Off Wall Street’s research has been a rare counterpoint to Wall Street’s bullish research BARRON’s read more

Basic Reports

Buy and sell (or sell short) recommendations, but more weighted toward sell recommendations in recent years. Research is based on extensive interviews with industry sources, including competitors, clients and suppliers. Less reliance on company input than is usual. Extensive income statement and balance sheet analysis.

Updates

Updates for all open positions are published when appropriate. There are approximately 30 to 40 updates published each quarter. Updates are usually 2–5 pages long. Stocks are followed until target price is reached, or until reason for being in the position is no longer valid.

Sample Research (Adobe PDFs)

Short Recommendations
2008
Ikon Office Solutions IKN 1/9/2008
2007
LodgeNet Entertainment LNET 6/3/2007
Adv. Micro Devices AMD 9/26/2007
2006
Matria Healthcare, Inc. MATR 3/12/2006
IndyMac Bancorp NDE 4/19/2006
American Reprographics ARP 10/1/2006
Rackable Systems, Inc. RACK 11/16/2006
2005
InfoSpace INSP 2/3/2005
Jean Coutu PJC 10/26/2005
2004
Veeco Instruments, Inc. VECO 1/25/2004
Align ALGN 7/25/2004
Amazon AMZN 9/26/2004
Ford Motor Company F 11/22/2004
2003
Boston Communications Group BCGI 5/8/2003
“@Road” ARDI 8/23/2003
LTX Corp. LTXX 9/28/2003
STAAR Surgical Company STAA 9/15/2003
2002
Exult, Inc. EXLT 1/27/2002
Goodyear GT 3/31/2002
CTI Molecular CTMI 10/24/2002
2001
Capstone Turbine CPST 2/19/2001
Molecular Devices MDCC 2/21/2001
Seitel, Inc. SEI 3/18/2001
Waters Corp. WAT 4/1/2001
Safeway, Inc. SWY 4/22/2001
Hanover Compressor HC 8/29/2001
IMPATH IMPH 9/4/2001
Eastman Kodak EK 9/14/2001
Administaff ASF 12/19/2001
2000
Incyte Pharma INCY 2/6/2000
NextCard NXCD 2/21/2000
American Superconductor AMSC 3/6/2000
PCTel, Inc. PCTI 4/10/2000
MRV Communications MRVC 5/29/2000
Rent-Way RWY 8/23/2000
Alpharma ALO 9/6/2000
FuelCell Energy FCEL 12/25/2000
1999
USWeb/CKS USWB 4/8/1999
priceline.com PCLN 6/23/1999
F5 Networks FFIV 9/30/1999
ImClone IMCL 11/21/1999
Profit Recovery Group PRGX 12/19/1999
1998
Resource America REXI 8/23/1998
Elan ELN 11/25/1998
Carrier Access CACS 12/14/1998
1997
Sabratek SBTK 11/9/1997
Long Recommendations
2007
Coca Cola Femsa KOF 9/23/2007
2006
The Reader's Digest Association, Inc. RDA 5/21/2006
2005
MasTec MTZ 5/15/2005
CF Industries Holdings, Inc. CF 10/19/2005
2004
American Home Mortgage AHH/AHM 5/23/2004
Accredited Home Lenders LEND 7/18/2004
Washington Group Int'l WGII 8/15/2004
2003
Intergraph Corp INGR 4/13/2003