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TWST: Please start by giving us an overview of your coverage.
Mr. Kaschalk: Currently, my coverage is focused on our small cap
universe at Wedbush, generally below $3 billion. My research focus is on
industrial companies and commercial service-oriented companies. The
coverage universe is intentionally broad at this point in time and is
not necessarily sector specific, but generally, I am looking for unique
opportunities. TWST: What method do you use to come up with names?
Mr. Kaschalk: Initially, with our industrials research stock screen, we
will use market capitalization, and we certainly like companies that
have positive operating margins or are at a point where maybe they have
a certain blip on the profitability schedule, and therefore, margins may
have been hurt. But certainly margins expansion opportunities would be
nice. In addition, I generally like names that are not well followed
(undiscovered stocks) where, potentially, the investment case is
misunderstood by Wall Street. Finally, investment cycles generally make
names more attractive, depending on where we are in the economic and
investment cycles.
Tickers included in this excerpt: AH, BA, CLHB, CRDN, CYT, ECOL, HW, HXL, INT, JLG, TRYIY, US
For more information call (212) 952 7433. The
Wall Street Transcript does not endorse any of the comments made by interviewees, and does
not make stock recommendations.
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