Our Process

We start with the 10Ks and 10Qs of companies and collect numerous bits of financial information about the company, its performance, and its environment.  We have a very large set of metrics to capture all the data about their financial condition and the overall of state. We then subject it all to our proprietary algorithm to develop a score on the securtiy.

We apply all our measures uniformly to all companies we analyze.

The SPO algorithm presents three zones within which the score on the company lies.  These zones represent an outlook on the security, whether its price is likely to rise, remain about the same, or decline in the next quarter.  Investment professionals use it as a guide to determine, per their criteria, for their Buy, Hold, or Sell recommendation to their clients.

 

BTW, we maintain no contact with the companies we analyze; we are not an IR firm.