- Improve stock picking and communications by quickly deciphering which information is likely to be material for a stock call.
- Identify the 1-4 factors most likely to cause a stock to out- or under-perform during a typical investment time horizon.
Identify and Monitor a Stock’s Critical Factors
Workshop
4 hours
4 hours
Availability
CFA CE Credits
4.0
4.0
The Problem
Information overload is one of the biggest contributors to missing great stock calls. Analysts are typically inundated with excessive “noise” about their universe of stocks: hundreds of pieces of information each week from company management, the media and sell-side, much of which has no influence on stock prices. When a stock materially outperforms its peers or the market, it’s usually due to only one key factor that often gets buried among all of this noise. Until an analyst can identify and monitor these few key factors, there’s a good chance great stocks calls will be missed.
The Solution
Analysts use our process to identify and then monitor the most critical factors that deserve their time and attention. As discussed in the best-selling book Best Practices for Equity Research Analysts, the top performing buy-side and sell-side analysts use this winning formula for their success, by investing time to identify the 2 to 4 critical factors most likely to move their stocks during their investment time horizon. Then they spend a disproportionate amount of their time proactively researching these critical factors to determine where consensus could be wrong, which becomes the basis for great stock calls. Mastering this skill of identifying just the few critical factors per stock helps analysts in generating informed insights, forecasting, making stock calls, communicating their calls, and for sell-side analysts, maximizing their client votes.
This Workshop Will Empower You To…
- Improve time management, forecasting, stock picking and communications by focusing only on a stock’s 1-4 critical factors
- Identify the financial statement impact zone for a potential critical factor
- Quickly compute materiality to determine how much a factor may impact a stock’s price
- Evaluate historical and current investment controversies to determine if they are likely to evolve into new critical factors
- Use our EPIC™ framework to quickly process inbound information to separate potential critical factors from noise
Get FREE Sample
Free Sample Module and Materials From This Workshop
James J. Valentine, CFA
About the Workshop Author and Facilitator
James Valentine, CFA, is the author of the top-selling book Best Practices for Equity Research Analysts and founder of AnalystSolutions. He began his career as an equity research analyst, where the major North American investor polls ranked him among the top three in his sector for ten consecutive years, and Forbes identified him as one of the top three among all 2,000 U.S. sell-side analysts. Between the time as an analyst and founding AnalystSolutions, he held the role of Director of Training for Morgan Stanley’s Global Research department where he implemented a new global training program for 500 analysts and associates. His passion is to help analysts improve performance which he does by conducting presentations and workshops for internationally-recognized conferences, buy-side and sell-side firms, CFA Societies and universities with top finance programs.
Let us know your interests
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
You have Successfully Subscribed!
Let us know your interests
AnalystSolutions respects your privacy and will never share your information with others. You can remove yourself from any distribution with one click.
You have Successfully Subscribed!
Evalulate our tools for free
We offer free full versions of our content for evaluation purposes (valued at over $700) to professionals holding the following roles:
- Manager of buy-side or sell-side analysts (DOR or PM)
- CFA Society leader responsible for programming
- Professor teaching students pursuing careers in equity research
You will receive:
- Free GAMMA PI™ assessment
- Free access to our presentation "Are You a Great Analyst?"
- Free full workshop (not "Preview" version), including all materials (Learner Workbook, Slides and Quick Reference Cards)
- Sample chapter of Best Practices for Equity Research Analysts
To ensure a quick verification of your role above (usually within one business day), please provide the email address issued by your organization.
You have Successfully Subscribed!
Try 2 of the 15 GAMMA PI™ Modules for Free
You will be directed to the FREE SAMPLE EDITION of our GAMMA PI™ Equity Research Analyst Self-Assessment. Please provide a valid email address to receive your results (your email address remains confidential within AnalystSolutions).