Advisory and Research Services

Trade UK, US, and Euro markets


In addition to the execution-only online and telephone services, we offer advisory services providing regular research and investment ideas covering equities, options strategies and a combination of both. We believe that the key to successful trading is having access to timely information. Our secure client site provides live and dynamic daily positions and portfolio valuations.


To learn more about our advisory service and research capabilities email research@odls.com

If you wish to change the status of your account from execution-only to advisory please email your request to clientliaison@odls.com quoting your account code/client id.

Single account – multiple products
With just one account you are able to trade, manage and protect your portfolio. Your account allows you to trade multiple products on multiple markets and operate in single or multiple currencies on one trading platform

FREE Access and FREE 30 day trial for the myBroker trading platfrom

All dealing clients have FREE access to LIVE LSE, AIM, LIFFE, NYSE and Nasdaq exchange data, saving over £40 per month.

 

Equity and Options research - Trade UK, US, and Euro markets

A review of the tools we use to build up a multilayered view of the market. When we reach conclusions based on the input below we are quick to share our views with clients by e-mail.
 
The Market Status by Sectors Diagram
This simple diagram organises the sectors into categories of various degrees of bullishness or bearishness. It highlights the market direction and warns on stages of transition. Of course it also tells us which sectors to focus on.

FUNDAMENTAL ANALYSIS

The FTSE Number Cruncher
Trying to compare 1,100 bits of data on the FTSE stocks is a daunting task. The number cruncher simplifies the process by setting hurdles to sieve out the data we are looking for and then adding up the scores for stocks which jump the hurdles best. It is published with all the data shown and also contains forthcoming dividend details.

The Fundamentals Graphical Summary
Each time we look at a chart our Updata software pops up a pictorial view of past and predicted turnover, profit, EPS and dividends providing a constant reminder of the consensus view of the stock. We often drop this graphic onto our option models when we publish them.

Charting Value as Well as Price
We can now chart the PE of any company. This shows the levels where institutions are prepared to buy the stock. You are seeing value rather than price and sometimes the difference is a revelation.

TECHNICAL ANALYSIS

A few of the top City Institutions have started to use Updata technical analysis software because it is simply the best of its kind in the world. We were using it years before them. Our favourite tools are the ‘pyjama’ charts which tell us whether a stock is in favour or not and we also find the point and figure charts particularly good for setting targets and expectations.

Options Strategy Modelling
We have a one page model for the short straddle, strangle and buy write. After taking dividends into account the models show exactly what will happen if the shares are called or put. The models read like a story so they are useful as educational tools for less experienced users. They can be configured quickly for e-mailing to clients.

Company Visits
Once or twice a week we meet with company executives to review results etc. There is nothing like sitting round a table to get a good insight into how a company is doing.

IPO’s and Placings
Apart from our own IPO launches we often participate in other IPO’s and placings giving our advisory clients a chance to get in on the ground floor.