Individual Investor Group Research

Data and insight, grounded in experience

Our Approach

Our research and analysis is focused on the fundamentals, while our value-oriented approach seeks to uncover attractive investment opportunities. We publish frequent research reports and updates on the companies under coverage to provide our clients with company and industry developments that may affect valuations.

Nationally, we have built on a long tradition of identifying premier "blue-chip" companies at attractive valuation levels. While our knowledge has a national reach, D.A. Davidson has a unique advantage in our research presence on the West Coast, home to a number of the largest, fastest-growing industries. Our positioning within this booming epicenter enables us to identify unique opportunities.

Our Top Picks

  • Focus List
  • Dividend Achievers
  • Primary Research Coverage

 

Our strategic opportunities list of best ideas is a managed model portfolio of investments for capital appreciation, consisting of securities where we believe price is below intrinsic value.

 

Consumer Discretionary
Chipotle Mexican Grill, Inc. (CMG)
Dollar General Corporation (DG)
Expedia, Inc. (EXPE)
Nordstrom, Inc.(JWN)
Conumer Stables
Church & Dwight Co., Inc. (CHD)
Energy
Schlumberger NV (SLB)
Financials
PNC Financial Services Group, Inc. (PNC)
Synchrony Financial (SYF)
Umpqua Holdings Corporation
Health Care
Express Scripts Holding Company (ESRX)
Merck & Co., Inc. (MRK)
Stryker Corporation (SYK)
Zoetis, Inc. Class A (ZTS)
Industrials
Deere & Company (DE)
General Electric Company (GE)
KBR, Inc. (KBR)
Information Technology
Apple Inc. (AAPL)
Intel Corporation (INTC)
QUALCOMM Incorporated (QCOM)
Materials
Avery Dennison Corporation (AVY)

 

Comprised of stocks with a minimum 10-year history of consecutive dividend increases and positive outlook for future growth, this portfolio seeks to emphasize consistent income with a growth component while minimizing risk.

 

Consumer Discretionary
V.F. Corporation (VFC)
Consumer Staples
Kimberly-Clark Corporation (KMB)
Proctor & Gamble Company (PG)
Energy
Exxon Mobil Corporation (XOM)
Financials
Chubb Limited (CB)
Health Care
CVS Health Corporation (CVS)
Johnson & Johnson (JNJ)
Novartis AG (NVS)
Industrials
Emerson Electric Co.(EMR)
United Technologies Corporation (UTX)
Information Technology
Automatic Data Processing, Inc. (ADP)
International Business Machines Corporation (IBM)
Microsoft Corporation (MSFT)
Telecommunication Services
AT&T Inc. (T)
Utilities
NextEra Energy, Inc.

 

A list of timely selections from our thought leadership in the IIG equity universe. For more in-depth coverage of these ideas, please contact your D.A. Davidson Financial Advisor.

 

Amgen Inc. (AMGN)
Duke Energy Corporation (DUK)
Healthcare Trust of America, Inc. Class A (HTA)
Kinder Morgan Inc Class P (KMI)
LTC Properties, Inc. (LTC)
NorthWest Corporation (NWE)
Occidental Petroleum Corporation (OXY)
Plains All American Pipeline, L.P. (PAA)
W.P. Carey Inc. (WPC)
Alphabet Inc. Class A (GOOGL)
Apple Inc. (AAPL)
Caterpillar Inc. (CAT)
Costco Wholesale Corporation (COST)
General Electric Company (GE)
Harley-Davidson, Inc. (HOG)
Home Depot, Inc. (HD)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
Nordstrom, Inc. (JWN)
QUALCOMM Incorporated (QCOM)
United Rentals, Inc. (URI)
Chipotle Mexican Grill, Inc. (CMG)
Church & Dwight Co., Inc. (CHD)
Dick's Sporting Goods, Inc. (DKS)
Dollar General Corporation (DG)
Potash Corporation of Saskatchewan Inc. (POT)
Schlumberger NV (SLB)
Stanley Black & Decker, Inc. (SWK)
United Natural Foods, Inc. (UNFI)
Zoetis, Inc. Class A (ZTS)
Avery Dennison Corporation
Deere & Company (DE)
PNC Financial Services Group, Inc. (PNC)
Expedia, Inc. (EXPE)
PPG Industries, Inc. (PPG)
Stericycle, Inc.(SRCL)
Stryker Corporation (SYK)

    Find A Professional

  • By Name
  • By Location

Experience the strength of advice. Search by name for a D.A. Davidson professional near you.

Experience the strength of advice. Search by location for a D.A. Davidson professional near you.