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Here we periodically publish a chart and a brief excerpt from one of our 8 research reports for the purpose of familiarizing potential subscribers/clients to our investment research, and to stay on the radar screen of those who have already expressed an interest in us.

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Professional investors can request a free trial of our premium research by clicking here and typing TRIAL REQUEST in the “how can we help you?” box.

If interested in an immediate subscription please email sales@asburyresearch.com or call 1-888-960-0005


Why Use Asbury Research? Ask Our Clients.

A marketing group that works with our firm said that if you want to get the best and most accurate description of your business, get it from the people who are writing checks for your products and services.

The following are 10 recent testimonials from Asbury Research subscribers, thanking us for what we do and telling us how and why we have made a positive difference in their business and in their investment decisions.

All of our client testimonials are available here.


#1: Adding Value With Good Money Management

“I’ve spent the last year or so to thinking about managing money for clients and, obviously, financial planners do a lot of different things for clients.  We justify charging our fees because of all the services we perform such as, retirement advice, tax advice, etc.  But what is the thing the clients want the most?  They want to know that I’m adding value regarding their money management, that’s the number one item.  Otherwise what are they paying for?  I have tried lots of different ideas and different systems and none of them have been great.  But by utilizing your services, I have been able to do some special things for people.

Financial Planning Firm, Pittsburgh, Pennsylvania

#2: Solidifying Client Relationships

Asbury Research has been an invaluable tool for my practice. John and his team provide accurate, relevant, timely, and actionable information which is easy to put to use. John is always responsive and generous with his time when called upon for insight. Asbury Research has ultimately led to a better understanding of markets and, in turn, has helped solidify client relationships.”

Wealth Management Firm, Oak Brook, Illinois

#3: Letting Clients Know When To “Play Defense”

“Excellent presentation today.  It reminded me why I elected to join your service about a year ago: you do a great job of distilling a tremendous amount  of technical information into understandable, actionable insights.  Coming from a technical background myself, I appreciate how very difficult that is to do.  Again, job well done.  Lastly, thanks again for your call late November/early December (2015) recommending that I “play defense.”  Truthfully, your personal attention caught me off guard- I’ve not been used to such service. Although not fully invested at that time, I was in “too much.”  I took your advice to heart and unwound more positions- some that were not that old.   But in hindsight, you gave clear warning.  I now believe that my growing trust in and understanding of your messages will help me better stay stay on the right side of intermediate and long term trends.  Thanks for all your efforts.”

C. Harris, Independent Investor, Florida

#4: Providing Actionable Signals

“Asbury Research is our most balanced and detailed research tool.   John (Kosar, Asbury’s Investment Strategist) looks at the markets with a macro view, taking into account a host of factors for each asset and situation.  We’ve worked with a lot of people who have a very narrow view of the markets, and who seem more interested in hiding their secret sauce or hedging their advice than in providing real value in investment analysis, which is why John is so refreshing. And perhaps most valuable of all, John Kosar focuses on tracking leading indicators, not lagging indicators, and turning them into actionable signals. We look forward to our future in partnership with Asbury Research.”

Independent Financial Advisor, St. Paul Minnesota

#5: Making Your Clients Money

“I have used Asbury Research in my practice for a few years now and not only has Asbury’s calls been right almost every time and made my clients money,  but I also have been able to use the concise information provided to me every week as talking points with clients.  They think that I am really smart, please don’t tell them that it’s Asbury who is the smart one.”

John Mouganis CFP, Mouganis Financial Services, Pittsburgh

#6: Giving Clarity During Periods Of Uncertainty

“I have managed money for almost 20 years and have seen and used a lot of research.  Asbury’s research can be quickly integrated into anyone’s investment decision process to determine technical support of conclusions drawn from other analysis.  Asbury’s process is very comprehensive and provides invaluable insight into financial market trends and reversals, especially during periods of high uncertainty.

James R. Oswald, CFA, Investment Management Firm, Chicago

#7: Providing Meaningful Talking Points For Client Meetings

“As a comprehensive financial advisor to affluent middle-age and retired individuals, I have to stay on top of many different aspects of financial planning.  Asbury Research saves me significant time by providing the current state of the markets with a concise report every week, which gives me great talking points for clients and key input for my investment strategy, especially on deciding when to hedge.   I have come to rely on it.”

Principal, Certified Financial Planner, Wealth Management Firm, Pittsburgh

#8: Generating Investment Ideas That Lead The Crowd

“Asbury Research should be a key component in any professional money manager’s resources.  Asbury provides excellent charts/analysis, in a timely fashion that clearly frames the pertinent price ranges for major markets, equities and bonds. Their equity sector calls are aggressive, forward looking and lead most others. Asbury identifies the specific key element(s) of the current market environment, simplifying the investor’s task in getting ahead of upcoming moves.”

Private Wealth Manager, Morgan Stanley, New York

#9: Avoiding Bad Decisions At Turning Points

“John Kosar at Asbury Research has provided us with timely research and has helped us to avoid making bad decisions at market turning points.   I use “Keys” (To This Week) as a part of my decision making process in equities and fixed income and eagerly wait for it on Monday mornings  Well worth the cost.

Investment Committee Partner, Registered Investment Advisor, Wisconsin

#10: Helping Open New Client Accounts

“Back in mid March (2012) I sent a prospect an e-mail with some text from an Asbury Research report that stated ‘we’re in the 8th or 9th inning of the current run up (in the US stock market, from the October 2011 lows) and the chances of the market going down is now greater than it continuing up’The market did indeed decline over the next 30 days (by- 11% into the June 2012 lows), and this afternoon the prospect came into my office and signed transfer paperwork to move a $1.1 million IRA over to me.”  “With that kind of information that helps me win accounts, I’ll probably be using Asbury for a long time to come.”

Principal, Wealth Management Firm, Greenville SC

Asbury Research subscribers can view our latest investment ideas for the US stock market and market sectors, US interest rates, the US Dollar, and commodities by logging into the Research Center via the big gold button in the upper right corner of the screen.

Interested investors can request more information about us, including sample research, services and pricing, by visiting our Contact Us page or by calling 888-960-0005.


Video Preview: Keys To This Week for
The US Stock Market, the week of July 11th 2016

Click the video icon below for a 2 minute video overview of this week’s Keys To this Week report for the US stock market.

Asbury Research subscribers also receive separate Keys To This Week reports for US market sectors, US interest rates, alternative investments/commodities/ETFs and the US Dollar.

Keys To This Week displays and discusses 10 key market factors that are most likely to influence the direction of the US stock market over the next several weeks to several months.

The report also includes the current signal of our Correction Protection Model, which protects investors against market declines and greatly reduces volatility of returns without sacrificing long term performance.



Asbury Research subscribers can view the entire report by logging into our Research Center.

Interested investors can request more information about us, including services, pricing and a sample copy, by completing our Contact Us page or by calling 888-960-0005.


Upside Target Met In Raytheon Co. (RTN)

Aerospace and defense company Raytheon Co. (RTN) met our $137.50 upside target today, which was initially mentioned in our May 10th Intermediate Term Outlook and most recently in the June 10th update of that report (access requires subscription), to capture a $5.54 per share, 4.2% gain in about 2 months.

RTN daily since January

RTN daily since January

Asbury Research subscribers can view our current research on the US stock market and market sectors, US interest rates, the US Dollar, and commodities by logging into the Research Center via the big gold button in the upper right corner of the screen.

Interested investors can request more information about us, including sample research, services and pricing, by visiting our Contact Us page or by calling 888-960-0005.

 


Our Profitable Trade Ideas For First Half 2016

In addition to the technical/quantitative macros analysis of the US financial landscape which includes the stock market, market sectors, interest rates, commodities and the US Dollar, we also provide our subscribers with specific buy and sell ideas in individual assets.  13 of our price targets on these ideas were met during the first half of 2016 and are listed below.

We believe that a profitable trade or investment idea is a two-step process.  The first and most obvious step is you have to get the direction right.  The second step, however, and the one many investors lose sight of, is that you also have to get the entry point right.  That is, the risk/reward parameters have to be solidly and consistently in your favor because, no matter how good you are at market forecasting, you aren’t going to be right all the time.

Therefore, if you can discipline yourself to only participate in the ideas where the reward to risk is better than 2:1 — that is, your expected profit is at least double the assumed risk — then you only have to be right on the direction of half of them to make money over time.  From there, more accuracy and better ratios just improve your profitability.

All of our ideas do not make money — but most of them do.  The following is a list of our profitable ideas for the first half of 2016, generated via the search feature within our Research Center (Asbury subscribers only).

AR Square_smallSearch results for “Target Met” | Asbury Research

Email Alerts

Upside Target Met In Utilities Sector SPDR (XLU)

The Utilities Sector SPDR ETF (XLU) met our $52.50 upside target today, first mentioned in our June 6th Keys To This Week report (access requires subscription), to capture a $2.49 per share, 5% gain in just over 3 weeks.

Click the linked title above to view this update and 2 accompanying charts. Continue reading

Email Alerts

Upside Target Met In CMS Energy Corporation (CMS)

CMS Energy Corporation (CMS) met our $45.00 per share upside target today, initially mentioned in our June 3rd Intermediate Term Outlook: Global Asset Prices (access requires subscription), to capture a $2.18 per share, 5.1% gain in just over 3 weeks. … Continue reading

Email Alerts

Upside Target Met In UK Long Gilts

The UK Long Gilt, Britain’s equivalent to the US 10-Year Treasury Note which has a long, tight and stable positive statistical correlation to it, met our January 125.50 upside target on June 14th to capture a 4.1% gain in about 5 months. The also-positively-correlated iShares 20+ Year Treasury Bond ETF (TLT) coincidentally gained $11.81 or 9.4% during the same period while the yield of the benchmark 10-Year Treasury Note declined by 46 basis points to as low as 1.57% on June 16th.

Click the link to view this entire update with accompanying chart. Continue reading

Email Alerts

Downside Target Met In US Dollar/Yen (USDJPY)

US Dollar/Yen (USDJPY) met our 107.00 downside target this morning (April 29th), which was first mentioned in our February 8th Keys To This Week report (access requires subscription), to capture a 7% decline in a little less than 3 months. … Continue reading

Email Alerts

Upside Target Met In NASDAQ Composite (COMP)

The NASDAQ Composite (COMP) Index met our 4950 upside target late in the session on Wednesday April 13th, which was first mentioned in our February 29th Keys To This Week report, to capture a 392 point, 9% advance in about … Continue reading

Email Alerts

(Another) Upside Target Met In Metals & Mining ETF (XME)

Back on March 4th we pointed out that our $19.50 upside target in the SPDR S&P Metals and Mining ETF (XME), first mentioned in our February 29th Keys To This Week report (access requires subscription), was met to capture a … Continue reading

Email Alerts

Upside Target Met In S&P 500 (SPX)

The benchmark S&P 500 (SPX) met our 2075 upside target late in the session on Friday April 1st , which was first mentioned in our February 29th Keys To This Week report, to capture a 143 point, 7.4% advance in slightly over 1 month.

Click the link to view the accompanying chart. Continue reading

Email Alerts

Upside Target Met In PHLX Semiconductor (SOX) Index

The  PHLX Semiconductor (SOX) Index met our 670 upside target this morning (March 18th), which was first mentioned in our March 7th Keys To This Week report, to capture a 24.38 point, 4% advance in 11 days as shown in … Continue reading

Email Alerts

Upside Target Met In Dow Industrials (DJIA)

The Dow Jones Industrial Average (DJIA) met our 17,500 upside target late in the session on Thursday March 17th , which was first mentioned in our February 29th Keys To This Week report, to capture a 984 point, 5% advance … Continue reading

Email Alerts

Upside Target Met In Metals & Mining ETF (XME)

The SPDR S&P Metals and Mining ETF (XME) met our $19.50 upside target today (March 4th), which was first mentioned in our February 29th Keys To This Week report, to capture a 22% advance in 4 days. Here is the … Continue reading

Search results for “Target Met” | Page 2 | Asbury Research

Email Alerts

Downside Target Met In London FTSE 100

The London FTSE 100 Index met our 5700 downside target today (January 20th), which was first mentioned in our January 7th report entitled Europe Warns Of More US Market Weakness (access requires subscription), to capture a 3% decline in a … Continue reading

Email Alerts

Downside Target Met In Berkshire Hathaway (BRKA)

Warren Buffett’s Berkshire Hathway (BRKA) met our $190,000 downside target last week (January 13th), which was first mentioned in our December 9th report entitled Today’s Reversal Warns Of More Near Term Market Weakness (access requires subscription) and again in the … Continue reading

Email Alerts

Downside Target Met In Retail Sector ETF (XRT)

The SPDR S&P 500 Retail Sector ETF (XRT) met our $40.00 initial downside target today, which was first mentioned in our November 16th Keys To This Week report, to capture a 3.02 point, 7% decline in 2 months.

Click the link to view this update and 2 accompanying charts. Continue reading


Asbury Research subscribers can view our current research on the US stock market and market sectors, US interest rates, the US Dollar, and commodities by logging into the Research Center via the big gold button in the upper right corner of the screen.

Interested investors can request more information about us, including sample research, services and pricing, by visiting our Contact Us page or by calling 888-960-0005.


Video Preview: Keys To This Week
for the US Stock Market, July 5th 2016

Click the video icon below for a 2 minute video overview of this week’s Keys To this Week report for the US stock market.

Asbury Research subscribers also receive separate Keys To This Week reports for US market sectors, US interest rates, alternative investments/commodities/ETFs and the US Dollar.

Keys To This Week displays and discusses 10 key market factors that are most likely to influence the direction of the US stock market over the next several weeks to several months.

The report also includes the current signal of our Correction Protection Model, which protects investors against market declines and greatly reduces volatility of returns without sacrificing long term performance.



Asbury Research subscribers can view the entire report by logging into our Research Center.

Interested investors can request more information about us, including services, pricing and a sample copy, by completing our Contact Us page or by calling 888-960-0005.


Upside Target Met In Utilities Sector SPDR (XLU)

The Utilities Sector SPDR ETF (XLU) met our $52.50 upside target today, first mentioned in our June 6th Keys To This Week report (access requires subscription), to capture a $2.49 per share, 5% gain in just over 3 weeks.

Here is the chart from our June 6th report.

Chart 7 of 7, June 6th 2016

Chart 5 of 5, June 6th 2016

Here is the updated chart through the close today.

XLU through June 30th 2016.

XLU through June 30th 2016

Asbury Research subscribers can view our current research on the US stock market and market sectors, US interest rates, the US Dollar, and commodities by logging into the Research Center via the big gold button in the upper right corner of the screen.

Interested investors can request more information about us, including sample research, services and pricing, by visiting our Contact Us page or by calling 888-960-0005.

 


Upside Target Met In CMS Energy Corporation (CMS)

CMS Energy Corporation (CMS) met our $45.00 per share upside target today, initially mentioned in our June 3rd Intermediate Term Outlook: Global Asset Prices (access requires subscription), to capture a $2.18 per share, 5.1% gain in just over 3 weeks.

CMS daily since January 2016

CMS daily since January 2016

Asbury Research subscribers can view our current research on the US stock market and market sectors, US interest rates, the US Dollar, and commodities by logging into the Research Center via the big gold button in the upper right corner of the screen.

Interested investors can request more information about us, including sample research, services and pricing, by visiting our Contact Us page or by calling 888-960-0005.

 


Video Preview: Keys To This Week
for the US Stock Market, June 27th 2016

Click the video icon below for a 2 minute video overview of this week’s Keys To this Week report for the US stock market.  Asbury Research subscribers also receive separate Keys To This Week reports for US market sectors, US interest rates, alternative investments/commodities/ETFs and the US Dollar.

Keys To This Week displays and discusses 10 key market factors that are most likely to influence the direction of the US stock market over the next several weeks to several months.

The report also includes the current signal of our Correction Protection Model, which protects investors against market declines and greatly reduces volatility of returns without sacrificing long term performance.



Asbury Research subscribers can view the entire report by logging into our Research Center.

Interested investors can request more information about us, including services, pricing and a sample copy, by completing our Contact Us page or by calling 888-960-0005.


8 Reasons To Make Us Your Investment Research Provider

Asbury Research provides a top down macro analysis of the US financial landscape to a diverse group of financial professionals including Long Only Portfolio Managers, Hedge Funds, Financial Advisors, Registered Investment Advisors, Commodity Funds, Family Offices, Economists, Market Strategists and Corporate Investment Committees, based on a broad array of technical, quantitative and behavioral inputs.

We have also recently added services for Individual Investors.  Contact us for details.

Our focus is on the US markets, but our scope is global as we utilize our own database of intermarket relationships to determine where asset prices may be  headed domestically based on correlated markets overseas.  Our approach provides us with more inputs, which helps us to be more consistently correct on market direction.

  1. Independence:

    Asbury Research has no affiliations with broker-dealers, banks, or other financial institutions. Our sole objective, and how we get paid, is to provide our subscribers with investment ideas that either make money or avoid losing money.

  2. Experience:

    John Kosar, Director of Research began his career in the Chicago futures pits in the 1980s, which turned out to be an incubator for his integrated intermarket approach and “under the hood” understanding of how financial markets work.

  3. Clear, Actionable Investment Ideas:

    Asbury Research gives conclusions. We are strategic 1-2 quarters out and tactical within 30 days. This means that we provide our subscribers with actionable intra-month buy and sell ideas that attempt to capture 70% or more of an intermediate term price trend.

  4. Comprehensive Macro Scope:

    We are not bottom-up stock pickers, but rather utilize an integrated top-down macro approach that produces integrated, cross-checked strategies for the US stock market, US market sectors, US interest rates, the US Dollar, and alternative investments like commodities and REITs.  We utilize ETFs to provide specific, actionable investment ideas in all of these assets.

  5. Quantitative / Technical Process:

    Our investment strategies are based on objective, repeatable metrics including investor asset flows, statistical relationships between various domestic and global financial asset prices, and price patterns that have consistently repeated themselves throughout history – rather than vague, anecdotal opinions on the latest economic data, news byte or geopolitical conflict.

  6. Unique Metrics:

    Asbury Research’s stock market sector research is based on our own in-house metrics that: 1) first define historically over-invested and under-invested US market sectors based on ETF asset flows, 2) then look for asset flows to support a move back towards historical norms of investment and, finally, 3) overlay price momentum-based metrics to confirm that the expected price move in the sector is actually underway.

  7. Performance:

    Our Correction Protection Model (CPM) for the US stock market has captured 1,145 basis points in the S&P 500 from 2007 through Q1 2017 (+81%), nearly doubling the S&P 500’s 641 basis point rise (+45%) during the same period by simply avoiding downturns.  Moreover, CPM has produced this performance with half the volatility of returns, and without using any leverage, short positions, or derivatives. Our model is binary — it is either in the market or out of it — and outperforms by simply being invested when stock prices are going up and not being invested when they are going down.

  8. Our Clients Love Us:

    One of many client testimonials:

    “Excellent presentation today.  It reminded me why I elected to join your service about a year ago: you do a great job of distilling a tremendous amount  of technical information into understandable, actionable insights.  Coming from a technical background myself, I appreciate how very difficult that is to do.  Again, job well done.  Lastly, thanks again for your call late November/early December (2015) recommending that I “play defense.”  Truthfully, your personal attention caught me off guard- I’ve not been used to such service. Although not fully invested at that time, I was in “too much.”  I took your advice to heart and unwound more positions- some that were not that old.   But in hindsight, you gave clear warning.  I now believe that my growing trust in and understanding of your messages will help me better stay stay on the right side of intermediate and long term trends.  Thanks for all your efforts.”

    C. Harris, Independent Investor, Florida

Contact us via email at sales@asburyresearch.com, by phone at 1-888-960-0005, or use our website to:

  • get further information pertaining to pricing and services (only those who have not received sample reports within the past 6 months), and to
  • request some current sample reports.

Upside Target Met In UK Long Gilts

The UK Long Gilt, Britain’s equivalent to the US 10-Year Treasury Note which has a long, tight and stable positive statistical correlation to it, met our January 125.50 upside target on June 14th to capture a 4.1% gain in about 5 months.  This target was most recently mentioned in our May 9th Keys To This Week report (access requires subscription).

UK Long Gilt daily since May 2014

UK Long Gilt daily since May 2014

The also-positively-correlated iShares 20+ Year Treasury Bond ETF (TLT) coincidentally gained $11.81 or 9.4% during the same period while the yield of the benchmark 10-Year Treasury Note declined by 46 basis points to as low as 1.57% on June 16th.

Asbury Research subscribers can view our current research on the US stock market and market sectors, US interest rates, the US Dollar, and commodities by logging into the Research Center via the big gold button in the upper right corner of the screen.

Interested investors can request more information about us, including sample research, services and pricing, by visiting our Contact Us page or by calling 888-960-0005.

 


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