Research reports offered by your Brokerage? - Printable Version +- Dividend Growth Forum (http://DividendGrowthForum.com) +-- Forum: Dividend Growth Investing (http://DividendGrowthForum.com/forumdisplay.php?fid=15) +--- Forum: Resources for Dividend Growth Investors (http://DividendGrowthForum.com/forumdisplay.php?fid=36) +--- Thread: Research reports offered by your Brokerage? (/showthread.php?tid=1716) |
Research reports offered by your Brokerage? - MarcN - 12-17-2017 I thought it would be a good idea to list what kind of research reports are offered for free by our brokerage companies. We could also indicate which ones we find most useful and how we use these reports. Here's for mine: Fidelity (US brokerage) Thomson Reuters I/B/E/S Estimates Report Ford Equity Research EVA Dimensions Thomson Reuters/Verus ValuEngine Inc. Argus A6 Report Ned Davis Stock Selection Report Columbine Capital McClean Capital Management Jefferson Research MSCI ESG Research Trading Central Zacks Investment Research I use most: Zacks: for qualitative information (especially the pages on why to buy or sell and on the risks) ValuEngine: fair value estimate (last page) Jefferson Research: quality ratings (first page) Ameritrade [b](US brokerage)[/b] CFRA TheStreet Credit Suisse Ford Equity Research MarketEdge ResearchTeam Vickers Insider Trading Chronologies I use most: CFRA: fair value estimates (page 3. BTW: I believe the way they calculate the % of over or undervaluation to be wrong. They use the price as the denominator instead of the fair value. Example for KO: listed price = 45.31, fair value = 34.91, they say it is 23% undervalued [45.31-34.91]/45.31. I would have calculated it as [45.31-34.91]/34.91 ~30% overvalued ) RBC Direct Investing (Canadian brokerage) RBC research reports Morningstar I use Morningstar for the qualitative information and fair value estimates RE: Research reports offered by your Brokerage? - Kerim - 12-17-2017 Great idea! Thanks. I use Fidelity also, but will have to dig more thoroughly. |