PHD Forecast



Bearish<—>Bullish



80% Confidence




Bullish Case: Despite liquidation plans, strategic investors may see value in acquiring PHD's assets at a discount, potentially leading to a rise in price.




Bearish Case: PHD faces liquidation uncertainties, and historical flat returns suggest poor performance. Investor sentiment is dominated by negative outlooks.




Potential Outcomes:
  1. Moderate decline (60%): Based on liquidation plans and flat returns.
  2. Stagnation (30%): Persistent uncertainties and market neutrality.
  3. Unexpected positive shift (10%): Activist investors finding value at discounts.



May 27, 2025


Pioneer Floating Rate Forecast

PHD        Pioneer Floating Rate











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BSY Forecast + Options Trading Strategies   BSY  Bentley Systems (0.72)



Uncorrelated Assets

Assets with little price relationship to PHD



TAL Forecast + Options Trading Strategies   TAL  TAL Education (0.01)


HCA Forecast + Options Trading Strategies   HCA  HCA Healthcare (-0.01)


VSCO Forecast + Options Trading Strategies   VSCO  Victoria's Secret (-0.01)


PNC Forecast + Options Trading Strategies   PNC  PNC Financial Services (-0.02)


AIQ Forecast + Options Trading Strategies   AIQ  Global X Funds - Global X Artificial Intelligence & Technology (-0.02)



Anticorrelated Assets

Assets that tend to move strongly against PHD



PPL Forecast + Options Trading Strategies   PPL  PPL (-0.54)


LRN Forecast + Options Trading Strategies   LRN  Stride (-0.54)


LFVN Forecast + Options Trading Strategies   LFVN  Lifevantage (-0.55)


COMP Forecast + Options Trading Strategies   COMP  Compass (-0.57)


VIXY Forecast + Options Trading Strategies   VIXY  ProShares VIX Short-Term Futures (-0.7)









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