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Sabrient Systems

PSW Readers:

PSW has added a new section featuring Sabrient Systems, an independent equity research firm founded by former NASA scientist and retired CEO of Telescan, Inc. David L. Brown.  Sabrient's mission is to help clients enhance performance and manage risk by providing unbiased, fundamentals-based, quantitative research for nearly 6,000 stocks, indices and ETFs. 

Sabrient's research team is headed by David L. Brown and Dr. Joshua Anderson.  As a lifelong investor, David Brown designed and developed the stock search program, ProSearch, and the market-timing indicator, the Brown Breakout Ratio (BBR). He was named Stock Traders Almanac's Man of the Year for 1988 for "[showing] the average investor how to spot the stocks that the hottest money managers are buying." He has edited several market letters, including the Undervalued Growth Report, a real-money portfolio which he published for 10 years with a record of nearly 20% compounded annual returns. David taught finance and security analysis courses at the University of Houston and has documented his investing expertise in four books on investing, including All About Stock Market Strategies : The Easy Way To Get Started and Cyber-Investing: Cracking Wall Street With Your Personal Computer (Wiley Investing). The latter was named Book of the Year in 1997 by PBS's Inside Money. 

Josh Anderson is a financial model developer and Sabrient's computational-systems architect. His research interests include developing models of investor behavior at individual and institutional levels. Prior to joining Sabrient, Josh developed prepayment and corporate-bond risk models for BlackRock Financial Management. He received a Ph.D. in Economics from the University of California at Santa Barbara.  

Also at Sabrient, Stephen Stonefield, specializes in the management of financial conglomerates and advising corporations on financial matters.  Stephen spent seven years as Credit Suisse Chairman in Asia and brings a wealth of knowledge and contacts to Sabrient.

Sabrient is committed to seeking new and better ways to measure, analyze and interpret market data in order to successfully adapt to changing market conditions and substantially improve investment results. Sabrient's clients include portfolio managers, financial advisors, self-directed investors, and several Online brokers. Wall Street investment banks such as Credit Suisse, Deutsche Bank, Thomas Weisel, and UBS Warburg have provided independent research to their retail customers with Sabrient's Ratings Reports. Sabrient provides multiple Long/Short strategies to Marshall Wace, one of the largest hedge funds in the City of London.

PSW is teaming up with Sabrient to provide scientific and statistically sound methods in the design of stock market strategies to help investors enhance their performance. Sabrient offers a variety of services to investors with differing needs and objectives, ranging from free materials and commentary to a selection of subscriptions services which provide buy and sell ideas on a regular basis.

Here is a description of three of Sabrient's current offerings:

 

The Dark Horse Hedge

New, intermediate to long-term portfolio model as of June 30, 2010! For the first newsletter and initial stock positions, click here. No sign-up required, just visit the Sabrient section of PSW for updates.

More about The Dark Horse Hedge:

Scott Brown, Managing Director - Retail Division at Sabrient, is launching a newsletter with Phil's Stock World based on the highly successful and popular Investors' (NYSE:H)Edge product. The Dark Horse Hedge newsletter is a Long/Short retail portfolio taking advantage of technical market trends to tilt the balance of LONG vs. SHORT in bearish, bullish or range bound markets for added Alpha (the measure of return on a risk adjusted basis). Long and short equity positions taken in The Dark Horse Hedge portfolio will be chosen using Sabrient's rating system, which is primarily based on fundamental criteria. Because the stock positions will generally held for intermediate to long periods, these positions are ideal for using with option strategies taught by Phil Davis, of Phil's Stock World.

The Dark Horse Hedge (DHH) newsletter will follow a number of guidelines attempting to minimize systemic risk, or "Beta." Beta is a measure of the volatility of a portfolio in comparison to the market as a whole. To keep beta low, the DHH portfolio will have both long and short positions and, consequently, dramatic moves in the market will always be in the direction of at least part of the portfolio. DHH will focus on being long high quality stocks, and short low quality stocks. Long positions should fare better than average during market selloffs. In contrast, short positions, selected from the lowest ranking stocks, should perform well during selloffs. These should also underperform the higher quality names in a stronger market...

To learn more, read the first installment of The Dark Horse Hedge in which we establish initial short and long positions.

Platinum Level Service

Investor's (H)Edge is a balanced Long/Short portfolio based on the Institutional VCU strategy. Priced at $37.50/month and comprised of 13 long and short positions, this product is suited for any individual investor who wants the peace of mind to know that their portfolio is protected in any market, up or down. Investors' (H)Edge is also attractive to most individual investors because it only requires monitoring on Thursday's to review 1 long and 1 short position. The Investors' (H)Edge portfolio has gained +8.6% for 2010 as of July 1, while the S&P 500 is at -6.84%. Since January 2009 the I(H)Edge portfolio is +36.9% providing peace of mind during the bull market of 2009 and the volatile year so far in 2010. Read the most recent Investor's (H)edge here: Investor's (H)edge.

Sabrient's Select Opportunity monitors stocks with highest and lowest Sabrient Outlook scores seeking "Select Opportunities" to make short term trades based on technical breakouts identified by Sabrient's chief technician. Alerts are sent via email during the trading day advising clients when these "Select Opportunities" occur.

Investor's (H)edge and Select Opportunity portfolios are subscription services, both are included in the platinum level service. Sabrient is providing PSW with an exclusive window into their current positions and recent activities.  Yes, this is the case.......Platinum users get access to everything Sabrient has to offer including these 2 actionable alert services for $37.95/month and PSW has been getting a glimpse of those programs through the work of IC.

List of recent market activity in Sabrient's Select Opportunity portfolio:

June 16

June 22

June 23

June 28: The Week Ahead (current positions and watch lists)

June 29

July 1 

 

New Alpha and Mesa-Sabrient Trading Services

Read more about Alpha and Mesa: The Winners of the Sabrient Technical Challenge Are . .

Alpha-Sabrient Trading Alerts

Recent alerts:

June 29

July 1

Mesa-Sabrient Reversal Alerts

Most recent alert: July 1

Sign up for FREE trials to Alpha-Sabrient Trading and Mesa-Sabrient Reversal Alerts here.


We hope you enjoy our latest addition to the site, and welcome your feedback!

Ilene  

Disclosure: none