25 XP   0   0   10

Whitestone REIT
Buy, Hold or Sell?

Let's analyse Whitestone REIT together

PenkeI guess you are interested in Whitestone REIT. 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 Whitestone REIT. 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.

Get notifications about Whitestone REIT

I send you an email if I find something interesting about Whitestone REIT.

Quick analysis of Whitestone REIT (30 sec.)










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

How much money do you get?

How much money do you get?
$0.47
When do you have the money?
1 year
How often do you get paid?
100.0%

What is your share worth?

Current worth
$8.22
Expected worth in 1 year
$7.97
How sure are you?
90.0%

+ What do you gain per year?

Total Gains per Share
$0.22
Return On Investment
1.8%

For what price can you sell your share?

Current Price per Share
$12.23
Expected price per share
$11.51 - $12.93
How sure are you?
50%

1. Valuation of Whitestone REIT (5 min.)




Live pricePrice per Share (EOD)

$12.23

Intrinsic Value Per Share

$-3.12 - $30.09

Total Value Per Share

$5.10 - $38.31

2. Growth of Whitestone REIT (5 min.)




Is Whitestone REIT growing?

Current yearPrevious yearGrowGrow %
How rich?$419.6m$411.6m$13.9m3.3%

How much money is Whitestone REIT making?

Current yearPrevious yearGrowGrow %
Making money$4.7m$8.8m-$4m-84.5%
Net Profit Margin13.1%25.2%--

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

3. Financial Health of Whitestone REIT (5 min.)




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

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

What can you expect buying and holding a share of Whitestone REIT?

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

Speculation

The Price per Share of Whitestone REIT is $12.23. 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 Whitestone REIT.
  • 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 Whitestone REIT, 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 $8.22. Based on the TTM, the Book Value Change Per Share is $-0.06 per quarter. Based on the YOY, the Book Value Change Per Share is $0.12 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 $0.12 per quarter.
Based on historical numbers we can estimate the returns while holding a share of Whitestone REIT.

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 Eps0.030.2%0.100.8%0.181.4%0.100.8%0.070.6%
Usd Book Value Change Per Share-0.33-2.7%-0.06-0.5%0.121.0%0.050.4%0.090.8%
Usd Dividend Per Share0.120.9%0.121.0%0.110.9%0.141.1%0.151.3%
Usd Total Gains Per Share-0.22-1.8%0.050.4%0.241.9%0.191.5%0.252.0%
Usd Price Per Share12.29-10.21-10.53-10.02-11.74-
Price to Earnings Ratio101.81-47.91-21.92-53.45-78.28-
Price-to-Total Gains Ratio-57.13--358.33-50.80--114.67--226.11-
Price to Book Ratio1.50-1.21-1.29-1.34-1.94-
Price-to-Total Gains Ratio-57.13--358.33-50.80--114.67--226.11-

When do you get the money?

Usd Investment
$.00
Usd Price Per Share12.23
Number of shares81
Gains per QuarterTrailing 12 Months5 Year
Usd Dividend Per Share0.120.14
Usd Book Value Change Per Share-0.060.05
Usd Total Gains Per Share0.050.19
Gains per Quarter (81 shares)4.4215.23
Gains per Year (81 shares)17.7060.90
YearsReturn on Investment (TTM)Return on Investment (5Y)
 DividendBook Value gainTotal gainsDividendBook Value gainTotal gains
Broker costs---10---10
138-208441751
276-41268833112
3114-614413350173
4152-816217767234
5190-1018022183295
6228-12298265100356
7266-142116310117417
8304-162134354133478
9342-182152398150539
10380-203170442167600

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%77.09.00.089.5%
Book Value Change Per Share1.03.00.025.0%9.03.00.075.0%11.09.00.055.0%20.020.00.050.0%35.049.02.040.7%
Dividend per Share4.00.00.0100.0%12.00.00.0100.0%20.00.00.0100.0%40.00.00.0100.0%86.00.00.0100.0%
Total Gains per Share2.02.00.050.0%10.02.00.083.3%17.03.00.085.0%36.04.00.090.0%72.014.00.083.7%

Fundamentals of Whitestone REIT

About Whitestone REIT

Whitestone REIT (NYSE: WSR) is a community-centered real estate investment trust (REIT) that acquires, owns, operates, and develops open-air, retail centers located in some of the fastest growing markets in the country: Phoenix, Austin, Dallas-Fort Worth, Houston and San Antonio. Our centers are convenience focused: merchandised with a mix of service-oriented tenants providing food (restaurants and grocers), self-care (health and fitness), services (financial and logistics), education and entertainment to the surrounding communities. The Company believes its strong community connections and deep tenant relationships are key to the success of its current centers and its acquisition strategy.

Fundamental data was last updated by Penke on 2024-03-18 10:21:03.

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 just able to pay all its short-term debts.
The company is just 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 just 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 overpriced.
Based on how much money comes from the company's main activities, the company is cheap.

1.1. Profitability of Whitestone REIT.

1.1. Profitability
1.1.1. Net Profit Margin

Measures how much net profit Whitestone REIT earns for each $1 of revenue.

  • Above 10% is considered healthy but always compare Whitestone REIT to the REIT - Retail industry mean.
  • A Net Profit Margin of 4.1% means that $0.04 for each $1 in revenue is generated as profit.

Let's take a look of the Net Profit Margin trends of Whitestone REIT:

  • The MRQ is 4.1%. The company is making a profit. +1
  • The TTM is 13.1%. The company is making a huge profit. +2
Trends
Current periodCompared to+/- 
MRQ4.1%TTM13.1%-9.0%
TTM13.1%YOY25.2%-12.1%
TTM13.1%5Y14.5%-1.5%
5Y14.5%10Y12.1%+2.5%
1.1.2. Return on Assets

Shows how efficient Whitestone REIT is using its assets to generate profit.

  • Above 5% is considered healthy but always compare Whitestone REIT to the REIT - Retail industry mean.
  • 0.1% Return on Assets means that Whitestone REIT generated $0.00 profit for each $1 in assets.

Let's take a look of the Return on Assets trends of Whitestone REIT:

  • The MRQ is 0.1%. Using its assets, the company is inefficient in making profit. -1
  • The TTM is 0.4%. Using its assets, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.1%TTM0.4%-0.3%
TTM0.4%YOY0.8%-0.4%
TTM0.4%5Y0.4%0.0%
5Y0.4%10Y0.4%+0.1%
1.1.3. Return on Equity

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

  • Above 15%-20% is considered healthy but always compare Whitestone REIT to the REIT - Retail industry mean.
  • 0.4% Return on Equity means Whitestone REIT generated $0.00 for each $1 the owners (shareholders) invested.

Let's take a look of the Return on Equity trends of Whitestone REIT:

  • The MRQ is 0.4%. Using its investors money, the company is inefficient in making profit. -1
  • The TTM is 1.1%. Using its investors money, the company is inefficient in making profit. -1
Trends
Current periodCompared to+/- 
MRQ0.4%TTM1.1%-0.8%
TTM1.1%YOY2.2%-1.0%
TTM1.1%5Y1.3%-0.1%
5Y1.3%10Y1.1%+0.2%

1.2. Operating Efficiency of Whitestone REIT.

1.2. Operating Efficiency
1.2.1. Operating Margin

Measures how efficient Whitestone REIT is operating .

  • Measures how much profit Whitestone REIT 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 Whitestone REIT to the REIT - Retail industry mean.
  • An Operating Margin of 32.4% means the company generated $0.32  for each $1 in revenue (before taxes).

Let's take a look of the Operating Margin trends of Whitestone REIT:

  • The MRQ is 32.4%. The company is operating very efficient. +2
  • The TTM is 42.0%. The company is operating very efficient. +2
Trends
Current periodCompared to+/- 
MRQ32.4%TTM42.0%-9.6%
TTM42.0%YOY33.2%+8.7%
TTM42.0%5Y34.2%+7.8%
5Y34.2%10Y30.2%+4.1%
1.2.2. Operating Ratio

Measures how efficient Whitestone REIT is keeping operating costs low.

  • Below 1 is considered healthy (always compare to REIT - Retail industry mean).
  • An Operation Ratio of 0.68 means that the operating costs are $0.68 for each $1 in net sales.

Let's take a look of the Operating Ratio trends of Whitestone REIT:

  • The MRQ is 0.676. The company is efficient in keeping operating costs low. +1
  • The TTM is 0.675. The company is efficient in keeping operating costs low. +1
Trends
Current periodCompared to+/- 
MRQ0.676TTM0.675+0.001
TTM0.675YOY0.742-0.067
TTM0.6755Y0.721-0.046
5Y0.72110Y0.737-0.016

1.3. Liquidity of Whitestone REIT.

1.3. Liquidity
1.3.1. Current Ratio

Measures if Whitestone REIT 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 0.78 means the company has $0.78 in assets for each $1 in short-term debts.

Let's take a look of the Current Ratio trends of Whitestone REIT:

  • The MRQ is 0.784. The company is just not able to pay all its short-term debts. -1
  • The TTM is 1.099. The company is just able to pay all its short-term debts.
Trends
Current periodCompared to+/- 
MRQ0.784TTM1.099-0.315
TTM1.099YOY1.244-0.145
TTM1.0995Y1.163-0.064
5Y1.16310Y1.100+0.063
1.3.2. Quick Ratio

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

  • Above 1 is considered healthy but always compare Whitestone REIT to the REIT - Retail industry mean.
  • A Quick Ratio of 1.36 means the company can pay off $1.36 for each $1 in debt (using most liquid assets).

Let's take a look of the Quick Ratio trends of Whitestone REIT:

  • The MRQ is 1.358. The company is able to pay all its short-term debts with the most liquid assets. +1
  • The TTM is 1.115. The company is just able to pay all its short-term debts with the most liquid assets.
Trends
Current periodCompared to+/- 
MRQ1.358TTM1.115+0.243
TTM1.115YOY0.859+0.256
TTM1.1155Y1.011+0.105
5Y1.01110Y0.881+0.129

1.4. Solvency of Whitestone REIT.

1.3. Liquidity
1.4.1. Debt to Asset Ratio

Measures how much % of Whitestone REIT assets are financed with debt.

  • Below 1 (100%) is considered healthy but always compare Whitestone REIT to REIT - Retail industry mean.
  • A Debt to Asset Ratio of 0.62 means that Whitestone REIT assets are financed with 62.3% credit (debt) and the remaining percentage (100% - 62.3%) is financed by its owners/shareholders. 

Let's take a look of the Debt to Asset Ratio trends of Whitestone REIT:

  • The MRQ is 0.623. The company is able to pay all its debts by selling its assets. +1
  • The TTM is 0.618. The company is able to pay all its debts by selling its assets. +1
Trends
Current periodCompared to+/- 
MRQ0.623TTM0.618+0.005
TTM0.618YOY0.625-0.007
TTM0.6185Y0.647-0.030
5Y0.64710Y0.654-0.006
1.4.2. Debt to Equity Ratio

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

  • Below 2 is considered healthy but always compare Whitestone REIT to the REIT - Retail industry mean.
  • A Debt to Equity ratio of 167.6% means that company has $1.68 debt for each $1 in shareholders equity.

Let's take a look of the Debt to Equity Ratio trends of Whitestone REIT:

  • The MRQ is 1.676. The company is just able to pay all its debts with equity.
  • The TTM is 1.639. The company is just able to pay all its debts with equity.
Trends
Current periodCompared to+/- 
MRQ1.676TTM1.639+0.037
TTM1.639YOY1.690-0.051
TTM1.6395Y1.885-0.246
5Y1.88510Y1.953-0.069

2. Market Valuation of Whitestone REIT

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 Whitestone REIT generates.

  • Above 15 is considered overpriced but always compare Whitestone REIT to the REIT - Retail industry mean.
  • A PE ratio of 101.81 means the investor is paying $101.81 for every $1 in earnings.

Let's take a look of the Price to Earnings Ratio trends of Whitestone REIT:

  • The EOD is 101.316. Based on the earnings, the company is expensive. -2
  • The MRQ is 101.813. Based on the earnings, the company is expensive. -2
  • The TTM is 47.905. Based on the earnings, the company is overpriced. -1
Trends
Current periodCompared to+/- 
EOD101.316MRQ101.813-0.497
MRQ101.813TTM47.905+53.908
TTM47.905YOY21.922+25.983
TTM47.9055Y53.445-5.540
5Y53.44510Y78.283-24.837
2.2. Price To Free Cash Flow Ratio

Let's take a look of the Price To Free Cash Flow Ratio trends of Whitestone REIT:

  • The EOD is 13.326. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The MRQ is 13.391. Based on how much money comes from the company's main activities, the company is cheap. +2
  • The TTM is 13.185. Based on how much money comes from the company's main activities, the company is cheap. +2
Trends
Current periodCompared to+/- 
EOD13.326MRQ13.391-0.065
MRQ13.391TTM13.185+0.206
TTM13.185YOY15.488-2.303
TTM13.1855Y13.403-0.218
5Y13.40310Y16.563-3.160
2. Book Value per Share
2.3. Price to Book Ratio

Measures if the stock price of Whitestone REIT 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 1.50 means the investor is paying $1.50 for each $1 in book value.

Let's take a look of the Price to Book Ratio trends of Whitestone REIT:

  • The EOD is 1.488. Based on the equity, the company is underpriced. +1
  • The MRQ is 1.496. Based on the equity, the company is underpriced. +1
  • The TTM is 1.214. Based on the equity, the company is underpriced. +1
Trends
Current periodCompared to+/- 
EOD1.488MRQ1.496-0.007
MRQ1.496TTM1.214+0.282
TTM1.214YOY1.285-0.072
TTM1.2145Y1.335-0.122
5Y1.33510Y1.937-0.602
2. Total Gains per Share

3. Holders & Insider Transactions

Let's take a look at which institutions, funds and insiders are holding shares of Whitestone REIT.

3.1. Institutions holding Whitestone REIT

Institutions are holding 68.242% of the shares of Whitestone REIT.

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2023-09-30BlackRock Inc15.55140.00217711228-322949-4.0197
2023-09-30Vanguard Group Inc6.5930.00083269152268730.8288
2023-09-30State Street Corporation3.85750.0011912776161720.8527
2023-09-30Fortress Investment Group LLC2.87931.85831427729746697109.642
2023-09-30Geode Capital Management, LLC2.02720.00121005212482795.0452
2023-09-30Arnhold & S. Bleichroeder Advisers, LLC1.82510.022690500624200036.5004
2023-09-30HIGHLAND CAPITAL MANAGEMENT FUND ADVISORS1.76511.1518875255-192500-18.0285
2023-09-30Morgan Stanley - Brokerage Accounts1.7520.000986875215886022.3781
2023-12-31Foundry Partners, LLC1.6270.597180677135694879.353
2023-12-31Dimensional Fund Advisors, Inc.1.29690.0023643091-24360-3.6497
2023-09-30Kennedy Capital Management Inc1.21790.1417603918-1857-0.3065
2023-09-30Northern Trust Corp1.21340.00116016526720012.5736
2023-09-30Bank of New York Mellon Corp1.20.0013595024-14061-2.3085
2023-09-30Amvescap Plc.0.9890.0013490407-54327-9.9731
2023-09-30DigitalBridge Group Inc0.9580.53414750214750210
2023-09-30BOOTHBAY FUND MANAGEMENT, LLC0.87330.099143303900
2023-09-30JPMorgan Chase & Co0.7630.000437833112177747.4664
2023-09-30AQR Capital Management LLC0.72030.0071357172-78067-17.9366
2023-09-30Renaissance Technologies Corp0.70220.0057348184-20400-5.5347
2023-09-30Ameriprise Financial Inc0.69460.0011344439-20096-5.5128
Total 48.50624.43124052159+1531210+6.4%

3.2. Funds holding Whitestone REIT

DateNameTotal SharesTotal AssetsCurrent SharesChange%
2024-02-29iShares Core S&P Small-Cap ETF6.48770.0512321858152020.1619
2024-02-29Vanguard Real Estate Index Investor3.88260.03721926213110260.5757
2024-02-29Vanguard Total Stock Mkt Idx Inv3.10760.0012154169000
2024-02-29iShares Russell 2000 ETF2.3870.02341184192-194-0.0164
2024-02-29First Eagle Small Cap Opportunity I1.89160.653938463250002.7368
2023-12-31First Eagle US Small Cap Strategy1.81070.6538898313548216.4993
2024-02-29Highland Global Allocation A1.76423.673987525500
2024-02-29Vanguard Institutional Extnd Mkt Idx Tr1.49630.009742335-5256-0.7031
2023-12-31Fidelity Small Cap Index1.02410.024650807650721.0083
2023-12-31Foundry Partners Micro Cap Value0.9681.10124802504802500
2024-02-01iShares Russell 2000 Value ETF0.92170.05064572795780.1266
2024-02-29SPDR® Portfolio S&P 600 Sm Cap ETF0.86580.0515429526870.0203
2023-12-31Kennedy Extended Small Cap0.85630.32374248115058213.5163
2024-02-29Vanguard Tax-Managed Small Cap Adm0.74180.05136800600
2024-01-31Foundry Partnersl Sm Cp Val Inv0.66531.610633006976782.3816
2024-02-29State St Russell Sm/Mid Cp® Indx NL Cl C0.62040.009130780342001.3834
2024-02-29iShares S&P Small-Cap 600 Value ETF0.61250.0533038698370.2762
2024-02-29Vanguard Real Estate II Index0.60010.0426297709-1630-0.5445
2024-01-31DFA Real Estate Securities I0.55510.050827536900
2024-01-31Fidelity Extended Market Index0.54650.009827111637681.4094
Total 31.80538.481215778925+642021+4.1%

3.3. Insider Transactions

Insiders are holding 11.075% of the shares of Whitestone REIT.

DateOwnerTypeAmountPricePost Transaction AmountLink
2023-05-05Amy Shih-hua FengBUY39008.47

4. Summary

4.1. Key Performance Indicators

The key performance indicators of Whitestone REIT 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---0.331-0.063-81%0.121-374%0.051-744%0.095-449%
Book Value Per Share--8.2178.424-2%8.209+0%7.553+9%6.568+25%
Current Ratio--0.7841.099-29%1.244-37%1.163-33%1.100-29%
Debt To Asset Ratio--0.6230.618+1%0.6250%0.647-4%0.654-5%
Debt To Equity Ratio--1.6761.639+2%1.690-1%1.885-11%1.953-14%
Dividend Per Share--0.1160.117-1%0.114+1%0.137-15%0.154-25%
Eps--0.0300.095-68%0.176-83%0.096-69%0.074-59%
Free Cash Flow Per Share--0.2290.235-2%0.222+4%0.231-1%-0.039+117%
Free Cash Flow To Equity Per Share--0.2560.171+50%-0.014+106%0.173+48%0.096+166%
Gross Profit Margin--1.0001.0000%1.0000%1.0000%1.0000%
Intrinsic Value_10Y_max--30.094--------
Intrinsic Value_10Y_min---3.119--------
Intrinsic Value_1Y_max--1.238--------
Intrinsic Value_1Y_min---0.183--------
Intrinsic Value_3Y_max--5.075--------
Intrinsic Value_3Y_min---0.665--------
Intrinsic Value_5Y_max--10.544--------
Intrinsic Value_5Y_min---1.271--------
Market Cap610991232.000-3%627576560.000516048792.500+22%527966432.500+19%502045320.700+25%587380077.950+7%
Net Profit Margin--0.0410.131-69%0.252-84%0.145-72%0.121-66%
Operating Margin--0.3240.420-23%0.332-3%0.342-5%0.302+7%
Operating Ratio--0.6760.675+0%0.742-9%0.721-6%0.737-8%
Pb Ratio1.4880%1.4961.214+23%1.285+16%1.335+12%1.937-23%
Pe Ratio101.3160%101.81347.905+113%21.922+364%53.445+91%78.283+30%
Price Per Share12.2300%12.29010.205+20%10.525+17%10.016+23%11.741+5%
Price To Free Cash Flow Ratio13.3260%13.39113.185+2%15.488-14%13.4030%16.563-19%
Price To Total Gains Ratio-56.850+0%-57.129-358.331+527%50.804-212%-114.666+101%-226.109+296%
Quick Ratio--1.3581.115+22%0.859+58%1.011+34%0.881+54%
Return On Assets--0.0010.004-68%0.008-83%0.004-69%0.004-63%
Return On Equity--0.0040.011-67%0.022-83%0.013-70%0.011-66%
Total Gains Per Share---0.2150.055-494%0.235-191%0.188-214%0.249-186%
Usd Book Value--419617000.000425634250.000-1%411674250.000+2%378615500.000+11%328785600.000+28%
Usd Book Value Change Per Share---0.331-0.063-81%0.121-374%0.051-744%0.095-449%
Usd Book Value Per Share--8.2178.424-2%8.209+0%7.553+9%6.568+25%
Usd Dividend Per Share--0.1160.117-1%0.114+1%0.137-15%0.154-25%
Usd Eps--0.0300.095-68%0.176-83%0.096-69%0.074-59%
Usd Free Cash Flow--11716000.00011892500.000-1%11107750.000+5%11569900.000+1%-1920150.000+116%
Usd Free Cash Flow Per Share--0.2290.235-2%0.222+4%0.231-1%-0.039+117%
Usd Free Cash Flow To Equity Per Share--0.2560.171+50%-0.014+106%0.173+48%0.096+166%
Usd Market Cap610991232.000-3%627576560.000516048792.500+22%527966432.500+19%502045320.700+25%587380077.950+7%
Usd Price Per Share12.2300%12.29010.205+20%10.525+17%10.016+23%11.741+5%
Usd Profit--1541000.0004795000.000-68%8845250.000-83%4816350.000-68%3695100.000-58%
Usd Revenue--37529000.00036882750.000+2%34959250.000+7%32494950.000+15%29461750.000+27%
Usd Total Gains Per Share---0.2150.055-494%0.235-191%0.188-214%0.249-186%
 EOD+5 -3MRQTTM+8 -27YOY+19 -165Y+16 -1910Y+20 -15

4.2. Fundamental Score

Let's check the fundamental score of Whitestone REIT based on Penke's default stock scanner.

Penke's Stock Scanner

  
  
IndicatorConditionValue
Price to Earnings Ratio (EOD)Between0-15101.316
Price to Book Ratio (EOD)Between0-11.488
Net Profit Margin (MRQ)Greater than00.041
Operating Margin (MRQ)Greater than00.324
Quick Ratio (MRQ)Greater than11.358
Current Ratio (MRQ)Greater than10.784
Debt to Asset Ratio (MRQ)Less than10.623
Debt to Equity Ratio (MRQ)Less than11.676
Return on Equity (MRQ)Greater than0.150.004
Return on Assets (MRQ)Greater than0.050.001
Total4/10 (40.0%)

4.3. Technical Score

Let's check the technical score of Whitestone REIT based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5050.229
Ma 20Greater thanMa 5012.166
Ma 50Greater thanMa 10012.440
Ma 100Greater thanMa 20011.933
OpenGreater thanClose12.100
Total3/5 (60.0%)



Reversals in quarterly reports

I have detected a reversal (positive to negative, negative to positive) in the following values of the quarterly reports.

 2022-12-312023-03-312023-06-302023-09-302023-12-31
Long-term Assets Other  1,011,290-4,4961,006,79424,1931,030,987-1,1941,029,793-1,051,145-21,352



Latest Balance Sheet

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

Summary
Total Assets1,113,239
Total Liabilities693,622
Total Stockholder Equity413,742
 As reported
Total Liabilities 693,622
Total Stockholder Equity+ 413,742
Total Assets = 1,113,239

Assets

Total Assets1,113,239
Total Current Assets35,164
Long-term Assets10,428
Total Current Assets
Cash And Cash Equivalents 28,788
Net Receivables 32,105
Inventory 35,164
Other Current Assets -60,893
Total Current Assets  (as reported)35,164
Total Current Assets  (calculated)35,164
+/-0
Long-term Assets
Property Plant Equipment 109
Long Term Investments 31,671
Long-term Assets Other -21,352
Long-term Assets  (as reported)10,428
Long-term Assets  (calculated)10,428
+/-0

Liabilities & Shareholders' Equity

Total Current Liabilities44,836
Long-term Liabilities693,622
Total Stockholder Equity413,742
Total Current Liabilities
Accounts payable 36,513
Total Current Liabilities  (as reported)44,836
Total Current Liabilities  (calculated)36,513
+/- 8,323
Long-term Liabilities
Long term Debt 640,172
Capital Lease Obligations Min Short Term Debt721
Long-term Liabilities Other 8,614
Long-term Liabilities  (as reported)693,622
Long-term Liabilities  (calculated)649,507
+/- 44,115
Total Stockholder Equity
Common Stock50
Retained Earnings -216,963
Accumulated Other Comprehensive Income 2,576
Other Stockholders Equity 628,079
Total Stockholder Equity (as reported)413,742
Total Stockholder Equity (calculated)413,742
+/-0
Other
Capital Stock50
Cash and Short Term Investments 28,788
Common Stock Shares Outstanding 51,064
Liabilities and Stockholders Equity 1,113,239
Net Debt 612,217
Net Invested Capital 1,053,914
Net Working Capital 16,057
Property Plant and Equipment Gross 10,428
Short Long Term Debt Total 641,005



Balance Sheet

Currency in USD. All numbers in thousands.

 Trend2023-12-312023-09-302023-06-302023-03-312022-12-312022-09-302022-06-302022-03-312021-12-312021-09-302021-06-302021-03-312020-12-312020-09-302020-06-302020-03-312019-12-312019-09-302019-06-302019-03-312018-12-312018-09-302018-06-302018-03-312017-12-312017-09-302017-06-302017-03-312016-12-312016-09-302016-06-302016-03-312015-12-312015-09-302015-06-302015-03-312014-12-312014-09-302014-06-302014-03-312013-12-312013-09-302013-06-302013-03-312012-12-312012-09-302012-06-302012-03-312011-12-312011-09-302011-06-302011-03-312010-12-312010-09-302010-06-302010-03-312009-12-312009-09-302009-06-302009-03-312008-12-312008-09-302008-06-302008-03-312007-12-312007-09-302007-06-302007-03-312006-12-312006-09-302006-06-302006-03-312005-12-312005-09-302005-06-302005-03-312004-12-312004-09-302004-06-302004-03-312003-12-312003-09-302003-06-302003-03-312002-12-312002-09-302002-06-30
> Total Assets 
0
0
126,964
0
121,516
121,093
134,066
145,503
133,591
141,525
142,617
145,929
146,939
155,093
171,462
171,373
171,047
167,955
167,087
170,617
169,360
176,217
175,144
175,147
169,009
167,547
177,945
187,670
187,355
184,914
182,000
177,587
176,292
198,365
196,445
195,394
252,128
248,690
273,493
274,742
278,637
365,886
385,371
405,831
451,491
454,632
507,974
504,692
505,125
545,472
634,297
639,355
685,603
783,628
783,877
782,961
786,023
858,487
855,209
856,834
1,071,405
1,070,148
1,071,732
1,071,247
1,059,952
1,060,446
1,028,872
1,018,655
1,013,188
1,011,760
1,056,260
1,071,326
1,070,643
1,064,925
1,045,002
1,036,644
1,034,110
1,071,069
1,102,090
1,095,001
1,089,051
1,099,933
1,102,767
1,093,893
1,128,836
1,117,549
1,113,239
1,113,2391,117,5491,128,8361,093,8931,102,7671,099,9331,089,0511,095,0011,102,0901,071,0691,034,1101,036,6441,045,0021,064,9251,070,6431,071,3261,056,2601,011,7601,013,1881,018,6551,028,8721,060,4461,059,9521,071,2471,071,7321,070,1481,071,405856,834855,209858,487786,023782,961783,877783,628685,603639,355634,297545,472505,125504,692507,974454,632451,491405,831385,371365,886278,637274,742273,493248,690252,128195,394196,445198,365176,292177,587182,000184,914187,355187,670177,945167,547169,009175,147175,144176,217169,360170,617167,087167,955171,047171,373171,462155,093146,939145,929142,617141,525133,591145,503134,066121,093121,5160126,96400
   > Total Current Assets 
0
0
14,656
0
13,147
10,101
10,624
22,585
11,264
11,150
13,169
11,291
12,668
13,644
13,808
14,056
14,308
12,838
14,046
18,481
17,965
25,844
16,908
15,662
12,899
9,635
21,945
21,626
22,671
20,953
23,602
16,378
19,848
39,706
23,064
30,596
79,170
50,963
26,605
27,039
23,119
27,968
25,462
21,075
24,042
28,426
21,481
19,897
21,302
24,271
23,350
23,976
27,225
28,613
27,949
30,678
32,181
35,306
34,074
37,115
41,265
41,461
44,890
50,410
40,534
49,685
57,000
47,688
44,965
45,551
51,181
71,460
76,128
74,334
60,623
57,016
58,617
46,414
52,474
49,197
46,760
58,390
46,129
41,998
53,804
44,106
35,164
35,16444,10653,80441,99846,12958,39046,76049,19752,47446,41458,61757,01660,62374,33476,12871,46051,18145,55144,96547,68857,00049,68540,53450,41044,89041,46141,26537,11534,07435,30632,18130,67827,94928,61327,22523,97623,35024,27121,30219,89721,48128,42624,04221,07525,46227,96823,11927,03926,60550,96379,17030,59623,06439,70619,84816,37823,60220,95322,67121,62621,9459,63512,89915,66216,90825,84417,96518,48114,04612,83814,30814,05613,80813,64412,66811,29113,16911,15011,26422,58510,62410,10113,147014,65600
       Cash And Cash Equivalents 
0
0
6,092
0
1,117
763
579
1,230
642
496
632
1,398
1,020
1,566
849
1,715
2,658
4,422
8,298
12,412
11,714
19,880
10,811
10,511
8,055
5,257
12,989
14,782
14,018
6,721
6,275
4,762
3,910
26,617
17,591
18,334
57,776
32,660
5,695
8,288
3,863
8,339
6,544
2,843
6,020
9,506
6,491
3,442
5,042
6,268
4,236
4,320
6,251
5,660
2,587
2,447
5,927
8,786
4,168
6,503
9,267
6,338
7,817
9,337
3,125
9,389
13,658
4,580
5,425
5,539
15,530
36,774
39,924
38,990
25,777
22,820
22,274
10,858
15,721
11,136
8,464
9,504
6,166
3,479
2,927
2,976
28,788
28,7882,9762,9273,4796,1669,5048,46411,13615,72110,85822,27422,82025,77738,99039,92436,77415,5305,5395,4254,58013,6589,3893,1259,3377,8176,3389,2676,5034,1688,7865,9272,4472,5875,6606,2514,3204,2366,2685,0423,4426,4919,5066,0202,8436,5448,3393,8638,2885,69532,66057,77618,33417,59126,6173,9104,7626,2756,72114,01814,78212,9895,2578,05510,51110,81119,88011,71412,4128,2984,4222,6581,7158491,5661,0201,3986324966421,2305797631,11706,09200
       Short-term Investments 
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
4,415
1,381
0
0
0
0
0
0
0
0
4,076
1,818
3,036
4,754
8,155
6,108
6,149
4,332
0
2,451
11,872
8,671
10,127
6,652
6,553
6,912
1,403
1,705
912
873
877
960
982
926
973
1,015
422
414
435
430
467
456
517
517
550
242
32
32
213
91
0
0
0
0
0
0
0
0
0
0
0
34,408
34,588
0
0
0
0
3,291
8,574
12,668
0
012,6688,5743,291000034,58834,408000000000009121332322425505175174564674304354144221,0159739269829608778739121,7051,4036,9126,5536,65210,1278,67111,8722,45104,3326,1496,1088,1554,7543,0361,8184,076000000001,3814,4150000000000000000
       Net Receivables 
0
0
5,673
0
6,424
6,475
6,857
6,660
7,231
7,587
7,559
7,573
7,536
7,465
7,652
7,815
7,235
7,035
5,366
5,821
5,943
5,358
5,611
5,151
4,844
4,378
4,880
5,026
5,617
9,478
4,514
4,470
4,515
4,393
4,726
5,195
4,998
5,309
6,053
6,472
6,727
7,177
8,599
9,059
8,850
9,169
9,929
10,523
10,316
10,735
11,834
12,188
12,830
14,099
15,466
16,471
16,717
16,970
19,951
20,680
20,482
22,212
23,504
24,675
20,464
21,906
27,697
29,372
28,490
28,272
23,331
23,792
25,745
24,906
23,344
24,040
21,993
22,642
23,242
24,947
24,365
26,516
26,947
28,295
28,463
30,488
32,105
32,10530,48828,46328,29526,94726,51624,36524,94723,24222,64221,99324,04023,34424,90625,74523,79223,33128,27228,49029,37227,69721,90620,46424,67523,50422,21220,48220,68019,95116,97016,71716,47115,46614,09912,83012,18811,83410,73510,31610,5239,9299,1698,8509,0598,5997,1776,7276,4726,0535,3094,9985,1954,7264,3934,5154,4704,5149,4785,6175,0264,8804,3784,8445,1515,6115,3585,9435,8215,3667,0357,2357,8157,6527,4657,5367,5737,5597,5877,2316,6606,8576,4756,42405,67300
       Other Current Assets 
0
0
2,891
0
2,253
2,863
3,189
14,695
3,391
3,067
4,978
2,320
4,111
4,613
5,308
4,526
0
0
382
248
308
606
486
0
0
0
0
0
0
0
3,973
1,038
3,743
3,659
747
3,476
3,684
3,618
3,755
4,752
4,495
4,269
8,916
5,025
5,079
5,564
6,227
4,972
5,910
6,342
8,879
8,590
8,351
2,673
9,970
11,330
9,070
9,094
8,083
9,415
10,966
12,669
13,537
16,398
16,945
18,390
15,645
13,736
11,050
11,740
12,320
10,894
10,459
10,438
11,502
10,156
14,350
-21,810
13,511
13,114
13,931
22,370
-46,129
-41,998
-53,804
-44,106
-60,893
-60,893-44,106-53,804-41,998-46,12922,37013,93113,11413,511-21,81014,35010,15611,50210,43810,45910,89412,32011,74011,05013,73615,64518,39016,94516,39813,53712,66910,9669,4158,0839,0949,07011,3309,9702,6738,3518,5908,8796,3425,9104,9726,2275,5645,0795,0258,9164,2694,4954,7523,7553,6183,6843,4767473,6593,7431,0383,9730000000486606308248382004,5265,3084,6134,1112,3204,9783,0673,39114,6953,1892,8632,25302,89100
   > Long-term Assets 
0
0
112,308
0
108,369
110,991
123,442
122,918
122,327
130,376
129,448
134,637
134,271
141,449
157,654
157,317
156,739
155,117
153,041
152,136
151,395
150,373
158,236
159,485
156,110
157,912
156,000
166,044
164,684
163,961
158,398
161,209
156,444
158,659
173,381
164,798
172,958
197,727
246,888
247,703
255,518
337,918
359,909
384,756
427,449
426,206
486,493
484,795
483,823
521,201
610,947
615,379
658,378
755,015
755,928
752,283
753,842
823,181
821,135
819,719
1,030,140
1,028,687
1,026,842
1,020,837
1,019,418
1,010,761
971,872
970,967
968,223
966,209
1,005,079
999,866
994,515
990,591
984,379
979,628
975,493
1,024,655
1,049,616
1,045,804
1,042,291
1,041,543
1,056,638
1,051,895
1,075,032
1,073,443
10,428
10,4281,073,4431,075,0321,051,8951,056,6381,041,5431,042,2911,045,8041,049,6161,024,655975,493979,628984,379990,591994,515999,8661,005,079966,209968,223970,967971,8721,010,7611,019,4181,020,8371,026,8421,028,6871,030,140819,719821,135823,181753,842752,283755,928755,015658,378615,379610,947521,201483,823484,795486,493426,206427,449384,756359,909337,918255,518247,703246,888197,727172,958164,798173,381158,659156,444161,209158,398163,961164,684166,044156,000157,912156,110159,485158,236150,373151,395152,136153,041155,117156,739157,317157,654141,449134,271134,637129,448130,376122,327122,918123,442110,991108,3690112,30800
       Property Plant Equipment 
0
0
109,294
0
108,369
107,853
120,256
119,572
119,146
127,375
126,547
131,316
130,452
137,379
153,965
152,933
152,211
151,382
149,599
148,375
147,691
146,993
154,392
154,266
151,315
151,115
150,847
160,346
159,407
158,922
158,398
157,459
156,444
158,659
165,398
164,798
172,872
197,727
246,888
247,703
255,518
337,918
355,749
379,731
422,370
420,642
480,266
478,712
477,913
514,779
602,068
606,789
650,027
746,682
745,958
744,278
745,803
814,841
813,052
811,862
1,021,857
1,020,290
1,018,420
1,012,577
1,008,086
1,001,144
938,938
936,515
933,130
931,472
944,949
956,802
951,668
947,660
942,714
937,609
932,915
316
1,006,808
205
999,142
145
10,522
10,493
10,471
10,450
109
10910,45010,47110,49310,522145999,1422051,006,808316932,915937,609942,714947,660951,668956,802944,949931,472933,130936,515938,9381,001,1441,008,0861,012,5771,018,4201,020,2901,021,857811,862813,052814,841745,803744,278745,958746,682650,027606,789602,068514,779477,913478,712480,266420,642422,370379,731355,749337,918255,518247,703246,888197,727172,872164,798165,398158,659156,444157,459158,398158,922159,407160,346150,847151,115151,315154,266154,392146,993147,691148,375149,599151,382152,211152,933153,965137,379130,452131,316126,547127,375119,146119,572120,256107,853108,3690109,29400
       Long Term Investments 
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
1,168
0
0
0
0
0
0
0
0
0
0
0
0
0
973
0
0
0
435
0
0
0
517
0
0
0
32
0
4,419
2,770
26,236
26,138
26,014
26,423
34,097
34,289
34,653
34,849
33,979
34,068
34,257
34,408
34,588
34,868
34,827
34,891
34,826
34,608
33,574
33,200
31,671
31,67133,20033,57434,60834,82634,89134,82734,86834,58834,40834,25734,06833,97934,84934,65334,28934,09726,42326,01426,13826,2362,7704,41903200051700043500097300000000000001,168000000000000000000000000000000000000
       Other Assets 
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
160,076
0
0
0
171,211
0
167,867
167,355
174,128
171,865
189,354
210,721
261,745
259,982
268,047
350,370
370,228
393,929
436,621
435,957
491,554
490,727
489,767
528,469
618,227
622,847
666,522
763,783
765,703
763,833
763,262
832,628
831,034
829,495
1,041,529
1,041,493
1,040,206
8,260
6,911
6,847
24,502
9,328
9,079
9,117
29,793
12,139
10,675
8,082
893,928
10,530
889,295
914,634
968,470
967,201
967,362
959,834
948,497
1,047,116
12,976
959,487
1,067,647
1,067,647959,48712,9761,047,116948,497959,834967,362967,201968,470914,634889,29510,530893,9288,08210,67512,13929,7939,1179,0799,32824,5026,8476,9118,2601,040,2061,041,4931,041,529829,495831,034832,628763,262763,833765,703763,783666,522622,847618,227528,469489,767490,727491,554435,957436,621393,929370,228350,370268,047259,982261,745210,721189,354171,865174,128167,355167,8670171,211000160,07600000000000000000000000000
> Total Liabilities 
0
0
45,616
0
40,983
41,356
55,183
64,182
55,824
64,698
66,299
66,593
65,595
72,262
83,462
80,909
78,285
75,230
76,464
82,322
83,229
92,183
94,262
97,339
97,911
98,559
110,773
118,362
119,495
117,651
115,141
110,312
111,642
112,728
112,162
112,920
114,414
115,637
142,786
146,183
153,133
186,788
212,484
236,567
285,266
288,234
287,059
287,340
286,944
329,865
420,974
429,740
431,666
533,173
536,886
543,752
544,482
596,304
587,566
588,605
711,575
715,863
713,414
717,241
714,149
716,990
669,722
670,602
674,713
679,003
703,162
730,208
733,612
728,665
706,676
698,272
667,838
676,793
703,052
690,175
682,625
688,942
678,313
675,367
697,324
684,667
693,622
693,622684,667697,324675,367678,313688,942682,625690,175703,052676,793667,838698,272706,676728,665733,612730,208703,162679,003674,713670,602669,722716,990714,149717,241713,414715,863711,575588,605587,566596,304544,482543,752536,886533,173431,666429,740420,974329,865286,944287,340287,059288,234285,266236,567212,484186,788153,133146,183142,786115,637114,414112,920112,162112,728111,642110,312115,141117,651119,495118,362110,77398,55997,91197,33994,26292,18383,22982,32276,46475,23078,28580,90983,46272,26265,59566,59366,29964,69855,82464,18255,18341,35640,983045,61600
   > Total Current Liabilities 
0
0
45,616
0
40,983
41,356
55,183
64,182
55,824
64,698
66,299
66,593
64,568
71,236
82,436
79,882
77,413
74,368
76,464
82,322
83,229
90,564
94,262
97,339
97,911
98,559
110,773
116,700
117,836
116,005
115,141
110,312
111,642
112,728
110,366
111,105
112,522
115,637
140,554
143,906
150,740
186,788
18,852
16,481
15,517
18,614
19,191
18,974
19,014
21,738
22,509
21,798
23,740
29,662
31,885
32,981
38,351
40,567
37,421
26,927
41,495
46,442
47,461
41,687
40,785
44,446
45,387
41,471
45,993
50,826
51,846
48,043
50,360
55,234
55,575
45,983
46,117
50,426
52,140
38,206
36,300
43,361
43,723
35,882
38,168
42,747
44,836
44,83642,74738,16835,88243,72343,36136,30038,20652,14050,42646,11745,98355,57555,23450,36048,04351,84650,82645,99341,47145,38744,44640,78541,68747,46146,44241,49526,92737,42140,56738,35132,98131,88529,66223,74021,79822,50921,73819,01418,97419,19118,61415,51716,48118,852186,788150,740143,906140,554115,637112,522111,105110,366112,728111,642110,312115,141116,005117,836116,700110,77398,55997,91197,33994,26290,56483,22982,32276,46474,36877,41379,88282,43671,23664,56866,59366,29964,69855,82464,18255,18341,35640,983045,61600
       Short-term Debt 
0
0
34,440
0
34,668
34,531
47,343
57,834
49,042
57,521
57,226
60,063
57,657
63,521
73,026
73,317
70,858
66,601
66,363
75,656
75,519
83,610
83,461
88,532
88,488
88,633
100,003
109,994
109,409
102,461
101,782
101,569
100,837
101,667
100,941
103,760
103,050
102,234
127,890
134,208
140,051
167,816
190,608
216,935
266,401
266,260
264,277
264,649
264,123
4,037
394,093
403,524
403,287
498,468
499,747
505,337
500,553
549,671
544,020
555,399
663,480
662,675
659,068
659,068
5,769
5,920
6,130
6,213
6,387
6,440
0
6,756
6,881
666,516
644,185
645,230
614,441
618,649
642,842
643,876
638,011
637,138
735
733
4,701
1,383
0
01,3834,701733735637,138638,011643,876642,842618,649614,441645,230644,185666,5166,8816,75606,4406,3876,2136,1305,9205,769659,068659,068662,675663,480555,399544,020549,671500,553505,337499,747498,468403,287403,524394,0934,037264,123264,649264,277266,260266,401216,935190,608167,816140,051134,208127,890102,234103,050103,760100,941101,667100,837101,569101,782102,461109,409109,994100,00388,63388,48888,53283,46183,61075,51975,65666,36366,60170,85873,31773,02663,52157,65760,06357,22657,52149,04257,83447,34334,53134,668034,44000
       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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
395,109
0
0
0
498,572
0
5,578
6,066
543,358
6,279
662,690
661,625
656,032
668,526
667,595
0
0
916
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
000000000000000000091600667,595668,526656,032661,625662,6906,279543,3586,0665,5780498,572000395,10900000000000000000000000000000000000000000000000000
       Accounts payable 
0
0
864
0
907
767
757
763
746
822
676
311
217
169
351
309
175
266
103
3,099
3,885
4,551
6,734
4,734
5,674
6,639
7,422
5,010
6,652
11,769
9,954
6,513
7,628
7,224
7,292
5,212
5,825
7,800
9,017
6,049
7,034
11,099
13,824
11,453
10,489
13,505
12,773
12,546
12,405
15,113
15,882
15,051
15,940
21,828
24,051
25,019
30,182
31,920
28,692
18,044
30,206
35,041
35,995
30,198
29,157
32,846
33,729
29,650
34,194
38,933
39,336
43,073
45,127
49,861
50,918
41,163
40,608
44,563
45,777
31,009
28,864
35,797
36,154
28,311
30,571
35,148
36,513
36,51335,14830,57128,31136,15435,79728,86431,00945,77744,56340,60841,16350,91849,86145,12743,07339,33638,93334,19429,65033,72932,84629,15730,19835,99535,04130,20618,04428,69231,92030,18225,01924,05121,82815,94015,05115,88215,11312,40512,54612,77313,50510,48911,45313,82411,0997,0346,0499,0177,8005,8255,2127,2927,2247,6286,5139,95411,7696,6525,0107,4226,6395,6744,7346,7344,5513,8853,099103266175309351169217311676822746763757767907086400
       Other Current Liabilities 
0
0
2,499
0
2,124
2,093
2,531
2,423
2,487
2,462
3,812
3,568
2,965
3,138
3,471
3,199
2,694
2,579
2,200
2,080
2,293
2,403
1,664
1,702
1,582
1,630
1,629
1,696
1,775
1,775
1,775
1,634
1,666
1,704
2,133
2,133
3,647
1,956
3,647
3,649
3,655
2,846
-185,580
3,151
3,348
3,360
3,591
-258,221
3,807
6,625
4,372
4,418
4,639
5,043
5,254
5,434
5,578
6,066
6,125
-546,516
-652,191
6,746
-647,602
11,489
11,628
11,600
11,658
11,821
11,799
11,893
12,510
4,970
5,233
5,373
4,657
4,820
5,509
-612,786
-636,479
7,197
-630,575
-629,574
6,834
6,838
7,597
7,599
0
07,5997,5976,8386,834-629,574-630,5757,197-636,479-612,7865,5094,8204,6575,3735,2334,97012,51011,89311,79911,82111,65811,60011,62811,489-647,6026,746-652,191-546,5166,1256,0665,5785,4345,2545,0434,6394,4184,3726,6253,807-258,2213,5913,3603,3483,151-185,5802,8463,6553,6493,6471,9563,6472,1332,1331,7041,6661,6341,7751,7751,7751,6961,6291,6301,5821,7021,6642,4032,2932,0802,2002,5792,6943,1993,4713,1382,9653,5683,8122,4622,4872,4232,5312,0932,12402,49900
   > Long-term Liabilities 
0
0
0
0
6,315
6,825
7,839,779
6,348
6,782
7,176
9,072,723
6,530
1,027
1,027
1,027
1,027
871
862
10,101
0
0
1,619
0
0
0
88,633
100,003
1,662
1,659
1,646
101,782
101,569
100,837
101,667
1,796
1,815
1,892
102,234
2,232
2,277
2,393
167,816
193,632
220,086
269,749
269,620
267,868
268,366
267,930
308,127
398,465
407,942
407,926
503,511
505,001
510,771
506,131
555,737
550,145
561,678
670,080
669,421
665,953
675,554
673,364
672,544
624,335
629,131
628,720
628,177
651,316
682,165
683,252
673,431
651,101
652,289
621,721
626,367
650,912
651,969
646,325
645,581
634,590
639,485
659,156
641,920
693,622
693,622641,920659,156639,485634,590645,581646,325651,969650,912626,367621,721652,289651,101673,431683,252682,165651,316628,177628,720629,131624,335672,544673,364675,554665,953669,421670,080561,678550,145555,737506,131510,771505,001503,511407,926407,942398,465308,127267,930268,366267,868269,620269,749220,086193,632167,8162,3932,2772,232102,2341,8921,8151,796101,667100,837101,569101,7821,6461,6591,662100,00388,6330001,6190010,1018628711,0271,0271,0271,0276,5309,072,7237,1766,7826,3487,839,7796,8256,3150000
       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
0
0
0
0
0
0
0
0
0
0
0
0
0
103,050
102,234
127,890
134,208
140,051
167,816
190,608
216,935
266,401
266,260
264,277
264,649
264,123
304,090
394,093
403,524
403,287
498,468
499,747
505,337
500,553
549,671
544,020
555,399
663,480
662,675
659,068
668,526
667,595
666,624
618,205
622,918
622,333
621,737
644,699
675,409
676,371
666,516
644,185
645,230
614,441
618,649
642,842
643,876
638,011
637,138
626,162
630,409
650,024
633,475
0
0633,475650,024630,409626,162637,138638,011643,876642,842618,649614,441645,230644,185666,516676,371675,409644,699621,737622,333622,918618,205666,624667,595668,526659,068662,675663,480555,399544,020549,671500,553505,337499,747498,468403,287403,524394,093304,090264,123264,649264,277266,260266,401216,935190,608167,816140,051134,208127,890102,234103,050000000000000000000000000000000000000
       Warrants
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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
9,662
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
00000000000000000000009,6620000000000000000000000000000000000000000000000000000000000000000
       Other Liabilities 
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
1,629
0
0
0
1,630
0
1,666
1,704
1,796
1,815
1,892
1,956
2,232
2,277
2,393
2,846
3,024
3,151
3,348
3,360
3,591
3,717
3,807
4,037
4,372
4,418
4,639
5,043
5,254
5,434
5,578
6,066
6,125
6,279
6,600
6,746
6,885
7,028
5,769
5,920
6,130
6,213
6,387
6,440
6,617
6,756
6,881
6,915
7,041
7,219
7,794
8,248
9,067
8,093
8,314
8,443
8,428
8,343
0
8,445
0
08,44508,3438,4288,4438,3148,0939,0678,2487,7947,2197,0416,9156,8816,7566,6176,4406,3876,2136,1305,9205,7697,0286,8856,7466,6006,2796,1256,0665,5785,4345,2545,0434,6394,4184,3724,0373,8073,7173,5913,3603,3483,1513,0242,8462,3932,2772,2321,9561,8921,8151,7961,7041,66601,6300001,62900000000000000000000000000
       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
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
0
8,879
0
0
0
8,178
0
0
0
8,083
0
0
0
8,422
8,260
6,911
6,847
6,698
9,228
9,079
9,011
8,960
8,775
8,194
8,082
7,686
7,951
8,321
8,356
8,442
0
8,493
12,131
12,697
12,412
0
12,741
0
012,741012,41212,69712,1318,49308,4428,3568,3217,9517,6868,0828,1948,7758,9609,0119,0799,2286,6986,8476,9118,2608,4220008,0830008,1780008,87900000000000000000000000000000000000000000000000000
> Total Stockholder Equity
0
0
42,749
0
42,255
41,799
41,316
40,828
40,558
40,129
39,829
43,176
45,618
47,753
53,728
56,720
59,345
59,926
58,914
57,541
56,168
54,839
52,843
50,904
48,740
47,130
45,891
44,946
44,086
43,772
43,590
44,092
42,304
63,751
62,708
61,356
117,213
113,157
115,958
118,775
117,105
170,909
166,031
163,325
160,668
161,071
215,818
212,454
214,161
212,259
210,072
206,516
250,943
246,254
242,974
235,445
237,930
250,265
255,687
256,550
348,697
343,419
347,604
343,443
336,141
334,653
350,456
339,643
330,395
324,976
345,317
333,672
330,722
329,996
332,083
332,145
360,001
388,008
392,783
398,460
400,053
405,159
418,448
412,613
425,438
426,805
413,742
413,742426,805425,438412,613418,448405,159400,053398,460392,783388,008360,001332,145332,083329,996330,722333,672345,317324,976330,395339,643350,456334,653336,141343,443347,604343,419348,697256,550255,687250,265237,930235,445242,974246,254250,943206,516210,072212,259214,161212,454215,818161,071160,668163,325166,031170,909117,105118,775115,958113,157117,21361,35662,70863,75142,30444,09243,59043,77244,08644,94645,89147,13048,74050,90452,84354,83956,16857,54158,91459,92659,34556,72053,72847,75345,61843,17639,82940,12940,55840,82841,31641,79942,255042,74900
   Common Stock
0
0
5
0
5
5
5
5
7
7
7
7
8
8
9
9
10
10
10
10
10
10
10
10
10
10
10
10
10
10
10
10
10
5
5
5
10
10
10
10
10
15
16
17
17
17
22
22
23
23
23
23
27
27
27
27
28
29
29
30
38
38
38
38
38
38
39
40
40
40
41
41
42
42
42
43
45
48
48
48
49
49
49
49
50
50
50
50505049494949484848454342424241414040403938383838383830292928272727272323232322221717171615101010101055510101010101010101010101010101010109988777755550500
   Retained Earnings Total Equity00-209,087-214,450-212,366-226,374-224,363-222,792-223,973-221,277-218,842-219,016-215,809-214,468-210,921-206,8860-207,824-198,056-189,938-181,361-198,199-194,520-184,853-176,684-167,397-159,413-148,828-141,695-133,779-126,300-119,765-116,895-111,263-105,140-99,006-93,938-90,289-84,911-79,598-75,721-69,879-65,555-61,697-57,830-51,686-46,639-43,692-41,060-38,413-35,799000000000000000000000000000000000000
   Accumulated Other Comprehensive Income 
0
0
-7,735
0
-9,594
-10,521
-11,464
-12,411
-13,382
-14,398
-15,450
-16,479
-17,528
-18,637
-19,824
-21,182
-22,363
-23,635
-24,259
-24,715
-25,912
-27,168
-230
-600
-332
-73
-29,550
-30,411
-31,732
-33,083
-34,434
-35,809
-36,839
-38,218
-39,556
-41,168
-168
-1,545
-1,119
-413
-497
-427
-392
-360
290
-68
-54
-10
-242
42
-91
-363
-461
-646
-129
-6,067
-8,448
-6,951
859
1,565
845
1,004
2,936
5,528
6,430
7,034
4,116
726
-5,172
-7,356
-5,491
-16,212
-16,915
-15,707
-14,400
-12,220
-10,966
-9,726
-6,754
-860
1,774
7,646
5,980
1,457
8,453
12,491
2,576
2,57612,4918,4531,4575,9807,6461,774-860-6,754-9,726-10,966-12,220-14,400-15,707-16,915-16,212-5,491-7,356-5,1727264,1167,0346,4305,5282,9361,0048451,565859-6,951-8,448-6,067-129-646-461-363-9142-242-10-54-68290-360-392-427-497-413-1,119-1,545-168-41,168-39,556-38,218-36,839-35,809-34,434-33,083-31,732-30,411-29,550-73-332-600-230-27,168-25,912-24,715-24,259-23,635-22,363-21,182-19,824-18,637-17,528-16,479-15,450-14,398-13,382-12,411-11,464-10,521-9,5940-7,73500
   Capital Surplus 
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
153,170
153,105
158,127
162,870
164,231
223,007
224,237
225,365
225,916
231,001
291,571
292,040
299,291
302,483
304,078
305,862
356,517
358,136
359,971
361,250
372,650
390,966
396,494
403,783
507,227
509,774
521,314
522,730
524,191
525,780
527,662
528,815
533,583
540,116
554,816
556,729
558,516
560,129
562,250
563,338
589,764
618,963
623,462
622,064
622,593
623,838
624,785
625,557
626,022
626,815
0
0626,815626,022625,557624,785623,838622,593622,064623,462618,963589,764563,338562,250560,129558,516556,729554,816540,116533,583528,815527,662525,780524,191522,730521,314509,774507,227403,783396,494390,966372,650361,250359,971358,136356,517305,862304,078302,483299,291292,040291,571231,001225,916225,365224,237223,007164,231162,870158,127153,105153,170000000000000000000000000000000000000
   Treasury Stock000000000000000000000000000000000000000000000000000000000000000000000000000000000000000
   Other Stockholders Equity 
0
0
53,265
0
55,123
56,050
56,994
57,941
58,909
59,925
60,978
65,811
69,905
74,053
82,384
87,602
91,992
94,918
96,271
96,989
98,185
99,441
72,273
72,273
69,794
69,188
69,188
99,783
101,298
102,836
104,386
106,377
107,169
131,596
132,913
134,554
153,170
153,105
158,127
162,870
164,231
223,007
224,237
225,365
225,916
231,001
291,571
292,040
299,291
302,483
304,078
305,862
356,517
358,136
359,971
361,250
372,650
390,966
396,494
403,783
507,227
509,774
521,314
522,730
524,191
525,780
527,662
528,815
533,583
540,116
554,816
556,729
558,516
560,129
562,250
563,338
589,764
618,963
623,462
622,064
622,593
623,838
624,785
625,557
626,022
626,815
628,079
628,079626,815626,022625,557624,785623,838622,593622,064623,462618,963589,764563,338562,250560,129558,516556,729554,816540,116533,583528,815527,662525,780524,191522,730521,314509,774507,227403,783396,494390,966372,650361,250359,971358,136356,517305,862304,078302,483299,291292,040291,571231,001225,916225,365224,237223,007164,231162,870158,127153,105153,170134,554132,913131,596107,169106,377104,386102,836101,29899,78369,18869,18869,79472,27372,27399,44198,18596,98996,27194,91891,99287,60282,38474,05369,90565,81160,97859,92558,90957,94156,99456,05055,123053,26500



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 (+$)
totalRevenue147,920
Cost of Revenue-78,930
Gross Profit68,99068,990
 
Operating Income (+$)
Gross Profit68,990
Operating Expense-21,604
Operating Income47,38647,386
 
Operating Expense (+$)
Research Development0
Selling General Administrative20,653
Selling And Marketing Expenses0
Operating Expense21,60420,653
 
Net Interest Income (+$)
Interest Income71
Interest Expense-32,866
Other Finance Cost-221
Net Interest Income-32,574
 
Pretax Income (+$)
Operating Income47,386
Net Interest Income-32,574
Other Non-Operating Income Expenses0
Income Before Tax (EBT)19,90074,872
EBIT - interestExpense = 14,520
19,630
52,046
Interest Expense32,866
Earnings Before Interest and Taxes (EBIT)47,38652,766
Earnings Before Interest and Taxes (EBITDA)80,352
 
After tax Income (+$)
Income Before Tax19,900
Tax Provision-448
Net Income From Continuing Ops38,11719,452
Net Income19,180
Net Income Applicable To Common Shares0
 
Non-recurring Events
Discontinued Operations0
Extraordinary Items0
Effect of Accounting Charges0
Other Items0
Non Recurring0
Other Operating Expenses100,534
Total Other Income/Expenses Net-27,48632,574
 

Technical Analysis of Whitestone REIT
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 Whitestone REIT. The general trend of Whitestone REIT is BULLISH with 57.1% 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 Whitestone REIT'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 (57.1%) Bearish trend (-57.1%)
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 Whitestone REIT.

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

  • Around support: The price is currently trading around a support level. This can be considered as a potential entry level. +1

The bullish price targets are: 12.48 < 12.93.

The bearish price targets are: 11.90 > 11.82 > 11.51.

Tweet this
Whitestone REIT 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 Whitestone REIT. The current mas is .

The long score for the Moving Averages is 11/14.
The longshort score for the Moving Averages is 8/(-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 higher than the MA 100. +1
  • MA 20 > MA 200: The MA 20 is higher 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 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

Whitestone REIT 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 Whitestone REIT. The current macd is -0.05959932.

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 Whitestone REIT price going up in the near term. +2
  • MACD < 0: The MACD is below the zero line (centerline), it indicates a bearish signal for Whitestone REIT. 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 Whitestone REIT 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
Whitestone REIT Daily Moving Average Convergence/Divergence (MACD) ChartWhitestone REIT 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 Whitestone REIT. The current adx is 15.88.

The long score for the Directional Movement Index (DMI) is 0/7.
The longshort score for the Directional Movement Index (DMI) is -1/(-7 +7).

  • PLUS_ID < MINUS_DI: The +DI line is below the -DI line. This indicates a bearish signal in the market, as the negative directional movement is currently stronger than the positive directional movement, showing that sellers have the upper hand. Market psychology suggests that traders are pessimistic, expecting further price decreases, and are more willing to sell Whitestone REIT shares, leading to potential downward 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.
Whitestone REIT 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 Whitestone REIT. The current sar is 11.94.

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
Whitestone REIT 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 Whitestone REIT. The current rsi is 50.23. 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
Whitestone REIT Daily Relative Strength Index (RSI) ChartWhitestone REIT 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 Whitestone REIT. The current phase is Continuation in bull 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 Whitestone REIT price going up in the near term. +2
  • Trending up: The STOCH %K is trending up. +1
Whitestone REIT Daily Stochastic Oscillator ChartWhitestone REIT 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 Whitestone REIT. The current cci is -13.52616383.

Whitestone REIT Daily Commodity Channel Index (CCI) ChartWhitestone REIT 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 Whitestone REIT. The current cmo is 4.38005036.

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
Whitestone REIT Daily Chande Momentum Oscillator (CMO) ChartWhitestone REIT 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 Whitestone REIT. The current willr is -44.59459459.

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 Whitestone REIT is trading in a neutral price range, neither oversold nor overbought, suggesting a balanced market condition without any extreme price signals.
Whitestone REIT Daily Williams %R ChartWhitestone REIT 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 Whitestone REIT.

Whitestone REIT 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 Whitestone REIT. The current atr is 0.26251902.

Whitestone REIT Daily Average True Range (ATR) ChartWhitestone REIT 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 Whitestone REIT. The current obv is -3,002,808.

Whitestone REIT Daily On-Balance Volume (OBV) ChartWhitestone REIT 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 Whitestone REIT. The current mfi is 51.90.

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
Whitestone REIT Daily Money Flow Index (MFI) ChartWhitestone REIT Daily Money Flow Index (MFI) Chart

6. Summary

6.1. Notifications

TypeNotificationDate
PenkeCurrently no notifications for Whitestone REIT.

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

6.3. Candlestick Patterns

Whitestone REIT Daily Candlestick Chart
DateCandlestick Pattern

6.4. Technical Score

Let's check the technical score of Whitestone REIT based on Penke's default Symbol scanner.

Penke's Symbol Scanner

  
  
IndicatorConditionValue
RsiGreater than5050.229
Ma 20Greater thanMa 5012.166
Ma 50Greater thanMa 10012.440
Ma 100Greater thanMa 20011.933
OpenGreater thanClose12.100
Total3/5 (60.0%)
Penke

Good job! You gained 25 XP and 0   0   10 . What's next:

  • Share my analysis of Whitestone REIT with someone you think should read this too:
  • Are you bullish or bearish on Whitestone REIT? Let me know what you think in the comments.
  • Do you want an email if I find something interesting about Whitestone REIT? Add an email alert using the form below.
  • Join the community if you want to keep your earnings and track your progress: Join the community
  • Is this analysis useful to you? Support me via But Me a Coffee. I'll analyze the stock market faster for you!

Get notifications about Whitestone REIT

I send you an email if I find something interesting about Whitestone REIT.


Comments

How you think about this?

Leave a comment

Stay informed about Whitestone REIT.

Receive notifications about Whitestone REIT in your mailbox!