NDR Stock Selection

The NDR Stock Selection provides broad, objective stock-selection analysis, detailed stock screening information and implementation ideas.

  • Uses charts, portfolio analysis tools and model portfolios to help investors identify stock-return drivers, evaluate portfolio holdings and generate stock ideas
  • Helps unlock alpha, mitigate risks and enhance productivity
  • Offers factor research to identify stock-return drivers within a benchmark
  • Provides portfolio management tools to evaluate current holdings for risks and opportunities

What we deliver

Factor Analysis

  • Performance Reports
  • Metrics Report
  • Correlation Reports

Stock Ideas

  • Stock Screener
  • Focus Ranks
  • Tearsheets
  • Other Composite Models

Portfolio Evaluation

  • Dashboard
  • Reverse Stock Screener
  • Valuation Tool
  • Chart Builder/Bundler

Transparency

  • Product Guides
  • Performance Charts

 

How we do it

  • NDR’s 360 approach combines fundamental and technical research disciplines: fundamentals tell us how the markets should be acting, while technicals reveal how the markets are acting. 
  • Truly insightful and timely ideas demand a balance between fundamentals and technicals; actionable ideas meet balanced, strategic insights through our 360-degree methodology.
  • Successful investing is seeing the signals and making informed decisions; to do this, we provide a clear view of the whole investment picture, including a perspective on sentiment.
     

Examples of NDR's Stock Selection

Favor stocks with improving earnings expectations

June 23, 2021 | Brian Sanborn

  Download PDF

Select stocks with higher earnings revisions

May 26, 2021 | Brian Sanborn

  Request Access

Public-Stock-Selection Staff bio

About Us

Brian Sanborn, CFA SVP, Wealth Management Solutions

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