Company-specific idea generation and monitoring
with Research Brief Tearsheets
Real-time access to our best long and short ideas, including details on:
- Insider: statistically notable buying and selling events including our proprietary 10b5-1 Monitor
- Buyback: annual summaries plus all quarterly updates and revisions
- Institutional: hedge fund top owners, exposures and trends
- Actionable Commentary: keying in on the best long ideas and most significant red flags
Research Briefs have outperformed across sector and market cap groups
We started publishing Research Briefs in June 2008, covering all sectors and market caps. We're confident Research Briefs will direct you to alpha-generating ideas. See the performance metrics below:
Relative performance is versus the associated sector ETF. Percent winner column is based on the number of relative returns that were positive. Past performance is not a guarantee of future returns - data as August 26, 2010.
Special reports covering institutional filers, insider trends and more
- Institutional ownership highlights:
Stay on top of the actions of popular institutional investors with our quarterly Research Reports covering Tiger Cubs, Value Investors,
S&P 500 Money Flows and more.
- Conference preparation materials:
We'll highlight pertinent questions about insider conviction levels and management follow-through for you to ask during your
one-on-ones and breakout sessions.
- Coverage of macro- and sector- insider trends:
We'll publish reports when insider buying/selling reaches notable levels. For example, when insider buying levels hit extreme levels in March 2009 and when we saw a spike in retailer selling in April 2009. Reports typically include company-specific ideas.
Management meeting preparation and custom research requests:
|You'll have direct access to our research team (depending on your subscription level). Work with our team to:
Research company- and sector-specific activity: from questions about specific filings to overall analysis of the insider sentiment at any company or sector.
Prepare for Management Meetings: we'll review the recent insider, buyback and institutional activity to identify potential red and green flags, including questions we'd ask management.
See this example for a client attending the JPM Healthcare conference:
HealthSpring (HS): HealthSpring (HS): Chairman and CEO Herbert Fritch, the company's largest shareholder, adopted a Rule 10b5-1 trading plan in May 2008 and sales under the plan began in September 2008. There was a dramatic
acceleration in the pace of sales in late December/early January after the stock rallied back to $20.00, which evidence suggests is the minimum trigger price for Fritch's sales. Did Fritch amend his Rule 10b5-1 trading plan after the stock declined dramatically in November/December 2008 and will the sales continue at a pace greater than that originally seen when the plan kicked in September 2008?
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