Recent Commentary

Despite the overall bearish sentiment, corporate fundamentals are strong and we outline an equity strategy that focuses on the two most visible methods in which corporations can deliver value to shareholders: dividends and stock buybacks.

Read more: Investment Commentary (PDF)

 

Portfolio Manager's Insights

In the biblical story (Genesis 41) when Joseph interprets the Pharaoh’s dream, he correctly forecasts seven years of plenty followed by seven years of famine. There are parallels in the current global economy: a major financial crisis is almost always followed by a period of deleveraging.

Read more: Portfolio Manager Insights. (PDF)

 

EquityCompass Indices

The EquityCompass indices measure the performance of stocks with extreme investment characteristics. Monitoring for extreme conditions is insightful for understanding performance trends and outlier market conditions. The indices represent 50 stocks from the EquityCompass universe of approximately 3,500 stocks that meet the specified investment characteristic: either mega (i.e., greatest) or micro (i.e., least).

Click to view: EquityCompass Performance Monitor - December 2011 (PDF)

 

EquityCompass Update & Review

The Update & Review is our monthly publication that provides commentary, analysis, and investment insights for stock selection and portfolio management.
 

Recent Issues

 

  • Stifel Separate Account
  • Institutions
  • Third-Party
  • Research Subscribers
EquityCompass Strategies is a research and investment advisory unit of
Choice Financial Partners, a wholly owned subsidiary of Stifel Financial Corp. Registered Investment Advisory services offered through Choice Financial Partners.