A number of you have asked about what kind of research is available to us, either through Investors Capital Corporation or through our own subscription. The first group are some examples of the information currently available (all except Dorsey, Wright & Associates and Zacks Elite are through ICC).
BNY® Jaywalk: The Bank of New York’s independent equity research consultancy, has a global network of over 150 Independent Research Providers (IRPs), each providing research free from investment banking conflict. Includes the BNY Jaywalk Consensus recommendations, which are the average of all current recommendations by IRPs on a given security (includes: Current Jaywalk Consensus, Number of IRPs, Consensus 90 days ago, and the overall breakout of Very Positive, Positive, Neutral, Negative, Very Negative ratings - on a universe of over 4,900 equities).
CSFB Research: Covers 98% of the S&P 500 and more than 3000 domestic and foreign stocks. Each research report is indexed by Title, Time of posting, Analyst, Securities covered, and Number of Pages. The reports are available to view or download in PDF format. Following are some of the reports available: Intraday Research, Research Notes, CSFB Tech Daily, First Edition – U.S. Alert, Morning Summary Notes, and Portfolio Manager’s Weekly.
Dorsey, Wright & Associates: Dorsey, Wright & Associates is an independent, privately owned registered investment advisory firm whose business includes providing technical research services for numerous broker-dealers and large institutions around the world. The mainstay of which is the Point & Figure method (first popularized by Charles Dow in the late 1800’s). It is a logical, sensible and organized way of recording the supply and demand relationship in the market, sectors, and individual stocks. Along with daily charting for the market and subsectors, DWA provides charts and analysis for thousands of stocks, ETFs and mutual funds.
Thomas J. Dorsey and Watson H. Wright (the principals) have over 55 years of experience in the markets. Tom Dorsey is the author ofPoint & Figure Charting: The Essential Applications for Forecasting and Tracking Market Prices (1st and 2nd Editions), Thriving As a Stockbroker in the 21st Century and Tom Dorsey’s Trading Tips: A Playbook for Stock Market Success. He appears regularly on CNBC, FOX News “Cavuto on Business”, “Bulls and Bears”, and “Cashing In” and numerous radio shows. He and Tammy DeRosier also appear regularly on CNBC’s “Taking Stock” Program and Bloomberg TV. The DWA analysts are featured on several national radio shows weekly.
Market Edge™ Full Service: Offers quantitative or “technical” analysis that measures market risk–how investors and traders are actually trading. The core of Market Edge research, Second Opinions are Buy-Hold-Sell opinions on nearly 5,000 stocks representing over 90% of the daily volume on the NYSE, AMEX and NASDAQ markets. Includes Smart Chart interactive charting.
Market Edge Second Opinion™ Reports: Second Opinions are Buy-Hold-Sell opinions on nearly 5,000 stocks representing over 90% of the daily volume on the NYSE, AMEX and NASDAQ markets. Includes Smart Chart interactive charting.
Standard & Poor’s Stock Reports And StockScan: In-depth facts, figures and projections for thousands of companies - key statistics to give you a definitive picture of a stocks overall value plus Wall Street consensus opinion, industry analysis and news. Also includes StockScanTM, a research tool to identify equities matching specific user defined criteria.
Standard & Poor’s Marketscope: MarketScope is an on-line, real-time investment information service, providing daily information on over 9000 corporations. It includes timely analysis of stocks and industry developments, exclusive recommendations that meet specific investment and portfolio criteria, penetrating comments on current stock, bond and currency market activity, and Wall Street Consensus earnings estimates for approximately 6000 companies.
Morningstar Fund Analytics: Morningstar Fund Analytics offers comprehensive statistical and analytical information for more than 16,500 mutual funds from the top analysts at Morningstar™. Detailed investment detail reports, interviews and profiles of fund managers, news, tips from the top newsletters, and a tool to create hypothetical professional investment illustrations are just a few of the available features.
The Rankings Service: View research that applies a unique method to mutual fund coverage. This service tracks the performance of the fund manager over the span of the manager’s career instead of tracking fund performance. The service includes lists of the top 100 fund managers, top 10 managers by 15 different fund types, and fund manager profiles, all updated daily.
Thomson Company Reports: View the latest insider activity and institutional holdings on thousands of companies. Fundamentals, key ratios, and First Call earnings estimates are also provided on each company.
Zacks Elite: Zacks is constructed on the principle that quantitative models, for example, the Zacks Rank, can predict stock prices more accurately than individual analysts. Recognizing these models are most effective when they are employed by analysts who have deep fundamental knowledge of the company and its industry, Zacks Equity Research combines Zacks quantitative models with the insight provided by experienced equity analysts to create superior long term stock recommendations.