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 Sample Reports |
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Below are sample individual write-ups. We put out several individual stock
reports every month, and we cover all ten sectors. Below are recent samples:
Telecom Argentina TEO is an eight-page report from the Telecom sector, and also covers the Argentina economy.
Gilead Sciences GILD is an eight-page report from the Healthcare sector, and also covers the biotech industry.
Chevron CVX is an eleven-page report from the Energy sector, and also covers the integrated oil and gas industry.
The Gap GPS is an ten-page report from the Consumer Discretionary sector, and also covers the retail-apparel industry.
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| Above are recent (2010) samples of individual stock write-ups that we put out weekly. The current (2011) format remains in PDF but has been expanded to 12-14 pages per report. |
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| Below Below is a sample sector report – we put out quarterly sector reports in this format on each of the ten sectors. We also put out quarterly reports on the S&P-500, Russell-1000, Russell-2000 and Russell-3000 in this same five-sheet, Excel file format. Sector reports go out weekly, according to the reporting schedule posted on our "Home" page (center). Custom reports are prepared for clients on request, usually on a quarterly or semi-annual basis. In those reports, we run client focus (and holdings) lists through our 155-variable computer model. See sample on the Archives page (bottom section). There is then a thorough analysis (including subjective and fundamental overlays) with recommendations on the sector, industry and stock levels. Special reports, such as the high-paying dividend stocks report and the short interest report go out once or twice per quarter. See Archives page top and middle sections, respectively for those samples. |
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| Here is a sample Sector report. This is the Consumer Discretionary sector report from September 2011 (300 stocks). When you open the attached Excel file, there will be five tabs to click on -- one for each sheet. The main scoring summary is on the second sheet. Profiles for selected names are on the third sheet and industry scores are on the fourth sheet. The listing of all 155 variables in our computer model with definitions and color code is on the fifth sheet. |
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| *** See the Archives page and Services page for additional samples of our work *** |
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