The Technical Analyst
Source Capital Inc [SOR]
Exchange: NYSE Sector: Financial Services Industry: Asset Management
Source Capital Inc Price, Forecast, Insider, Ratings, Fundamentals & Signals
0.80% $42.20
America/New_York / 8 mai 2024 @ 16:00
| FUNDAMENTALS | |
|---|---|
| MarketCap: | 346.03 mill |
| EPS: | 6.50 |
| P/E: | 6.49 |
| Earnings Date: | Mar 08, 2024 |
| SharesOutstanding: | 8.20 mill |
| Avg Daily Volume: | 0.0119 mill |
| RATING 2024-05-08 |
|---|
| B+ |
| Neutral |
| RATINGS | ||
|---|---|---|
| Rating CashFlow: | Sell | |
| Return On Equity: | Strong Buy | |
| Return On Asset: | Strong Buy | |
| DE: | Strong Sell | |
| P/E: | Sell | |
| Price To Book: | Neutral |
| QUARTER GROWTHS | ||||||
|---|---|---|---|---|---|---|
| 2/21 | 4/21 | 2/22 | 4/22 | 2/23 | 4/23 | |
| Revenue | ||||||
| Gr.Profit | ||||||
| Ebit | ||||||
| Asset | ||||||
| Debt | n/a | n/a | n/a |
| PE RATIO: COMPANY / SECTOR |
|---|
| 0.65x |
| Company: PE 6.49 | sector: PE 9.91 |
| PE RATIO: COMPANY / INDUSTRY |
|---|
| 0.32x |
| Company: PE 6.49 | industry: PE 20.04 |
| DISCOUNTED CASH FLOW VALUE |
|---|
|
$1.295 (-96.93%) $-40.90 |
| Date: 2024-05-09 |
| Expected Trading Range (DAY) |
|---|
|
$ 41.65 - 42.75 ( +/- 1.31%) |
| ATR Model: 14 days |
Insider Trading
| Date | Person | Action | Amount | type |
|---|---|---|---|---|
| 2023-12-31 | Osborne Alfred E Jr | Buy | 0 | |
| 2023-12-31 | Lipson Mark L. | Buy | 0 | |
| 2024-02-01 | Brown Sandra | Buy | 372 | Source Capital, Inc. |
| 2024-02-01 | Brown Sandra | Buy | 1 | Source Capital, Inc. |
| 2024-02-01 | Brown Sandra | Sell | 1 650 | Source Capital, Inc. |
| INSIDER POWER |
|---|
| 16.02 |
| Last 62 transactions |
| Buy: 74 584 | Sell: 2 400 |
Forecast:
16:00 - $42.19
Live Trading Signals (every 1 min)
Forecast
1: 16:00 - $42.19
Forecast 2: 16:00 - $42.19
Forecast 3: 16:00 - $42.19
SCORE
10.00
Buy
10.00
Buy
Score Algorithm Version: 1.2C
Last version updated: Fri April 15th, 2022
Last version updated: Fri April 15th, 2022
| Indicator Signals | |
|---|---|
| RSI 21 | |
| SMA | |
| Trend | |
| Trend 2 | |
| Trend 3 | |
| MACD |
| Volume Signals | |
|---|---|
| Price | $42.20 (0.80% ) |
| Volume | 0.0081 mill |
| Avg. Vol. | 0.0119 mill |
| % of Avg. Vol | 68.18 % |
| Signal 1: | |
| Signal 2: |
Today
Last 12 Months
RSI
Last 10 Buy & Sell Signals For SOR
0 Signals | Accuracy: 0.00% | Accuracy Buy: 0.00% | Accuracy Sell: 0.00%
Avg return buy: 0.00 % | Avg return sell: 0.00 %
$1 invested is now $1.00 or 0.00% since Coming Soon
| Date | Signal | @ | Closed | % |
|---|
SOR
Source Capital, Inc. is a close-ended balanced fund launched and managed by First Pacific Advisors, LLC. The fund invests in the public equity markets of the United States. It seeks to invest in the stocks of companies operating across diversified sectors. The fund primarily invests in value stocks of small to mid cap companies. It employs fundamental analysis with a bottom-up stock selection approach, focusing on such factors as high liquidity, relatively unleveraged balance sheets, and long-term ability to earn above-average returns on capital to create its portfolio. The fund benchmarks the performance of its portfolio against the Russell 2500 Index, the S&P 500 Index, and the Nasdaq Composite Index. Source Capital, Inc. was formed in June 1, 1968 and is domiciled in the United States.
Last 10 Buy Signals
Latest Press Releases
2024-04-16 17:30:00 - Press Release
Source Capital, Inc. Declares Monthly Distributions On Common Stock
Los angeles--(business wire)--the board of directors of source capital, inc. (nyse: sor) (the “fund”), approved maintaining the fund's regular monthly distribution rate for each of the next three months as follows: regular monthly distributions: month rate per common share record date payable date june 2024 $0.2083 june 18, 2024 june 28, 2024 july 2024 $0.2083 july 16, 2024 july 31, 2024 august 2024 $0.2083 august 15, 2024 august 30, 2024 about source capital, inc. source capital, inc. is a clo.
2024-01-23 19:00:00 - Press Release
Source Capital, Inc. Declares Monthly Distributions On Common Stock
Los angeles--(business wire)--the board of directors of source capital, inc. (nyse: sor) (the “fund”), approved maintaining the fund's regular monthly distribution rate for each of the next three months as follows: regular monthly distributions: month rate per common share record date payable date march 2024 $0.2083 march 15, 2024 march 28, 2024 april 2024 $0.2083 april 18, 2024 april 30, 2024 may 2024 $0.2083 may 16, 2024 may 31, 2024 about source capital, inc. source capital, inc. is a closed.
2024-01-02 13:50:00 - Press Release
Source Capital, Inc. Provides Update On Discount Management Program And Announces Updated Investment Guidelines And Q4 Webcast
Los angeles--(business wire)--the board of directors of source capital, inc. (nyse: sor) (the “fund”), today announced that for the fund's discount management program (the “program”) measurement period from january 1, 2023 through december 31, 2023, the fund traded at an average discount to net asset value (nav) of less than 10%. as a result, the tender offer for calendar year 2023 under the fund's program will not occur. in addition to the contingent tender offer in place for calendar year 202.
2023-12-07 16:30:00 - Press Release
Source Capital, Inc. Declares Monthly Distributions On Common Stock
Los angeles--(business wire)--the board of directors of source capital, inc. (nyse: sor) (the “fund”), today approved maintaining the fund's regular monthly distribution rate for each of the next three months, plus a special distribution in december as follows: regular monthly distributions: month rate per common share record date payable date december 2023 $0.2083 december 18, 2023 december 29, 2023 january 2024 $0.2083 january 17, 2024 january 31, 2024 february 2024 $0.208.
2023-08-14 16:15:00 - Press Release
Source Capital, Inc. Declares Monthly Distributions On Common Stock
Los angeles--(business wire)--the directors of source capital today approved maintaining the fund's monthly distribution rate of $0.2083 per common share for the next three months.
Latest News
2024-01-02 13:50:00 - Business Wire
Source Capital, Inc. Provides Update on Discount Management Program and Announces Updated Investment Guidelines and Q4 Webcast
LOS ANGELES--(BUSINESS WIRE)--The Board of Directors of Source Capital, Inc. (NYSE: SOR) (the “Fund”), today announced that for the Fund's Discount Management Program (the “Program”) measurement period from January 1, 2023 through December 31, 2023, the Fund traded at an average discount to net asset value (NAV) of less than 10%. As a result, the tender offer for calendar year 2023 under the Fund's Program will not occur. In addition to the contingent tender offer in place for calendar year 202.
2023-11-27 15:07:06 - Seeking Alpha
SOR: Robust CEF, Effective 60/40 Retirement Fund
Source Capital is a closed-end fund that seeks to provide total return to its shareholders through a combination of capital appreciation and investment income. SOR invests in a diversified portfolio of equities and fixed income securities, with a global focus on the equity side. SOR has a strong track record of outperforming simple 60/40 ETFs, but it is not leveraged.
2023-02-08 19:54:04 - Seeking Alpha
Source Capital, Inc. (SOR) Q4 2022 Earnings Call Transcript
Source Capital, Inc. (NYSE:SOR ) Q4 2022 Earnings Conference Call February 8, 2023 4:00 PM ET Company Participants Courtney Reardon - Relationship Manager Steve Scruggs - Portfolio Manager, Strategy Conference Call Participants Operator Hello. And welcome to today's webcast.
2023-01-03 09:30:00 - Business Wire
Source Capital, Inc. Provides Update on Discount Management Program and Announces Q4 Webcast
LOS ANGELES--( BUSINESS WIRE )--The Board of Directors of Source Capital, Inc. (NYSE: SOR) (the “Fund”), today announced that for the Fund's Discount Management Program (the “Program”) measurement period from January 1, 2022 through December 31, 2022, the Fund traded at an average discount to net asset value (NAV) of less than 10%, including that the Fund traded at a discount to NAV of 4.0% at the end of 2022, one of its lowest discounts in the past 10 years. As a result, the tender offer for calendar year 2022 under the Fund's Program will not occur.
2022-12-17 01:12:01 - Seeking Alpha
SOR: The Best Performing 60/40 CEF, Now With A Discount
SOR is a closed-end fund that broadly follows a 60% equity, 40% fixed income allocation. The vehicle displays the best risk/reward analytics from the analyzed cohort, and currently trades at a discount to NAV.
2022-02-16 19:35:27 - Seeking Alpha
Source Capital (SOR) Investor Call Results - Earnings Call Transcript
2022-01-04 09:30:00 - Business Wire
Source Capital, Inc. Provides Update on Discount Management Program and Announces Q4 Webcast
LOS ANGELES--(BUSINESS WIRE)--The Board of Directors of Source Capital, Inc. (NYSE: SOR) (the “Fund”), today announced that for the Fund's Discount Management Program (the “Program”) measurement period from April 1, 2021 through December 31, 2021, the Fund traded at an average discount to net asset value (NAV) of less than 10%, including that the Fund traded at a discount to NAV as low as 3.8% during this period, its lowest discount in more than 10 years. As a result, the tender offer for calen
2021-11-14 03:07:56 - Seeking Alpha
SPE: Attractive Valuation And A Managed 8% Distribution Plan
2021-09-08 09:18:00 - Business Wire
CORRECTING and REPLACING Source Capital, Inc. Declares Monthly Distributions on Common Stock
LOS ANGELES--(BUSINESS WIRE)--The Board of Directors of Source Capital, Inc. (NYSE: SOR), approved maintaining the Fund's regular monthly distribution rate for the next 3 months.
2021-08-09 17:30:00 - Business Wire
Source Capital, Inc. Declares Monthly Distributions on Common Stock
LOS ANGELES--(BUSINESS WIRE)--The Board of Directors of Source Capital, Inc. (NYSE: SOR), approved maintaining the Fund's regular monthly distribution rate for the next 3 months.