Conglomerates >> Analyst Interview >> June 25, 2012

Originations and Valuation are the Key Differentiators in BDC Space

Mike Turner is a Senior Vice President and Research Analyst for commercial finance at Compass Point Research & Trading, LLC. At Compass Point, he supervises the analysis of microeconomic and industry trends to discover attractive investment opportunities in the commercial and consumer finance sectors... More

TWST: What is your coverage in the BDC area?

Mr. Turner: I'd say my official coverage is commercial finance companies. That includes banks with more of a commercial finance orientation, so that could be Comerica

Register for Longer Interview Excerpt

Latest News

Sarepta Therapeutics Inc’s (SRPT) Technology Shows Dramatic Results as DMD Patients Regain Functions

FLIR Systems (FLIR) and Verint Systems (VRNT) May Hold Long-Term Value Despite Challenges in Defense Analytics

Sunoco Logistics Partners L.P.’s (SXL) Insider Buying and Value Investor Following: Is SXL Still a Special Situation?

C.R. Bard, Inc. (BCR) Generates ROE in the 20s; Trades at 7% Free Cash Flow Yield

Primary Energy Recycling Corporation (TSE:PRI) Generates Electricity from Waste Heat to Reduce Costs

Enercare (TSE:ECI) High-Growth Submetering Business Supports Dividend

The Wall Street Transcript is a completely unique resource for investors and business researchers.

Over 20,000 CEO, Equity Analyst and Money Manager Interviews

Subscribe now!

TWST Newsletter

Weekly email with New In-Depth Interviews

E-mail address

Most Popular Interviews

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)

Investing in Health Care Innovation

Finny Kuruvilla

"We’re a faith-based and socially responsible investing firm"

Published May 16, 2013 in Investing in Health Care

Companies covered:

DNDN

PCYC

SRPT

JNJ

CELG

BIIB

PFE

MRK

Buy ($75)

A Health Sciences Fund with a Long-Term Focus

Mark W. Oelschlager

"The fund is about $40 million in assets"

Published May 16, 2013 in Investing in Health Care

Companies covered:

BCR

BDX

BIIB

Buy ($75)

High-Yield Canadian Power Companies

John McIlveen

Published May 14, 2013 in High-Yield Equity Securities

Companies covered:

AT

NPI.TO

INE.TO

JE

ECI.TO

CPST

AQN.TO

BEP-UN.TO

PRI.TO

Buy ($75)

Most Popular Reports

Investing in Health Care

Published May 16, 2013
Topics Covered: Health Care - Electronic Health Record Adoption - Biotechnology and Pharmaceutical Investing - Biotechnology and Pharmaceuticals - Biotechnology and Pharmaceutical Companies Valuation - Platform Interoperability and Data Analytics - HITECH Act Incentives - Affordable Care Act

Buy ($175)

Internet Services

Published May 10, 2013
Topics Covered: Increased Mobile Content Traffic - Chinese Online Monetization Trends - Internet Infrastructure and Services Consolidation - Social Networking Economics -

Buy ($175)

Investing Strategies

Published May 10, 2013
Topics Covered: Investing in Financial Services - Long-Term Investing - Large Cap Investing - Value Investing - High Quality Companies - Bottom-up Investing - All-Cap Growth Investing - Investing in Emerging Markets

Buy ($175)

Top Company Interviews