#1. Generate Informed Insights
10 Steps for Equity Research Analysts to Perform Better
According to Reuters, one of its sister companies, Lipper, finds that roughly 85% of active large-cap stock funds are lagging their benchmarks year-to-date through late November. Investors are voting with their feet as shown by the $206 billion of inflows into ETFs through the first 10 months of 2014 vs. only $36 billion for the…
Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 3 of 3)
In Part 1 & Part 2 of this series, I asked if you have trouble finding time to develop killer insights for stock picking. To solve this dilemma, I provided a relatively simple concept that I’ve taught hundreds of highly-successful buy-side and sell-side equity research analysts, specifically to identify and monitor a stock’s critical factors….
Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 2 of 3)
In Part 1 of this 3-part series, I asked if you find your days jammed with meetings and calls and yet no killer insights. To solve this dilemma, I introduced a relatively simple concept that I’ve taught hundreds of highly-successful buy-side and sell-side equity research analysts, specifically to identify and monitor a stock’s critical factors….
Lacking Unique Stock Insights? Find and Focus Only on Critical Factors (Part 1 of 3)
If you wanted to fish for swordfish, chartering a deep water fishing boat with an experienced captain would be a sound strategy, but wouldn’t it be better to find a boat where the captain is known for having the customers who bring the biggest fish back to the dock? The best equity research analysts don’t…
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