Our monthly Research Report.
Investment Strategy for Relative Value Model
Analyse Wall Street’s analysis and anticipate changes in forecasts for interest rates and earnings.
Plot Wall Street consensus earnings estimates, Return on Sales and Return on Equity.
Watch for margin pressures between sectors.
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Overlay our own fundamental judgements of whether Wall Street expectations are overly pessimistic or optimistic.
Relative Value Portfolio:
Microsoft
Kraft
Carnival
Estee Lauder
Pfizer
Advanced Micro Devices
Network Applicances
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Disney
Example of Past Research Reports:
