System and method for analyzing analyst recommendations on a...

Data processing: financial – business practice – management – or co – Automated electrical financial or business practice or... – Finance

Reexamination Certificate

Rate now

  [ 0.00 ] – not rated yet Voters 0   Comments 0

Details

C705S035000, C705S037000

Reexamination Certificate

active

07877309

ABSTRACT:
A system and method for measuring and creating a score for the performance of one or more contributor recommendations on a single stock. According to one embodiment, the score may be derived via a payoff function that depends on a variety of factors. For example, the factors may include one or more of: i) the performance of the stock; ii) the performance of a selected benchmark; iii) the recommendation of the contributor for the stock; and/or iv) other factors. According to one embodiment the payoff function may be designed such that certain desired characteristics are satisfied.

REFERENCES:
patent: 3270190 (1966-08-01), Lambert
patent: 4884217 (1989-11-01), Skeirik et al.
patent: 4920499 (1990-04-01), Skeirik
patent: 4965742 (1990-10-01), Skeirik
patent: 5006992 (1991-04-01), Skeirik
patent: 5006998 (1991-04-01), Yasunobu et al.
patent: 5132899 (1992-07-01), Fox
patent: 5220500 (1993-06-01), Baird et al.
patent: 5365425 (1994-11-01), Torma et al.
patent: 5500795 (1996-03-01), Powers et al.
patent: 5502637 (1996-03-01), Beaulieu et al.
patent: 5557513 (1996-09-01), Frey et al.
patent: 5608620 (1997-03-01), Lundgren
patent: 5613072 (1997-03-01), Hammond et al.
patent: 5675746 (1997-10-01), Marshall
patent: 5701400 (1997-12-01), Amado
patent: 5749077 (1998-05-01), Campbell
patent: 5761442 (1998-06-01), Barr et al.
patent: 5774880 (1998-06-01), Ginsberg
patent: 5774881 (1998-06-01), Friend et al.
patent: 5802518 (1998-09-01), Karaev et al.
patent: 5812988 (1998-09-01), Sandretto
patent: 5819271 (1998-10-01), Mahoney et al.
patent: 5845285 (1998-12-01), Klein
patent: 5852811 (1998-12-01), Atkins
patent: 5864871 (1999-01-01), Kitain et al.
patent: 5893079 (1999-04-01), Cwenar
patent: 5909669 (1999-06-01), Havens
patent: 5911136 (1999-06-01), Atkins
patent: 5918217 (1999-06-01), Maggioncalda et al.
patent: 5930774 (1999-07-01), Chennault
patent: 5946666 (1999-08-01), Nevo et al.
patent: 5948054 (1999-09-01), Nielsen
patent: 5950176 (1999-09-01), Keiser et al.
patent: 5956691 (1999-09-01), Powers
patent: 5961598 (1999-10-01), Sime
patent: 5963922 (1999-10-01), Helmering
patent: 6012042 (2000-01-01), Black et al.
patent: 6012043 (2000-01-01), Albright et al.
patent: 6021397 (2000-02-01), Jones et al.
patent: 6064984 (2000-05-01), Ferguson et al.
patent: 6064986 (2000-05-01), Edelman
patent: 6073115 (2000-06-01), Marshall
patent: 6078904 (2000-06-01), Rebane
patent: 6078924 (2000-06-01), Ainsbury et al.
patent: 6119103 (2000-09-01), Basch et al.
patent: 6125355 (2000-09-01), Bekaert et al.
patent: 6154732 (2000-11-01), Tarbox
patent: 6208720 (2001-03-01), Curtis et al.
patent: 6236980 (2001-05-01), Reese
patent: 6253192 (2001-06-01), Corlett et al.
patent: 6317726 (2001-11-01), O'Shaughnessy
patent: 6370516 (2002-04-01), Reese
patent: 6381635 (2002-04-01), Hoyer et al.
patent: 6510419 (2003-01-01), Gatto
patent: 6606615 (2003-08-01), Jennings et al.
patent: 6681211 (2004-01-01), Gatto
patent: 6748389 (2004-06-01), Cesare et al.
patent: 6792399 (2004-09-01), Phillips et al.
patent: 7016872 (2006-03-01), Bettis et al.
patent: 7249080 (2007-07-01), Hoffman et al.
patent: 7251624 (2007-07-01), Lee et al.
patent: 7539637 (2009-05-01), Gatto
patent: 7603308 (2009-10-01), Gatto
patent: 2002/0002524 (2002-01-01), Kossovsky et al.
patent: 2002/0019791 (2002-02-01), Goss et al.
patent: 2002/0022988 (2002-02-01), Columbus et al.
patent: 2002/0082966 (2002-06-01), O'Brien et al.
patent: 2002/0169701 (2002-11-01), Tarbox et al.
patent: 2003/0004766 (2003-01-01), Sandoval et al.
patent: 2003/0018556 (2003-01-01), Squyres
patent: 2003/0023686 (2003-01-01), Beams et al.
patent: 2003/0065600 (2003-04-01), Terashima et al.
patent: 2003/0084059 (2003-05-01), Kelley et al.
patent: 2004/0024656 (2004-02-01), Coleman
patent: 2004/0117286 (2004-06-01), Charnley, Jr.
patent: 2004/0148248 (2004-07-01), Allen et al.
patent: 2004/0172353 (2004-09-01), Charnley, Jr.
patent: 2005/0033807 (2005-02-01), Lowrance et al.
patent: 2005/0049952 (2005-03-01), Carter
patent: 2005/0080695 (2005-04-01), Gatto
patent: 2006/0069635 (2006-03-01), Ram et al.
patent: 2006/0178918 (2006-08-01), Mikurak
patent: 2007/0162973 (2007-07-01), Schneier et al.
patent: 2000090150 (2000-03-01), None
patent: 2004-046454 (2004-02-01), None
patent: WO 94/06103 (1994-03-01), None
patent: WO 01/80124 (2001-10-01), None
Vito J Racanelli. (Aug. 2005). Scoring the Street's Seers. Barron's, 85(34), 37-38. ABI/INFORM Global. (Document ID: 886837731).
Chiang, H. (2005). Analyst's Financial Forecast Accuracy and Corporate Transparency. Allied Academies International Conference. Academy of Accounting and Financial Studies. Proceedings, 10(1), 9-14. Accounting & Tax Periodicals. (Document ID: 1558352021).
Brown et al., “Composite Analyst Earnings Forecasts: The Next Generation”Journal of Business Forecasting, Summer 1990, vol. 9, Issue 2.
Ho et al., “Market Reactions to Messages from Brokerage Ratings Systems”Financial Analysts Journal, Feb. 1998, vol. 54, Issue 1.
Lamonica, “The Best and Worst: Bloomberg's Second Annual Analysts Survey, and the Top Analysts Top Picks”,Financial World, Jan. 30, 1996, vol. 165, Issue 2.
http://interactive.wsj.com/public/current/summaries/best00.htm (Jan. 5, 2001).
http://interactive.wsj.com/public/current/articles/SB963945297966625438.htm (Jan. 5, 2001).
http://interactive.wsj.com/public/current/articles/SB963945742428637569.htm (Jan. 5, 2001).
http://interactive.wsj.com/public/current/articles/SB963945478117361937.htm (Jan. 5, 2001).
http://interactive.wsj.com/public/current/articles/SB963944657420928118.htm (Jan. 5, 2001).
http://interactive.wsj.com/public/current/articles/SB963945615772798263.htm (Jan. 5, 2001).
Herzberg et al., “Enhancing Earnings Predictability Using Individual Analyst Forecasts”,The Journal of Investing, Summer 1999.
Mozes et al., “Modeling Earnings Expectations Based on Clusters of Analyst Forecasts”,The Journal of Investing, Spring 1999.
https://www.investars.com/home.asp, printed Mar. 26, 2001, 5 pages.
“I/B/E/S Active Express”, I/B/E/S International Inc., 1999, 2 pages.
Lawrence D. Brown et al., “The Superiority of Analyst Forecasts as Measures of Expectations: Evidence from Earnings”,The Journal of Finance, Vol. XXXIII, No. 1, Mar. 1978,pp. 1-16.
Lawrence D. Brown et al., “The Predictive Value of Interim Reports for Improving Forecasts of Future Quarterly Earnings”,The Accounting Review, Vol. LIV, No. 3, Jul. 1979, pp. 585-591.
Lawrence D. Brown, “Analyst Forecasting Errors and Their Implications for Security Analysis: An Alternative Perspective”,Financial Analysts Journal, Jan.-Feb. 1996, pp. 40-47.
Lawrence D. Brown et al., “Analysts can Forecast Accurately!”,The Journal of Portfolio Management, Spring 1980, pp. 31-34.
L. D. Brown et al., “Perspectives on Forecasting Research in Accounting and Finance”,Journal of Forecasting, vol. 2, 1983, pp. 325-330.
Robert E. Hoskin et al., “Evidence on the Incremental Information Content of Additional Firm Disclosures Made Concurrently with Earnings,”Journal of Accounting Research, vol. 24 Supplement 1986, pp. 1-32.
Lawrence D. Brown, “Earnings Surprise Research: Synthesis and Perspectives”,Financial Analysts Journal, Mar./Apr. 1997, pp. 13-19.
Charles M. C. Lee et al., “What is the Intrinsic Value of the Dow?”,The Journal of Finance, vol. LIV, No. 5, Oct. 1999, pp. 1693-1741.
Charles M. C. Lee, “Market Integration and Price Execution for NYSE-Listed Securities”,The Journal of Finance, Vol. XLVIII, No. 3, Jul. 1993, pp. 1009-1038.
Charles M. C. Lee et al., “Volume, Volatility, and New York Stock Exchange Trading Halts”,The Journal of Finance, Vol. XLIX, No. 1, Mar. 1994, pp. 183-214.
Navin Chopra et al., “Summing Up”,The Journal of Finance, Vol. XLVIII, No. 2, Jun. 1993, pp. 811-812.
Navin Chopra et al., “Yes, Discounts on Closed-End Funds are a Sentiment Index”,The Journal of Finance, Vol. XLVIII, No.

LandOfFree

Say what you really think

Search LandOfFree.com for the USA inventors and patents. Rate them and share your experience with other people.

Rating

System and method for analyzing analyst recommendations on a... does not yet have a rating. At this time, there are no reviews or comments for this patent.

If you have personal experience with System and method for analyzing analyst recommendations on a..., we encourage you to share that experience with our LandOfFree.com community. Your opinion is very important and System and method for analyzing analyst recommendations on a... will most certainly appreciate the feedback.

Rate now

     

Profile ID: LFUS-PAI-O-2637596

  Search
All data on this website is collected from public sources. Our data reflects the most accurate information available at the time of publication.