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Robert Wertheimer Profile - Melius Research Analyst
25 Followers
Robert Wertheimer Melius Research
Wall Street Analyst
Success Rate
46 out of 95 ratings made a profit
Average Return
+3.50%
Average return per rating
Time Frame
Compare to
Copying Robert Wertheimer's trades since 2011 and holding each position for 1 Year would result in 48.42% of your transactions generating a profit, with an average return of 3.5% per rating.
Stock Rating Distribution
48.29% Hold
29.76% Buy
21.95% Sell
Distribution of Robert Wertheimer's ratings
Additional Information
Main Sector:Industrial Goods
Geo Coverage:
Best Rating
Stock:
Joy Global Inc
(JOY)
(JOY)
Rating:Buy
Date:Feb 01, 2016 - Jul 21, 2016
Return:+180.00%
The most profitable rating made by Robert Wertheimer
Robert Wertheimer's Stock Coverage
Bucyrus International, Inc.
Aug 15, 2011
Hold
Assigned
―
2Ratings
―
0.00%
Joy Global
Sep 25, 2017
Hold
Assigned
―
4Ratings
+119.80%
WABCO Holdings
Sep 25, 2017
Hold
Assigned
―
7Ratings
+42.03%
Enerpac Tool Group
Sep 29, 2017
Hold
Initiated
$22.00
(-41.91% Downside)
7Ratings
+5.45%
Manitowoc Company
Apr 16, 2018
Hold
Upgraded
$29.00
(157.09% Upside)
9Ratings
+19.70%
Canopy Growth
Apr 09, 2020
Hold
Assigned
―
2Ratings
―
0.00%
Aurora Cannabis
Apr 09, 2020
Hold
Assigned
―
3Ratings
-82.80%
Cronos Group
Apr 09, 2020
Hold
Assigned
―
2Ratings
―
0.00%
Tilray
Apr 09, 2020
Hold
Assigned
―
2Ratings
+83.80%
Agco
Aug 01, 2020
Hold
Upgraded
$76.00
(-28.27% Downside)
8Ratings
―
0.00%
List of latest recommendations made by Robert Wertheimer. Click to expand and see Robert Wertheimer's performance on a particular stock
Disclaimer: TipRanks collects analysts’ ratings and price targets by scanning publicly available reports on financial websites and by receiving reports from analysts, firms, or customers. The information and statistics displayed might not be accurate, complete, or up-to-date. The analyst ratings provided are the sole responsibility of the source publication. TipRanks holds no liability over the analysts' information, price targets, ratings, or opinions expressed.
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Learn More >About Analyst Ratings
About Analyst Ratings
Analyst ratings represent professional recommendations - Buy, Hold, or Sell - issued for a specific stock. Each rating reflects the analyst’s view at the time of publication and is tracked to measure historical performance.
Ratings Count
The total number of analyst ratings (Buy, Hold, and Sell) issued for the stock. This includes all published recommendations, even those not used in performance calculations.
Performance Calculation
To ensure accuracy and prevent duplication, only certain ratings are included in performance metrics:
•
One rating per analyst per month: If an analyst publishes more than one rating in a month, only the first is counted.
•
Updated ratings end prior ones: If the analyst changes their stance during that month (for example, from Buy to Sell), performance tracking for the earlier rating stops immediately on the update date, and the new rating begins tracking from that point forward.
•
Hold ratings excluded: Hold recommendations are displayed on the chart but are not counted in performance or return calculations.
Example
If an analyst rates a stock Buy on April 1 and changes it to Sell on April 20, the Buy rating’s performance is measured from April 1 to April 20. From April 20 onward, only the Sell rating is tracked.
Success Rate
Indicates the percentage of performance-accounted ratings that generated a positive return during their active period. For example, if 6 out of 17 accounted ratings were profitable, the success rate is 35%.
Average Return
Represents the mean return per active rating - showing the average gain or loss an analyst’s recommendation produced while it was active.
Robert Wertheimer activity FAQ
What is the performance of Robert Wertheimer's recommendations?
The percentage of profitable recommendations made by Robert Wertheimer is 48%, and the average return per transaction is 3.50%.
What was Robert Wertheimer's most profitable rating?
Robert Wertheimer’s most profitable ratings was a buy on JOY stock on Feb 01, 2016 - Jul 21, 2016. The return on the trade was +180.00%.
Where can I see a list of stock analyst ratings?
You can see a list of daily stock analyst ratings here.
What are the most recommended stocks by analysts?
You can see a list of the most recommended stocks by analysts here