The Global Contrarian report builds on the success of the domestically focused Contrarian Research Report by identifying companies primarily in Western Europe and Asia whose financial success in truly independent from the fluctuations in the U.S. economy.  Given the rising correlation between the MSCI-EAFE and S&P 500 indices over the last ten years, it could be argued that portfolio managers seeking to diversify internationally have gradually lost their ability to lower volatility through the purchase of foreign equities. The Global Contrarian avoids companies that rely heavily on U.S. operations or are vulnerable to a slowdown in the U.S. export market.  In order to qualify for recommendation, each company must meet the proven investment criteria of high and sustainable returns on invested capital, enabling them to act as compounding investment vehicles. The service focuses on companies with under-developed or undiscovered natural resources; monopoly, oligopoly or consolidating industry structures; with benefical exposure to the long term impact of emerging economies.

The Spin-Off Report, authored by Murray Stahl and Ryan Casey, monitors the progress of all U.S. spin-offs from announcement date through when-issued trading, and continues coverage through the first quarter of trading. The service provides fundamental research reports on the subsidiary prior to divestiture, and highlights arbitrage opportunities and trading techniques both before and after the record date. The Spin-Offs of Tomorrow report provides a detailed overview and analysis of companies believed to be potential spin-off candidates with a unique viewpoint and rationale. In addition, clients receive the Bits & Pieces report; a monthly supplement to the service that identifies mispriced stub securities, tracking stocks and other arbitrage opportunities. The Spin-Off Report Compendium provides an effective forum to discuss restructurings outside the realm of spin-offs, as well as intriguing divestitures in foreign markets.

Published by the Institutional Research Group, The Bankruptcy Calendar monitors the progress of all U.S. listed companies with over $250 million in assets expected to emerge from bankruptcy. The Bankruptcy Calendar routinely publishes full reports on companies that are poised for a near-term exit from bankruptcy, as well as recently emerged companies that present investors with compelling return potential. Upon request the authors will produce bespoke work for clients requesting analysis of individual companies.