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Methodology
Click link below for the (2010) Standpoint Research five-page PDF Presentation
Performance Summary

Standpoint Research is currently ranked risk-adjusted at # 7 versus 190 funds and research firms according to Motley Fool, Briefing.com & Yahoo! Finance through September 15, 2011. They have a formula in place that factors in performance (two-thirds weight) and accuracy (one-third weight), where accuracy is defined as the percentage of recommendations beating the S&P-500 by at least 500 basis points. They have been tracking us since October 2008 and have the 192 recommendations on file time-stamped that we made since then ... 73 are open, and 119 were closed. We are in the 91st percentile on performance (defined as the average gain per recommendation versus the S&P-500), and 97th percentile on accuracy. With regards to our performance from 2003-2007, see picture on the right (from 2008). That award was for our four-year track record through December 31, 2007. Trailing three years, our (192) recommendations on average beat the S&P-500 by 541 basis points (each) and the average holding period per recommendation was just under seven months, so the annualized gain per recommendation versus the S&P has been more than nine percentage points (900 bps).

Top 15 (out of 191)
----------------------------------
001 - Edward Owens 98.93
002 - Einhorn 98.55
003 - Benchmark 98.32
004 - SMH Capital 98.29
005 - Feltland 98.17
006 - Rich Aster 98.13
007 - Standpoint Research 96.37
008 - Bank of America 96.19
009 - Wunderlich 96.11
010 - KeyBanc 95.75
011 - Eveillard 95.73
012 - Davenport 95.31
013 - Soleil 95.04
014 - Hilliard 95.01
015 - Stifel Nicolaus 94.91
------------------------------------
Notables
------------------------------------
033 - Credit Suisse 92.84
036 - Citigroup 92.64
038 - Bernstein 92.34
041 - George Soros 92.17
049 - Longbow 91.33
065 - Piper Jaffray 88.58
069 - Thomas Weisel 87.96
093 - Needham 81.88
117 - Zacks 71.83
119 - Goldman Sachs 71.13
123 - Collins Stewart 67.48
132 - Merriman 59.54
139 - Brean Murray 51.04
152 - Rich Pzena 36.12
163 - Dahlman Rose 25.73

We have issued more than 400 recommendations since July 1, 2003. We have beaten the S&P-500 for seven years out of eight and are ahead of the S&P benchmark by more than 4000 basis points (since July 1, 2003). We did this with annual turnover of 50%-100%, without taking big sector bets, and with a diversified, relatively low-beta portfolio of mid-cap and large cap stocks. On a risk-adjusted basis, our performance has been extraordinary. Turnover is a function of market volatility and was higher for us in 2008-2011 than it was in 2003-2007.


A track record document for the years 2003-2007 and a table tracking our most recent (200) recommendations from the October 15, 2008 through September 15, 2011 period, is on our Performance page.
 


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Standpoint in the Media

Ronnie Moas in Fortune Magazine - Click Here

Click on the link below for Standpoint Research CEO, Ronnie Moas’ appearance on Canada’s Business News Network…
Click Here

For benzinga.com interview
with Ronnie Moas Click Here
Benzinga is a financial web site
Receiving 100,000 visitors daily.

Click on the link below for
Standpoint Research CEO, Ronnie Moas’ appearance on Bloomberg Radio program Taking Stock with Pimm Fox (11 minutes). Click the link for March 10, 2010 and fast fwd 49 minutes into the program.
Click Here
 
Integrity Research Associates
Standpoint Research is on the
Integrity Research Associates platform. IRA (LLC) is an information and solutions provider specializing in the investment research industry. Its institutional investor clients use Integrity's services to find new
research providers and monitor existing ones.

 
Investorside Standpoint Research, Inc. is a member of the Investorside Research Association; a Washington D.C. based non-profit organization. Investorside certifies that its members have no investment banking or other conflicts.
 
Standpoint Research supports:

The Salvation Army

The SEED Foundation

and ABC Trust. For more info
on ABC, click link below …

Action for Brazil's Children
 
Standpoint Research
Flamingo South Beach
Center Tower
1504 Bay Road # 2210
Miami Beach, FL 33139

 

For Institutional Clients
UBS, Barclays, Credit Suisse, Instinet & Deutsche Bank are our preferred brokers
for ‘soft’ dollar payments.

 

We sell our research mainly to institutional clients … high net worth individuals are welcome to contact us.

Equity Research &
Portfolio Diagnostics
Standpoint Research provides independent equity research that is free from the conflicts of asset management, investment banking, proprietary trading, and fee-for-research arrangements. We provide thorough analysis, diagnostics and forecasts on domestic and international equities and markets backed by alpha-generating variables back-tested on many years of data. Standpoint Research currently advises and sells its research to pension funds, hedge funds and asset management firms. Wall Street analysts have an optimistic bias, while we are more objective. In fact some of the variables in our model that are looked at as positives by Wall Street actually carry negative weight in our model. We have a strict discipline that includes running our proprietary 155-variable valuation and diagnostics model with a personal and subjective overlay that has been proven to add value. The effectiveness is demonstrated through our impressive eight-year track record of more than 400 recommendations.
More...
Ronnie Moas (CEO, Standpoint Research)  receiving an award from Patrick Shea (Executive Director, Investorside Research Association). Standpoint is now widely recognized as one of the top equity research firms in the U.S. and Internationally. Ronnie has made multiple appearances on Bloomberg, and has been quoted in The Wall St. Journal,The New York Times, BusinessWeek and Barron’s. Ronnie, shown above on the right side, founded Standpoint Research in 2003 after spending several years developing a proprietary 155-variable valuation and diagnostic model to assist him in generating equity investment recommendations. In addition to his quantitative model, Ronnie and his team also use proven fundamental and subjective overlays in their research before issuing a recommendation.
 
Report Schedule *
Sep 02: ADR / International-160 _ # 786
Sep 06: Discretionary-300 _ # 787
Sep 09: Individual write-up MDT _ # 788 *
Sep 13: Industrials-240 _ # 789
Sep 16: Technology-300 _ # 790
Sep 20: Energy-150 _ # 791
Sep 24: Individual write-up BLK _ # 792 *
Sep 28: Short Interest-1000 _ # 793
...................................................
Oct 04: Utilities-100 _ # 794
Oct 07: S&P-500 _ # 795
Oct 11: High-Dividends-200 _ # 796
Oct 14: Individual write-up SI_ # 797 *
Oct 17: Russell-1000 _ # 798
Oct 20: Russell-2000 _ # 799
Oct 24: Individual write-up TBD _ # 800
Oct 27: Financials-180 _ # 801
...................................................
Nov 01: Materials-100 _ # 802
Nov 04: S&P-1500 _ # 803
Nov 08: Individual write-up TBD _ # 804
Nov 10: Staples-100 _ # 805
Nov 14: Russell-3000 _ # 806
Nov 26: Individual write-up TBD _ # 807
Nov 28: Telecom-100 _ # 808
Nov 30: Healthcare-180 _ # 809
...................................................
Dec 02: ADR / International-160 _ # 810
Dec 05: Discretionary-300 _ # 811
Dec 09: Individual write-up TBD _ # 812
Dec 14: Industrials-240 _ # 813
Dec 17: Technology-300 _ # 814
Dec 22: Energy-150 _ # 815
Dec 27: Individual write-up TBD _ # 816
Dec 29: Short Interest-1000 _ # 817
 

*Our individual write-ups are ~ 10-14 pages in length and cover the recommended stock, its industry and competitors. If you missed any reports, they can be re-sent on request. The recommendation date for (both) MDT and BLK was 15-Aug-11; for SI it was 12-Sept-11.

 

 

 

 

 

 

 

 
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