Research Reports Public and Private Companies - Subscription

Fundamental Research Corp. provides individual and institutional investors with high-quality industry, company specific, and academic-type research reports.  The quality of our research is maintained by pairing highly qualified analysts and industry experts.  For example, for companies in the mining sector, we would utilize a team consisting of a geologist with industry experience and one of our financial analysts.  We only use fundamental analysis, and our investment style is value-oriented. 

In general we look for companies that are trading at attractive valuations, have demonstrated the ability to earn profits, generate free cash flow, and have a modest capital structure.  We will also cover more speculative issues if we determine that the risk/ expected reward trade-off is favourable.

Research may be commissioned by a wide range of entities including investors, issuers, and institutions.  To learn more about the improvements of our research model over more traditional forms of research, visit Be in the Know!  Our independence is maintained by:

• Having no banking or brokerage business with companies under coverage; our focus is strictly on research
• Setting and collecting research fees in advance
• Adopting the CFA Institute's Standards of Professional Conduct and Code of Ethics
• Prohibiting analysts from trading in any security under coverage
• Protecting our editorial control over research, timing of release, and release of liability for negative reports by contract 

Our subscribers receive real-time access to all research.  After a period of time, the reports are made available to delayed users for a limited period.  You can find announcements of research as it becomes available on:

• Financial Sites tracking analyst actions such as Newratings.com, Baystreet.ca, Stockhouse.ca, Smallcapcenter.com, Proactiveinvestors.com and others
• First Call, Research Connect
• or by being placed on our delayed access distribution list

You can also find our research on:

• Major Institutional Delivery Channels: Thomson, Reuters, FactSet, Citigroupgeo, FactSet, Capital IQ and Zack's
• Our website
• Through various third party brokers

Research coverage of companies by brokerages and investment banks is dropping (see the table below).  Fundamental Research Corp is committed to providing you with the independent research you deserve as a shareholder.  This is especially crucial in the area of small and micro caps where it is essential to have a professional opinion.

Top Investment Banks/Brokerages -
Number of Companies Under Coverage

Source: Wall Street Journal

Interactive Valuation Models

Available only to subscribers, these Excel-based models allow investors to determine the fair value of any stock or option based on user-defined inputs.  Subscribers who do not have a full version of MS Excel can download a FREE viewer.