We can create:
Data and Information customizable to meet
our clients' needs.
 
Equity Research

We publish actionable investment information based on our fundamental analysis of the quantitative data mined from our proprietary database.

  • Company Reports: Investment ratings and in-depth, quantitatively driven analysis of a company's economic profitability, intrinsic value and return potential on over 3,000 stocks updated on a daily basis.
  • Focus Opportunity Reports: A more detailed qualitative analysis of a highlighted opportunity.
  • Focus Opportunity List: An opportunistic selection of "Best Ideas".
  • Best Buys List (Gold Mines): Our list of stocks with low relative value, growing economic profit and greatest return potential.
  • Action Sell List (Land Mines): Companies with deteriorating economic fundamentals, negative accounting divergences, red flags and other risks.
  • Sector / Industry Reports: Sector and Industry highlights and weighting recommendations. Produced weekly.
  • Market View: An aggregated report of key data measuring overall US stock market relative value and opportunity level. Produced weekly.
  • Special Studies and Analysis: We can produce customized research, studies and analysis for our clients on a project basis.


For more information about our Firm click here.