Coverage

Our coverage universe has two main objectives.  First is to provide incremental and often contrarian views on large cap stocks for our institutional subscribers.  Second is to provide balanced bespoke research to corporations with market caps below $250 million using the same models and analysis we utilize with our large cap product.

Our large cap universe includes a broad range of industrial companies, automotive and suppliers, capital equipment, defense and aerospace and energy.  Within these categories, we tend to focus on actionable ideas rather than sector coverage for the sake of sector coverage. 

In our small cap universe, we tend to focus on emerging technology and semiconductor capital equipment.

In all cases, our coverage includes ratings and earnings estimates that are included in First Call.  It includes traditional initiation reports, quarterly updates, and industry reporting.  We travel to most major industrial conferences and typically produce reports there and during on-site factory visits.

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