Products & Services
From Data to Insight: Research Grounded in Experience
Our research and analysis is focused on the fundamentals, while our value-oriented approach uncovers attractive investment opportunities both within our local region and among major national companies. We publish frequent research reports and updates on the companies under coverage to provide our clients with the most recent company and industry developments that may affect valuations.
Local knowledge and close proximity to company headquarters and operations across our core region allow our analysts to go beyond the raw numbers and identify trends or developments early. This "bottom-up" approach has allowed many of our analysts to become primary sources of equity research information on Northwest companies, both for institutional and retail investors.
D.A. Davidson & Co. has built on a long tradition of identifying premier "blue-chip" companies at attractive valuation levels. This strategy is intended to provide opportunities for our clients to build positions in solid companies with prospects for long-term growth and return. In addition to specific stock ideas, we provide portfolio strategy ideas to assist investors in building portfolios that fit their individual needs and goals.
|Senior Vice President, Director of Research|
|Senior Vice President, Chief Investment Strategist|
|Associate Director of IIG Research|
|Senior Research Analyst|
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The Dividend Achievers List
The Dividend Achievers List is comprised of stocks that have a minimum 10-year history of consecutive dividend increases and have a positive outlook for future growth. The goal of the portfolio is to emphasize consistent income with a growth component while minimizing risk. We strive to maintain diversity across economic sectors and to limit portfolio turnover in order to reduce capital gains liability. In addition, we expect the overall dividend yield for the portfolio to be above the average market yield.
The Focus List
The Focus List is D.A. Davidson's strategic opportunities list of best ideas. It is a managed model portfolio of investments for capital appreciation consisting of securities where we believe price is below intrinsic value. Candidates for the portfolio will tend to be high quality companies in viable industries where value is temporarily underappreciated. The companies included on The Focus List are selected from companies covered by D.A. Davidson's Institutional Research and Morningstar Equity Research, which is our correspondent research provider.