Brian Schwartz

Oppenheimer & Co. Inc.

Brian Schwartz is a Managing Director and Senior Analyst at Oppenheimer & Co. Inc., covering the SaaS/applications software space, having covered the sector since 2004. His research is based on proprietary survey-driven microresearch on covered companies and framed by in-depth macroresearch on the technology sector. Before joining Oppenheimer, he was a Senior Analyst at ThinkEquity LLC covering SaaS/applications software, and he also has held similar positions at Piper Jaffray & Co., Montgomery & Co., and RBC Capital Markets. Mr. Schwartz also brings several years of general industry experience as President and Founder of event-based marketing company Pyramid Sports and also as Business Development Manager at RCM Technologies, Inc. He holds a B.A. from the University of Michigan and a MBA from Michigan State University.

SaaS Companies to Remain Healthy Through Second Half of the Year
October 12, 2012 - Internet

Latest News

CYS Investments (CYS) Trades at Attractive Valuation with Double-Digit Dividend

Two Harbors Investment Corp. (TWO) Exposed to Nonagency RMBS; Hybrid REITs Tied to Macro Improvement

Starwood Property Trust (STWD) Expected to Ramp Earnings and Dividends After LNR Acquisition

Simon Property Group, Inc. (SPG) Earns $1 Billion Free Cash Flow from Operations After Dividend and Capex

Total Systems Services, Inc. (TSS) to Broaden Product Offering with NetSpend Holdings (NTSP) Acquisition

Heartland Payment Systems, Inc. (HPY) to See Growth Trajectory Rise and Incremental Margins Increase

Opportunities in Hepatitis C and Genomic Technologies

David Ferreiro

Published April 26, 2014 in Biotechnology and Pharmaceuticals

Companies covered:
GILD
ABBV
BIIB
CELG
AMGN
ILMN
LIFE
FLDM
RHO.DE
ARIA
BMY
ABT
ALXN
YMI
ACHN

Buy ($75)

REITs Report Positive Earnings Driven by Occupancy Gains and Debt Reduction

John W. Guinee III

Published June 18, 2013 in REITs

Companies covered:
AAPL
XOM
PLD
VNO
SLG
KRC
DRE
TRNO
CUZ
AHH

Buy ($75)

Bullish Outlook for REITs as Interest Rates Remain Low

Alexander D. Goldfarb

"We cover 27 stocks ranging from apartments to student housing, shopping centers, malls, office, industrial and the net lease space.

TWST: When we spoke a year ago, you were bullish about the REIT space overall"

Published June 18, 2013 in REITs

Companies covered:

PKY

SRC

GGP

ACC

DDR

WMT

HD

LOW

SPG

EQR

PPS

ESS

FRT

O

ARCP

Buy ($75)

Stronger Book Value for Mortgage REITs with Non-Agency Exposure

Douglas Harter

Published June 18, 2013 in REITs

Companies covered:

TWO

NCT

NRZ

NSM

FNMA

FMCC

Buy ($75)

Most Popular Reports

REITs

Published June 18, 2013
Topics Covered: Acquisition and Financing Costs - Pricing Power Outlook - Residential and Commercial REITs - Inexpensive Access to Capital - Apartment, Lodging, Self-Storage and Office REITs

Buy ($175)

Business and Application Software

Published June 7, 2013
Topics Covered: Application Software Consolidation Activity - Cloud Computing and SaaS Trends - Cloud Computing - SaaS and PaaS

Buy ($175)

Deep Value Investing

Published June 7, 2013
Topics Covered: Bottom-Up Stock Selection - Cyclical Sectors - Exposure to Emerging Markets - Large-Cap, Deep-Value - Value Oriented Strategy - High-Quality Companies - Value Investing - Deep Value

Buy ($175)