CFRA’s essential analytical tools will help you stay on top of changes in the markets so
you can make informed investment decisions, track strategies to maximize returns, and
deliver clear investment insights to your clients.
How it Works
DID YOU KNOW?
CFRA has one of the largest, most experienced and respected research teams
in the industry. You can rest assured that research from CFRA has been
developed and reviewed by top-tier professionals.
Ratings Actions and Bond Information Lookup
Options Strategies Based on CFRA Equity Research
Download Sample Research.
Strong Investars Rankings
CFRA is ranked #1 in “Buy-Sell” by Investars for 3-Month trailing average for firms
covering more than 1000 stocks, as of November 26, 2018.
Tools that Make Portfolio Development
and Monitoring Easier
Tools that Make
News and Commentary that offer independent insights
Conference calls, webinars and
branch visits with leading
industry professionals PLUS
educational seminars developed
for financial advisors and
Commentary on companies
from experienced brokers
Current economic data
including housing starts,
factory orders and
Exclusive asset allocation
Timely articles written by
CFRA’s analysts and strategists
on topics including sector
strategy, industry analysis
and mutual funds and ETFs.
Current information on
active stocks that could
impact your clients.
Analyst comments including
buy, sell and hold
Short and long-term technical
CFRA’s sector weights, and
coverage of best and worst
Commentary on equity
markets, S&P Futures,
and Federal Reserve.
Offers a glimpse of what’s
new on MarketScope Advisor,
including summaries of overnight
activity and a glimpse into the
day’s potential events.
Weekly newsletter identifies
the developments and trends
that affect stock performance
and makes recommendations on
when to buy, hold, and sell.
NEED HELP WITH YOUR POST MiFID II RESEARCH NEEDS?
CFRA has always been MiFID II compliant. We have always delivered
high-quality, cost-effective research focused on investors’ needs.
Talk to one of our product experts over the phone or request a consultation. This is a great first step
toward feeling more secure in this extraordinary period of regulatory change.
Many independent research providers claim to be conflict free, but they really aren’t. Independent research has always been at the heart of CFRA’s business model. We do not provide investment advisory services or manage portfolios because we don’t want to compete with our clients. Instead, we’ve always made it our mission to supply them with the best quality, forward-focused research.
As an independent and objective research provider, CFRA has the courage and integrity to call it like we see it on “Sell” ratings, without the influence of banking and trading relationships.
CFRA is one of the world’s largest independent research providers, but we’re still able to provide you with individualized help and support. We’re flexible enough to be able to integrate with your internal or external research reporting platforms.
See Why CFRA’s Approach is Better.
Prior to joining S&P Global in 1989 and CFRA in 2016, Sam served as Editor In Chief at Argus Research, an independent investment research firm in New York City.
He holds an MBA in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, PA. He is a CFP® certificant and is a Trustee of the Securities Industry Institute®, the executive development program held annually at The Wharton School of The University of Pennsylvania.
Follow Sam on Twitter: @StovallCFRA
Prior to joining CFRA, Todd previously served in other financial positions at S&P Global, such as International Mutual Fund Sector Specialist, Large Cap Value and Large Cap Growth Analyst and has served on the Fund Services Asset Allocation Committee. Prior to joining S&P Global in 2001, Todd was managing editor of Value Line Mutual Fund Survey and Senior Large Cap and Small Cap Value Mutual Fund Analyst. He was also a Financial Advisor with Morgan Stanley.
Todd holds a B.G.S in Finance from the University of Michigan and an MBA in Finance from New York University.
Follow Todd on Twitter at: @ToddCFRA
Prior to joining CFRA, Lindsey worked as an Investment Strategist with S&P Global within the Investment Advisory Services division. She worked in several different capacities at TheStreet.com before that, from helping to manage Jim Cramer’s small and mid-cap Charitable Trusts, to leading trader blog conversations and writing research. She learned the ropes as an equity research analyst at J.P Morgan and Deutsche Bank covering retail companies, and began her career in investment banking with Jefferies & Company’s Mergers & Acquisition group.
Follow Lindsey on Twitter: @LBellCFRA
Prior to joining CFRA and S&P Global, Tuna was a Senior Equity Analyst at Lehman Brothers, New York. He participated in key decisions by the firm’s Investment Policy Committee and was highly instrumental in managing a multi-capitalization equity portfolio, with primary focus on the Technology, Media and Telecom (TMT) sectors. Tuna also gained extensive global consulting experience in his previous roles at Arthur Andersen and KPMG.
Tuna earned an MBA in Finance from the Strathclyde University Business School in Scotland, U.K. He also holds a B.Sc. in Accounting from University of Nigeria as well as LL.B. (JD). Tuna is a CFA charterholder and a Certified Public Accountant (CPA).