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Equity Analysts
Write research reports used to improve a financial firm's own trading activity and to improve its service to clients

The Problem

Equity analysts closely evaluate the appreciation potential of common stocks using fundamental and technical analysis. They write recommendations that are used by individual investors, investment advisors, investment bankers, and fund managers. Time and time again, analysts' reports are later validated by the market as untimely, sometimes completely wrong.

How can you give more timely upgrades or downgrades?

How can you avoid upgrading at the top and downgrading at the bottom?

Solutions

Step One

Identify any completely wrong rating cases.

   
Step Two

Perform Huemo Diagnostics to understand why the wrong ratings were given at the beginning.

   
Step Three

Develop a process to applying Huemo to guide stock rating decisions for future improvement of equity research.

   
 
 

 

Huemo offers the following system-generated trend indicators:

Bull Trend Early Up - Strong Buy

Bull Trend Early Down - Hold

Bull Trend Middle Up - Buy

Bull Trend Middle Down - Hold

Bull Trend Late Up - Buy

Bull Trend Late Down - Weak Sell (reduce)

Bear Trend Early Up - Hold

Bear Trend Early Down - Strong Sell

Bear Trend Middle Up - Hold

Bear Trend Middle Down - Sell

Bear Trend Late Up - Weak Buy (accumulate)

Bear Trend Late Down - Sell

Trend Unclear - Wait (sideline)

For any widely followed stock, Huemo is perhaps the easiest yet most powerful tool in predicting primary trend that typically lasts more than one year. Please contact info@isir.org for further information.


A stock's daily price movement is primarily driven by human emotion. After all market information is known, the fundamental of a company does not change even when its stock price is fluctuating. However, over a longer time period, a company's fundamental does change. Again, human emotion is driving the stock price trend up or down. By properly capturing and measuring variations in crowd emotion, primary trend reversals can often be identified in its initial stage. 

Since 1996, projects at the Institute for Systematic Investing Research (ISIR) have been focused on statistical data processing of human emotion, leading to the discovery of Huemo.

 
You can do much better by understanding why there are a few stocks hurting your portfolio performance.

Please send your most troublesome stock to info@isir.org. We will analyze it and send you a Huemo Diagnostics Report.

 

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