Value
7.9/10data confidence 50%| Component | Sub-score |
|---|---|
| P/E | 9.6 |
| P/S | 0.0 |
| PEG | 10.0 |
- ▸PEG: 0.43
- ▸Attractively valued
TY · Why this verdict
Why Tri Continental (TY) is rated HOLD
Updated
Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.
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VerdictHOLD
Overall score5.8/10
ConfidenceMEDIUM
MacroNEUTRAL
Per-dimension breakdown
Quality
6.5/10data confidence 100%| Component | Sub-score |
|---|---|
| ROE | 4.4 |
| ROA | 1.3 |
| Gross margin | 10.0 |
| Op margin | 10.0 |
| Current ratio | 6.4 |
| Moat | 5.6 |
| Piotroski F | 7.8 |
- ▸Strong Piotroski F-Score: 7/9
Growth
3.5/10data confidence 67%| Component | Sub-score |
|---|---|
| Rev growth | 1.7 |
| EPS growth | 5.3 |
- ▸Declining revenue: -3%
Momentum
6.4/10data confidence 100%| Component | Sub-score |
|---|---|
| RSI | 5.5 |
| MACD | 2.7 |
| OBV | 10.0 |
| MA position | 9.0 |
| Volume | 4.9 |
- ▸Volume accumulation (rising OBV)
- ▸Above 200-day MA
Sentiment
5.0/10data confidence 33%| Component | Sub-score |
|---|---|
| Analyst rating | 5.0 |
Insider
5.0/10data confidence 50%| Component | Sub-score |
|---|---|
| materiality | 5.0 |
| holder change | 5.0 |
- ▸Negligible insider selling — $87,175 (0.005% of mkt cap)
Peer rank
5.2/10data confidence 80%| Component | Sub-score |
|---|---|
| value rank | 4.8 |
| quality rank | 7.8 |
| growth rank | 3.1 |
- ▸Best-in-class margins
Technical
5.3/10data confidence 100%| Component | Sub-score |
|---|---|
| bollinger | 2.8 |
| support resistance | 3.5 |
| 52w position | 9.7 |
Risk (lower is worse)
8.3/10data confidence 40%| Component | Sub-score |
|---|---|
| volatility | 8.7 |
| beta | 7.9 |
Catalyst
5.2/10data confidence 25%| Component | Sub-score |
|---|---|
| dividend safety | 5.2 |
- ▸Dividend: 324.0%
How the verdict was assembled
Engine trigger
Downgraded from BUY NOW — price $35.16 has reached target $34.94.
Engine technical detail
verdict_path:
L4:PATH_A_DEEP_VALUE|SANITY:price>=TPPassed (7)
- MOMENTUM:6.4>=5.5
- INSIDER:OK
- 8K:CLEAN
- NEWS_EVENTS:NONE_RECENT
- EARNINGS_PROXIMITY:NO_DATE
- SEMI_CYCLE_PEAK:CLEAR
- MATERIALS_CYCLE_PEAK:CLEAR
Failed (0)
none
Warning (1)
- ASYMMETRY:UPSIDE_EXHAUSTED (upside=0.0%)
Reward-to-Risk
0.00
Upside
+0.0%
Downside
5.0%
Sizing output
AVOID
SetupUNKNOWN — No clear chart pattern; technical signals are mixed
EdgeNO_EDGE — No clear edge identified
SuitabilityAGGRESSIVE — MCap $1.9B<$5B
Investment implication
The HOLD_IF_HOLDING verdict reflects clean gate clearance against Risk (lower is worse) at 8.3 and asymmetric R:R of 0.00.
The strongest dimensions are Risk (lower is worse) at 8.3, Value at 7.9, and Quality at 6.5; the weakest are Growth at 3.5, Insider at 5.0, and Sentiment at 5.0. The V9 engine cleared all gates with 1 warning, producing an asymmetric reward-to-risk of 0.00 and an engine sizing output of AVOID.