Bespoke Investment Group Featured in BusinessWeek

Bespoke Investment Group was featured in the latest issue of BusinessWeek in an article highlighting the best sources of independent research for investors.  In the article titled "The Equity Research Shortfall," Aaron Pressman writes that "there's solid information out there if you know where to look."  An excerpt of the article is provided below:

Paul Hickey and Justin Walters left Birinyi Associates, the money management and analysis outfit of former Salomon Brothers stock trader Laszlo Birinyi, to found Web-based research firm Bespoke Investment Group in May 2007. Along with a free blog, Hickey and Walters offer a $365 annual premium research service that includes daily reports on key market indicators as well as stock and sector picks and pans.

For example, after a huge runup in the prices of coal industry stocks in the spring of 2008, Bespoke issued a June 19 warning that the sector was poised to fall based on excessively high price-earnings ratios. "It's hard not to shake your head at these charts and realize that someone is going to get burned," the pair wrote. Since then the sector has plunged, with the Van Eck Market Vectors Coal exchange-traded fund off 75% in the past six months, vs. a 30% drop in the Standard & Poor's 500-stock index. Most recently, Bespoke moved its model portfolio to 95% equities from 70% cash on Nov. 20. The S&P 500 is up 21% since.

Thanks to BusinessWeek and Aaron Pressman for the nice writeup!  To learn more about the Premium service mentioned in the article and to subscribe for just $1 per day, please visit www.BespokePremium.com.

Comments

[dj]

Not to worry,Nov20th. rally is still on....hope you have offshored some cash

[cm]

congrats, good job. How do you think these new P2P sites this guy talks about at www.crashmarketstocks.com talk about effects gs and ms? Freak, with these kinds of returns I dont know if I will use a bank again, thoughts?