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Darien Equity Research Analyst David Rewcastle Pulls Back the Curtain on Equity Investing

David Rewcastle Darien, CT Equity Investing

David Rewcastle of Darien, Connecticut, is an Equity and Fixed Income Analyst with a background in Finance, Economics, and Middle East Studies. He has worked with established companies such as Argus Research Corporation where he was in Oilfield Services & Gas Utilities, Energy-related equities.

At Argus, David was an equity research analyst covering a portfolio of 28 stocks in the energy services, gas utility, and energy-related sectors. Moreover, he also provided portfolio managers at Argus Investors’ Council with Long/Short investment recommendations for the energy, gas utility, and water utility sectors.

In this article, we discuss equity investing with David Rewcastle to determine if this strategy is right for you.

What is stock equity?

Equity is commonly referred to as shareholders’ equity or owners’ equity for privately-held companies. It represents the money that would be returned if all assets were liquidated and all debts were paid in liquidation. It is the sum of all company sales less any liabilities that the company has not transferred.

Additionally, shareholder equity may be used to represent the company’s book value. Payment-in-kind is another way to offer equity. It can also be used to denote pro-rata ownership in shares of a company.

An analyst will use equity to evaluate a company’s financial health. It can be found on the balance sheet.

Why should I invest in equities?

With the expectation of capital gains and capital dividends, equity investors buy shares in a company. David Rewcastle explains equity investment that rises in value will result in the investor receiving the monetary difference if they sell their shares or the company liquidates its assets and fulfills all its obligations. By diversifying a portfolio, equity investments can help to increase asset allocation.

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What are the potential rewards of equity investments?

What are the risks associated with equity investments

There are many benefits to investing in equity investments. Comparatively, as with all investments, there are also risks. Equity investments are directly affected by market risks. Market forces can cause stock prices to rise or fall. Market risk can cause investors to lose part or all of their investments.

David Rewcastle shares other types of risk that could affect equity investments:

Common Variations of Equity

Equity is not just used for evaluating companies. Equity can be described as the degree of ownership in an asset, after deducting all debts.

David Rewcastle explains some common variations of equity:

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Financial advice can help you plan for market downturns and find new opportunities. Accordingly, you can manage your assets in your best interest by seeking the advice of a fiduciary advisor, regardless of whether you are bullish or bearish. David Rewcastle of Darien, CT will help you limit your downside risk by preparing you with sound advice. Connect with David Rewcastle to learn more about how you can put your money to good use.

Read: David Rewcastle Tells USA Today “Maybe this will be a teachable moment”

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