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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 20-25 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.

 

At Wm Smith & Co., our focus is making our clients money.

  

            For trading, please contact Keith Alpert or Robert Dymkowski at:

 (800) 757-0755

  

For more information, please contact Bill Smith at:

 

(303) 831-9696

(800) 757-1175 

 

Wm Smith & Co.

1700 Lincoln Street

Suite 2545

Denver, CO 80203

staff

Fax:

 

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Since our inception in December, 1995, we have published research reports on 104 new stock ideas.  The following is our Stock Performance Summary through June 30, 2007 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.  Of the 104 new stock ideas, 34 have been acquired.  See Stock Performance and Acquired Companies Summary.

Through 06/30/07, our performance is as follows:
Large Cap: 100.68% vs. 32.67% for the S&P 500
Small/Mid Cap: 104.16% vs. 49.91% for the Russell 2000
Listen to Recent Initiation conference calls

For samples of our various Research Publications, please Click Here

Wm Smith & Co.
Special Opportunities Research

Wm Smith Securities, Incorporated

1700 Lincoln Street
Suite 2545
Denver, Colorado 80203
Local Phone:
Toll Free:
Trading:
Fax:

bsmith

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Large Cap (>$3B Market Cap)
Number of Recommendations
Wm Smith & Co.
Average Return
Benchmark S&P
Average Return
Wm Smith vs.
Benchmark
19
100.68%
32.67%
+68.01% 
Small/Mid Cap (<$3B Market Cap)
Number of Recommendations
Wm Smith & Co. Average Return
Benchmark Russell 2000 Average Return
Wm Smith vs.
Benchmark
85
104.16%
49.91%
+54.25%

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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.

Securities offered through Wm Smith Securities, Incorporated, Member SIPC

Wm Smith Securities, Incorporated offers securities only in states where the firm is registered or is exempt from registration.
For more information on states where the firm is registered, please contact Lee Poelma at or Click Here.

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