Newbie's tips on getting Analyst Research Reports !

Hey!

I wanted to start a thread with good tips on getting access to research reports from the big boys, for those that can't. If anyone has any good tricks, please post them!

I have seen some threads that have not really answered this topic for the people that do not have Investext/Thomson Research at their schools (and def. not a Bloom terminal)

anyway, one good source is Scribd.com ! Search for reports from people like Theback9, or ShiftCTRL, or WALLSTBULL1 etc.. enter Goldman or Morgan Stanley etc... always new ones on there.

Also def. look at:
http://www.docstoc.com/profile/iBCAxiom which posts new reports daily.

And from Merrill look to:
https://www.fs.ML.com/publish/weekly_pdfs/MarketAnalysisComment.pdf
And
https://www.fs.ml.com/publish/weekly_pdfs/Global…
They are good as well, usually updated every week or 2...

anyway, these are some free ones to start with, there are other ways -not sure how much i can post.

And if anyone out there uses investext/thom banker and their school has a subscription that provides any reports from BOA-ML, Barclay's, or Stifel, please let me know (PM me !) as mine does not have these guys, but has all the other usual suspects (JPM, MS, DB, WBM, WELLSFRGO, CS, etc).**

thanks!

Roaso

 

If you're going into ER I'd encourage you to open a brokerage account. Hell, deposit money in it then transfer it back out if it's needed so you can open the account and get access to research reports (they don't typically close accounts for some reason. Scottrade has morningstar and some reuters, and sometimes ML if it's a heavy volume stock (like aapl).

Also, I don't know about your school, but mine has 32 Bloomberg terminals; learn to use those and you'll have pretty much anything you could want in terms of data and analysis, including qualitative data (and quantitative data is significantly easier to work with since you can have it download directly into a spreadsheet for analysis).

 

Smpat has it right

Most target schools have access to a Bloomberg terminal where you can pull up research rather quickly. Another good way is to monitor blogs specific to the sector you are interested in, they will likely post some "summaries" of analyst take aways. If you're very interested other things include:

Briefing Street accounts Access to factset/Thomson has some work around a at times

Overall with no resources, blogs are usually good as they are tied in with "analyst commentary"

 

The Markets dot com, all day long. Been bailing out lazy buy side analysts for years.

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Best Response

Use Google Reader my man. Set up your tickers and names of the company as keywords and it'll funnel all of the related news for you. You'll find Barrons articles that'll summarize or even publish an ER analysts' report on a certain company or industry at times too. Use keywords for products of that company and anything industry related as well. As an individual investor, you'll only have limited access to ER reports unless you work for a bank, have access to themarkets.com/Thomson One, or are a wealthy client in the private bank at a place like JPM, GS, MS, CS, etc.

 
ShawnDU2009:
Use Google Reader my man. Set up your tickers and names of the company as keywords and it'll funnel all of the related news for you. You'll find Barrons articles that'll summarize or even publish an ER analysts' report on a certain company or industry at times too. Use keywords for products of that company and anything industry related as well. As an individual investor, you'll only have limited access to ER reports unless you work for a bank, have access to themarkets.com/Thomson One, or are a wealthy client in the private bank at a place like JPM, GS, MS, CS, etc.
I just took your advice and really love you for it. Makes life a lot easier
 

Thompson is solid, but doesn't get everything. Check with your college's research librarian, s/he can probably point you in the right direction.

"There are three ways to make a living in this business: be first, be smarter, or cheat."
 

and your fund doesn't have access?

"After you work on Wall Street it’s a choice, would you rather work at McDonalds or on the sell-side? I would choose McDonalds over the sell-side.” - David Tepper
 

On FactSet there should be a Broker research tab. I know mine is limited only to our firm's reports so it's not much help. The way I get other analyst reports is asking people I know to shoot me them. I usually hit up some traders I know at a buyside shop I used to work with since they literally have everything under the sun. They got me access to some of the Sanford Bernstein blackbook reports, the Chinese Auto ones last year were great.

 

Contact the institutional sales guys at the brokerages...they'll sign you up for their morning blasts and shoot you more notes than you can read. Most large brokers monetize research through trading commissions. Some of the boutique research firms charge a subscription fee.

 

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