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Welcome to Wm Smith & Co..
Wm Smith & Co. is an event-driven, special situations, institutional research firm that utilizes 13D filings, insider buying, 13F filings, and stock buybacks to generate investment ideas. Since 1983, we have followed and studied this methodology, which provides the Company with good insight into how successful investors think.
After we identify an idea, we meet with management and when possible, tour their facilities, and speak with competitors, customers and suppliers. Our typical report is 10-15 pages of in-depth analysis, which includes a price target. We publish six to ten new ideas annually, holding ourselves accountable for each idea by keeping every recommendation on our Stock Performance Summary listed below. |
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Large cap: 73.64% vs 15.32% for S&P 500 Small cap: 68.37% vs. 23.42% for Russell 2000 View Performance Record |
Since December 1995, we have published research reports on over 100 new stock ideas. The following is our Stock Performance Summary through June 30, 2010 listing each stock idea, based on market capitalization, benchmarked to the S&P 500 or Russell 2000. All stocks are included on the Performance Summary. See Stock Performance and Acquired Companies Summary.
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Large Cap Company List Small Cap Company List Sample Report |
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Sample Daily Idea Note Sample Daily Idea Note Weekly Summary - 13D, F, G, Insider Filings |
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Wm Smith & Co.
Securities offered through Wm Smith &Co., Member SIPC. We clear through Jefferies & Co., Inc. DTC # 0019
Call Ty Gates at:
1-800-757-0755 or 303-831-9696
Blanket coverage on NYSE, AMEX and NASDAQ Stock Exchanges.
Full access to all US equity markets.
FIX capabilities for electronic order routing.
Oasys acronym: WMSMITH.
Alert new account and account update system. |
Since inception in October 1993, Wm Smith Securities, an affiliate of Wm Smith & Co., has participated in over 100 public and private capital markets transactions with some of the leading names in the industry including Goldman Sachs, JP Morgan, Bear Stearns & Co., Lehman Brothers, Merrill Lynch and Donaldson, Lufkin & Jenrette, Inc. (now a part of Credit Suisse).
Relationships drive our business and as a result, we are very selective. Putting our reputation behind management teams is something we take very seriously. We are committed to delivering exceptional value to the companies we represent and the institutional clients we serve.
We invite you to contact us.
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This website is not intended as a solicitation for the purpose or sale of any security. It is provided for informational purposes only. Click Here to read disclaimer.Click Here to read privacy policy. |
