Research categories
1) JPMorgan Chase & Co ‘I attended a recent analyst session organized by JPMorgan and the firm was very responsive to questions’ – buy side
2) Danaher ‘Danaher runs a good investor day and the IR team is well informed and responsive. I feel it doesn’t allow enough time to ask questions on conference calls but it is super-accommodating on regular earnings calls and at other times, too’ – sell side
3) Schlumberger ‘Schlumberger does the best IR presentations. It is great at conveying the message’ – sell side
=4) Medtronic ‘Medtronic has superb, informative investor days’ – sell side =4 Micron Technology ‘All the semiconductors are in a down cycle but Micron actually comes out and talks to us, whereas most are hiding quietly somewhere’ – sell side
=4) Salesforce.com ‘Salesforce.com holds the biggest gathering of the year: the Dreamforce Conference. It’s like the Super Bowl. It hosts an analyst day in conjunction with it and we get to meet the customers’ – sell side
=4 Sherwin-Williams ‘Great disclosure from Sherwin-Williams. It’s always open and fair, with transparent communication in meetings’ – buy side
=4 Thermo Fisher Scientific
9) Verizon Communications ‘Verizon is not just a great stock – it also has to get credit for being so proactive. It knows its shareholders and emails us to organize meetings; it doesn’t just sit and wait for our call’ – sell side