LodeRock Research
Technology and regulatory trends are having a negative impact on the ability for small- and mid-cap issuers to attract analyst coverage.
LodeRock Research is focused on filling this void. Much like credit rating agencies, LodeRock’s fee-based research is governed by policies designed to assure quality, integrity and objectivity in the analytical process. The company uses a proprietary screening method to identify issuers with the fundamentals to attract institutional interest.
Review our Principles and Policies
LodeRock Research Principles and Policies
Much like credit rating agencies, LodeRock’s fee-based research is governed by policies designed to assure quality, integrity and objectivity in the analytical process.
- Core principles
- The foundation of LodeRock Research’s product and brand are credibility, insight and impact.
- The value of an equity research product is a function of its independence. The key principal for LodeRock Research has built a reputation of trust with global investors for over 25 years.
- LodeRock is committed to providing a product of the highest quality, focusing on rigor in the financial estimate and valuation analysis process and providing a well-thought-out investment thesis.
- LodeRock seeks to be impactful to the investment process by concentrating research on the most important investment drivers. Our policy is to publish whenever an event is impactful to the investment thesis and/or changes are warranted to estimates or valuation assumptions.
- Conflict of Interest and Ethics Management
- LodeRock has no sales, trading or investment banking business
- LodeRock Research clients have no editorial rights on the product
- LodeRock analysts are members of, and/or are bound by the ethical standards of, the CFA Institute
- In the event that research is discontinued on a stock, LodeRock Research will publish a final report with estimates making this clear
- The head of LodeRock Research has primary responsibility for regulatory compliance
Latest Reports
Sept 2020
VersaBank: The Future of Banking
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Nov 2020
VersaBank: The Strong Get Stronger
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Jan 2021
VersaBank: SolarWind hacks shine spotlight on cybersecurity subsidiary DRT Cyber
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Feb 2021
Hammond Power Solutions: Upstream play on the ‘Green New Deal’
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Feb 2021
VersaBank: A truly digital bank – putting more “currency” in cryptocurrency
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Apr 2021
PyroGenesis Canada Inc: A true environment pure play
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Apr 2021
Hammond Power Solutions: Look past COVID toward the recovery
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Apr 2021
LXRandCo: Supplier of choice to the luxury re-commerce market
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May
2021
LXRandCo: Early operating results show supportive trends to the thesis
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May
2021
VersaBank: Digital DNA continues to benefit the stock
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May
2021
VersaBank: Time to step into this quote
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Aug
2021
Hammond Power Solutions:
This quarter result is about Pricing Power
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Aug
2021
LXRandCo: Pressing the advantage…its about revenue growth
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Sep
2021
VersaBank: US expansion starts to take shape
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Nov
2021
Hammond Power Solutions: Cyclical recovery with definable supply chain
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Nov
2021
LXRandCo: Big revenue growth, profitability and inexpensive
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Dec
2021
VersaBank: This is a growth stock…and 2022 will be a catalyst year
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Mar
2022
VersaBank: Still differentiated by loan growth
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Mar
2022
Hammond Power Solutions: How to manage supply chain risk
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Apr
2022
LXR&CO: This company looks like a strategic target
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May
2022
Hammond Power Solutions: A stock for the times
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June
2022
VersaBank: Execution delays don’t change the thesis
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June
2022
VersaBank: US bank acquisition key step in loan growth strategy
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June
2022
PyroGenesis Canada Inc: An industrial-technology environmental play
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Greg MacDonald, CFA
Greg MacDonald is a veteran of Bay Street with more than 25 years of experience as an award-winning equity analyst covering U.S. and Canadian stocks in New York and Toronto. During his career on the sell side, Greg covered various sectors, including many years focusing on telecom, media and technology companies.
Greg was a Top Gun ranked analyst by Brendan Wood for multiple years; ranked top three in sector stock picking by Starmine for 5 of his last 10 years in active coverage; and ranked the #1 overall large-cap stock picker in Canada in 2006.
From 2012 to 2019, Greg was Canadian Head of Research for an international investment dealer, where the team achieved a significant improvement in ranking from Brendan Wood.
For more information on LodeRock Research, please reach out to Greg:
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