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Investing Across the Value Chain in American Energy Independence
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An Optimistic Outlook on an Under-Appreciated Oil & Gas Sector
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Preserving Capital with a Focus on Quality and Value
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Stripping Away the Noise and Focusing on Fundamentals
June 30, 2017
Havens, Peter H.

Oil Prices to Continue Uptrend Due to Supply and Demand Rebalancing
February 10, 2017
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A Constructive Outlook for U.S. Integrated Oil, E&Ps and Refineries
January 13, 2017
Calio, Evan

A Vigilant Stance on U.S. E&Ps in 2017
January 13, 2017
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Looking at Valuations and Dividends to Invest for the Long Term
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Cullen, James, Chang, Jennifer

Using a Scientific and Artistic Approach to Investing
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Cain, Randell A.

Applying a Diversified, Dividend-Focused Strategy in Today’s Slow-Growth Environment
November 18, 2016
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Maintaining a Patient Mindset in a Difficult Environment
July 15, 2016
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Focusing on Diversification, Buying Funds at a Discount and Distributions
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Raclin, Jonathan S.

Hedging Against Equities with High-Quality Fixed Income Assets
February 12, 2016
Rowe, William A.

Constructing Portfolios with a Strategic-Tactical Approach
January 29, 2016
Krajna, Matthew J.

Weak Product Prices to Cause Significant Reduction in E&P Capex
January 29, 2016
Herrlin, John P.

Large-Cap Value Investing Using a Unique Risk Mitigation Strategy
December 11, 2015
Neiman, Dan

Achieving Returns with a Patient, Contrarian and Long-Term Approach
November 06, 2015
Lowenstein, Todd S.

Finding the Lowest Risk with the Best Possible Return
April 22, 2015

International Integrated Oil Companies Pursue Shareholder Friendly Strategies
February 09, 2015

Using Dividend Stocks to Mitigate Risk in the Large-Cap Space
February 03, 2015

Identifying E&P Opportunities in an Uncertain Oil & Gas Environment
January 16, 2015

Generating Steady Returns from U.S. Stocks
January 15, 2015

In Expected Oil Market Recovery, Value in Companies with More Operating Leverage
December 29, 2014

Achieving High Yields Through High-Quality Stocks
November 12, 2014

Investing in Closed-End Mutual Funds with a Focus on Diversification and Distributions
August 25, 2014

Top-Down Analysis Sets the Stage for Sector Emphasis
July 29, 2014

Basic Needs Investing in Global Agribusiness, Timber and Infrastructure
March 13, 2014

Large-Cap Investing Centered on Dividend-Paying, High-Quality Stocks
February 10, 2014

Large-Cap Oil and Gas Producers Aim to Balance Capital Spending and Free Cash Flow
February 05, 2014

Investors Cautious on Challenging Conditions in Latin American Oil Market
January 21, 2014

Large Oilfield Services Companies Have More Opportunity to Grow Margins
December 12, 2013

Fundamental Investing Focused on High-Quality Blue-Chip Companies
November 13, 2013

An Eye on Dividend-Paying Blue Chips
June 25, 2013

A Global View on Best-In-Class Investments
June 19, 2013

Three Equity Strategies for Investing in Quality Companies
April 30, 2013

Long-term, Contrarian Value Investing
February 26, 2013

E&Ps Cut Costs Through Increased Efficiencies
January 08, 2013

More Pipelines Expected to Transport U.S. Oil in 2013
December 19, 2012

Opportunities in Global Natural Gas Price Disparities
December 11, 2012

Investing in High-Quality During Periods of Macro Risk
December 06, 2012

Frontier E&P May Offset Declining Oil Prices in 2013
December 03, 2012

Cost Structures Provide More Certainty for Oil and Gas Companies
December 03, 2012

Investing in More Stable Large-Cap Energy Stocks
October 01, 2012

A Focus on Economic Margin and Intrasector Comparisons
September 20, 2012

Oversupply in Solar Continues to Pressure Clean Tech Industry
July 12, 2012

Diversified Top-Down Investing in Mid-to-Large Companies
June 14, 2012

A Focus on Quality, Valuation & Diversification in Investing
June 11, 2012

A Quantitative Approach to Multicap Investing
June 04, 2012

Core Value Investing in Dividend-Paying Equities
May 08, 2012

Chinese Demand for Solar Energy Expected to Ease Supply Surplus in 2012 - Chris Kettenmann - Miller Tabak + Co., LLC
February 20, 2012

Understanding Large-Cap Stocks Beyond GAAP Valuation - Rafael Resendes - Toreador Research and Trading
February 20, 2012

Strategic & Tactical Asset Allocation Across Asset Classes - Robert Leggett & Daniel Crawford - FirstMerit Wealth Manage
February 20, 2012

A Catholic Overlay on Socially Responsible Investing - Sam Saladino - Trinity Fiduciary Partners, LLC
February 20, 2012

Growth in Banking to Come From Consolidation & Geography - Kenneth James - Sterne Agee & Leach, Inc.
February 06, 2012

Investing in Distressed Companies & Merger Arbitrage - Nancy Havens & Richard Goldstein - Havens Advisors
January 23, 2012

Increased Capex in Oil & Gas Expected in 2012 - Philip Weiss - Argus Research Group
January 09, 2012

Healthy Fundamentals in Northeastern and Mid-Atlantic Banks - Collyn Gilbert - Stifel, Nicolaus & Co., Inc.
January 09, 2012

Pockets of Growth in New England Banks - Mike Shafir & Matthew Kelley - Sterne Agee & Leach, Inc.
January 09, 2012

Macro Backdrop Boosts Bank Performance in Metro D.C. - Brett Scheiner - FBR Capital Markets & Co.
January 09, 2012

Slow-and-Steady Growth For Northeastern & Mid-Atlantic Banks - Richard D. Weiss - Janney Montgomery Scott LLC
January 09, 2012

Financial Planning With A Thematic Investment Strategy - Mark D. Petrie - Hokanson Associates
December 19, 2011

A Fundamental, Bottom-up Large-cap Investing Strategy - Edward O'connor - Cooke & Bieler
December 19, 2011

Proactive Investing In 'mispriced' Stocks Across Market Caps - James M. Landreth - 300 North Capital, Llc
December 05, 2011

Investing In Barrier And Rotational Real Estate - David J. Reilly - Cornerstone Real Estate Advisers Llc
September 05, 2011

High Oil Prices Cause Majors To Increase Spending - Philip H. Weiss
July 11, 2011

Divergent Outlooks For North American Oil & Gas - Amir Arif - Stifel, Nicolaus & Co., Inc.
July 11, 2011

Upstream Producers Move Toward Liquids-rich Reservoirs - Duane Grubert - Susquehanna Financial Group Lllp
July 11, 2011

Exploiting Market Inefficiencies Across Market Caps - Barry R. James & David W. James - James Investment Research, Inc.
July 11, 2011

Growth Prospects For Oil Services - Scott Gruber - Sanford C. Bernstein & Co., Llc
June 27, 2011

Value Investing In Dividend-paying Companies - Jim Wright & John Fattibene - Harvest Financial Partners
June 13, 2011

Customizable Growth-oriented Investing - Joseph Parnes - Technomart Investment Advisors
April 18, 2011

Value Investing In Energy, Natural Resources & Technology - William E. Dodge - Fox Asset Management Llc
April 18, 2011

Sri Via Environmental, Social & Governance Analysis - Dermot Foley And Stephen Macinnes - Vancity Investment Management
April 04, 2011

Socially Responsible Investing In Alternative Energy - David Schoenwald - New Alternatives Fund Inc.
April 04, 2011

Bottom-up Value Approach Favors Large-cap Technology - George O. Sertl Jr. - Artisan Partners
March 21, 2011

Enhancing Returns With A Socially Responsible Strategy - Jamal Elbarmil - Azzad Asset Management
November 01, 2010

Investing In Large Cap Equities - Walter B. Todd, Iii - Greenwood Capital Associates, Llc
October 18, 2010

Long/short Strategy For Small Cap Growth - James A. Bitzer - Falcon Point Capital, Llc
June 28, 2010

Streamlined Top-down Value Investing - Alpana Sen, Raymond A. Mathis & William Mason - David Lerner Associates, Inc.
June 14, 2010

Analysis Of Industrial Gas Demand Drivers - Raymond Deacon - Pritchard Capital Partners Llc
May 31, 2010

Bifurcation In Oil & Gas Outlook -john Keller - Stephens, Inc.
May 31, 2010

Long-only Large Cap Value Investing - Harry Rady - Rady Asset Management
May 31, 2010

A Value & Fundamentals Pendulum Approach To Large-cap Stock Picking - Wade Wescott - Glenmede Investment Management
May 31, 2010

Fundamental, Long-term Value Investing - Roger B. Palley, Jim R. Garrison & Eric H. Speron - First Foundation Advisors
May 31, 2010

Investing In Industrial Products & Services - Alexander J. Roepers - Atlantic Investment Management, Inc.
November 23, 2009

A Global Value Investment Strategy - David A. Kliff - Diabetic Investor
October 19, 2009

International Core Value Investing - Tina Larsson - Pendo Llc
July 13, 2009

Valuation-driven Investing - Lee A. Lahourcade - Vaughn Nelson Investment Management, Lp
May 04, 2009

Concentrated Quality Growth Investing - Harry W. Segalas & David A. Altman - Hs Management Partners, Llc
April 20, 2009

Investing In Large Cap Equities - Joseph E. Stocke - Stoneridge Investment Partners, Llc
March 09, 2009

Concentrated Value Portfolio Management - Richard E. Buchwald & Marvin I. Kline - Logan Capital Management, Inc.
March 09, 2009

Investing In Best Bargains - Robert E. Killen - The Killen Group, Inc.
March 09, 2009

Investing In Deep Value & Relative Value Stocks - Richard H. Parry - Tom Johnson Investment Management, Inc.
April 28, 2008

LARGE CAP BLEND INVESTMENT - DAVID M. LABIAK - TRENT CAPITAL MANAGEMENT, INC.
March 26, 2007

INTEGRATED OILS - FADEL GHEIT - OPPENHEIMER & CO.
January 15, 2007

OUTLOOK FOR REITS - LOU TAYLOR - DEUTSCHE BANK SECURITIES, INC.
October 23, 2006

ROBERT MAYES - BLUECREEK INVESTMENT PARTNERS LLC
August 14, 2006

TOM WEARY - DIAMOND PORTFOLIO ADVISORS LLC
June 05, 2006

STEPHEN HILL - MFC GLOBAL INVESTMENT MANAGEMENT
April 17, 2006

JOHN MERRILL - TANGLEWOOD CAPITAL MANAGEMENT INC
February 13, 2006

INTEGRATED NATURAL GAS COMPANIES: FAISEL KAHN - CITIGROUP GLOBAL MARKETS
January 16, 2006

OUTLOOK FOR MAJOR PHARMACEUTICALS: HERMAN SAFTLAS - STANDARD & POOR'S EQUITY GROUP
January 09, 2006

Wayne Beach - Northwestern Mineral Ventures Inc (nwt:tsx)
October 24, 2005

JOHN RICHARDSON - MUNDER CAPITAL MANAGEMENT
October 17, 2005

NICHOLAS REITENBACH - PINNACLE ASSOCIATES LTD
September 26, 2005

Stephen Pineau - Viscount Systems Inc (vsys)
September 19, 2005

JEFFREY PARKER - PEA CAPITAL LLC
September 12, 2005

DIANE JAFFEE - TCW INVESTMENT MANAGEMENT COMPANY
August 22, 2005

STEVEN PURVIS - LUTHER KING CAPITAL MANAGEMENT
August 22, 2005

WAYNE WILBANKS - WILBANKS, SMITH & THOMAS ASSET MANAGEMENT LLC
August 15, 2005

C.HAPPEL / D.HIGGINS - EQUITRUST INVESTMENT MANAGEMENT SERVICES INC
August 01, 2005

Mark Miller - Stericycle Inc (srcl)
July 01, 2005

B.HICKS / E.SMITH - U.S. GLOBAL INVESTORS
July 01, 2005

ROBERT ZAGUNIS - JENSEN INVESTMENT MANAGEMENT INC
June 06, 2005

K.STRAUSS / C.ZWEIG - ABNER HERMAN & BROCK INC ASSET MANAGEMENT
March 28, 2005

OIL & GAS PRODUCERS: DUANE GRUBERT - FULCRUM GLOBAL PARTNERS LLC
February 07, 2005

J.PRIDE / H.SMITH - HAVERFORD TRUST COMPANY
January 17, 2005

JOHN LENNON - PYRAMID BREWERIES INC (PMID)
January 03, 2005

DONALD GIMBEL - CARRET & CO LLC
November 15, 2004

TELECOM EQUIPMENT & DATA NETWORKING: MARK SUE - RBC CAPITAL MARKETS
November 08, 2004

JAY HIGHAM - INTEGRAMED AMERICA INC (INMD)
November 08, 2004

T.J. MCHUGH JR. - MCHUGH ASSOCIATES INC
November 01, 2004

R.BUCK / G.FURUKAWA / G.SMART - FREESTONE CAPITAL MANAGEMENT
October 25, 2004

A.CHARLES WILSON - TRIO-TECH INTERNATIONAL (TRT)
October 18, 2004

JUSTIN MCNICHOLS - OSBORNE PARTNERS CAPITAL MANAGEMENT
September 27, 2004

INDUSTRIAL MANUFACTURING OUTLOOK: ELI LUSTGARTEN - J.B. HANAUER & CO
September 27, 2004

MARK YOSELOFF - SHUFFLE MASTERS INC (SHFL)
September 13, 2004

ROBERT LUTTS - CABOT MONEY MANAGEMENT
August 30, 2004

AMIT WADHWANEY - THIRD AVENUE GLOBAL VALUE FUND LP
August 23, 2004

JOE BRUENING - RENAISSANCE INVESTMENT MANAGEMENT
August 23, 2004

DAVID ROOT JR. - D.B. ROOT & CO
August 09, 2004

THOMAS GEIMER - ACCELR8 TECHNOLOGY CORPORATION (AXK)
July 05, 2004

T.COIN JR. / D.PUGH - PEREGRINE CAPITAL MANAGEMENT
June 07, 2004

JOSEPH SMITH - ING CLARION REAL ESTATE SECURITIES
May 17, 2004

SHANNON GREENE - THE LEATHER FACTORY INC (TLF)
May 17, 2004

LATTIMORE MICHAEL - BACK YARD BURGERS INC (BYBI)
May 03, 2004

R.BUGG / P.KENNEDY - COMERICA
April 26, 2004

C.ANTLEY / R.KEY - CCM INVESTMENT ADVISERS
March 22, 2004

GEORGE USHER - POLYDEX PHARMACEUTICALS LTD (POLXF)
March 08, 2004

DAVID GELLER - GELLER CAPITAL MANAGEMENT LLC
February 09, 2004

ALLAN SPURGEON - TRILOCH RESOURCES INC (TLRa:TSX.V)
December 15, 2003

M.gerard Sandel - Heartland Advisors
December 15, 2003

Investing In Community Banks & Thrifts: Laurie Hunsicker - Friedman, Billings, Ramsey Group Inc
November 26, 2003

R.bernstein / D.lysik - Brown Investment Advisory Trust Company
September 01, 2003

Michael Borgen - Navellier & Associates Inc
September 01, 2003

Semiconductor Capital Equipment: Edward White Jr. - Lehman Brothers
August 25, 2003

David Cooley - J & W Seligman & Co
August 04, 2003

Michael Brigham - Immucell Corporation (iccc)
July 28, 2003

Scott Sterling - Sterling Johnston Capital Management
June 16, 2003

Alexander Muromcew - Loomis, Sayles & Co Lp
May 26, 2003

Michael Jones - Clover Capital Management
May 05, 2003

Brian Kirkpatrick - Bridges Investment Counsel Inc
April 21, 2003

Outlook For Midwest Banks: Terry Mcevoy - Fahnestock & Co Inc
March 10, 2003

Natural Gas & Electric Utilities: Ronald Barone - Ubs Warburg
March 10, 2003

David Rolfe - Wedgewood Partners Inc
January 20, 2003

Robert Russell - Axeda Systems Inc (xeda)
December 16, 2002

Roundtable Forum: Industrial Manufacturing
December 09, 2002

Robert Lifton - Medis Technologies Ltd (mdtl)
December 09, 2002

Michael Caplan - State Street Global Advisors
September 30, 2002

Jack Phelan - Helios International Asset Management Inc
July 29, 2002

Donevan Kukul - Cohen, Klingenstein & Marks Inc
May 27, 2002

Wi-fi & Wireless Lan Technologies: Joseph Byrne - Gartner Dataquest
May 13, 2002

Canadian Biotechnology Stocks: Claude Camire - Dundee Securities
May 06, 2002

Imaging Technology Stocks: Shannon Cross - Merrill Lynch Global Securities
April 01, 2002

Kris Jenner - T. Rowe Price Associates Inc
April 01, 2002

E. Allen Iii / J.gualy - Eagle Global Advisors
March 11, 2002

Roundtable Forum: Beverages
March 04, 2002

Michael Romanowski - Orbitex Management Inc
January 14, 2002

Harry Bingham - Van Eck Associates Corporation
January 07, 2002

Alex Motola - Thornburg Investment Management
December 10, 2001

Distributed Power Technology - W.neal Mcatee - Morgan Keegan & Co
December 03, 2001

John Chadwick - Bessemer Group Inc
December 03, 2001