WHG Forecast


Bullish Case: Recent strategic acquisitions and ETF launches in the energy sector may bolster WHG's financial performance, aided by strong dividend yields and options premiums, potentially driving short-term gains.


Bearish Case: Long-term negative trends with historical price declines and recent controversies may continue to overshadow and hinder any potential gains from strategic initiatives, limiting upward momentum.


Potential Outcomes:

1. Continued short-term recovery due to strategic initiatives and ETF performance (40%).

2. Persistent long-term bearish trend prevails due to historical patterns (40%).

3. Market factors create minimal movement (20%).


Trading Oracle: Deploy near-term debit spreads (Helium long volatility) targeting 30-60 days, leveraging the recent positive bump while maintaining a tight stop-loss strategy. This setup aims to capture short-term momentum with balanced risk/reward.


July 16, 2024


Westwood Forecast

WHG      Westwood











Correlated Assets

Assets that tend to move strongly with WHG



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.8)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.39)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.58)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.6)



Uncorrelated Assets

Assets with little price relationship to WHG



XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.39)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.58)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.6)


ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.8)



Anticorrelated Assets

Assets that tend to move strongly against WHG



ETRN Forecast + Options Trading Strategies   ETRN  Equitrans Midstream (0.8)


XLE Forecast + Options Trading Strategies   XLE  Energy Select Sector SPDR (0.39)


VFC Forecast + Options Trading Strategies   VFC  VF (-0.58)


LI Forecast + Options Trading Strategies   LI  Li Auto (-0.6)





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