U.S. Oil Producers Maintain Focus on Free Cash Flow Generation
February 10, 2022
Campbell, Jeffrey
Risk/Reward Equation Points to Picks in Malls, Homebuilding, Pharma
June 24, 2021
Smead, William
Sentiment and Stock Performance Led to a Difficult Year in 2019
January 24, 2020
Chandra, Subash
Investing Across the Value Chain in American Energy Independence
January 04, 2019
Loftin, Toby
Theme Shifting from Volatility to Returns in Oil and Gas Sector
January 19, 2018
Grigel, Paul
Improving Fundamentals for Oil Supply/Demand Balance
February 19, 2016
Billou, Nima
Oil and Gas E&Ps Continue to Contend with Low Price Environment
January 29, 2016
Kantor, Eli
Oil Oversupply Moves E&P Investors to the Sidelines
February 12, 2015
High-Quality Assets Key to E&P Outperformance
January 13, 2015
Developing Portfolio Themes Through Top-Down Analysis
August 21, 2014
Following Global Macro Trends to Discover Attractive Investments
March 14, 2014
Large Capex Coming to the Williston and Permian Basins
January 24, 2013
U.S. Oil and Gas E&P Shale Developments for 2013
December 13, 2012
U.S. Oil Supply Outstrips Sluggish Global Demand Growth
December 06, 2012
Fundamentally Driven Approach to Investing in Smaller Large-Cap Companies
November 13, 2012
Pockets of Growth in New England Banks - Mike Shafir & Matthew Kelley - Sterne Agee & Leach, Inc.
January 09, 2012
