Publications

       Concise presentation and timely delivery... 

Crystal Equity Research offers three types of publications that present different aspects of our analysis on a weekly, monthly and quarterly basis. 

Crystal Company Reports - published frequently on the financial performance of companies in our coverage universe. These reports include our ratings, estimates and detailed commentary on our rating rationale and valuation methodology. Our published estimates and ratings are also available through Zack’s, First Call, Fact Set and Morningstar.  Click on the icon to the right for our most recent performance results.

Our company reports feature the following content:

       Quick reference summary

       Investment thesis

       Valuation and outlook

       Trading guide

       Risk summary        

       Discussion of market opportunity and competition

       Discussion of supplier and distribution relationships

       Review of management qualifications

       Analysis of ownership and governance

       Financial, accounting and earnings quality analysis

       Environmental sustainability review

       Detailed earnings model

       Stock price and corporate history graph

Crystal Comments - posted weekly on our website, offering a view on recent developments in our coverage universe and the implications for valuation.  We also discuss our most recent field work and look at rating and estimate changes.

Crystal Industry Reports - published quarterly on selected industry or sector groups, featuring commentary on growth trends, profitability, technology innovation, competition and other fundamental developments. We include a summary and comparison of historical financial performance.

Small Cap SEARCH Newsletter  - published monthly on the financial performance of selected companies.  This newsletter features one new company and three additional new stock picks each month. Each issue includes an updated outlook on previous selections.  Click on the icon to the right for our most recent performance results.

Small Cap Strategist  - a web log published twice a week on a variety of topics related to the small cap sector such as governance, corporate reporting, market structures and institutions and emerging industries.