Palladian Research's products span a range of industries and sectors.

The Scratch Report

The Scratch Report identifies investment strategies, both long and short, for outperforming the S&P 500. This is accomplished by uncovering flaws in investment theories supporting the valuations of widely held S&P stocks and sectors and then articulating ways for investment managers to beat the performance of those companies while still having exposure to the category or marketplace. By conducting time-intensive due diligence and fundamental financial analysis, the service identifies investment catalysts that drive shareholder value. While S&P 500 companies are the foundation of each report, periodically the service identifies those companies not included in the S&P that are positioned to achieve higher returns under the investment scenario.

Scratch will on occasion identify investment opportunities based on special situations occurring within the marketplace such as governmental regulatory actions, etc. Such instances can have meaningful implications for a wide variety of stocks. Consequently, investment recommendations are made ahead of such scenarios to allow managers to capitalize on these outcomes.

Periodic updates are provided on featured companies when important events may affect a recommendation.

Most recent research

Edition #14, 11/26/03 "The Investment Case for Overweighting the Airlines"
-	After experiencing one of the worst cyclical downturns in their history, the airlines now represent a relatively insignificant amount of the S&P. Based upon the last ten years, if the airlines can merely return to some level of prior profitability, the weighting of this industry in the S&P could be significantly higher than current levels.
-	Companies mentioned include: Southwest (LUV), Delta Air Lines (DAL), AMR (AMR), Continental (CAL), Northwest (NWAC), JetBlue (JBLU) and Sabre (TSG).
To receive this report, please email: info@palladianresearch.com and include your name, company and phone number.

Edition #15, 12/30/03 “Value-Based Investment Strategies for the Drug Industry”
-	This report identifies those drug firms that represent value relative to the price that one pays for their respective R&D capacity.
-	Companies mentioned include: Merck (MRK), Schering Plough (SGP), Pfizer (PFE), Schering AG (SHR), Bristol Meyers Squibb(BMY) and Amgen (AMGN).
To receive this report, please email: info@palladianresearch.com and include your name, company and phone number.

View full research reports:

Scratch Edition #7: The Drug Industry (PDF file - 380Kb)

Scratch Edition #8: The Auto Industry (PDF file - 380Kb)

back to top

Distressed Securities Report

The Distressed Securities Report identifies opportunities within companies that are about to enter or exit, bankruptcy or financial distress. The service provides in-depth analysis and recommendations on both equity and fixed-income investments, in order to identify opportunities that are trading significantly below book value, yet have very favorable asymmetrical risk/reward attributes. They provide an entirely different risk-reward tradeoff than is possible in traditional investing.

Distressed Security Report Example (PDF file - 1Mb)

back to top