Commitment to unbiased, institutional-quality independent research

• We do not employ investment bankers or provide money management services.
• Coverage is not contingent upon corporate finance fees; recommendations are based on the heretofore-undiscovered investment merits of a company.

Value-added research across more than 30 industries

• Sidoti analysts conduct their own due diligence, visiting companies and meeting with key operating and financial management
• The analysts check with customers, suppliers, and competitors, and overall, focus on the "blocking and tackling" fundamentals, particularly cash flow from operations.

A standard, simple ratings system

• BUY implies at least 25% upside over a 12-month period (from the date of coverage).
• NEUTRAL denotes a stock is not likely to provide similar gains.

Special research reports

• Best of the Buys keeps tabs on analysts’ best BUY-rated stocks
• Cash Flow Valuation Report, a comprehensive review and valuation of the companies covered by Sidoti & Company, LLC, is based on our proprietary price-to-simple cash flow valuation methodology.
• Custom Universe Charts are sorted by market capitalization, P/E ratios, ROE, and other significant financial metrics.

Unmatched client access to company managements

• Annual regional Investor Forums, include one-on-one meetings and are attended by hundreds of prominent small-cap mutual and pension fund managers.
• We also arrange upwards of 1,000 “non-deal” (i.e., no-fee) management road shows.

Nationwide sales coverage

• Our sales staff is segmented into geographic regions, with each individual having his or her own accounts.

Consistent and dependable product distribution

• Daily morning meeting summaries
• Client access to 7- and 30-day Sidoti research histories

Trading desk in operation since 2004

 

Emergent micro-cap universe coverage launched in 2010