Research Purpose: Idea Generation and Monitoring
Company Description: (EQA) delivers to investment managers comprehensive forensic accounting and corporate governance analysis of widely held public companies. Leveraging the latest academic research, as well as our proprietary quantitative models, our highly-qualified and credentialed analyst team employs a rigorous two-step research process. This process objectively identifies companies with improving or deteriorating earnings quality characteristics before they are fully manifested in stock prices.
The first step in our research process is an on-going quantitative measurement of earnings quality of 5,500 companies (5,000 largest by market cap domestic and 500 largest by market cap ADR's). Once our quantitative models identify companies with improving or deteriorating earnings quality characteristics, the second step is an analyst-driven, qualitative assessment of a firm's financial statements, filings and management statements. Our analysis manifests itself in a series of company-specific Detailed and Brief Reports, Alerts and Bulletins, as well as in our Greatest Concerns List, Watch List and Standouts List. Thematic accounting issues pertinent to multiple companies or sectors are covered in our Issue Commentary reports.
Product Features
- Searchable archive by company ticker. This is an area that could use some improvement as you are limited in your ability to search past research.
- Portfolio set-up. You can set-up portfolios that allows you to filter out the reports that you are looking for.
- Allows you to filter out ideas based on the publication date, sector, Mkt Cap. and PE Ratio.
- Daily emails with updates to new research added to the Library.
Personal Evaluation
The content of the site is very good and informative and our analysts are finding it very beneficial. It offers information in a very palletable way. Our analysts have been using it as a way to monitor stocks from a Quantitative perspective. The one draw back I found is that the user interface of the website is not very user friendly. It just seems like they felt that this was a way to present the information but I think some advanced search options might be more appropriate to sceen ideas. I can see how this tool is useful as a way of checking ideas opposed to generating ideas. I would also complain that there is no email customization. Currently you are sent a default email with the stocks that are expected to out/under perform the market based on the system. I would prefer to have only emails sent based on sector or portfolios that you can set-up in the system.
Contact
Kurt Van Houghton
Client Relationship Manager
480.237.3189
kvanhoughton@gradientanalytics.com
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