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Actionable Ideas.

 

Off Wall Street provides clients with profitable, action oriented, and exceptionally thorough fundamental research at a cost effective price. Since the early 1990s, OWS has recommended purchases and sales of well over 550 stocks. Stocks are followed until target price is reached, or until the thesis is no longer valid.

Off Wall Street seeks to identify stocks that have the potential to make significant percentage moves. When recommended for sale, these stocks often have relatively high valuations and/or deteriorating fundamentals, and are expected to have negative earnings surprises. For example, Off Wall Street examines growth stocks to see what could go wrong fundamentally in the perceived business model.  When recommended for purchase, these stocks are mostly oversold, have limited downside, 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 80% of the time since inception. Off Wall Street's short portfolio has consistently outperformed an S&P 500 Index Short.  

  • About half of Off Wall Street's open recommendations are "sell/sell short." and about half are "buy."

  • Research is based on business model analysis, income statement and balance sheet analysis, and extensive field research, including discussions with industry participants. OWS does not employ expert networks. 

  • Sectors covered include Technology, Health, Financials, Energy, Industrials, and Consumer.

  • 25 to 30 new ideas are published annually. Each initiation report is around 20 pages long.

  • 30 to 40 updates are published each quarter for open positions. 

  • Average market capitalization at initiation over $5B. Shares are borrowable and tradable.

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LQ - La Quinta Holdings

view La Quinta Holdings report Recommendation: Buy Initiation Price: $10.09 Initiation Date: 11/6/2016 Sector: Consumer

DKS - Dick's Sporting Goods

view Dick's Sporting Goods report Recommendation: Sell Initiation Price: $59.13 Initiation Date: 9/28/2016 Sector: Consumer

PDCO - Patterson Companies

view Patterson Companies report Recommendation: Sell Initiation Price: $48.09 Initiation Date: 8/7/2016 Sector: Healthcare

TPX - Tempur Sealy

view Tempur Sealy report Recommendation: Sell Initiation Price: $60.36 Initiation Date: 1/18/2016 Sector: Consumer

COTY - Coty Inc.

view Coty Inc. report Recommendation: Sell Initiation Price: $28.67 Initiation Date: 11/15/2015 Sector: Consumer

CFG - Citizens Financial

view Citizens Financial report Recommendation: Buy Initiation Price: $24.30 Initiation Date: 11/1/2015 Sector: Financials

BWP - Boardwalk Pipeline

view Boardwalk Pipeline report Recommendation: Buy Initiation Price: $14.16 Initiation Date: 8/4/2015 Sector: Industrials

SLM - SLM Corp

view SLM Corp report Recommendation: Sell Initiation Price: $9.74 Initiation Date: 7/15/2015 Sector: Financials

CPHD - Cepheid

view Cepheid report Recommendation: Sell Initiation Price: $61.13 Initiation Date: 7/1/2015 Sector: Healthcare

TRN - Trinity Industries

view Trinity Industries report Recommendation: Sell Initiation Price: $86.49 Initiation Date: 6/2/2014 Sector: Industrial

BGG - Briggs & Stratton

view Briggs & Stratton report Recommendation: Sell Initiation Price: $22.78 Initiation Date: 4/22/2014 Sector: Industrial

CAB - Cabela's

view Cabela's report Recommendation: Sell Initiation Price: $71.40 Initiation Date: 3/23/2014 Sector: Consumer/Retail

ADT - ADT Corp.

view ADT Corp. report Recommendation: Sell Initiation Price: $48.00 Initiation Date: 4/1/2013 Sector: Consumer/Retail

SPR - Spirit AeroSystems

view Spirit AeroSystems report Recommendation: Buy Initiation Price: $16.96 Initiation Date: 2/12/2013 Sector: Industrial

FFIV - F5 Networks

view F5 Networks report Recommendation: Sell Initiation Price: $101.06 Initiation Date: 2/24/2013 Sector: Technology

KSS - Kohl's

view Kohl's report Recommendation: Buy Initiation Price: $42.78 Initiation Date: 1/16/2013 Sector: Consumer/Retail

HMSY - HMS Holdings Corp.

view HMS Holdings Corp. report Recommendation: Sell Initiation Price: $35.26 Initiation Date: 8/23/2012 Sector: Healthcare

TSN - Tyson Foods

view Tyson Foods report Recommendation: Buy Initiation Price: $14.77 Initiation Date: 8/7/2012 Sector: Consumer/Retail

LQDT - Liquidity Services, Inc.

view Liquidity Services, Inc. report Recommendation: Sell Initiation Price: $51.18 Initiation Date: 7/1/2012 Sector: Services

DMND - Diamond Foods

view Diamond Foods report Recommendation: Sell Initiation Price: $90.37 Initiation Date: 9/25/2011 Sector: Consumer

ENE - Enron Corp.

view Enron Corp. report Recommendation: Sell Initiation Price: $59.48 Initiation Date: 5/6/2001 Sector: Energy

Additional Information

Founded in 1990, Off Wall Street is the leading U.S. independent research provider of sell/sell short recommendations for professional money managers.  Off Wall Street has a track record that is unmatched among its peers. 

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