Helping buy-side investors with their internal research

Do you need help in  your research process?

Do financial constraints limit your access to important resources and tools?

Can your time be spent more effectively focusing on asset allocation, financial planning, portfolio management, developing client relationships or just running your business?

Would you like to add analytical horsepower while maintaining flexibility? 

Learn more about how we can help you do your job more efficiently and cost-effectively.

Privacy Policy
      Frequently Asked Questions

Disclosure of Personal Holdings

Media Inquiries
 

Site Map

Individual Investors

Interested in Internship?
 

Seeking Alpha Articles:


Link to All Articles

 

 

 

Note:  I no longer update this section since I began posting to my blog.  I also maintain a secondary blog that is less formal, My Own Analyst

 

Company Analysis
 

Advisory Board Company (ABCO) 2/10/08
Allergan (AGN) 2/22/07
AmeriCredit (ACF) 6/16/08
Amphenol (APH) 1/6/08
Amphenol (APH) 7/7/08
Bright Horizons Family Solutions (BFAM) 09/24/07
Color Kinetics (CLRK) 2/20/07
Color Kinetics being acquired (CLRK) 6/19/07
Covance (CVD) 4/19/07
Cullen/Frost Bankers (CFR) 2/10/08
Dell Inc (DELL) 5/29/07
EZCORP (EZPW) 2/10/08
Fannie Mae (FNM) 4/21/08
Genlyte (GLYT) 7/3/07
Green Mountain Coffee Roasters (GMCR) 08/20/07
HealthExtras (HLEX) 6/1/07
Houston Cable & Wire (HCWW) 7/25/07
Illinois Tool Works (ITW) 6/4/08
Lincare (LNCR) 5/16/07
Men's Wearhouse (MW) 10/21/07
Middleby (MIDD) 7/16/07
Mueller Industries (MLI) 2/24/08
Myriad Genetics (MYGN) 6/11/07
NetApp (NTAP) 6/04/07
NetApp (NTAP) 03/31/08
NIC (EGOV) 6/25/08
OptionCare (OPTN) 6/18/07
O'Reilly Automotive (ORLY) 10/05/07
Penske Auto Group (PAG)
Pharmaceutical Product Development (PPDI) 7/18/07
Red Robin Gourmet Burgers (RRGB) 11/20/07
Shoe Carnival (SCVL) 11/17/07
Surmodics (SRDX) 10/29/07
Texas Roadhouse (TXRH) 09/17/07
Titanium Metals (TIE) 08/23/07
True Religion (TRLG) 07/23/07
Under Armour (UA) 04/07/08
WellCare Health Plans (WCG) 4/30/07
WellPoint (WLP) 2/26/07
Whole Foods (WFMI) 3/15/07
Whole Foods II (WFMI) 11/08/07
Whole Foods III (WFMI) 11/25/07

Industry Analysis

Aerospace Suppliers - Small-Cap 5/12/08
Aesthetic Healthcare Stocks 4/11/07
Aesthetic Lasers  12/13/07
Biotech ETFs 12/23/07
Cancer Stocks 5/18/07
Cancer Stock Quarterly Review 10/1/01
Conservation/Recycling 4/14/08
Consumer Stocks 9/28/07
Consumer Stocks: Time to Sell 10/12/07
Consumer Stocks: 13 Extremely Oversold Names 10/17/07
Energy: Land-based Drillers 06/27/05
GPS-related Stocks (SIRF, TRMB, GRMN, NGPS) 3/22/07
Healthcare as a Haven (1/6/08)
Healthcare REITs 1/29/08

Investment Banks (BSC, GS, LEH, MER, MS) 8/6/07
Retail - Housing-related (BBBY, LOW, WSM) 3/31/08
Semiconductor Stocks 4/10/07
Semiconductor Stocks 4/25/07
Tech: Sell-off Ahead 6/25/07
Uniform Rental Industry (CTAS, GKSR, UNF)  2/10/08


Market Strategy

Bearish 08/06/07
Still Bearish 08/13/07
Pile of Stool 08/16/07
Fight the Fed 08/20/07
Profit Margins to Fall 08/22/07
Trust the Fed? 8/31/07
Tech: No Safe Haven 08/31/07
What's Priced in? 09/09/07
Fed Cut Not Working 10/22/07
Time to Build an Ark 10/22/07
Upper Middle Class Consumer Weakness 10/24/07
More Dominoes 11/14/07
Cold Winter Ahead 12/16/07
Broken Seasonals 12/18/07
Margin Deterioration Ahead 1/14/08
A Bounce??? 1/20/08
A Solution? 1/22/08
No Time for Complacency 02/04/08
One Last Rally 03/06/08
Finally, Breaking to the Upside 04/25/08
Bear Market Is Over 05/07/08
Sell in May? No Way! 05/26/08

Educational

Avoiding Landmines 4/2/07
130/30 Skewing Small-cap Short-Interest 10/29/07
Avoiding Overextended Mometum-Driven Stocks 11/05/07
S&P 500:  A Zero-Return Decade 3/16/08
2008-Q1 Review 04/01/08

 

Screening

Small-Cap Screen 3/12/07
Breakout Screen 3/26/07
Q1 Strong, not widely followed 4/2/07
Large and Oversold 4/13/07
Ripe for Profit-taking 4/17/07
Dividend Growth 5/7/07
Undercovered Small-Caps 5/14/07
Breakouts 05/15/07
Undercovered Small-Caps 7/3/07
Magic Momentum 7/20/07
Magic Rebounders 7/23/07
37 Cash-Rich S&P 500:  Beware 07/27/07
17 Safe Dividend Payers 07/30/07
3 Buys for a Tough Market 09/04/07
Undercovered Stocks at a Discount? 10/09/07
Consumer Stocks Below Book Value 11/21/07
Dividend Stocks for Retirement 11/22/07
14 High ROC, Low PE Stocks 12/4/07
3 To Sell at Year-end 12/17/07
8 Balance Sheet Disasters 12/30/07
22 High-Quality Dividend Payers 03/03/08
13 Cheap Clothing Retailers 05/05/08
16 High Quality Dividend Payers 05/18/08

 

 

 

 

 

Newsletters:

<------ GREAT Call on Housing!

PUBLISHED WORK

Interviews
Sign In Link