The “perspective” in our Analytical Perspective service is yours, a book customized
to display both domestic and international stocks from your portfolio (up to 200, or more by request). Our
clients appreciate this service for the blend of information they receive about
their specific portfolio, the tactile utility of a book for primary research, its global reach, and
the speed with which they can prepare for a Sunday night roundtable with the owner
of their fund.
This service works well as an initial source for identifying stocks that may warrant
further research and detailed analysis. For example, its Negative Alert Matrix feature
delivers a two-page spread that highlights stocks showing sell signs, based on rules
or metrics you have selected, such as Largest Weekly Volume on Price Decline in
5 Years. The left page of the Matrix reports the number of metrics one or more of
your stocks has violated in the past week, then at right, the number of violations
is tallied for the previous 10 weeks, giving you the more complete picture needed
to determine urgency.
The majority of Analytical Perspective is composed of two-page displays for each
stock: a Datagraph™
at right, and at left, notes, sponsorship, or additional metrics if available. You may also choose
to receive the latest news story on your stock. Customization of metrics is completed
in one phone call.
Analytical Perspective feature summary
- Enhanced Negative Alert Matrix—an early warning system for stocks on your lists
that may be in trouble
- Updated quarterly Sponsorship Block—to help you determine a sponsor's true level
of conviction in a stock—with our proprietary Holdings Rank™,
which measures the dollar value of an individual stock position against the overall
portfolio
- One page comparison of your stocks to the greatest stock market winners of the past
- Summary and Market Reports, including color coding and percentile detail for quick
assessment of strengths and weaknesses
- Crisp, colorized charts, reports, and Datagraphs™ make it easy to discern nuances
in stock movement
- Choose from our global database of over 55,000 stocks in more than 70 countries
Customization options
- Choose from our color-coded Weekly Chart, Weekly Chart with Sponsorship, Daily Chart
with Accumulation/Distribution, Daily Chart with Top 10 Lists, Sponsorship Summary
Report, or IBD® Articles with 16 Top 10 Lists
Stocks vs Past Winners
Negative Alert Matrix page
Domestic Stock Two Page Layout
International Stock Two Page Layout
