research

Birinyi Associates Research

For seventeen years, Birinyi Associates has delivered market intelligence to Wall Street institutional clients and individual investors who seek analysis characterized by precision, originality and objectivity -- traits which have become the foundation of Birinyi's reputation for excellent research products.  Readers of Ticker Sense will recognize the unique and inimitable perspective of Birinyi Associates' research, of which they get a small taste every day on the blog.  Those who want more have come to the right place.

Two of our finest and most popular products -- the Birinyi Reminiscences Newsletter and the Mini-Institutional research service -- are available for subscription easily and securely on this site.  The features offered within each of these packages are detailed below, and samples are accessible by clicking on the name of each product.

Birinyi Institutional Service offers research above and beyond the requirements of individuals. This service will be custom tailored to the needs of any institution.  We offer a wide variety of both domestic and international stock ratings, custom portfolio analysis, and international equity returns.  For more details click here.

The Mini-Institutional Service

Clients of Birinyi Associates' Mini-Institutional service receive our most sophisticated and in-depth research on a daily basis while also receiving access to our vast archive of topical studies and research reports.  A Mini-Institutional subscription is available for $150 per month or $750 per six months and includes:

• Chart of the Day (daily) -- One of our most popular and highly-publicized releases, the COTD is a daily exercise in different forms of market analysis whose focus ranges from macroeconomic principles to predominant news items, all with an emphasis on promoting a depth of understanding about the market and its contexts.
• Daily Market Report (daily) -- Includes a summary of the prior day’s market activity, pre-market activity in both US equities, S&P 500 futures and commodities. The report summarizes the day’s important news items, significant analyst actions (including the analyst's prior performance), and the day's earnings with prior performance after similar reports. We condense several important technical indicators into a snapshot outlook of the market and also provide an S&P 500 "Sector of the Day" highlighting either a high or low extreme.
• Overbought/Oversold Report (daily) -- The OB/OS report illustrates where a stock is trading relative to its 50-day moving average and theoretical highs and lows. Stocks that appear on the report are randomly generated from the S&P 500, S&P 400 and Nasdaq 100 in addition to the entire Dow Jones Industrial Average.
• S&P Daily Flows (daily) -- This report details the net money inflows or outflows in each of the major indices and the S&P 500 sectors and groups.
• S&P Sector Advance/Decline (daily) -- A graphical presentation of the recent momentum of different sectors of the S&P 500 based on the A/D lines.
• Stock of the Week (weekly) -- This release identifies one of the most attractive stocks of the coming days that is selected based on strong Birinyi Money Flows and an oversold condition.
• Money Flow Coding (weekly) -- An interactive, searchable database of 1500 major stocks for those who want to incorporate Birinyi Money Flow scores into their own research; we provide our non-block, block and total scores for each (sample only shows the Dow 30).  Click here to learn more about our Money Flow analysis.
• Stock Momentum Matrix (weekly) The Birinyi Stock Selection Matrix combines widely-followed technical indicators, fundamental analysis and our proprietary Money Flow analysis into a unique scoring system to highlight the most attractive stocks, groups and sectors in the S&P 500.
• Market Events Calendar (weekly) -- A preview of the following week that includes major economic releases and key meetings. In addition, it provides earnings estimates, stock splits and ex-dividends for stocks in the S&P 500.
• Strategy Papers (ad hoc) -- Published as necessary, these strategy pieces contain in-depth analysis of current market conditions and prevalent themes.  They cover everything from oil prices to corporate earnings and are referenced around the financial world for the views and analysis expressed.
• Topical Studies (ad hoc) -- Book-length research studies of current topics in the market. Some of the more recent studies include market cycles, inverted yield curves, trading costs, corporate buybacks, and portfolio case studies.
• "Books of" Series (ad hoc) -- Data books that provide a complete in-depth and historical view of different subjects, such as significant stock days, market indicators, corporate finance, the Federal Reserve board, and market patterns.
• Birinyi Newsletter Service -- Also included with a Mini-Institutional subscription is the full Newsletter package and access to all of its features (see below).

Subscribe at the top left of this page!

The Birinyi Newsletter Service

In publication since 1992, the Birinyi Newsletter, entitled Reminiscences (in honor of the classic Wall Street chronicle by Edwin Lefevre), remains a popular method of accessing the industry-leading research and analysis provided by Birinyi Associates.  Available in two convenient forms of subscription ($225 per year or $22.99 per month), the Newsletter is published monthly and now features supplemental weekly reports, as well as access to the Birinyi Stock Ratings service.  Subscription and payment can be made easily and securely right here on Ticker Sense. 

Subscription to the Birinyi Reminiscences Newsletter service includes:

• Market Commentary and Stock Analysis by Laszlo Birinyi
• Birinyi's Market Transcript – This two-page centerfold highlights the most and least attractive U.S. industry groups using a conclusive grading scale across eight analytical disciplines: money flows, fundamentals, sentiment, technicals/timing, relative strength, valuation, seasonal patterns, and economic patterns.
• Views of the Street – This one-page report provides an anecdotal timeline of the month’s events and relates them to the movements of the market. Views also looks back at some of the months most intriguing and bizarre stories.
• Dissecting the Economy – In today’s markets, there is no shortage of economic reports.  In this overview, we analyze 48 prominent economic indicators over the last eight months to provide investors with the knowledge of which reports have been particularly indicative and which are actually moving the market.
• ETF Overbought/Oversold – With the rising prominence of ETFs, we highlight the trading ranges of the 50 largest US ETFs with our overbought/oversold report.
• Birinyi Stock Ratings -- This interactive database of 1,500 stocks rates the most and least attractive based on a combination of stock research methods.  The Ratings also include access to our "Birinyi 50" list of the top rated stocks.
• Weekly Update -- These new supplemental updates to our Reminiscences newsletter recaps the week's news, trends and events to cover any pressing issues and also includes updates for our ETF Overbought/Oversold report.

Subscribe at the top left of this page!

Institutional Service

The Birinyi Institutional Service can be tailored to meet the needs of everyone from small time money managers to multi-national corporations.  The service includes everything offered by the Mini-Institutional Service and Newsletter, plus any additional custom research.  We currently analyze completely custom portfolios containing both international and domestic names.  Stocks are ranked based on a number of technical, sentiment, and relative strength indicators, not to mention the Birinyi money flow scores.

We also gather and create custom data sets for use with your own internal analysis.  The Birinyi Institutional Service is unique in that data will be available within hours or days instead of weeks, and all figures will be correct.  For more information regarding institutional products contact Cleve Rueckert at: crueckert@birinyi.net.