Actionable Ideas.
Off Wall Street Consulting Group provides clients with consulting services, portfolio reviews, and action oriented exceptionally thorough fundamental research at cost effective rates. Since the early 1990s, OWS has recommended purchases and sales of well over 550 stocks.
Off Wall Street seeks to improve client portfolio performance through advice and recommendations. Stocks recommended for sale often have relatively high valuations and/or deteriorating fundamentals, and are expected to have negative earnings surprises. When recommended for purchase, these stocks generally generate substantial cash flow, and have a catalyst for a substantial increase in price. All research has a contrary bent.
Off Wall Street has an extraordinary track record of outstanding fundamental equity research. Its recommendations have been right about 75% of the time since inception. Off Wall Street's short portfolio has consistently outperformed an S&P 500 Index Short.
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About 80% of Off Wall Street's recommendations are "sell" and the rest are "buy."
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Research is based on business model analysis, income statement and balance sheet analysis, and extensive field research. OWS does not employ expert networks.
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Sectors covered include Technology, Health, Financials, Energy, Industrials, and Consumer.
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About 25 new ideas are published annually. Each initiation report is around 20 pages long.
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30 to 40 updates are published each quarter for open positions.
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Average market capitalization at initiation over $5B. Shares are borrowable and tradable.

PRLB - Protolabs

ACIW - ACI Worldwide

BLKB - Blackbaud

GKOS - Glaukos Corp.

CCK - Crown Holdings

MKC - McCormick & Co.

KAR - KAR Auction Services

ARCB - ArcBest Corp

ACHC - Acadia Healthcare

ENR - Energizer Holdings

RCL - Royal Caribbean

TVTY - Tivity Health

CNDT - Conduent Inc.

SLM - SLM Corporation

GPI - Group 1 Automotive
