E Daily Stock Analysis: Westwood Holdings (WHG)

This week, I'm seeking a second stalwart dividend financial services sector representative for my new Ivy portfolio. 

Financial Services includes twenty industries ranging from Asset Management to 8 kinds of Banks, Credit, Exchanges, 6 kinds of Insurance, Savings, and all such financial concerns.

Today I'm reviewing a small-cap asset management company, named Westwood Holdings Group Inc. Its trading ticker symbol is WHG.

Westwood Holdings Group Inc., through subsidiaries, manages investment assets & provides services for its clients. It provides investment advisory services to corporate retirement plans, public retirement plans, endowments & foundations.

The company operates in two segments, Advisory and Trust. 

The Advisory segment provides investment advisory services to corporate retirement plans, public retirement plans, endowments, foundations, individuals, and the Westwood Funds; and investment sub-advisory services to mutual funds, pooled investment vehicles, and its Trust segment. 

The Trust segment offers trust and custodial services and participates in common trust funds that it sponsors to institutions and high net worth individuals.

Westwood Holdings Group, Inc. was founded in 1983 and is based in Dallas, Texas.

I use three key data points to gauge the value of any dividend equity or fund like Westwood Holdings Group Inc. (WHG): 

(1) Price

(2) Dividends

(3) Returns

Besides those three, four more keys will finally unlock equity or fund in which to invest.

But those first three primary keys, best tell whether a company has made, is making, and will make money. 

WHG Price

Westwood's price per share was $36.83 at yesterday's market close. A year ago its price was $65.69 for a price drop of $28.86 per share for the year or a 44% downside. 

Assuming Westwood's price will trade in the range of $30 to $60 next year, Westwood's recent $36.83 price could drop by $2 and fall to $34.83 by mid-December, 2019. 

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Disclaimer: This article is for informational and educational purposes only and should not be construed to constitute investment advice. Nothing contained herein shall constitute a solicitation, ...

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