Best practices for equity research analysts : essentials for buy-side and sell-side analysts

Publication date 2011 Topics Investment advisors, Investment analysis Publisher New York : McGraw-Hill Collection internetarchivebooks; printdisabled; inlibrary Contributor Internet Archive Language English Item Size 1.2G

xxiv, 437 p. : 24 cm

James J. Valentine, a former Morgan Stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buy- and sell-side research analysis in the United States and globally. --from publisher description

Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often have little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating. Now, Best Practices for Equity Research Analysts offers promising equity research analysts a practical curriculum for mastering their profession. James J. Valentine, a former Morgan Stanley analyst, explains everything today's competitive analyst needs to know, providing practical training materials for buy-and sell-side research analysis in the United States and globally. Conveniently organized for use as a learning tool and everyday reference on the job, Best Practices for Equity Research Analysts covers the five primary areas of the equity research analyst's role: identifying and monitoring critical factors; creating and updating financial forecasts; deriving price targets or a range of targets; making stock recommendations; and communicating stock ideas. Expanding upon material covered in undergraduate courses but written specifically to help you perform in the real world, this authoritative book gives you access to the wisdom and expertise of leading professionals in the field. You'll learn best practices for setting up an information hub, influencing others, identifying the critical factors adn information sources for better forecasting, creating a better set of financial forecast scenarios, improving valuation and stock-picking techniques, communicating your message effectively, making ethical decisions, and more

Includes bibliographical references and index

Do You Have What It Takes to Be a Successful Analyst? -- Take Control to Optimize the Coverage Universe -- Prioritize Time for the Most Valuable Activities -- Influence Others to Accumulate Insights and Get Heard -- Construct and Organize an Information Hub -- Buy-Side Only: Maximize Benefits of Sell-Side Relationships -- Identify Factors That Impact a Sector's Valuation and Performance -- Identify and Monitor a Stock's Critical Factors -- Create Sustainable Proprietary Sources of Insight -- Get the Most from Interviewing for Insights -- Detect Deceptive Numbers -- Leverage Statistics for Insights -- Conduct Surveys to Acquire Unique Insights -- Identify Yellow Flags through Forensic Accounting -- Identify the Relevant Microsoft Excel Features for Equity Research Analysts -- Creating the Best Spreadsheet Architecture for Financial Analysis -- Develop Company Financial Models to Elicit Insights -- Forecast Scenarios for the Most Important Critical Factors -- Understand the Benefits and Limitations of Common Valuation Methodologies -- Overcome Challenges to Creating Discerning Stock Calls -- Avoid Common Psychological Challenges That Impede Sound Investing -- Leverage Technical Analysis to Improve Fundamental Analysis -- Content That Has Value -- Identify the Optimal Communication Channels -- Convey the 7 Critical Elements of Stock Recommendations -- Special Considerations for the Most Important Delivery Channels -- Identify and Resolve Ethical Challenges

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