Lennar Undervalued as Company Transitions to Asset-Light Model
September 07, 2025
Bernard, Brian
U.S. Industrials Poised for Growth as Reshoring, Efficiency Drive Demand
March 28, 2025
Snyder, Chris
Demand Deceleration and Tariffs Impacting the Industrial Space
September 20, 2019
Dankert, Chris
Applying a Value-Based Style in a Momentum-Based Market
November 30, 2018
Ullman, John G.
Eyeing Value-Oriented Diversified Industrials Heading into 2018
September 22, 2017
Heymann, Nick
Looking at Valuations and Dividends to Invest for the Long Term
January 13, 2017
Cullen, Jim, Chang, Jennifer
A Selective Stance on Multi-Industrials in Current Tepid Environment
June 17, 2016
Heymann, Nick
Slow Growth for Multi-Industrials
October 09, 2015
Heymann, Nick
Building a Go-Anywhere Fund with Companies Undergoing Change
November 10, 2014
Multi-Industrials Rely on Organic Growth to Enhance Shareholder Value
November 07, 2014
An Investment Philosophy Based on the Three Drivers of Return
September 07, 2014
U.S. Residential the Fastest-Growing Market in Solar
July 21, 2014
Attractive Growth Outlook for Solar and Electric Vehicles
July 31, 2013
Small-Cap Value Investing
April 05, 2013
Oversupply in Solar Continues to Pressure Clean Tech Industry
July 12, 2012
Investing In Latin American Equity & Fixed Income - Heiner W. Skaliks - Strategic Asset Management, Ltd.
October 17, 2011
Guarded Optimism And A Bullish Take On Capacity Prices - Nathan Judge - Atlantic Equities Llp
November 01, 2010
Investing In Large Cap Equities - Walter B. Todd, Iii - Greenwood Capital Associates, Llc
October 18, 2010
Investing In Dividend-paying Companies - Paul C. Hogan - Fenimore Asset Management, Inc.
October 18, 2010
A Strong Q2 For Waste Management - Hamzah Mazari - Credit Suisse
July 26, 2010
A Rising Tide Lifts All Carriers - Nate Brochmann - William Blair & Company, Llc
May 10, 2010
A Strategic, Bullish Long-term Look At Transport - John Larkin - Stifel, Nicolaus & Company, Inc.
May 10, 2010
A Global Value Investment Strategy - David A. Kliff - Diabetic Investor
October 19, 2009
Leaders In Specialty Retail - Sharon Zackfia - William Blair & Company
September 07, 2009
CHINESE AUTO PARTS & HEALTHCARE COMPANIES - JULIE CHEN - CRT CAPITAL GROUP LLC
June 09, 2008
INVESTING IN BIOTECHNOLOGY - LIISA BAYKO - NEXT GENERATION EQUITY RESEARCH, LLC
September 24, 2007
THE IMPACT OF NANOTECHNOLOGY - VAHE MAMIKUNIAN - LUX RESEARCH INC.
July 30, 2007
HUGH JOHNSON - JOHNSON ILLINGTON ADVISORS LLC
July 31, 2006
ROUNDTABLE FORUM: PUBLISHING
July 24, 2006
OUTLOOK FOR WESTERN BANKS: TODD HAGERMAN - FOX-PITT, KELTON INC
July 17, 2006
APPLICATION SOFTWARE: DEVANG KOTHARI - C.E.UNTERBERG, TOWBIN
July 11, 2006
HR BPO OUTSOURCING SERVICES & PEO: TODD VAN FLEET - FIRST ANALYSIS SECURITIES CORPORATION
July 10, 2006
WALTER HELLWIG - MORGAN ASSET MANAGEMENT
April 03, 2006
JAMES HANSBERGER - HANSBERGER GROUP AT SMITH BARNEY
March 27, 2006
R.BUCK / G.SMART - FREESTONE CAPITAL MANAGEMENT
December 19, 2005
ALTERNATIVE ENERGY COMPANIES: PEARCE HAMMOND - SIMMONS & CO INTERNATIONAL
August 08, 2005
P.BURGESS / D.SNEE - COLUMBIA MANAGEMENT GROUP
August 01, 2005
Stephen Gartside - Evolving Systems Inc (evol)
February 28, 2005
COMMUNICATIONS EQUIPMENT: BILL CHOI - KAUFMAN BROTHERS LP
September 08, 2004
JOHN HOLDEN - FORT WASHINGTON INVESTMENT ADVISORS INC
September 06, 2004
MULTI-INDUSTRY COMPANIES: JAMES LUCAS - JANNEY MONTGOMERY SCOTT LLC
August 30, 2004
DAN GELBART - CREO INC (CREO)
June 14, 2004
STEVEN FELDSTEIN - STEVEN FELDSTEIN & ASSOCIATES
March 01, 2004
ALLAN SPURGEON - TRILOCH RESOURCES INC (TLRa:TSX.V)
December 15, 2003
New Approaches In Drug Delivery: Matthew Kaplan - Punk Ziegel & Co
September 29, 2003
David Warnock - Camden Partners Inc
April 21, 2003
Outlook For Network Storage: Shebly Seyrafi - A.g. Edwards & Sons
December 16, 2002
William Dwyer - M&t Asset Management
November 18, 2002
Jack Phelan - Helios International Asset Management Inc
July 29, 2002
Don Defosset - Walter Industries Inc (wlt)
March 11, 2002
Specialty Pharma, Generics & Vaccines: Robert Wasserman - Sterling Financial Investment Group
February 04, 2002
Oem Auto Supply Companies: David Leiker - Robert W. Baird & Co
February 04, 2002
Automotive Overview: Efraim Levy - Standard & Poor's Equity Group
February 04, 2002
Outlook For The Automotive Industry: Kevin Tynan - Argus Research Company
February 04, 2002
Scott Link - Disciplined Growth Investors Inc
January 21, 2002
Roger Palley - Wells Fargo & Co.
May 28, 2001
Knowledge Services Stocks: Peter Martin - Jefferies & Co.
May 21, 2001
Auto Parts Stocks: David Leiker - Robert W Baird & Co
May 14, 2001
Automakers & Auto Parts Companies: Ronald Tadross - Banc Of America Securities
May 14, 2001
Industrial Services: Stacy Devine - Deutsche Banc Alex. Brown
November 28, 2000
George Halatsis - Inco Limited (n)
November 28, 2000
Outlook For Auto Manufacturers : Michael Bruynesteyn - Prudential Securities
June 12, 2000
Thomas Moore - Hallmark Capital Management
June 12, 2000
Electronic Manufacturing Services : J. Keith Dunne - Bancboston Robertson Stephens
July 27, 1999
Brenda C. Rhodes - Hall, Kinion & Associates (haki)
July 19, 1999
John J. Lee - Fort Washington Advisors
August 31, 1998
Medical Devices / Life Sciences : Generio T. Gargiulo - G. Gargiulo & Co
August 10, 1998
Auto Parts Stocks : Alexander P. Paris Sr. - Barrington Research Associates
August 10, 1998
Laser Stocks : Sean Chaitman - Jesup & Lamont Securities Corp
July 27, 1998
