Analysis and Research

We provide independent investment research services to institutional and individual investors. Our services include idea screening, equity research, industry research, macroeconomic analysis, and detailed research on individual companies. You can see examples of our work at Seeking Alpha.

Industry Research

Housing Will Rebound Stronger than Expected
, August 2011
Canadian Banks Vulnerable to a Housing Downturn, June 2012
Residential Mortgage Exposure for Canadian Banks, June 2012
Copper Producers Could Still Have Long Way to Fall, December 2011

Company-Specific Research
Compass Diversified Holdings Overview, January 2012
Copper Producers Could Still Have Long Way to Fall, December 2011
Two Harbours Shift Towards Fixed-Rate Agency Securities, August 2011
Can Beazer Homes Avoid Bankruptcy?, August 2011
Sonabank Overview
, January 2011
Getting Bullish on Homebuilders: A Look at Pulte Homes, December 2010

Macro Oriented Research
Paulson is Right: The Pain Will Flow to Germany, April 2012
CPI, Housing Prices, and the Great Stagflation, July 2011