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Most equity research analysts learn their trade on the job by apprenticing under a senior analyst. However, equity analysts who work for senior producers often have little time or incentive to train new hires, and those who do have the time may not have research skills worth emulating.
Now, Best Practices for Equity Research Analysts offers promising equity research analysts a practical curriculum for mastering their profession. James J. Valentine, a former Morgan Stanley analyst, explains everything today`s competitive analyst needs to know, providing practical training materials for buyand sell-side research analysis in the United States and globally.
Conveniently organized for use as a learning tool and everyday reference on the job, Best Practices for Equity Research Analysts covers the five primary areas of the equity research analyst`s role:
Identifying and monitoring critical factors
Creating and updating financial forecasts
Deriving price targets or a range of targets
Making stock recommendations
Identifying and monitoring critical factors
About the Author
James J. Valentine, CFA, has been an equity research analyst for Morgan Stanley, Salomon Brothers, Smith Barney, and Paine Webber.
Table of Contents
Chapter 1: Selecting the Optimal Stock Universe “ Don`t Let Others Choose Your Fate;
Chapter 2: Sectors Before Stocks “ Maximizing Long-Run Performance;
Chapter 3: Identify Company Factors that Drive the Stock “ The Rest Is a Waste of Time;
Chapter 4: Uncover Proprietary Industry Sources for an Edge;
Chapter 5: Get the Most From Interviews with Management and Information Sources; ISBN
9781259003950
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