Welcome to Channel Trend

We are an independent provider of stock market research.

Do you want the same high-quality stock research that leading financial institutions have used for over 30 years?

Since our founding in 1982 we have counted among our clients many of the best-known names in our industry, including Goldman Sachs, The Principal Financial Group, UBS, Credit Suisse First Boston, Deutsche Bank and Merrill Lynch.

Our approach is unique. We have two proprietary models: Stock Valuator and Price Projector. These two models are an excellent way to understand what we believe to be the two most important considerations in stock selection: value and price behavior.

Channel Trend combines Stock Valuator and Price Projector information in a single report known as Stock Assessments. If you are a professional investor looking for a solution that is cost efficient and time efficient, Stock Assessments is for you. Stock Assessments is recommended as the basis of a weekly portfolio management process. It is useful for front-end preliminary screening, to reduce a large universe of stocks to a short list of high-potential candidates, and to support tactical allocation decisions, such as the appropriate exposure for specific sectors/industries as well as stocks that are attractively ranked in those sectors/industries (and stocks to be avoided or shorted).

Channel Trend provides valuation reports for used by their C-level executives and boards of directors of individual publicly held companies to determine the appropriateness of possible corporate actions, such as stock buy-backs.

Individual investors who have less than $500,000 available for investment are commonly viewed by professional investment managers are being “too small to service” (as opposed to banks that are “too big to fail”). For those investors (and for their advisors), Channel Trend has a series of model portfolios.