The essential requirement for implementing our safety-first strategy is that you buy only companies with strong sustainable competitive advantages. Our research reports are stock study resources that help investors pinpoint great companies worth buying as well the many, many more mediocre companies that should be avoided in order to protect capital and earn superior risk-adjusted returns. The process for determining whether a company is a great or a mediocre company is straight forward. First we study the company’s competitive position, then its fundamentals, then its earnings and cash generating power, then its yields and rate of return potential, and then its risk.
In our 15-page equity research reports, we offer a fair value estimate for each company based on a rigorous and transparent discounted cash flow process and a market-based price multiplier process, assess the attractiveness of a stock based on a firm-specific margin of safety, and provide short-term valuation targets based on the results of 6 proprietary fundamentals-based technical indicators. Each report includes a detailed financial statement analysis, explicit fundamental forecasts, and probability of loss estimates. Our analysis provides an assessment of a company’s competitive strength and durability, while our trend-lines offer insight into the momentum of a firm’s stock direction. We believe our methodology helps identify the most attractive stocks at the best time to buy, helping to avoid value traps and lagging performance due to the opportunity cost of holding a stock with great potential but at an inopportune time. Members can access our 15-page company research reports from our "Report Downloads" page. Join Today!