E.B. CAPITAL MARKETS, LLC
"Portfolio managers recognize the importance of early, insightful information and are finding it often comes off-Wall Street."
How does seasonality add alpha? Consider the returns of our quarterly large cap seasonality picks versus the SPY since Q4 2005. A hypothetical $10,000 investment would be worth $12,489, 29.7% more than an identical investment in the SPY. See the chart by clicking here.
"The ability to outperform passive indexes always comes back to access to valuable information."
Seasonality adds significant excess on foreign stocks too. Our quarterly ADR seasonality picks beat the benchmark EAFE in 3 of every 4 quarters since Q4 2006. A hypothetical $10,000 investment made at the start of Q4 2006 would be worth $13,246, 84% more than an identical investment in the benchmark EAFE ETF, which would be worth only $6,894. See the chart by clicking here.
Are you getting enough from your independent research? Too often, indepedent research doesn't live up to client standards for returns and timeliness.
2009 1/5/2009 GHL 67.43 79.23 11.8 17.50% 1/12/2009 DLTR 27.33 32.2 4.87 17.82% 1/20/2009 CECO 21.28 23.31 2.03 9.54% 1/27/2009 NAFC 41.8 36.72 -5.08 -12.15% 2/2/2009 SUN 41.18 25.82 -15.36 -37.30% 2/9/2009 OTEX 36.17 40.65 4.48 12.39% 2/17/2009 AZO 131.74 158.07 26.33 19.99% 2/23/2009 MNRO 23.79 33.3 9.51 39.97% 3/2/2009 NFLX 34.35 55.09 20.74 60.38% 3/9/2009 GMCR 8.3 27.16 18.86 227.23% 3/16/2009 PNRA 50.21 66.94 16.73 33.32% 3/23/2009 CRI 19.05 26.25 7.2 37.80% 3/30/2009 INTU 26.82 30.73 3.91 14.58% 4/6/2009 NICE 25.8 31.04 5.24 20.31% 4/13/2009 CHKP 24.05 33.88 9.83 40.87% 4/20/2009 ESE 39.79 35.65 -4.14 -10.40% 4/27/2009 RL 51.99 80.78 28.79 55.38% 5/4/2009 SYMC 17.74 17.89 0.15 0.85% 5/11/2009 MTZ 13.33 12.5 -0.83 -6.23% 5/18/2009 FISV 41.77 48.48 6.71 16.06% 5/26/2009 KO 45.35 56.06 10.71 23.62% 6/1/2009 SIAL 49.23 50.22 0.99 2.01% 6/8/2009 DHR 31.76 37.56 5.8 18.26% 6/15/2009 ISRG 159.28 303.43 144.15 90.50% 6/22/2009 ALXN 37.81 48.82 11.01 29.12% 6/29/2009 DVA 49.51 58.74 9.23 18.64% 7/6/2009 STRA 203.38 211.12 7.74 3.81% 7/13/2009 MKC 31.77 35.64 3.87 12.18% 7/20/2009 JAH 21.21 30.74 9.53 44.93% 7/27/2009 HCN 36.99 42.93 5.94 16.06% 8/3/2009 CB 46.19 48.47 2.28 4.94% 8/10/2009 NYX 27.52 24.77 -2.75 -9.99% 8/17/2009 HUM 35.53 43.89 8.36 23.53% 8/24/2009 MET 37.94 35.35 -2.59 -6.83% 8/31/2009 WRB 25.3 24.52 -0.78 -3.08% 9/8/2009 MCRS 29.07 31.03 1.96 6.74% 9/14/2009 BCR 80.82 77.59 -3.23 -4.00% 9/21/2009 MFC 20.34 18.09 -2.25 -11.06% 9/28/2009 NLY 16.88 16.08 -0.8 -4.74% 10/5/2009 HOLX 16.13 14.5 -1.63 -10.11% 10/12/2009 ARBA 12.1 12.52 0.42 3.47% 10/19/2009 MSTR 74.89 94.02 19.13 25.54% 10/26/2009 DMND 31.62 35.46 3.84 12.14% 11/2/2009 BLK 217.61 229.72 12.11 5.57% 11/9/2009 WLT 66.86 75.09 8.23 12.31% 11/16/2009 WDC 39.16 44.15 4.99 12.74% 11/23/2009 MA 235.74 255.49 19.75 8.38% 11/30/2009 POT 112.22 108.31 -3.91 -3.48% 12/7/2009 STNR 40.8 39.76 -1.04 -2.55% 12/14/2009 AMMD 18.91 19.29 0.38 2.01% 12/21/2009 TEVA 54.2 55.81 1.61 2.97% 12/28/2009 TXRH 11.6 11.23 -0.37 -3.19%
E.B. Capital Markets, LLC is different. We know our clients expect a lot from us. We're one of the few firms designed with the professional portfolio manager in mind. Our goal is simple: early, actionable ideas that beat the market.
It sounds simple. But, many researchers fail to provide the ideas clients need to win. Either they cherry pick returns from huge baskets of ideas, or they're ideas just don't translate into profits.
Our research is time-tested and proven. Our focused approach keeps the professional manager on the right side of the markets, and our system for finding winners and avoiding losers is built upon the key catalysts across both fundamental and technical research.
Our research methodology was born out of the 85% NASDAQ decline following the Internet bubble. It's one more reason our research does so well in both good AND bad tapes. But..don't take our word for it. Find out for yourself with a free trial.
Consider how our 1 weekly "Focus" Stock Picks performed in 2009.
Returns are calculated from the close on the day of recommendation through the end of year close, adjusted for splits and dividends.