Data and insight, grounded in experience
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.
Issued prior to market open by Wealth Management research, The Dashboard provides a daily concise look at the markets.
Published each Monday, The Week Ahead offers market insights, up-to-date figures and a calendar of key market events.
Published quarterly, the Wealth Management research team summarizes the market and economic environment and its outlook for the future.
Our research team provides a practical overview into their strategic thinking including top equity picks.
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.
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.
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.
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