Best Practices for Equity Research Analysts: Essentials for Buy-Side and Sell-Side Analysts

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Average: 3.9 (742 ratings)

Source: McGraw-Hill
James J. Valentine, CFA
403 pages



James J. Valentine, CFA provides a professional guide for equity analysts, focusing on best practices for identifying and monitoring critical factors, creating financial forecasts, deriving price targets, making recommendations, and communicating ideas.

Chapter 20, "Overcome Challenges to Creating Discerning Stock Calls" has been provided to CFA Institute as a sample. The continuing education recommendation of 13 hours applies to the whole book, which is available for purchase online.

This author is featured in the January/February 2011 edition of CFA Magazine.
  • Equity Investments:
    • Fundamental Analysis (Sector, Industry, Company) and the Valuation of Individual Equity Securities
Credits · About the CE Program
13 CE (including 0 SER) Manage CE Credits

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