How analyst reports can help you decide when to buy, hold or sell stocks
Uncover investing ideas and stay on top of the markets.
CIBC Investor’s Edge
Dec. 05, 2024
4-minute read
As an Investor’s Edge client, you have a unique advantage that sets you apart in the world of retail investing. Imagine having access to the same high-quality research reports1 that institutional investors use to make their decisions. Reports from CIBC Capital Markets, Morningstar and Thomson Reuters/LSEG2 are designed to help you uncover new investment ideas, stay on top of market trends, and understand what the experts are recommending. It’s like having a team of experts by your side, guiding you through the complexities of the stock market.
CIBC Capital Markets: Expert opinions and market trends
At Investor’s Edge, you have access to research reports from CIBC Capital Markets. You’ll be exposed to the same high-quality information that institutional investors use to develop their strategies.
CIBC Capital Markets offers reports that are packed with expert insights and analysis of market trends. These reports often include big-picture economic analysis, sector-specific research and detailed evaluations of individual companies. This comprehensive approach helps you see the bigger picture and spot opportunities that fit your investment strategy.
One of the best parts of CIBC Capital Markets reports is the expert opinions and forecasts they include. For example, if you’re interested in the energy sector, their reports might analyze oil price trends, regulatory changes and the financial health of key companies. This information can help you decide which stocks to buy or sell and when to do it. These reports can be especially useful if you don’t have the time or expertise to do your own in-depth research. By considering the advice of experienced analysts, you can improve your understanding of the factors that can influence your portfolio’s performance and avoid making uninformed decisions.
Morningstar: Easy-to-understand ratings and in-depth analysis
Morningstar rates stocks on a 1- to 5-star range3, which makes it easy to quickly assess the quality of a stock. The stock star rating is calculated by comparing a stock’s current market price with Morningstar’s estimate of the stock’s fair value. The bigger the discount, the higher the star rating. Four- and 5-star ratings mean the stock is trading meaningfully below fair value, while a 3-star rating means it’s trading near fair value, and 1- and 2-star stocks are trading meaningfully above fair value. This simple system can help you make quick decisions about which stocks to consider.
But Morningstar doesn’t stop there. Their reports dive deep into a company’s financial health, competitive advantages and position in the industry. This detailed analysis can help you understand why a stock is performing well or poorly. For instance, if you’re thinking about investing in a tech company, Morningstar’s report can tell you about its innovation capabilities, market share and future growth potential.
Thomson Reuters/LSEG: Data-driven insights and global perspective
Thomson Reuters/LSEG is a top provider of data-driven insights and analysis, offering a global perspective that’s great for investors looking to diversify their portfolios. Their reports are known for their rigorous data analysis and objective evaluations of stocks, ensuring you get accurate and reliable information.
One of the key benefits of LSEG reports is their focus on global markets. If you’re interested in international investments, their reports can provide detailed analysis of companies and markets around the world. For example, if you’re considering adding emerging market stocks to your portfolio, LSEG can offer insights into the economic conditions, political stability and growth potential of various countries. This information can help you find high-potential opportunities and manage risks associated with international investments.
Imagine having a team of experts to guide you through the complexities of the stock market. That’s what you get with analyst reports from CIBC Capital Markets, Morningstar and Thomson Reuters/LSEG. CIBC Capital Markets offers a deep dive into market trends, making it easier for you to spot opportunities and make informed decisions. Morningstar simplifies the process with easy-to-understand ratings and thorough analysis, allowing you to quickly gauge a stock’s quality. Thomson Reuters/LSEG brings a global perspective and data-driven insights, helping you diversify your portfolio and stay ahead of market trends.
By using these reports, you can gain a better understanding of what drives market performance, uncover high-potential opportunities and manage risks more effectively. The true value of these reports lies in their ability to equip you with the knowledge and insights needed to build a robust and successful stock portfolio. It’s like having a roadmap to navigate the financial markets with confidence.
1 Research reports from entities other than CIBC World Markets Inc. are not prepared subject to Canadian disclosure requirements.
2 Because LSEG is regulated by the FSA (Financial Services Authority), it must disclose major shareholdings in an issuer when it releases a research report. The FSA defines major shareholdings as those exceeding 5% of total share capital in the relevant issuer held by the firm or any affiliate. This is in contrast to firms regulated by CIRO (Canadian Investment Regulatory Organization), where the threshold for disclosing major shareholdings occurs at ownership of 1% or more of any class of the issuer’s equity securities.
3 Refer to Morningstar's Picks: How Our Ratings Work Opens a new window.
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