Wealth Management 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.

Insights

Our thought leaders offer their unique perspective on the issues, trends and events that shape our markets and our economy.

Our Top Picks

  • Focus List
  • Dividend Achievers
  • ESG 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.

 

Communication Services
Activision Blizzard, Inc. (ATVI)
Walt Disney Company (DIS)
Consumer Discretionary
Chipotle Mexican Grill, Inc. (CMG)
Expedia, Inc. (EXPE)
Nike, Inc. (NKE)
Consumer Staples
Molson Coors Brewing Co. (TAP)
Energy
Schlumberger NV (SLB)
Financials
PNC Financial Services Group, Inc. (PNC)
Synchrony Financial (SYF)
Umpqua Holdings Corporation (UMPQ)
Health Care
Amgen, Inc. (AMGN)
Merck & Co., Inc. (MRK)
Stryker Corporation (SYK)
Industrials
Deere & Company (DE)
General Dynamics Corporation (GD)
General Electric Company (GE)
Information Technology
Apple, Inc. (AAPL)
Intel Corporation (INTC)
QUALCOMM Inc. (QCOM)
Materials
Avery Dennison Corporation (AVY)
PPG Industries, Inc. (PPG)

 

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.

 

Communication Services
AT&T Inc. (T)
Consumer Discretionary
V.F. Corporation (VFC)
Consumer Staples
Costco Wholesale Corporation (COST)
Kimberly-Clark Corporation (KMB)
Energy
Exxon Mobil Corporation (XOM)
Financials
Chubb Limited (CB)
Health Care
Johnson & Johnson (JNJ)
Novartis AG (NVS)
Industrials
Emerson Electric Co. (EMR)
3M Company (MMM)
United Technologies Corporation (UTX)
Information Technology
Automatic Data Processing, Inc. (ADP)
International Business Machines (IBM)
Microsoft Corporation (MSFT)
Utilities
NextEra Energy, Inc. (NEE)

 

A differentiated way to invest in sustainability: ESG Achievers owns stocks of attractively valued, high-quality companies that also score favorably on Environmental, Social, and Governance (ESG) criteria.

 

Communication Services
AT&T Inc. (T)
Walt Disney Company (DIS)
Consumer Discretionary
Target Corporation (TGT)
V.F. Corporation (VFC)
Consumer Staples
Kimberly-Clark Corporation (KMB)
Financials
Invesco Ltd. (IVZ)
Prudential Financial, Inc. (PRU)
S&P Global, Inc. (SPGI)
Health Care
CVS Health Corporation (CVS)
Johnson & Johnson (JNJ)
Merck & Co., Inc. (MRK)
Industrials
3M Company (MMM)
United Parcel Services, Inc. Class B (UPS)
Information Technology
International Business Machines (IBM)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
QUALCOMM Inc. (QCOM)
Materials
Linde plc (LIN)
Real Estate
HCP, Inc. (HCP)
Utilities
American Water Works Company (AWK)

 

A list of timely selections from our thought leadership in the Wealth Management 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)
Leggett & Platt, Incorporated (LEG)
LTC Properties, Inc. (LTC)
NorthWestern Corporation (NWE)
Occidental Petroleum Corporation (OXY)
PepsiCo, Inc. (PEP)
Target Corporation (TGT)
W.P. Carey Inc. (WPC)
Alphabet Inc. Class A (GOOGL)
Caterpillar Inc. (CAT)
General Electric Company (GE)
Home Depot, Inc. (HD)
Intel Corporation (INTC)
Microsoft Corporation (MSFT)
Nordstrom, Inc. (JWN)
QUALCOMM Incorporated (QCOM)
Avery Dennison Corporation (AVY)
Deere & Company (DE)
Walt Disney Company (DIS)
PNC Financial Services Group, Inc. (PNC)
Costco Wholesale Corporation (COST)
General Dynamics Corporation (GD)
Molson Coors Brewing Company Class B (TAP)
PPG Industries, Inc. (PPG)
Stryker Corporation (SYK)
Zoetis, Inc. Class A (ZTS)

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