In other words, he knows what he’s doing. She oversees CFRA’s portfolio management committee which manages five portfolios of stocks. While the team is bigger today than it was then, we’re all working to get the best research and ideas out to clients, not competing with each other for who can be best. For reports containing quantitative recommendations refer to the Glossary section of the report for detailed methodology and the definition of Quantitative rankings. We see continued focus on organizational and process efficiency to reach efficiency ratios near or just below 60%. “It is February all over again,” Mike Loewengart, CIO of E-Trade Capital Management told CNBC. No part of analyst, CFRA, CFRA affiliate, or CFRA subsidiary compensation was, is, or will be directly or indirectly related to the specific recommendations or views expressed in a STARS Stock Report. The market has been up one second and down the next. Past performance is not necessarily indicative of future results. Pharma giant Merck & Co., Inc. (NYSE:MRK) is up over 10% in the last three months. A couple items. Nothing contained herein is investment advice and a reference to a particular investment or security, a credit rating or any observation concerning a security or investment provided by S&P Global is not a recommendation to buy, sell or hold such investment or security or make any other investment decisions. Performance is calculated using a time-weighted rate of return using daily valuations. “We would continue to Overweight MSFT shares on a multiyear model transformation driven by fast-growing cloud and internet segments that we estimate could top $70B in revenue by CY20 vs. $18.5B in CY16” says KeyBanc’s Brent Bracelin (Track Record & Ratings). Copyright © ARTEFACTS Estate Sales. Colin has completed the CFA curriculum and holds an undergraduate degree from the University of Notre Dame, earning a Bachelor of Science in Mechanical Engineering, cum laude. As a smaller company, everyone is willing to wear whatever hat is needed on any given day and do it well. The exceptional performance in FICC and equities came from high levels of client activity. Get the GTN Stock Research Report. He is responsible for leading a global team of dedicated account managers to deliver best-in-class service for CFRA clients, developing the go-to-market strategy for client accounts, and driving user adoption of CFRA research. For example, if a model returned 10 percent on a $100,000 investment for a 12-month period (or $10,000) and an annual asset-based fee of 1.5 percent were imposed at the end of the period (or $1,650), the net return would be 8.35 percent (or $8,350) for the year. Giles Flower is head of global institutional sales, where he is responsible for the having the right team in place to reach our new business targets. He is active with most media networks and leading print media, and is sought for his investment views on the large banks and housing market trends. In a word? David served previously as Assistant General Counsel for S&P Global Market Intelligence, and as Senior Counsel for SNL Financial immediately prior thereto, where he handled a wide variety of legal matters. Effective February 3, 2014, CFRA's predecessor, S&P GLOBAL MARKET INTELLIGENCE, introduced a new qualitative analyst workflow process (the “Process”). As CEO, Dan led the company to a successful exit for shareholders through a sale to strategic acquirer, MSCI, Inc. Prior to joining CFRA in 2017, Paige gained her broad experience in the integrated oil and gas industry, working for Royal Dutch Shell. Model performance does not consider taxes and brokerage commissions, nor does it reflect the deduction of any advisory or other fees charged by advisors or other parties that investors will incur when their accounts are managed in accordance with the models. I think the degree of freedom and flexibility in conducting research, coupled with the emphasis on integrity, performance and excellence, provides a healthy working environment which encourages collaboration, analytical rigor and a continuous drive for incremental improvement, while remaining cognizant of the need for work-life balance. 775151), and in Malaysia by CFRA MY Sdn Bhd (Company No. Prior to joining CFRA in 2016, Kevin worked at PricewaterhouseCoopers as a senior associate in Risk Assurance. She learned the ropes as an equity research analyst at J.P Morgan and Deutsche Bank covering retail companies, and began her career in investment banking with Jefferies & Company’s Mergers & Acquisition group. Beth Piskora heads editorial operations for CFRA. An investor should be aware that an individual’s investments based on the STARS methodology may lose money. Each day is different, but every day includes a combination of interactive discussions, idea-sharing, and learning. I enjoy enhancing the quality of work done by our analysts through my editorial expertise as well as creating new content that adds value to our clients. Prior to this role, Peter was Executive Director at Morgan Stanley and Vice President at JPMorgan where he helped develop leading Financial Technology investment banking practices. Chris holds a bachelor’s degree from Dordt College and a master’s degree in economics from George Mason University. Davis has been at both. In addition, Beth works closely with colleagues in Research, Technology, Sales & Marketing and Finance to brainstorm new content initiatives and bring them to fruition. The ability to provide unique, independent and actionable research across our forensic accounting, legal edge and equity research analyst teams is what truly differentiates our firm from all others. She worked in several different capacities at before that, from helping to manage Jim Cramer’s small and mid-cap Charitable Trusts, to leading trader blog conversations and writing research. Get the ISRG Stock Research Report. All Rights Reserved. One minute you’re working with our highly motivated and dedicated sales team to help bring a new customer on board, the next you’re researching the absolute latest technologies, to see how we can leverage them to solve our clients’ problems. And while we bring in external resources when needed, we have so many highly accomplished professionals and academics working at CFRA that enjoy cross-pollinating skills to other employees. 683377-A) (formerly known as Standard & Poor’s Malaysia Sdn Bhd), a wholly-owned subsidiary of CFRA US. Morningstar’s rating system also factors in an uncertainty adjustment (known as the Fair Value Uncertainty rating). A 5-Star Dividend Stock scores well in each of these metrics. “I feel that curiosity is encouraged at CFRA, and I am motivated by the expertise of my peers.”. To be eligible in this portfolio, all stocks must carry a 5-STARS rating and a Fair Value Ranking of 5. Indeed, investors are feeling pretty worried right now about higher rates and the potential for deterioration in the US housing recovery. Everyone shares the same values and is dedicated to the mission. Our latest Focus Stock is Goldman Sachs Group (GS), which carries CFRA's highest investment recommendation of 5-STARS, or Strong Buy, notes analyst Kenneth Leon in CFRA Research's flagship newsletter The Outlook. This is up from his previous estimate of $13.5 billion. Will graduated from the University of Iowa with a B.B.A in Finance and Economics. With 6 recent buy ratings vs 1 hold rating, Centene’s consensus stands at ‘Strong Buy’ while its upside potential pushes past 23%. My job has so much variety, from sales, account management, team management, client and prospect meetings, and much more. Peter is the CEO at CFRA where he is responsible for the global strategic leadership of the firm. It’s your money that’s at stake after all. Global STARS Distribution as of December 29, 2017. Colin is a CFA charter holder and has an undergraduate degree from the University of Notre Dame, earning a Bachelor of Science in Mechanical Engineering, cum laude. The Morningstar Rating for Stocks: Morningstar assigns star ratings based on our analysts' estimates of a stock's fair value. Analysts generally update stock reports at least four times each year. “I love the ability to collaborate with my colleagues and the ability to express myself in my research.”. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. David is CFRA’s General Counsel overseeing the company’s legal, regulatory and compliance matters. Nasdaq To be eligible in this portfolio, all stocks must carry a 5-STARS rating and a Fair Value Ranking of 5. Prior to joining CFRA in 2018, Lili served as Executive Director Of Marketing at Institutional Shareholder Services Inc. (ISS) where she designed and implemented marketing strategies and programs to increase market penetration across institutional investor market segments globally. Chris Kuiper holds the Chartered Financial Analyst designation. While CFRA exercised due care in compiling this analysis, CFRA AND ALL RELATED ENTITIES SPECIFICALLY DISCLAIM ALL WARRANTIES, EXPRESS OR IMPLIED, to the full extent permitted by law, regarding the accuracy, completeness, or usefulness of this information and assumes no liability with respect to the consequences of relying on this information for investment or other purposes. We think a low rate environment leads to lower cost of capital and higher risk-taking by companies, which bodes well for GS as the leading investment banker. We are now looking the fifth consecutive quarter of double-digit growth for the largest software franchise in the world. Prior to starting First Bridge, he had product management responsibility for S&P’s US indices, including the widely followed S&P 500 and S&P/Case-Shiller indices. She also authors two top-down industry primers: Energy Equipment & Services, and Gas Utilities. Terms of Use, © 2020 All rights reserved. A typical day involves doing analysis on my underlying coverage universe (an equity analyst covers on average 40-50 companies) by staying abreast on key trends, attending / listening to company events / conferences and maintaining models. All the stocks to buy below share a ‘Strong Buy’ top analyst consensus.