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Click link below for the Standpoint Research five-page PDF
Presentation
This document is from two years ago. Aside from the performance statistics, the document is not outdated.
For performance figures through Q1 2013 see center column, Performance Summary below and our Performance page.
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| Performance Summary |
A track record document for the years 2008-2013 and a table tracking our most recent (307) recommendations -- from October 20, 2008 through March 8, 2013 -- is on our Performance page. We will update that spreadsheet in Q1, 2014. For additional performance related statistics see text and table to the right -- center column on this page. |
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Standpoint Research will have a table set up and be a Gold Sponsor at the Partner Connect East conference April 3, 4 & 5 at the Seaport Hotel (and WTC) in Boston, MA.
www.partnerconnectevents.com
We are also planning the same for the Partner Connect West conference October 7, 8 & 9 at the Ritz-Carlton in Half Moon Bay, CA (30 miles southwest of San Francisco).
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| Report Schedule * |
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Mar 25: Russell-2000 _ # 917
Mar 27: Short Interest-1000 _ #918
Mar 30: Indiv write-up NEM _ #919
Apr 04: Materials-100 _ # 920
Apr 07: S&P-500 _ # 921
Apr 11: High Dividends-200 _ #922
Apr 14: Indiv write-up SPR _ # 923
Apr 17: Energy-150 _ # 924
Apr 20: Russell-1000 _ # 925
Apr 24: Indiv write-up DTV _ # 926
Apr 27: Financials-150 _ # 927
May 01: Industrials-200 _ # 928
May 04: Technology-300 _ # 929
May 08: Indiv write-up TBD _ #930
May 10: Staples-100 _ # 931
May 14: ADR / Int’l-300 _ # 932
May 17: Discretionary-300 _ # 933
May 20: Indiv write-up TBD _ #934
May 24: Low Beta-200 _ # 935
May 28: Healthcare-180 _ # 936
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| Our individual write-ups are usually 15-20 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 dates and the report dates will not be the same. We usually attach a short report to the recommendation when it goes out and then follow with a longer report a few weeks later. The report schedule above lists dates for the long reports.
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| Latest News |
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| Standpoint in the Media |
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Click on the link below for
Standpoint Research CEO, Ronnie
Moas’ appearance on Canada’s
Business News Network…
Click Here
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For benzinga.com interview
with Ronnie Moas Click Here
Benzinga is a financial web site
Receiving 100,000 visitors daily.
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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
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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.
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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. |
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Standpoint Research
Flamingo South Beach
Center Tower
1504 Bay Road # 2210
Miami Beach, FL 33139
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For Institutional Clients
UBS, Barclays, Credit Suisse, Instinet &
Deutsche Bank are our preferred brokers
for ‘soft’ dollar payments.
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We sell our research mainly to institutional clients … high net worth individuals are welcome to contact us. |
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| Of the nearly 200 active research firms and fund managers that Motley Fool has been tracking since 2006 -- in affiliation with briefing.com and Yahoo! Finance -- that have a statistically significant sample size of recommendations on file, Standpoint Research is the # 1 ranked firm for accuracy through March 8, 2013 -- 68.6% of our (318) time-stamped recommendations since Q4, 2008 beat the S&P-500 by at least 500 bps. No audited firm in financial services can match that figure and we did this the hard way -- without taking a sector bet, market cap bet or directional bet. In fact most of the major research firms trail us by more than twenty percentage points. |
Firm |
# of recomme-
-ndations |
Accuracy |
Rank |
**Standpoint Research** |
318 |
68.60% |
1 |
Benchmark |
103 |
62.63% |
7 |
Raym James |
190 |
62.03% |
22 |
KeyBanc |
605 |
57.68% |
35 |
MKM |
164 |
56.60% |
42 |
Davenport |
191 |
55.68% |
50 |
Janney |
313 |
54.30% |
59 |
Wells Fargo |
703 |
52.79% |
73 |
UBS |
1778 |
51.86% |
79 |
JPMorgan |
1313 |
50.45% |
90 |
Notables |
Goldm Sachs |
936 |
48.17% |
121 |
Needham |
694 |
48.05% |
124 |
Susquehanna |
287 |
46.43% |
132 |
Cannacord |
517 |
45.35% |
144 |
Wedbush |
639 |
45.19% |
146 |
Brean Murray |
511 |
44.96% |
148 |
Collins Stew |
296 |
41.03% |
171 |
Dahlman Rose |
239 |
39.32% |
175 |
Rodman Rensh |
286 |
34.88% |
189 |
Hoenig |
138 |
33.33% |
191 |
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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.
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Equity Research &
Portfolio Diagnostics |
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| 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 ten-year track record of more than 500
recommendations. |
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