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Successful
Channel Checking Techniques:
How to Become a More Successful Investor
through Field Research
Direct Research Leads to Investing Success
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How
to build an effective network of buyers, suppliers, customers,
vendors and competitors |
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How
to structure channel checks on companies across industries |
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How
to avoid channel check pitfalls, including Reg FD concerns |
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How
to interpret channel check data and information |
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How
to evaluate the quality and accuracy of the information
you receive |
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9:45
am |
Seminar
Registration |
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10:00 am |
Attitudes,
Attributes & Techniques of Successful Channel Checkers |
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Examples of successful
investors who use channel checks to their advantage |
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Why
certain channel checking techniques work and others
don’t |
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Keys
to building a successful channel check project |
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10:45 am |
Valuable
Information that can be obtained in multiple business sectors,
and how to obtain it |
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Sales
data – how to ‘back into’ quantifiable
data |
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Growth
trends, annual and quarterly – how to interpret
trends |
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Traffic
and seasonality – how to understand the underlying
dynamics of certain kinds of businesses |
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Inventory & hot
items – how and when to use these kind of data |
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Company
morale – when this can be a useful barometer |
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Pricing & margins – where
and how to find these data |
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Ads & promotions – how
to use these data for benchmarking |
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11:45 am |
Case
Studies: Interactive presentations using actual research
(Firms noted in parentheses will be used as cases for discussion) |
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Case
1: Retail: Evaluating retail companies,
categories and products. (COH, CC, UARM, NKE) |
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Case
2: Healthcare: Assessing new products and services
(FSH, BLUD, SLXP) |
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Case
3: Industrials: Monitoring drivers of
supply, demand and pricing (ATI, TIE, BA) |
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Case
4: Technology: Research, development,
technology, sales & distribution (PALM, VZN,
S) |
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Case
5: Energy: Assessing key drivers of investment
in natural gas exploration & production |
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1:15 pm |
Summary & Review |
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Pitfalls
to Avoid |
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Keys
for Success |
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Tricks
of the trade |
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1:30 pm |
Seminar
Ends |
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| Presented
by Farmhouse Equity Research, LLC, the leading firm in
custom channel checking research: |
J.P.
Mark, Founder & President,
Farmhouse Equity Research, LLC &, Former Director of Research,
Wells Fargo Securities |
| James
J. Sanderson, COO, Farmhouse Equity Research,
LLC |
Shelby
Schagrin, Entrepreneur & Consultant, Finance
Instructor at
St. Louis University |
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