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- Wall Street’s Number #1 Independent Research Firm
- Wall Street’s Number #1 Distribution Research Firm
- We are the recognized Gold Standard of Fundamental Research
- We believe that Wall Street has not seen, past or present, the prolific
in depth quality and length of our fundamental research reports. During the past 12 months, our
initiate coverage reports have averaged 149 pages.
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- D. Paul Cohen
- Founder: Bear Stearns West Coast
Regional Offices
- Founder: CBWL Hayden Stone
American Express West Coast Institutional Regional Offices
- Mr. Cohen: one of the original
Dirty Dozen analysts, considered by many to be the Top 12 Analysts in
the USA
- Founder: Cohen Independent
Research Group 1997
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- Fundamental Research: Wall Street’s Number #1 fundamental
Independent Research Firm.
- Distribution: Wall Street’s Number # 1 Research Distribution Firm.
- The Cohen 12+ Million Contact Campaign
- Raise Capital: We forecast and value private and public
companies, helping them to raise capital.
- Consulting: Available upon request
- Short Sale Research:
Subscription, Customized
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- Wall Street’s #1 Research Distribution Firm.
- Research Distribution: 5+ million
retail investors, 98% institutions.
- Direct Distribution: 7+ million
retail contacts. Includes
100,000+ stockbrokers, 50,000+ institutions, 20,000 IR/PR firms and IR
departments in private and public companies
- Telemarketing Distribution:
Please Inquire
- The Cohen Press Release Multiplier Distribution: Reaches research distribution network.
- Grass Roots Distribution Program:
Please Inquire
- Web Based Distribution: We have
more financial content than any fundamental research firm on Wall
Street.
- Speaker Distribution: D. Paul
Cohen speaks at seminars, public events and luncheons
- Private Meetings Distribution:
One on one meetings at public events
- Working with company’s IR, PR programs
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- Wall Street’s # 1 Independent Research Firm: We have raised the quality of
fundamental securities research to a standard that has not been seen in
Wall Street.
- Wall Street’s #1 Research Distribution Firm: The Cohen 12 Million Contact Campaign.
12 million retail investors,
50,000+ direct institutional readers, 100,000 stockbrokers,
20,000 PR/IR firms, 98% of all institutions, PIPE and Reverse Merger
investors
- Research with Video: New Concept. Click to video while reading research
reports
- 3 Statement 5-10 year forecasting and valuations: Base, Optimistic Pessimistic case
- Average report: LTM 149 pages. No fundamental research firm in
Wall Street, past or present, has ever done been this prolific.
- Brain Trust: 9 PhDs, 2 MDs, 6
CFAs, 3 with CPAs, plus industry
specialists, 21 analysts who work with our firm
- Most reports written by teams of 2 or more analysts: CFA levels, MBAs, CPAs
- Biotech reports: PhD/MD level +
CFA or industry specialist
- Performance: Outstanding
- Web Site: More financial content
than any Wall Street fundamental research firm. Attracts retail and institutional
investors
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- Between November 2002 and January 2009
- Highest within 30 days after initiate coverage: +38.1%
- Highest price since initiate coverage date to current: +1,270.5%*
- *During 2008, we forecasted the Meltdown, issued various short sales
reports which averaged +12,692%.
DSL went from $20.29 to $0.017 cents.
- Issuer Paid Research:
- We do not accept all companies as clients
- We select companies with solid management, access to cash, strong cash
position, a differentiating product line, competitive position, strong
industry and strong company fundamentals
- Often times other analysts pick up coverage after our report release
- Sometimes investors buy our initiate coverage releases because of our
performance record
- Powerful distribution helps our performance
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- 3 Reports in One – Short, Medium, Full
- All investors: retail, institutional and traders can choose sections in
the report to satisfy their investment interest. We deliver 3 separate initiate
coverage reports: Short, Medium,
Full
- Quick View section: 4-5 pages, summarizes the story in a nutshell.
- Table of Contents: 3-5 pages, provides investors a guide to pick and
choose what they wish to read.
- Text Boxes, left column, prose right column. Reader can pick and choose
- The Report: a 25-30 page, Wall Street research report that refers to the
Appendix for in-depth analysis:
- Financial Exhibits: 10-40 pages, forecasts, tables, charts and
valuations
- The Appendices: 30-130 pages
- Research with Video: New Concept. Reader watches video and continues
reading research report.
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- Provide research coverage for companies that do not have research
coverage, or whose coverage is minimal and distribute research to a
massive audience.
- Distribution: The Cohen 12+
Million Contact Campaign
- Stock Market Performance in the after market
- Raise Capital: Reports help
companies raise capital
- Short Sale Research
- Approximately 5,000 public companies do not have coverage, or have
inadequate coverage
- Use our website to attract retail and institutional investors
- Create a fundamental research culture and standard of excellence
unequalled by any fundamental Wall Street independent research firm
- Our purpose: to expand a
company’s shareholder base with long term committed, educated investors
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- www.cohenresearch.com our powerful unique website, has more financial
content than any Wall Street fundamental independent research firm
- Our website is designed to be a ‘mini-Bloomberg’ type site to attract
retail and institutional traffic to use it on a daily basis.
- Our website is a roadmap and learning tool for an investor to analyze a
given stock. It includes:
- Company overview: Charts: Pricing: Fundamentals (roadmap teaching
investor to analyze a stock): Earnings Estimates: Stock Screening: Trading Data: Stock Ownership: World Markets Overview: Market Movers: Latest News: Investor’s Toolkit
- Our website is sophisticated for the savvy investor, and simple to use
for the retail investor. It has
it all plus more. It is free of
charge.
- We invite you to spend time on: www.cohenresearch.com
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- The SEC has encouraged research coverage for 4,500+ companies that have
no coverage, or whose coverage is inadequate
- Wall Street has and will continue to go through a major restructuring
- Many fine analysts are now out of work
- Fewer research analysts have created a significant drop in coverage of
many public companies
- There is a vacuum of information for many important companies that do
not have research coverage
- Independent research is a fact of life.
It is here to stay.
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- The Model is the largest and most comprehensive fundamental research
model built in Wall Street. There
is nothing like it in the fundamental research industry. It gives us an enormous edge in
securities analysis.
- The Model powers our analytical research engine
- We have put much of the CFA and CPA credentials into Excel
- 300,000+ cells in excel
- 213,000+ different formulas
- 100+ charts, graphs and tables
- 28 Different Valuation Methods
- 5 Different Cash Flow Methods
- PIPE and Reverse Merger Modules Section
- Certain metrics bear Paul Cohen’s name
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- Forecasts EBITDA and Revenues:
- Example: young company without
earnings
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- Fee Structure: Please Inquire
- Quarterly Updates – frequent company contacts
- Other updates if and when appropriate
- Maintain Wall Street’s highest research quality
- Continually raise the bar of research excellence
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- Cohen Independent Research Group is Wall Street’s Number #1 Independent
research firm
- Distribution: The Cohen 12+
million Contact Campaign, retail,
institutional, stockbrokers, IR/PR firms is unequaled in the industry
- We invite your inquiry
- References will be furnished upon request
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