Research at Indy firms

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Jan 4, 2008 8:56 pm

For all of you Indy guys out there…

What do you use for research for individual stocks?  And for MFunds? Dont fall out of your chair, but I still do a good amount of transaction production and am afraid that the research I am used to would be lost if I do go Indy.   Also, are there any sort of conference calls that you can subscribe to...ie morning calls...or do some of the Indy firms (esp. LPL) offer anything like that?  I am very used to starting my morning listening to someone on a conf. call talk about the markets/upgrades, etc rather than all of the "fluff" on CNBC or FOXBusin.
Jan 5, 2008 12:18 am

I subscribe to ValueLine & Morningstar.  My BD clears through Bear Stearns, so their research is available to me as well. 

Jan 5, 2008 12:34 am

I primarily use S&P.  LPL also gives me easy access to Zacks and CS First Boston, among others.  I also subscribe to Dorsey-Wright.

Jan 5, 2008 2:03 pm

Morningstar, S&P & Zacks.  I canned CSFB as it cost almost what the other three combined did and as near as I could tell, the research wasn’t a bit better (and the coverage was too narrow).  I can now tell clients that the research firms I use don’t have investment banking conflicts that color their opinions.

Jan 5, 2008 9:00 pm

[quote=Indyone]Morningstar, S&P & Zacks.  I canned CSFB as it cost almost what the other three combined did and as near as I could tell, the research wasn’t a bit better (and the coverage was too narrow).  I can now tell clients that the research firms I use don’t have investment banking conflicts that color their opinions.[/quote]

hmph…I don’t really use CSFB that much…and I’ve found their very long reports rather tiresome reading.  Guess I’ll have to take a look at my monthly subscription bill…

Jan 5, 2008 9:48 pm

Morningstar, S&P, and internal B/D research.

Jan 6, 2008 10:00 am

I use Edward Jones research for the best way to screw your employees out of everything, as far as investments go…S&P, Zacks and Lehman.