The Battle Road Alert:
Eight Primary Benefits

1. Screen for new Buy and Sell ideas. Each month we update The Battle Road Alert coverage universe to reflect changes in share price and valuation. This reservoir of timely statistical data is utilized to identify new investment opportunities.
2. Keep apprised of our Exploration List and Sell List. Battle Road Research (www.battleroad.com), an independent equity research firm founded in 2001, selects a limited subset of the coverage universe that it believes will out-perform the coverage universe as a whole, taking into account valuation, and proprietary quantitative and qualitative measures developed by Battle Road. We also screen for Sell ideas, utilizing unique proprietary metrics.
3. Identify orphaned stocks.  Companies that perform poorly shortly after their IPOs can find themselves with little or no Wall Street research coverage. Some of these companies have the potential to stage a comeback based on a new product, new management team, or a new-found interest in listening to shareholders. These “orphaned” stocks may present investment opportunities.
4. Home in on over-valued stocks. Small and mid-cap stocks in particular, are routinely “over-bought,” and can trade at stratospheric, unsustainable, valuation levels. Anticipation of an earnings miss, product delay, or poorly-timed follow-on offering may present opportunities to build an initial position.
5. Learn about the best and worst performing stocks in each sector. Each month, we highlight the best and worst performing stock in each sector, explain the reasons for the stock’s performance, along with where the stock, in the aftermath of its rise or fall, ranks in relation to its peers.
6. Stay abreast of the best and worst performing sectors. Each month, we keep you informed of the best and worst performing sectors, as well as changes in their valuation parameters. We summarize our findings as part of our monthly service.
7. Screen for meetings with company management. Besieged by requests from investment banks and brokers to meet with their underwriting clients, fund managers and analysts use The Battle Road Alert to screen for conference calls, Zoom meetings, and face-to-face visits with company management.
8. Keep current on recent IPOs and spinoffs. Each month we profile recent IPOs and other new listings as market conditions warrant, providing an overview of the company’s products and services, our assessment of the company’s prospects, as well as where the stock trades in relation to its peers.