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
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, 6-month and 3-year trailing average for firms covering more than 1000 stocks, as of January 23, 2019.
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.
John is Vice President of Equity Research. He joined CFRA in April 2019. He is responsible for fundamental equity research and analysis covering several segments within the Information Technology and Communication Services sectors, including enterprise software and SaaS/cloud providers, Internet advertising/social media platforms, and game developers.
Prior to joining CFRA, John co-founded Samadhi Capital Partners, an investment advisor and equity research firm where he developed an investment process and framework targeted at tech sector equities, with a particular emphasis on gauging the impact of and identifying the long-term winners from artificial intelligence, machine learning, deep learning, neural networks, and related developments categorized under the larger “cognification of software” mega-trend. Before his entrepreneurial stint, he served as Senior Analyst and Portfolio Manager at Sands Capital Management, responsible for the firm’s investments within the tech sector.
John began his career in equity research with an independent equity research firm, Precursor, where he was ranked as the top analyst covering network equipment stocks among independent research firms. He also spent the first dozen years of his career in various roles within the tech industry. During this time, he published dozens of white papers and research reports on topics ranging from network processors, Virtual LAN (VLAN) technology, and the historical evolution of enterprise application architecture.
John graduated from Harvard University with a BA in East Asian Studies.
Matthew is Vice President of Equity Research at CFRA. He is responsible for providing differentiated and actionable research and recommendations on equities in the Materials and Industrials sectors. Matthew’s areas of focus include: metals & mining, construction materials, containers & packaging, and building products. Matthew previously held the position of Industry/Equity Analyst at S&P Global Market Intelligence.
Matthew joined CFRA in 2016 and S&P Global in 2014, after working on the buy-side as an Equity Analyst at London Capital Management in London, Canada, where he covered North American stocks in the Energy and Consumer Staples sectors. Prior to joining the equity research industry, Matthew worked as a Financial Analyst for companies in both the retail and fitness areas.
Matthew holds his Bachelor of Business Administration degree from Colorado State University and his MBA from Concordia University in Montreal, Canada. He is also a CFA charterholder.
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).