Successful Channel Checking Techniques:
How to Become a More Successful Investor through Field Research

Direct Research Leads to Investing Success

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



 
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