AAMC Sell Presentation (Portwood 10.21.13)

Page 1

Green & Gold Fund Recommendation: Sell Altisource Asset Management Corporation (AAMC)


Current Sector Holdings • Sector: Financial • XLF, BAC, VRSK, AGO, RESI, AAMC, and ASPS • Overweight ~ 9% or $49,500


Company Profile (AAMC) Industry: Mortgage and Real Estate Company Description: • Provides asset management and corporate governance to Altisource Residential (RESI) • Spin-off from Altisource Portfolio Solutions • Holding company for a Real Estate Investment Trust


Historical Performance (AAMC)

*Beta provided by Yahoo Finance

Prev Close:

$515.40

1yr Target Est:

N/A

52wk Range

$15.00 $730.31

Avg Vol (3m)

2,472

Market Cap

1.21B

Beta

6.126

EPS

-1.00

Dividend

N/A

Forward P/E:

N/A

Price/Book

316.01

Shares Outstanding

2.34M


Rational for Sell (AAMC) • • • •

High level of risk Numerous uncertainties Short interest ratio = 6.40 Sector Diversification: 40% of sector invested in Mortgage & Real Estate • Lock in gains ~ 558.66% ROI


Sector Placement / Recommendation Current Status: • Target Allocation: 8.86% • Current Sector Allocation: 17.87%

Recommend: • Sell 20 shares of AAMC at market price of $515.00 (approximately $10,300, 1.86% of portfolio) • Sector allocation after sell: 12.87%


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