At Barnett & Company we
believe the health of a firm is a very important
factor in determining the risk associated with
an investment. Even if a company has strong
earnings prospects, it may not have the strength
to survive if it fails to realize those prospects
in a timely fashion. Healthier companies are
more likely to have the staying power needed
to correct problems when they occur and to take
advantage of opportunities that may not exist
at the time their future earnings are forecast.
• Through a process of screening large
numbers of stocks using public information and
proprietary databases available by subscription,
Barnett & Company looks for companies with
both positive prospects and low current valuation
relative to those prospects.
• We then evaluate the financial health
of the company offering the stock, using a number
of additional screening tools.
• Finally, we perform qualitative analysis
by perusing the company’s SEC documents
and testing for attributes that would have an
adverse effect on stock ownership.
For appreciation-oriented accounts, the end
result of these efforts is a collection of stocks
that we believe merit investment consideration.
When several stocks in a given industry make
the list, we narrow them down to the one or
two companies in the group that we feel are
the best prospects for appreciation.
Read
More / Previous
Page
Return to Services
|
