Best Equity Research on the street?
What research do you guys subscribe to that is most relevant/accurate in your opinion? Also, does anyone use expert networks as an alternative?
We have a relationship with all the BBs and like BoFa & MS but I think this is purely because of our "relationship". Heard Citi has invested a lot in their research division and wants to be a "game-changer" but we're not convinced yet.
IMHO, itr really depends on the sector & analyst rather than the bank. However, on the sectors I have covered I´d say MS was the best. Exane was also very good on some European names.
If you are a specialist, focus on the analyst instead of the shop.
If you are a generalist, the top shops all have enough value-add analysts to be worthwhile to maintain a relationship.
Depends on the sector for example Baird and Suntrust are the best in leisure products imo. Wolfe, Melius and Vertical are quality in Industrials. BTIG and Needham seem to be a useful resource getting up to speed on shorts. Specialists shops in certain sectors or just II rankings. I like that GS and MS make it nice and simple to download models. I hate JPM research but don’t know if that’s just a function of my main sectors. Canada banks in my sector are basically seeking alpha level pumpers
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