY LONG CLOSEPrice closed above the lower band.
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2023-12-14STOCH LONG EXITThe %K line crosses below the %D line.
2023-12-18RSI SHORT ENTRY LONG CLOSE70 crossover to downside
2023-12-20SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2023-12-22STOCH SHORT EXITThe %K line crosses above the %D line.
2023-12-29MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-03CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-01-04WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-01-05STOCH SHORT EXITThe %K line crosses above the %D line.
2024-01-08CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-11SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-12CCI 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.
2024-01-16STOCH LONG EXITThe %K line crosses below the %D line.
2024-01-17DMI 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
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-18CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
2024-01-19DMI 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
ATR LONG ENTRY SHORT CLOSEPrice closed above (close + ATR).
2024-01-22SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
2024-01-24STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-01-25STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-01-29DMI 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
2024-01-31SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-01STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-02CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-02-05STOCH LONG EXITThe %K line crosses below the %D line.
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-02-06STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-02-07CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-02-08STOCH LONG EXITThe %K line crosses below the %D line.
MFI SHORT ENTRY LONG CLOSE20 crossover to downside
2024-02-09CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-13STOCH SHORT EXITThe %K line crosses above the %D line.
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-02-14STOCH LONG EXITThe %K line crosses below the %D line.
2024-02-15SAR LONG ENTRY SHORT CLOSEThe price broke the SAR to the upside.
STOCH SHORT EXITThe %K line crosses above the %D line.
2024-02-16SAR SHORT ENTRY LONG CLOSEThe price broke the SAR to the downside
2024-02-20WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
MFI LONG ENTRY SHORT CLOSE20 crossover to upside
2024-02-22DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.
2024-02-23DMI 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.
2024-02-26WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
2024-02-28STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-04MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-05STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-07STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-11CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
WILLR LONG ENTRY SHORT CLOSE-20 crossover to upside
2024-03-12STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
2024-03-14CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-18STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-19STOCH LONG EXITThe %K line crosses below the %D line.
2024-03-20STOCH SHORT EXITThe %K line crosses above the %D line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-22STOCH LONG EXITThe %K line crosses below the %D line.
CMO SHORT ENTRY LONG CLOSEZero line crossover to downside
ATR SHORT ENTRY LONG CLOSEPrice closed below (close - ATR).
2024-03-25MACD SHORT ENTRY LONG CLOSEThe MACD line crosses below the signal line.
CCI SHORT ENTRY LONG CLOSE-100 crossover to downside
WILLR SHORT ENTRY LONG CLOSE-80 crossover to downside
BB LONG ENTRY SHORT CLOSEPrice closed below the lower band.
2024-03-26STOCH SHORT EXITThe %K line crosses above the %D line.
2024-03-27MACD LONG ENTRY SHORT CLOSEThe MACD line crosses above the signal line.
CMO LONG ENTRY SHORT CLOSEZero line crossover to upside
2024-03-28DMI LONG ENTRY SHORT CLOSEThe +DI crossed the -DI to the upside. The trend is reversing to an up trend.

6.3. Candlestick Patterns

Retail Opportunity Investments Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Retail Opportunity Investments based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5051.583
Ma 20Greater thanMa 5012.697
Ma 50Greater thanMa 10013.049
Ma 100Greater thanMa 20013.042
OpenGreater thanClose12.740
Total3/5 (60.0%)
Penke

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