Designing Client-Centric Portfolios Based on Risk Profile and Duration
September 06, 2019
Reeves, Jacqueline
Buying Companies with Bad News That’s Real But Temporary
July 26, 2019
Dorfman, John
Taking a Defensive Position in Anticipation of a Correction
June 28, 2019
Stonehouse, David
Positioning Investments for a Late-Cycle Economic Environment
April 05, 2019
Rinehart, Charles E.
Growth Anticipated for Ad-Supported OTT Services Despite Focus on Subscriptions
April 05, 2019
Moldow, Austin
Looking for Strong Businesses That Are Utilizing Platforms and Data Analytics
October 05, 2018
Auxier, J. Jeffrey
Generating Attractive Returns Through Stock Selection in a Long/Short Fund
August 10, 2018
Browne, Connor, Shah, Bimal
Buying Financially Strong Companies with Dedicated Leaders
August 10, 2018
Edgerton, Bobby
Protecting Over the Long Term with a Balanced, Fundamental Approach
June 29, 2018
Sudyka Jr., Thomas J.
Looking for Strong Companies Trading at a Discount to Intrinsic Value
May 17, 2018
Wallace, Scott
Buying Cash-Rich, Debt-Free Companies When They Are Down
November 17, 2017
Edgerton, Bobby
Patiently Holding Undervalued Stocks Through Thick and Thin
October 30, 2017
Buckingham, John
Value Investing Alongside Proven Management Teams
July 24, 2017
Boskovich Jr., Joseph M.
Buying High-Quality Companies with Strong Management Teams
April 07, 2017
Mullarkey, Christopher, Mulvey, Jim
Investing in Upmarket and Down-Market Stocks According to the Cycle
March 24, 2017
Alpert, Michael J.
A Three-Stage Process to Long-Term Value Investing
January 13, 2017
Buckingham, John
Looking for Mispricings in Large-Cap Stocks
January 13, 2017
Coquillard, Samuel C.
Strong Backdrop for Movie Theater Space Heading Into 2017
November 18, 2016
Kulp, Leo
Media Companies Challenged by Cord-Cutting Consumers
October 07, 2016
Mogil, Ben
Uptrend in TV Advertising as Data Measurement Improves
October 07, 2016
Nollen, Tim
Shift to Digital Media Creates New Revenue Streams
October 07, 2016
Meyers, Stan
Evolution of Toy Industry Based on Demographics and Media Convergence
October 07, 2016
Wissink, Stephanie S.
Investing in High-Quality Sector Leaders
September 23, 2016
Pascal, Patrick
Outperforming the Market with Less Volatility
September 09, 2016
Abelson, Adam S.
Focusing on Dividends, Quality and Valuation
July 29, 2016
Wright, Jim, Fattibene, John
Maintaining a Patient Mindset in a Difficult Environment
July 15, 2016
Raclin, Jonathan S.
Looking for Acquisition Specialists in a Sluggish Economic Environment
July 15, 2016
Chaitman, Sean
Seeking Income-Generating Fallen Angels
May 06, 2016
Busch, Glenn
Investing Globally in Lesser-Known, High-Quality Microcaps
April 22, 2016
Sunderland, Amy Hu, Hackett, Spencer
Focusing on Diversification, Buying Funds at a Discount and Distributions
February 12, 2016
Raclin, Jonathan S.
Investing in High-Quality Companies with Addicted Customer Bases
February 12, 2016
Smead, William
Looking for the World’s Best Companies with the Best Balance Sheets
November 06, 2015
Edgerton, Bobby
Cable Channels Under Pressure as Consumers Drop Down Service Levels
October 09, 2015
Mogil, Ben
Entertainment and Media Companies Aim to Monetize Digital Consumption
October 09, 2015
Marsh, James
Aiming to Grow Capital with Value and Bottom-Up Investing
July 14, 2015
A Comprehensive Asset-Allocation Investing Strategy That Provides Downside Protection
April 27, 2015
Investing in Domestic Midcaps Via Dividend, Valuation and Fundamental Processes
April 15, 2015
Building a Portfolio of Consumer Discretionary Stocks
December 18, 2014
Employing a Micro-to-Macro Strategy to Cover a Wide Universe of Stocks
October 28, 2014
Growing Domestic Birth Rate Suggests Brighter Future for Toys
October 22, 2014
Parents Limit Screen Time, Focusing Buying in Outdoor Toys, and Arts and Crafts
October 22, 2014
Mobile Monetization Key to Higher Growth Trajectory for Internet Content Providers
May 05, 2014
Data Growth Trend Opens Opportunities for Semiconductors
April 30, 2014
Following Global Macro Trends to Discover Attractive Investments
March 14, 2014
Large-Cap Investing Centered on Dividend-Paying, High-Quality Stocks
February 10, 2014
An Allocation Strategy Focused on Cash-Flow-Oriented Global Companies
November 20, 2013
Board Game Businesses Stable with Growth of Supplementary Formats
October 22, 2013
Media Companies Encounter Successes and Disruptions from the Digital Transition
October 21, 2013
Entertainment Companies Driven by Advertising Market and the Impact of Digital
October 10, 2013
Patience as Key to Value-Focused Investing
April 05, 2013
A Bullish Take on Domestic Natural Gas Investing
March 25, 2013
Humanization of Pets Behind Growth in Super-Premium Pet Food
March 12, 2013
Investing Strategies for a New Economic Paradigm
February 28, 2013
Content Creators Unscathed Despite Delivery-Platform Uncertainty
October 26, 2012
Domestic Fees and International Revenue Growth in Cable Point to Attractive Value
October 25, 2012
Investing in International Franchise Quality
June 18, 2012
Secular Shifts in Communications Pyramid Offer Investment Opportunities
May 23, 2012
Financial Planning With A Thematic Investment Strategy - Mark D. Petrie - Hokanson Associates
December 19, 2011
Monetizing New Content-delivery Platforms - David Bank - Rbc Capital Markets
October 31, 2011
Value-oriented Investing - Ryan M. Sailer - Union Investment Management Group
October 31, 2011
Investing In Thai Equity - Sornchai Suneta & Suchai Sutapak - Scb Asset Management Co., Ltd.
October 31, 2011
Ehr Solutions Providers Trade At High Multiples - Rafael Garcia & Patrick Dunn - Morningstar, Inc.
October 31, 2011
Health It Companies Increase Ehr Bookings - Michael Cherny - Deutsche Bank Securities Inc.
October 31, 2011
A Positive Long-term Outlook For Cable Networks - David C. Joyce - Miller Tabak + Co., Llc
October 31, 2011
Investing In Oil Service & Equipment Providers - L. Farrell Crane Jr. - Energy Opportunities Capital Management
August 08, 2011
Customizable Growth-oriented Investing - Joseph Parnes - Technomart Investment Advisors
April 18, 2011
Defensive Vs. Offensive Strategies In Pharma/biotech - Michael Yee - Rbc Capital Markets
April 04, 2011
Investing In Dividend-paying Companies - Paul C. Hogan - Fenimore Asset Management, Inc.
October 18, 2010
Long/short Strategy For Small Cap Growth - James A. Bitzer - Falcon Point Capital, Llc
June 28, 2010
A Second Chance For Cable & Broadcasters - David C. Joyce - Miller Tabak + Co.
December 21, 2009
Mergers & Product Promotions In Beverages - Kaumil Gajrawala - Ubs Investment Bank
December 21, 2009
Sweet Investments In The Confectioners Space - Charlie Mills - Credit Suisse
December 21, 2009
Investing In Garp International Equities - Martin Steinik, Stewart Gronek, And Maurice Haywood - Brown Capital Management
December 07, 2009
A Global Value Investment Strategy - David A. Kliff - Diabetic Investor
October 19, 2009
ROUNDTABLE FORUM: OIL & GAS EXPLORATION & PRODUCTION
January 26, 2009
STORAGE & SERVER ENTERPRISE HARDWARE - CLAY SUMNER - FRIEDMAN, BILLINGS, RAMSEY & CO., INC.
July 28, 2008
LARGE CAP GROWTH STOCK INVESTING - JERRY JORDAN - HELLMAN, JORDAN MANAGEMENT COMPANY, INC.
March 17, 2008
SMALL CAP GROWTH INVESTING - MARY LISANTI - AH LISANTI CAPITAL GROWTH, LLC
December 03, 2007
INVESTING IN MARKET LEADERSHIP - NICHOLAS H. DAVIS - MONTANA INVESTMENT ADVISORS, INC.
November 19, 2007
OUTLOOK FOR PAPER & WOOD PRODUCTS - C.A. "CHIP" DILLON - CITIGROUP GLOBAL MARKETS, INC.
July 09, 2007
Investing In Large Cap Quality Growth Stocks - Henry B. Smith & Jason D. Pride - The Haverford Trust Company
April 30, 2007
LARGE CAP CORE INVESTING - ALAN COLE - CEDAR HILL ASSOCIATES, INC.
February 05, 2007
JEFFREY JAMES - DRIEHAUS CAPITAL MANAGEMENT LLC
September 18, 2006
CHARLES L. NORTON & ALLEN R. GILLESPIE - GNI CAPITAL, INC.
September 11, 2006
KATHRYN VORISEK - FIDUCIARY MANAGEMENT ASSOCIATES LLC
July 24, 2006
KURT VON EMSTER - MPM CAPITAL LP
July 10, 2006
GENERIC PHARMACEUTICALS & DRUG DELIVERY: ROBERT UHL - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
June 19, 2006
DONALD GIMBEL - CARRET ASSET MANAGEMENT LLC
March 20, 2006
GREG MILLER - WELLESLEY INVESTMENT ADVISORS INC
March 20, 2006
ARNOLD URSANER - CJS SECURITIES INC
March 06, 2006
JAMES HARDESTY - HARDESTY CAPITAL MANAGEMENT
November 21, 2005
NEWSPAPERS, ADVERTISING & MARKETING SERVICES: EDWARD ATORINO - THE BENCHMARK COMPANY LLC
November 21, 2005
DAVID IBEN - NWQ INVESTMENT MANAGEMENT COMPANY
October 03, 2005
JEFFREY PARKER - PEA CAPITAL LLC
September 12, 2005
STEVEN PURVIS - LUTHER KING CAPITAL MANAGEMENT
August 22, 2005
WAYNE WILBANKS - WILBANKS, SMITH & THOMAS ASSET MANAGEMENT LLC
August 15, 2005
K.WILLIAM NOLIN - PRINCIPAL GLOBAL INVESTORS
July 18, 2005
MARK MOWREY - AL FRANK ASSET MANAGEMENT
June 13, 2005
M.HARDY / G.SWEENEY - STATE BANK & TRUST
April 11, 2005
G.HERR / I.KRUTOV / E.WALCZAK - VONTOBEL ASSET MANAGEMENT INC
April 11, 2005
D.ROLFE / D.WEBB - WEDGEWOOD PARTNERS INC
March 21, 2005
TONY ROSENTHAL - TIMESSQUARE CAPITAL MANAGEMENT LLC
January 31, 2005
D.CAMPBELL II / K.KO - DEAN INVESTMENTS
January 10, 2005
ANDERSON / GELFAND / MINTUN - FIRST FIDUCIARY INVESTMENT COUNSEL INC
January 03, 2005
SAM KATZ - WELLSPRING BIOCAPITAL PARTNERS
November 22, 2004
DONALD GIMBEL - CARRET & CO LLC
November 15, 2004
R.BUCK / G.FURUKAWA / G.SMART - FREESTONE CAPITAL MANAGEMENT
October 25, 2004
MARK YOSELOFF - SHUFFLE MASTERS INC (SHFL)
September 13, 2004
EDWARD MILLIGAN - MAIN STREET BANKS INC (MSBK) (MSBK)
August 16, 2004
EDGAR PETERS - PANAGORA ASSET MANAGEMENT INC
July 26, 2004
HOUSEHOLD & PERSONAL CARE PRODUCTS: LAUREN LIEBERMAN - CREDIT SUISSE FIRST BOSTON
July 26, 2004
FRANK MANNING - ZOOM TECHNOLOGIES INC (ZOOM)
April 19, 2004
EDWARDS / JORDAN / MUENZENMAY / RALSTON - TRUSTMARK INVESTMENT ADVISORS INC
April 19, 2004
TIMOTHY FIDLER - ARIEL CAPITAL MANAGEMENT
March 29, 2004
C.ANTLEY / R.KEY - CCM INVESTMENT ADVISERS
March 22, 2004
RICHARD PARRY - TOM JOHNSON INVESTMENT MANAGEMENT
March 15, 2004
DAVID ROLFE - WEDGEWOOD PARTNERS INC
March 15, 2004
DONALD HOSMER - ROYALE ENERGY INC (ROYL)
March 01, 2004
INVESTING IN EMERGING GROWTH, SMALL CAP STOCKS: MARKOS KAMINIS - STANDARD & POOR'S EQUITY GROUP
February 02, 2004
BROADCASTERS & CABLE OPERATORS: DAVID JOYCE - GUZMAN & CO
February 02, 2004
ARNOLD HANTMAN - SFBC INTERNATIONAL INC (SFCC)
February 02, 2004
JOHN REED - BRITESMILE INC (BSML)
January 12, 2004
John Snyder - Sovereign Asset Management Corporation
December 22, 2003
Michael Stewart - Dana Investment Advisors Inc
November 17, 2003
Bruce Weber - Veredus Asset Management Llc
October 20, 2003
Video Games & Toy Manufacturers: Anthony Gikas - U.s. Bancorp Piper Jaffray Inc
August 11, 2003
Woodson Hobbs - Pumatech Inc (puma)
July 14, 2003
Fred Plautz - Thrivent Investment Management Inc
July 14, 2003
Paul Curtis - Fiduciary Trust Company
June 23, 2003
Franklin Karp - Harvey Electronics Inc (hrve)
June 23, 2003
Small & Mid-cap Defense Stocks: Peter Arment - Jsa Research
June 09, 2003
Alan Stillman - The Smith & Wollensky Restaurant Group Inc (swrg)
May 19, 2003
Francis Lee - Synaptics Inc (syna)
May 12, 2003
Christopher Bonavico - Transamerica Investment Management Llc
March 31, 2003
Department & Discount Stores: Shari Eberts - J.p. Morgan Chase
March 17, 2003
David Rea - Salem Investment Counselors
February 10, 2003
Jonathan Raclin - Barrington Research Associates Inc
February 03, 2003
Richard Hochhauser - Harte-hanks Inc (hhs)
January 03, 2003
Cruise Lines, Power Sports & Other Leisure Companies: Joseph Hovorka - Raymond James & Associates
September 30, 2002
T.dibella / K.gainey - Turner Investment Partners Inc
July 15, 2002
Michael Walsh - Kilkenny Capital Management Llc
June 03, 2002
Donevan Kukul - Cohen, Klingenstein & Marks Inc
May 27, 2002
Lawrence Auriana - Federated Kaufmann Fund
May 06, 2002
E-finance Software Companies: Jeffrey Baker - U.s. Bancorp Piper Jaffray
April 22, 2002
David Jordan - First National Bank
April 22, 2002
Victor Abbey - Busch Entertainment Corporation (bud)
April 08, 2002
Publishing & Information Services: Kevin Gruneich - Bear, Stearns & Co Inc
March 03, 2002
Gerald Szczepanski - Gadzooks Inc (gadz)
February 27, 2002
Timothy Allen - Laird Norton Trust Company
January 28, 2002
Property Casualty Insurance Companies: Jay Cohen - Merrill Lynch
January 14, 2002
James Buskirk - Huntington National Bank
January 14, 2002
Alex Motola - Thornburg Investment Management
December 10, 2001
Daniel Glassman - Bradley Pharmaceuticals Inc (bprx)
December 05, 2001
Charles Helme - Carret & Company Llc
December 03, 2001
Theodore Parrish - Henssler Asset Management
October 29, 2001
Interactive Television & New Media Technologies: Murray Arenson - Morgan Keegan & Co
July 23, 2001
Newspaper Stocks: Leland Westerfield - Ubs Warburg
July 23, 2001
Interactive Technology: David Lee Smith - Dain Rauscher Wessels
July 23, 2001
Internet Media Stocks: Safa Rashtchy - U.s. Bancorp Piper Jaffray
July 23, 2001
Alan Snyder - Snyder Capital Management
June 04, 2001
Opthalmology & Vision Care: Daivd Therkelsen - Dain Rauscher Wessels
December 18, 2000
Broadcasting Stocks: Paul Sweeney - Credit Suisse First Boston
December 04, 2000
David Simpson - Wm Advisors Inc
October 09, 2000
Roundtable Forum: Media: Radio & Television
October 09, 2000
Eric Mckissack - Ariel Mutual Funds
September 04, 2000
Carlos Bachrach - Investing In Latin America
July 31, 2000
Outlook For Cable Stocks : Frederick Moran - Jeffries & Company Inc
July 31, 2000
Kenneth Hoffman - Orbitex Management Inc
July 17, 2000
Michael Kubacki - Lakeland Financial Corporation (lkfn)
May 22, 2000
Semiconductor Manufacturing Services : Lucas Ward - Chase H&q
May 11, 2000
William Block - Wab Capital
May 08, 2000
Terry Banet - J.p. Morgan Tax-aware Equity Fund
March 13, 2000
Medical Technology : Chris Shibutani - Chase H&q
January 13, 2000
Walter Jenkins - Amoco Pension Fund
January 10, 2000
Retail: Holiday Shopping : Jeffrey M. Feiner - Lehman Brothers
December 27, 1999
Specialty Retail Stocks : Amy Ryan - Prudential Securities
December 20, 1999
Svein W. Faye Lien - Axis Shield Plc (asd.l)
December 13, 1999
Richard L. Babson - Babson-united Inc
December 06, 1999
Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999
Andrew A. Lanyi - Cibc World Markets Corporation
November 15, 1999
Robert G. Schiro - Far West Capital Management
November 01, 1999
Samuel H. Hallowell Jr. - Van Liew Capital
August 30, 1999
Allan Brown - Investors Group
July 26, 1999
Cruise Line Stocks : Robin M. Farley - Deutsche Banc Alex. Brown
July 12, 1999
Roundtable Forum: Automobile & Auto Parts Industry
July 12, 1999
Ronald L. Carson Jr. - Carson Feltz Retirement Planning
January 11, 1999
Roundtable Forum: Practice Management Industry
December 14, 1998
Roundtable Forum: Semiconductor Industry
December 07, 1998
Fertilizer Stocks : Robert A. Koort - Deutsche Bank Securitiies
November 30, 1998
An Update On Cable Tv : Philip J. Sirlin - Schroder & Co
November 09, 1998
Richard K. Herzer - Ihop Corporation (ihop)
November 09, 1998
Keith O. Hanson - Ohio National Financial Services
November 02, 1998
Art J. Bonnel - Bonnel Growth Fund
September 21, 1998
Pierre Jungels - Enterprise Oil Plc (etp)
September 09, 1998
Lodging Stocks : Mark Mutkoski - Bt Alex. Brown
September 07, 1998
Joseph E. Stocke - Meridian Investment
August 17, 1998
