
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 list, a monthly tab of analysts’ best BUY-rated stocks
- Cash Flow Valuation Report, a comprehensive review and valuation of the companies covered by Sidoti & Company, LLC based on our proprietary price-to-simple cash flow valuation methodology.
- Custom Universe Charts sorted by market capitalization, P/E ratios, ROE and other significant financial metrics
Unmatched client access to company managements
- Six regional Investor Forums, including one-on-one meetings
- Biannual conferences in New York, and seasonal conferences in Palm Beach FL, Boston MA, San Francisco CA and Chicago IL
- Attendees include leading small-cap mutual and pension fund managers.
- More than 1,000 “non-deal” road shows in 2007, up from 750 in 2006
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