Compass Point

Cumulative Return (1m/3m/6m/12m):
N/A  ? 
Cumulative return is the sum of returns on all recommendations issued by a specific analyst or a research firm in a specified period of time.
Total Return (1m/3m/6m/12m):
N/A  ? 
Total Return is a composite return on all recommendations issued by a research analyst or firm. It is calculated as the average of all returns on an analyst's or firm's individual recommendations.
Highest cumulative return (1m/3m/6m/12m):
Kevin Barker  ? 
Highest cumulative return denotes the analyst with the highest cumulative return in a specified industry/sector or at a given research firm for a defined period of time.
Highest total return (1m/3m/6m/12m):
Kevin Barker  ? 
Highest total return denotes the analyst with the highest total return in a specified industry/sector or at a given research firm for a defined period of time.
Buy/Sell Mix (1m/3m/6m/12m):
100%/0%
 ? 
Buy/sell mix the percentage mix between Buy and Sell recommendations for a given company or a research firm. Hold recommendations are excluded.
Analyst
An analyst is a professional research analyst or an Investor Wand user who issued a recommendation for a given company.
Symbol
A symbol is a stock exchange ticker for a given company.
Signal
Signal is a recommendation issued by an analyst. Investor Wand considers two types of recommendations: BUY and SELL.
Signal Date
A signal date is a date when a BUY or SELL recommendation was issued for given security.
Initial Price
Initial Price is the first closing price for a specified company upon recommendation release. If the recommendation is issued in after-market hours, the Initial Price is the next dayís closing price (for a given symbol). In case of dividend distributions and stock splits, Initial Price is adjusted.
Price Target
A Price Target is an analystís projection of a companyís stock price by the end of the recommendation period. It represents the price at which the analyst would exit his or her existing position.
Closing Date
Closing Date is the expiration date of a recommendation. The validity timeframe of a professional analystís recommendation is 12 months. Investor Wand analysts can set their recommendation timeframe to one, three, six, or 12 months.
Return
The return on a single open recommendation is calculated as the maximum of the current return (based on the latest closing price) and the target price return, if the symbol reached the target. The return on a single closed recommendation is calculated as the maximum of the return on the closing date (at the end of recommendation timeframe) and the target price return, if the stock hit the target price. The return is adjusted for one-time events (e.g., stock splits).
Kevin Barker COF Buy   Jun 14, '18       Jun 14, '19  N/A 
Kevin Barker PNC Buy   Apr 15, '18     160.00  Apr 15, '19  N/A 
Kevin Barker FBC Buy   Apr 06, '18     43.00  Apr 06, '19  N/A 
Michael Tarkan PFMT Buy   Mar 07, '18     3.50  Mar 07, '19  N/A 
Kevin Barker NSM Sell   Feb 13, '18     13.50  Feb 13, '19  N/A 
Michael Tarkan NNI Buy   Feb 06, '18     60.00  Feb 06, '19  N/A 
Kevin Barker KEY Buy   Jan 18, '18     22.00  Jan 18, '19  N/A 
Kevin Barker PNC Buy   Jan 15, '18     165.00  Jan 15, '19  N/A 
Michael Tarkan PFMT Buy   Jan 12, '18     3.00  Jan 12, '19  N/A 
Kevin Barker USB Buy   Jan 05, '18       Jan 05, '19  N/A 
Kevin Barker PFSI Buy   Jan 04, '18     31.00  Jan 04, '19  N/A 
Kevin Barker HBAN Buy   Dec 05, '17     16.50  Dec 05, '18  N/A 
Kevin Barker PNC Buy   Dec 04, '17     151.00  Dec 04, '18  N/A 
Kevin Barker PFSI Buy   Nov 03, '17     25.00  Nov 03, '18  N/A 
Kevin Barker NSM Sell   Oct 31, '17     15.50  Oct 31, '18  N/A 
Michael Tarkan NNI Buy   Oct 19, '17       Oct 19, '18  N/A 
Kevin Barker PNC Buy   Oct 16, '17     147.00  Oct 16, '18  N/A 
Kevin Barker FBC Buy   Oct 06, '17     35.00  Oct 06, '18  N/A 
Kevin Barker FIBK Buy   Oct 05, '17     44.00  Oct 05, '18  N/A 
Kevin Barker PNFP Buy   Oct 05, '17     72.00  Oct 05, '18  N/A 
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