Analysts need to know everything about their coverage universe in order to make investment recommendations.
Popular Resources for Equity Research and Analysis: Institutional-Level Data and Library Resources Legendary Fidelity investor Peter Lynch was fond Free equity research reports pointing out that the investor who turns over the most rocks, or does the most due diligence and research to uncover great investments, stands the best chance at winning, or making fair amount of money that hopefully performs better than the stock market as a whole in the stock market.
Luckily, for investors willing to roll up their sleeves and uncover those rocks, there has never been a better time to be your own stock analyst. The Internet and digital information age continue to support the creation of research and analytical tools to analyze companies, stocks, and nearly any related investment.
The large investment banks and investment firms no longer control the distribution channels. These days, smaller investors can obtain just as much information online, and on an equally timely basis.
Following in this article is an extensive listing and overview of some of the most popular resources and tools to help you research and analyze stocks.
Certain other services might require a subscription or related fee, but are reasonable considering the thousands of dollars that can be made by investing in equities.
In our minds the free resources will get the job done, and investors could consider supplementing these resources with more specialized subscription-based ones, as they see fit. Researching and analyzing stocks has never been easier.
Below is a rather comprehensive list and detail of the most popular resources for equity research and analysis. Many of these resources are available to any investor and free of charge at the local library or online. Other services require an escalating subscription fee, depending on how interested an individual is in supplementing the free ones.
Publicly Available and Free Resources As we mentioned, it is entirely possible to thoroughly analyze a stock utilizing free research resources. Most pros find it difficult to beat the market consistently over time, which suggests that individual investors have just as good a chance at finding undervalued investments capable of outperforming major stock market indexes.
By law, publicly-traded companies must file financial statements and many financial-related developments with the SEC.
Collectively, SEC company filings are highly useful and provide some of the best insight into the operations of underlying companies. The vast majority of public companies, especially the larger ones in the mid- and large- market capitalization range number of shares outstanding multiplied by the current stock priceprovide some of the best resources to research and analyze their operations.
Below is a screen shot from the Walgreens site: Walgreens provides a detailed company overview, information about its stock and more basic general information, as well as the option to request a hard copy of its most recent reports. The more valuable links, all of which can be found on the left side of its investor relations site, include its financial information and direct links to all of its SEC filings, which we will cover in more detail below.Free Equity Research Reports • Americal Axle (AXL) Free Equity Research Report (10/28/) • Shoe Carnival (SCVL) Free Equity Research Report (10/6/).
If you're in NYC, I believe some public libraries have Bloomberg terminals. Not sure if this is still true, but when I was in college JP Morgan research was free on Bloomberg.
Otherwise you're best bet is to find a friend on Wall St. that is willi. Search HubSpot's research directory! Free and ungated — all we ask is that you share it. Equity Research Reports: Myth vs. Reality. If you want to understand equity research reports, you have to understand first why banks publish them: To earn higher commissions from trading activity.
A bank wants to encourage institutional investors to buy more shares of the companies it covers. stock valuation, newsletter, stock report, institutional software, financial reports, stock research, investment advice, financial,investments, financial research.
A new addition to the Zacks Equity Research Reports is the Zacks Style Score, which provides an additional tool for investors to sort through the large number of Zacks Rank 1 and 2 stocks at any time based on one or more of the Value, Growth and Momentum investment styles.