AroniSoft - Apple Tag http://www.aronisoft.com/index.php/aronismartinvest-in-action/latest Tue, 17 Sep 2019 17:22:05 +0000 Joomla! - Open Source Content Management en-gb Where is Mac and Apple in SAS Financial Solutions http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/where-is-mac-and-apple-in-sas-financial-solutions http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/where-is-mac-and-apple-in-sas-financial-solutions Where is Mac and Apple in SAS® Financial Management solutions











Strategic analytics tools abound. In our recent articles, we covered many analytical and data mining tools. Some were found to be good, others were great. Our verdict was that SAS® is the undisputed king. But is it?

One area in which SAS has made significant advances is in Financial Management. The SAS financial module, known as SAS® Financial Management has multiple features.

SAS Institutes claims that SAS® Financial Management is a comprehensive solution for enterprise planning, budgeting, consolidation and reporting (see SAS Institute web site). According to SAS, with the tool, it is easy to formulate, communicate and execute strategies and address a whole range of quantitative financial problems.

The sleek user interface, the ease of use, and features appear undoubtedly appealing.



All is good so far, until we get to... well System Requirements. Windows is there along with the venerable AIX and even Sun Solaris. What is missing in the picture?



No Mac OS, no IOS, brief no Apple systems. This is surprising when Apple represents now around 9.7% of personal computers sold in the world, 89 % and 97% of tablets sold in respectively in the World and in the US, according to the June 23, 2011 report by ComScore



The implications for Mac owners is that there is little out there in terms of advanced and comprehensive strategic analytics tools to turn to. Corollary to this, Mac Developers appear to have huge opportunities in filling the gap.

AroniStrategicAnalytics™ strives to filling the gap, tap into the untapped opportunities and build innovative solutions for Mac users.



©2011 AroniSoft LLC
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aronisoft@optonline.net (AroniSoft LLC) Business Solutions Fri, 24 Jun 2011 01:26:52 +0000
AronInvest in Action: Stifel Financial Corp stock split http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-in-action-stifel-financial-corp-stock-split http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-in-action-stifel-financial-corp-stock-split


So, instead of panicking, rejoice and continue to observe the unparalleled performance of AronInvest†. On April 8, 2011 at the closing bell  a recap will be made to estimate how AronInvest has done so far.



Disclaimer: AroniSoft and its owners do not own any of the stocks tracked by AronInvest. This may change once the tracking has stopped.



©Copyright AroniSoft LLC . All rights reserved. 2011
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aronisoft@optonline.net (AroniSoft LLC) Uncategorized Fri, 08 Apr 2011 23:39:30 +0000
Strategic Analytics - Tools vs Insights Part 2: Statistical Tools http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/strategic-analytics-tools-vs-insights-part-2-statistical-tools http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/strategic-analytics-tools-vs-insights-part-2-statistical-tools


At outset, let us confirm our belief that AronInvest remains unique, in the sense that it is niched, has a proprietary model, and is truly suited for investors who want to select the promising stocks as easily and efficiently as possible. The tools shown in the table below have the limitations we underlined in our previous article when it comes to handling the specific problem.



Below are the tools:



 



 



 



 























































































































































































































































































































































































































































































































































































































































































































































Product Developer Latest version Windows Mac OS Linux BSD

Unix Com- mercial Cost

Open source Software license Interface Segm- entation Discri-minant Analysis Data- Manip-ulation Data- Trans-formation
GenStat VSN International 12,  July-2008 Yes >$190 No Proprietary CLI/GUI + + + +
JMP SAS Institute October, 2010 Yes Yes Yes No No $1895 No Proprietary GUI/CLI + + + +
LimDep Econometric Software, Inc. May-11 Yes No No No No Begins at $595 No Proprietary CLI/GUI - + + +
Mathematica Wolfram Research 8.0.0, November 2010 Yes Yes Yes ? Yes $2,495 No Proprietary CLI/GUI + - + +
MATLAB The MathWorks Twice per year Yes Yes Yes No Yes Depends on many things. No Proprietary CLI/GUI
Minitab Minitab Inc. 18-May-10 Yes Terminated No No No $895–$1395 No Proprietary CLI/GUI + + + +
Partek Partek Jun-11 Yes No Yes No No No Proprietary GUI + + + +
R R Foundation April, 2010 Yes Yes Yes Yes Yes Free Yes GNU GPL CLI/GUI[6] + + + +
SAS SAS Institute Mar-11 Yes Terminated Yes No Yes ~$6000 per seat No Proprietary CLI/GUI + + + +
SPlus Insightful Inc. 2005 Yes No Yes No Yes $2399/year No Proprietary CLI + + + +
SPSS IBM 2007 Yes Yes Yes No No $1599 No Proprietary CLI/GUI + + + +
Stata StataCorp Jul-11 Yes Yes Yes No Yes $1,245 No Proprietary CLI/GUI + + + +
Statgraphics StatPoint October, 2009 Yes No No No No $695 – $1495 No Proprietary GUI + + + +
STATISTICA StatSoft November, 2010 Yes No No No No >$695 No Proprietary GUI + + + +
StatIt StatIt Yes No No No No >$395 No Proprietary GUI + + N/A N/A
StatPlus AnalystSoft 7-Jan-07 Yes Yes No No No $150[1][2] No Proprietary GUI - - + +
SYSTAT Systat Software Inc. 21-Feb-07 Yes No No No No $1,299 No Proprietary CLI/GUI + + + +
UNISTAT Unistat Ltd 15-Mar-05 Yes No No No No $895, $495, $300 No Proprietary GUI, Excel + + + +
XLSTAT Addinsoft Inc. Feb-11 Yes Yes No No No $395[2] No Proprietary Excel + + N/A









©Copyright, AroniSoft LLC 2011
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aronisoft@optonline.net (AroniSoft LLC) Investment Solutions Wed, 06 Apr 2011 23:38:30 +0000
AronInvest in Action: April 4, 2011 http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest_in_action_apr_4_201 http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest_in_action_apr_4_201





Stock

March 25, 2011 Baseline



March 29, 2011



March 31, 2011

April 4, 2011



April 8, 2011







ACH

$23.74

$23.94

$23.91

$24.62

$





ACN

$51.96

$54.27

$55.15

$55.33

$





AGN

$69.79

$70.59

$71.40

$72.89

$





CCOI

$13.99

$14.17

$14.29

$14.86

$





CPL

$82.45

$83.15

$87.17

$89.49

$





EBIX

$22.52

$22.12

$22.88

$24.45

$





FFIV

$94.88

$97.40

$103.00

$95.54

$





GILT

$4.90

$5.32

$5.33

$5.21

$





GLNG

$24.24

$24.31

$25.96

$28.92

$





IPXL

$24.68c.

$25.06

$25.69

$25.78

$





PSB

$56.66

$57.49

$58.01

$59.38

$





RMBS

$19.70

$19.66

$19.81

$19.86

$





SF

$71.63

$71.25

$71.86

$72.50

$





SQM

$54.08

$53.61

$55.53

$57.94

$





TLEO

$33.73

$35.16

$36.33

$35.54

$





TWI

$25.50

$25.23

$26.67

$27.42

$





TZOO

$56.77

$66.68

$69.00

$76.63

$





















Total

$731.22



$749.41



$771.99

$786.36



$  





Growth

Baseline

2.5%



5.58%

7.54%



N/A  







©AroniSoft LLC. All Rights Reserved.
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aronisoft@optonline.net (AroniSoft LLC) Business Solutions Mon, 04 Apr 2011 23:34:08 +0000
AronInvest in Action: March 31, 2010 http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-in-action-march-31-2010 http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-in-action-march-31-2010


This week of March 28, 2011 AronInvest, LLC has selected a number of stocks from various industries. These are the stocks we will follow for the next two weeks to compare the performance with other industry indices.



The value of the portfolio composed of one share per stock is,  as of March 25, 2011, US $ 731.22.  We expect the value to rise over the observation period.



We selected the following stocks:

























































































































































































































































































Selected Stocks as of March 28, 2011.

Stock Stock Name Industry Sector Price
Total 18 stocks 8 Industry 15 sectors Value: $731.22
ACH Aluminum Corporation of China Basic Materials Aluminum $23.74
ACN Accenture PLC Services Management Services $51.96
AGN Allergan Healthcare Drug Manufacturers-Others $69.79
CCOI Cogent Communications Technology Diversified Communications $13.99
CPL CPFL Energia S.A Utilities Foreign Utilities $82.45
EBIX Ebix Inc. Technology Business Software & Services $22.52
FFIV F5 Networks, Inc. Technology Networking & Communications $94.88
GILT Gilat Satellite Network Ltd Technoolgy Communications Equipment $4.9001
GLNG Golar LNG Ltd. Services Shipping $24.24
IPXL Impax Laboratories, Inc. Healthcare Drug Manufactures - Major $24.68
PSB PS Business Parks Inc. FInancial REIT - Retail $56.66
RMBS Rambus Inc. Technology Semiconductor - Memory Chips $19.70
SF Stifel Financial Corp. Financial Investment Brokerage $71.63
SQM Chemical Mining Co. of Chile Synthetics Basic Materials $54.08
TLEO Taleo Corp Technology Application Software $33.73
TWI Titan International Consumer Goods Auto Parts $25.50
TZOO Travelzoo Inc. Technology Internet Information Providers $56.77





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aronisoft@optonline.net (AroniSoft LLC) Financial Solutions Thu, 31 Mar 2011 00:05:12 +0000
Aroninvest - First Week Performance http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-first-week-performanc http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-first-week-performanc


As of March 31, 2011 the portfolio selected by AronInvest† had a growth of 5.58% over 5 days. What is more exciting is that the growth was steady, from 2.4% in the first two days to the 5.58%.



Detailed numbers are in the previous post: AronInvest in Action: March 31, 2011.



The performance of the common indices over the same period is as follows:























































































Stock March 25, 2011 Baseline

March 29, 2011

Growth March31, 2011

Growth

.DJI 12,220.59 12,285.41 0.53% 12,381.68 1.32%
.INX 1,319.18 1,319.45 0.02% 1,329.77 0.50%
RUI 729.60 732.67 0.42% 738.99 1.29%
.IXIC 2,743.06 2,756.89 0.50% 2,783.98 1.46%


The index with the best performance (.IXIC or Nasdaq Composite index)  grew by a 1.46%, four times less that AronInvest portfolio.



It is of course too early to draw a definite conclusion but so far so good for AronInvest. The upcoming weeks will shed more light on the performance of AronInvest against the major indices.







©AroniSoft LLC, 2011

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aronisoft@optonline.net (AroniSoft LLC) Investment Solutions Thu, 31 Mar 2011 00:02:35 +0000
AronInvest Week: March 28, 2011 http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-week-march-28-2011 http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-week-march-28-2011


This week of March 28, 2011 AronInvest, LLC has selected a number of stocks from various industries. These are the stocks we will follow for the next two weeks to compare the performance with other industry indices.



The value of the portfolio composed of one share per stock is,  as of March 25, 2011, US $ 731.22.  We expect the value to rise over the observation period.



We selected the following stocks:












































































































Read more]]>aronisoft@optonline.net (AroniSoft LLC)Business SolutionsMon, 28 Mar 2011 23:16:19 +0000 AronInvest in Action http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest_in_actio http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest_in_actio



The most effective and reliable way to evaluate the effectiveness of AroniInvest Solutions in predicting the winning stocks is to  select  a portfolio of stocks based on the models on which the solutions are built.

At the end of a given period, let us say two weeks or a month, we will assess how the portfolio has performed compared to four major indices:



 











  • S&P 500 (^GSPC)


  • DOW Jones (^DJI)


  • RUSELL 1000 (^RUI)


  • NASDAQ Composite (^IXIC)












Normally, it takes time to conclude whether a portfolio is valuable or not. However, an approach based on the realistic behavior of investors is needed. In fact, potential individual investors likely to rely on AronInvest may look at their portfolio at least weekly if not everyday. From that framework, we will review the portfolio at least every week using AronInvest and value the performance every two weeks.



Hence, it would be possible to evaluate the performance of AronInvest   Solutions and the methodology built in. This constant and short term review will help solidify the confidence in the solution and highlight the opportunity cost of not using AroniInvest.

Look for a thrilling experience with AronInvest.



©AroniSoft, LLC March 2011

©AroniSoft, LLC March 2011
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aronisoft@optonline.net (AroniSoft LLC) Investment Solutions Thu, 24 Mar 2011 23:12:29 +0000
Strategic Analytics: Tools vs Insights, Part 1 http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/trategic_insights_part1 http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/trategic_insights_part1


Strategic Analytics usually need a good statistical and data mining tool.

Tools are developed for all kinds of purposes, but unfortunately, no single tool may address the needs of all the sophisticated users that Strategic Analytics are. Hence, as needs methodologies, techniques and technologies evolved a choice has been between tools that cover broad needs, and those we may call: "niched."



Usually, focused users like AroniSoft tend to be less interested in the quantity of features, than the quality of the insight garnered from using the tool.  In fact, for us a good strategic analytics tool needs to meet at least four criteria:

1) Does the tool allow us to get from data from multiple sources to relevant information

2) Does the have the statistical and/or data mining functions needed

4) Is the tool flexible in its proposed functions?

3) Is the tool easy or intuitive to use?



Other criteria may be added, but we will focus on these.



Users at AroniSoft have decades of collective experience using several statistical and data mining tools. Some tools have come and gone, others have withstood the test of time. Yet others have either trimmed down their ambitions or used in marginal areas of applications.



We remember tools like Silicon Graphics DMINER that failed to catch up despite initial great promises, or those that were able to carve out their niche, such as MINITAB and EXCEL.

Other tools have established their names as the advanced analytics tools. These include SAS (including SAS Enterprise Miner,SAS JMP), S-Plus, R, SPSS,  and STATA.

There are a whole lot of number of tools used in specialized domains, usually not in the public domain,  but those are out of the scope of our analysis.





Without a doubt, SAS has become the powerhouse of analytics. It has dominated the industry for more than 30 years.

Critics have tried to pick holes here and there but could not tame  its momentum.  For some of us, the first use of SAS goes back to when we had it for DOS and Mainframe. Back then, it was a whole lot experience that the new generation of strategic analysts see only in movies.



Since its introduction SAS ride the wave of challenges, most positive we may add:

1) The availability of cheap and fast computing powers

2) The explosion of technology innovation

3) The advances in statistical methodologies and data mining techniques



Initially, SAS choose to focus on incremental growth: adding existing techniques, a venue made possible by the new computing powers.

This gave an edge to SAS, but at the same time allowed new tools to find their ways in:

1) SPSS came in with easier to use tools with better graphics

2) STATA came at the heels of SAS with more focus on highly advanced analytics and less on data crunching

3) Later S-Plus explored the new territories of cutting edge statistical techniques, with the flexibility of an advanced programming language



The database marketing in the financial, packaging, telecommunications industry made all possible, or at least  a great deal of it. Database marketing managers, mostly composed on statisticians and operations researchers pushed the enveloped and forced the tools to implement advanced statistical methods, Neural Networks, Artificial Intelligence, Decision Trees (CHAID/CART),  and Genetic Algorithms.



The strategic analytics industry adapted to the never ending needs and demands and went to the extremes of selling the tools under the marketing scheme: "No Statistician or Operations Researcher needed." It backfired.  Because of two problems, maybe more: the blackbox effect and the lack of expertise. It is  one thing to trust fortunetellers it is another to trust an uneducated advisor.

The ease of use concept ignored the understanding of statistics and operations research part necessary for gaining insights and supporting an informed decision making.

What was forgotten is that: Strategic Analytics is not about the numbers. It is about the insights and the decision made about them to impact the bottom line.

Hence, most of the tools that sold on the ease of use failed to catch up. Silicon Graphics DMiner may be classified as one of them.

Another selling point was the integration with other existing tools. That was a good move given the leverage of computing technologies. Nevertheless, once again integration was secondary to insights generation.

Finally, better integration,  multiple techniques within the tool, and beauty over substance made the tools sometimes  have a prohibitive cost, far outweighing their intrinsic value. SAS Enterprise Miner, a wonderful tool has failed to catch up, as it was for SPSS Clementine and other general purpose data mining tools.



Speaking of general purpose, most of the tools makers forgot the basic law of economics: expertise.

The lack of focus killed some tools. As William J. O'Neil  put it in his National Bestseller book "How to Make Money in Stocks. The McGraw Hill Company, 2009." who want to be operated by a doctor who is a part timer?

SAS, S+ and SPSS, the major players in the area of Strategic Analytics may have learned the lesson:

1) Focus of you areas of strength

2) Sell the bottom value not the "nice to have": it is all about the strategic insights

3) Flexibility: Innovate consistently



Tools that will last will be those that meet the three criterias.



We will look at how each tool has addressed these challenges, focusing on those that have been successful (SAS, SPSS, S+), those that have found their niche (MINITAB, Excel, STATA), and those that died a slow death such as Silicon DMINER.



©Copyright 2011. All rights reserved.
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aronisoft@optonline.net (AroniSoft LLC) Business Solutions Wed, 23 Mar 2011 02:00:48 +0000
AronInvest: Investment Strategic Analytics http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-investment-strategic-analytics http://www.aronisoft.com/index.php/aronismartinvest-in-action/entry/aroninvest-investment-strategic-analytics
Financial Models are either too complex, complicated to use, or with limited value;

Charts have proven to be valuable tools, but how can an investor select what charts to focus on in a given period, out of thousands of stocks;

Advisory pieces and analyst recommendations: One of the major concern is to know how and why the analyst has come up with the recommended stocks and investment tool;

Newsletters: newsletters are as limited to the skills, the tools and the biases of those writing the letters themselves.

Usually individual investors or financial analysts are left on their own, either to choose a tool or to come up with their own tools. Relevant tools may be a blackbox with limited input from the analyst or complex to use. But more importantly, very few tools address the basic fundamental question most investors have: where to turn, start, and stop in selecting key stocks on which to focus.

Such tools may be too expensive for an individual investor or too simplistic with criteria and information available to everyone else, so that the competitive advantage is lost. That is where AroniSoft comes in. Simply put, AroniSoft has developed a tool that will help both the advanced and the individual stock investor to select a few potential winning stocks, on which to further focus. In simple steps easy to setup, the tool creates segments of stocks based on proven success factors for a stock and the latest performance metrics.

With the tool, an investor will also be able to use their own data to select or narrow down the key stocks for further analysis. The tool also integrates other information freely available in the public, especially the internet to complement the individual research. But perhaps the strongest selling point of the tool is the ability to sift through thousands of stocks, and create homogenous groups of stocks, that we call Stock Segments. Each group has its own historical and current performance, but most importantly includes fewer stocks. The investor is the able to focus on the small number of the stocks. Even the small number may be reduced further.

Finally, the tool is able to use the data provided by the investor to customize the Stock Segments for a laser-like focused analysis. At the end, the investor may make an informed choice for a stock.

That tool is: AroniInvest. We provide a few shoots below that show the intuitive user interface. Although the tool is build on robust statistical techniques with cutting edge approaches, the investor is spared from dealing with these complexities. AroniSoft has done that work. To showcase the tools, we will use the tool to make a weekly pick of stocks and show the key segments that we feel may be of value.

If you are interested in the tool, please contact us at:

We look forward to seeing our customers getting the most out of AroniInvest.



AroniSoft LLC



©AroniSoft LLC March 2011
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aronisoft@optonline.net (AroniSoft LLC) Financial Solutions Sat, 19 Mar 2011 23:05:15 +0000
Selected Stocks as of March 28, 2011.

Stock Stock Name Industry Sector Price
Total 18 stocks 8 Industry 15 sectors Value: $731.22
ACH Aluminum Corporation of China Basic Materials Aluminum $23.74
ACN Accenture PLC Services Management Services $51.96
AGN Allergan Healthcare Drug Manufacturers-Others $69.79
CCOI Cogent Communications Technology Diversified Communications $13.99
CPL CPFL Energia S.A Utilities Foreign Utilities $82.45