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Independent Equity Research Expertise

Our research focuses on technology and consumer stocks. The median market cap of our coverage is $3.5 billion.

Technology Stock Coverage

Our technology stock coverage comprises four dynamic segments: internet, software, data center, and manufacturing tech.

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 >

Data Center 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 >

Manufacturing Technology

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

Consumer spending continues to drive growth slowly but steadily in the US, contributing to an estimated 70 percent of economic activity. Read more >