Kalkine: How good is this Stock Market Research Firm?

Can Kalkine be trusted?

Is Kalkine legit? Is it worth your money? These questions pop up in the mind of many, so read on as we bring you up to speed with this research firm.

Let’s look at few key features: -

Establishment & Leadership: - Kalkine Equities LLC., having Delaware File Number 4697384 is authorized to provide general advice. Kalkine provides content via the Service for informational purposes only, and the content does not take into account your investment objectives, financial situation or needs. No information provided through the Service should be viewed as a recommendation to you regarding any transaction in or the value of any investments.  Kalkine primarily operates online, providing investors with general recommendations on which stocks to buy, hold or sell along with stock market insights, analysis and financial information. Kalkine has positioned itself as a prominent figure in the world of stock investing and market research. On a global scale, Kalkine Group has around 19k paid subscribers, indicating a level of popularity and trust among investors in different jurisdictions. 

Investment Philosophy: Kalkine's investment philosophy centers on identifying well-diversified companies with various investment themes, such as value-investing, growth-investing, momentum-investing, and possibly others.

Decision Making Process:  The decision-making process is based on both qualitative and quantitative factors. The goal is to identify research-driven attractive investment opportunities within the market for varied asset classes including stocks, commodities, cryptocurrencies and much more.

Performance Reporting: Kalkine is quite transparent in reporting its yearly performance numbers on the website for respective research products backed by qualified third-party auditors to ensure credibility. The website provides updates on 'Sell' recommendations, enabling the audience to gauge percentage gains or losses incurred in each position.

It's important to note that while the information provided sheds light on Kalkine's claimed position and approach, it's essential for potential users or investors to conduct thorough research, including verifying the accuracy of the claims made and assessing the quality and relevance of the investment recommendations.

So, is Kalkine legit?  The answer is an absolute YES.

Kalkine publishes equity research reports as general advice on US-listed and globally listed stocks identified as the key opportunity areas for investors in this complex world of financial markets.

Guided by the core principles of transparency and creditability, Kalkine publishes its yearly portfolio performance versus benchmark index performance as verified by an independent external auditor on the website. The performance summary for the year 2021-2022 can be viewed as below: -

Past performance is not a reliable indicator of future performance.

Source: Kalkine

Note 1: The performance numbers do not consider any transaction fees or charges levied

Note 2: Hypothetical performance may differ materially from results or returns ultimately achieved.

Note 3: Kalkine returns refer to the average returns of all the stocks covered during the period including dividend gains if any

Note 4: Kalkine’s Portfolio is hypothetical, and the performance figures are based on recommendations from Kalkine Reports using stock prices at the date of publication.

Note 5: Where a stock has been recommended multiple times, the average BUY price is taken into consideration.

Below are some of the recent winners and losers from Kalkine’s stock coverages in various reports over the past nine months. On average the top three gainers yielded 33.99% gains while the top three losers have resulted in -12.24% losses over the period. One of the top performing stocks, Elanco Animal Health Incorporated (NYSE:ELAN) yielded 39%+ returns in a short span of nearly two months.

Past performance is not a reliable indicator of future performance.

Source: Kalkine

THE BOTTOM LINE - Historical returns should not be viewed in isolation; they should be considered alongside the associated risks and market conditions. In isolation, past performance does NOT guarantee future results, as various factors such as market changes, macroeconomic variables, or management decisions can lead to markedly different future performance.

Kalkine’s in-house research team is the core engine publishing data-driven tech-enabled reports for subscribers. The company’s disciplined approach, extensive fundamental research, and the technical eye is backed by a team of rich experienced analysts with professional background holding qualified certifications such as Master’s in Business Administration with specialization in Finance and or Chartered Financial Analysts (CFA).

So that is how we can conclude that Kalkine is here to help investors make informed decisions in an efficient manner!