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Distributed via Bloomberg, Capital IQ, Reuters, FactSet, and LSEG

20+ years of excellence brings institutional insights to you

Stock Analysis Dashboard
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Our stock price targets are distributed via Bloomberg, Capital IQ, and FactSet — and seen on:

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Everything You Need to Make Smart Decisions

All users get access to these features.

A Fair Value on Every Stock

Stop Guessing – Access our proprietary algorithm which calculates a fair value on every stock and is based on the same formula we use when evaluating stocks for investing our firm's own capital.

Stock Screener

Analyze thousands of North American stocks (Canada & US) with comprehensive filters.

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  • Research delayed by 7-days
  • Real-time Top Picks & Analysts Ideas
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  • Fair Value Analysis: 10 per month
  • Screener (no fair value sorting)

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Research7 day delay
Top PicksReal time
Analysts Ideas of the weekReal time
Special VIP EventsLimited
Analyst Questions Via EmailNone
Fair Value Analysis10 per month
ScreenerYes (no fair value sorting)
Introductions to Management TeamsNo
AccountsOne
Annual Membership Fee$0
Monthly Membership Fee$0
ResearchReal time
Top PicksReal time
Analysts Ideas of the weekReal time
Special VIP EventsPriority
Analyst Questions Via Email5 per month
Fair Value AnalysisUnlimited
ScreenerUnlimited
Introductions to Management TeamsYes
AccountsOne
Annual Membership FeeUS$149.99 (save $30)
Monthly Membership FeeUS$14.99
ResearchReal time
Top PicksReal time
Analysts Ideas of the weekReal time
Special VIP EventsPriority
Analyst Questions Via EmailUnlimited + phone/zoom
Fair Value AnalysisUnlimited
ScreenerUnlimited
Introductions to Management TeamsYes
AccountsFirmwide
Annual Membership FeeLet's Talk
Monthly Membership FeeN/A