A unique approach to investment research

 

City Analyst employs its unique approach to investment research to produce buy/hold/sell recommendation reports on more than forty thousand companies.

The City Analyst investment process evaluates the relative performance potential of stocks by classifying them based on a complementary set of factors we have developed and refined over many years.‍‍‍

These measures give valuable insight into earning trends, relative value, and timeliness. Every week, we distill these factors into clear and concise recommendation reports that help investors make informed investment decisions.

our process

IN DEPTH ANALYSIS

The City Analyst investment process evaluates the relative performance potential of stocks by classifying them based on a complementary set of factors we have developed and refined over many years.‍‍‍

These measures give valuable insight into earning trends, relative value, and timeliness. Every week, we distill these factors into clear and concise recommendation reports that help investors make informed investment decisions.

OBJECTIVE & INDEPENDENT

We aim to level the playing field between investors and public companies. Our research is completely objective and City Analyst is not affiliated with any long or short funds, nor do we accept research fees from the companies that we cover.

With no sales quotas to meet or underwriting operations, our analysts provide completely independent research. The success of our company is a function of the investment returns earned by our clients.

our process objective

Please see our WEALTH MANAGEMENT PAGE to learn more!

Accounting & Disclosure

Accounting rules have become increasingly complex. We help clients navigate through the accounting choices made by management to provide insight into quality of earnings and operating performance.

Corporate Governance

Understanding how an executive team is compensated provides insight into its business objectives and accounting choices. We have learned that nothing in accounting happens without a reason and understanding that reason allows us to gauge shareholder value creation and the overall quality of management.

Cash Flow

Companies go bankrupt because they run out of cash, not earnings. Our reports focus on the sustainability of cash flows, not just earnings.

Business Operations

Often the market loses sight of fundamentals and gets caught up in the “story”. Our analytical techniques ensure that the “story” is supported by the fundamentals.

Balance Sheet

Time and time again, accounting scandals and unexpected losses prove that what is “off” the balance sheet is often more important than what is “on” the balance sheet. It is only through a detailed review of financial disclosures that such exposures can be uncovered.