Independent Equity Research Expertise
Our research focuses four dynamic sectors: technology, solar power, healthcare, and consumer. The median market cap of our coverage is $3.5 billion.
Technology Stock Coverage
Our technology stock coverage comprises three dynamic segments: internet, software and computer hardware.
Software Stock Coverage
Our software coverage focuses on three broad themes: the shift from proprietary operating systems to open standards, the purchase of software as a subscription, rather than as a perpetual license; and the likelihood of further consolidation within the sector… Read More >
Internet Stock Coverage
Our Internet coverage focuses on companies that are well-positioned to exploit the shift from traditional print media and business and consumer services to the Internet… Read More >
Computer Hardware Stock Coverage
The rapid adoption of broadband internet services, combined with the explosive growth of storage-intensive rich media and the desire to protect company-critical information are driving demand for computer and storage management systems… Read More >
Health Science Stock Coverage
New products and procedures promise to reduce the need for invasive surgery, as companies race to innovate in the medical device area. The desire to automate methods for tracking drug discoveries and patient records creates a number of opportunities in the healthcare IT sector… Read more >
A renaissance in global manufacturing across a wide range of discrete and process industries has led to rising interest in the use of manufacturing technologies that replace traditional tools and methods. The need for faster time to market, cost reduction, and, most importantly, improved product quality and traceability, has driven manufacturing companies to embrace products from a range of suppliers. Thus, newer technologies, like machine vision have replaced the need for large numbers of visual quality control inspectors. Similarly, three dimensional (3-D) prototyping machines have replaced the use of clay and wood models. Read more >
Consumer Stock Coverage
Our consumer equity research combines education and consumer products stock coverage. The number of Americans pursuing postsecondary education continues to rise along with the development of distance learning methods of instruction, online learning, and the market for educational software. Our research in consumer internet companies and education services has led to client inquiries regarding our plans to address the consumer product segment… Read more >