Commitment to unbiased, institutional-quality independent research
We do not employ investment bankers.
Coverage is not contingent upon corporate finance fees; recommendations are based on the heretofore-undiscovered investment merits of a company.
Analysts may limit coverage to companies that participate in non-deal roadshows.
Value-added traditional research across more than 30 industries
Sidoti analysts conduct their own due diligence, visiting companies and meeting with key operating and financial management
The analysts check with customers, suppliers, and competitors, and overall, focus on the "blocking and tackling" fundamentals, particularly cash flow from operations.
Periodic research reports
Best of the Buys keeps tabs on analysts’ best BUY-rated stocks
Cash Flow Valuation Report, a comprehensive review and valuation of the companies covered by Sidoti & Company, LLC, is based on our proprietary price-to-simple cash flow valuation methodology.
Custom Universe Charts are sorted by market capitalization, P/E ratios, ROE, and other significant financial metrics.
Traditional research features a simple two-rating system:
BUY implies at least 25% upside over a 12-month period (from the date of coverage)
BUY rating for a utility company suggests total return of at least 15% with at least 75% of operations derived from regulated state and federal businesses.
NEUTRAL denotes a stock is not likely to provide similar gains.
The appearance of our research is standard. We initiate coverage with an eight-page report that details cash flow, balance sheet and quarterly earnings projections at least six quarters beyond launch date. We publish notes and special reports as warranted. Our products are exclusive to clients or potential clients and distributed in a timely and efficient manner.
Company Sponsored Research does not have a BUY/NEUTRAL rating system for a stock but does feature a two-tier risk rating system:
"Moderately Risky" (M) suggests companies, that while still subject to relatively high price volatility, are characterized by more stable and predictable cash flow, a more established operating history, and an operating environment that is somewhat less competitive with a potential for loss of principal.
"Highly Risky" (H) suggests high-risk equities of companies with a short or unprofitable operating history, limited or less predictable revenue, very high risk associated with success, significant financial or legal issues, or a substantial risk/loss of principal.
Company Sponsored Research
Same quality and virtually same content as traditional research, without a BUY/NEUTRAL rating but with a two-tier risk rating system
Provided by the same experienced Sidoti analysts producing our traditional research coverage
Unmatched client access to company managements
Biannual Emerging Growth Conference include one-on-one meetings and are attended by hundreds of prominent institutional and high net-worth investors, family controlled investment groups and investment banking provessionals.
We also arrange upwards of 700 “non-deal” (i.e., no-fee) management road shows.
Nationwide sales coverage
Our sales staff is segmented into geographic regions, with each individual having his or her own accounts.
Consistent and dependable product distribution
Daily morning meeting summaries
Client access to 7- and 30-day Sidoti research histories