Our institutional and custom research business includes the following services:
1. We write in depth long reports on a company by company assignment.
2. We will model any of your stocks for you on a non-distributed basis.
3. We write short sale reports on a non-distributed customized basis.
4. Our in-depth investigative research reports are often between 80 and 140 pages long. They include doing research into competition, complete with interviews and telephone numbers of each company interviewed. We will customize a questionnaire for each contracted company and its industry. These in depth research projects are usually a few levels deeper and more comprehensive than traditional Wall Street research analysis.
5. We will customize a questionnaire for each contracted company and its industry. These in depth research projects are usually a few levels deeper and more comprehensive than traditional Wall Street research analysis.
6. We research in depth SEC filing analysis for forensic accounting projects.
7. Our 99 page report on Six Flags, PKS and 86 page report on TLC Vision, TLCV demonstrate our standard of research excellence.
8. We provide Independent Research Analyst Coverage for uncovered public companies.
9. We provide customized financial modeling. The Cohen Financial and Valuation Model, an analytical and portfolio management system, is a 100+ pages financial and valuation model for public companies. The Model is available to portfolio managers, analysts, corporations and other interested parties.
10. We provide in depth corporate analysis of public companies on a stock recommendation basis.
11. We do quantitative research and portfolio analysis and a contracted basis.
12. We do short sale research of public companies on a confidential and non-distributed basis.
13. We provide accounting, liquidity and structural analysis of complicated capital structure companies.
As an example, Cohen Independent Research Group was considered to be the definitive source in the USA for Y2K analysis during 1998 and 1999. Our firm hired 14 of the top 20 Y2K and Information Technology experts in the world. We created the world's only database that ranked and compared 3,000 domestic companies, evaluating each company's progress with Y2K compliance. In depth reports were written on hundreds of U.S. corporations under the previous name of our firm, Dirty Dozen Research: No Agenda. Cohen Independent Research Group was hired as the Y2K due diligence source for a number of the nation's leading financial institutions.
A signature of our research process is the retention of definitive experts in each field for our assignments. All reports are written at the PhD, MD, CFA, MBA and/or CPA level.
