The Buyback Value Report

Launched by WhiteSand Research in 2008, The Buyback Value Report is a U.S. public equity focused research product that examines companies that have announced a share repurchase program over in the last several months.Launched by WhiteSand Research in 2008,

Methodology

The research methodology employed under The Buyback Value Report service entails an algorithmic screening and proprietary ranking system designed to identify opportunistic buyback announcements utilizing a blend of technical indicators and historical company-specific characteristics.

Each share repurchase announcement is examined in detail according to a specified set of criteria including, but not limited to, relevant technical and pricing indicators, comparative sector ranking and performance trends, as well as an examination of internal buyback “strength” based upon a thorough independent analysis of historical catalysts conducted outside of the most recent share repurchase announcement. Utilizing a systematic and time-intensive approach, the strength of each share repurchase announcement is assessed a proprietary buyback score between “0” to “+2” according to the following assessment scale:

  • +2 score: 75% to 100% correlated with successful buyback characteristics. Companies with scores of +2 may have high probabilities of future stock appreciation.
  • +1 score: 50% to 75% correlated with successful buyback characteristics. Companies with scores of +1 have moderate to high probabilities of future stock appreciation.
  • 0 score: Less than 50% correlated with successful buyback characteristics. Companies with scores of zero may have low probabilities of future stock appreciation.

Monthly initiation reports and investment recommendations are formulated upon an investigative style of research, integrating the characteristics of the announced share repurchase program with fundamental qualitative and quantitative analysis with respect to future cash flow and earnings growth potential. While each buyback case is specific to the underlying technical and subjective characteristics surrounding the announced repurchase program, the focus of the report is to identify the buyback situations likely to present significant deviations relative to inherent firm value versus market perceived pricing levels.

Deliverables and Pricing

The Service Includes:

  • Featured Reports- which provide in-depth analysis on undervalued companies that have announced a significant share repurchase
  • Weekly & Monthly Calendars- with rankings on all buyback announcements
  • Analyst Access- is unlimited for clients via phone or email
  • Archived Reports- are provided on WhiteSand Research’s website
  • Access to our Financial Weapons blog, with relevent news updates as well as access to the WhiteSand research user community
  • Access to our WhiteSand Research Twitter and Facebook communities, with up-to-the minute news on spin-offs and bankruptcies and other restructurings

Pricing:

  • This is a yearly-based subscription
  • There are unlimited users that can be added to the distribution list
  • This is an approved soft dollar-able service and clients have the freedom to use any broker