Dividend Growth Strategy Favors High-Quality Financials
April 10, 2025
Ellis, Jeremy A.
U.S. Equity Fund Overweights Big Banks on Valuation, Dividend Strength
April 10, 2025
Bradshaw, Gary
Political Headwinds Create Buying Opportunity for Vital Defense Contractor
February 24, 2025
Ullman, John G., Winnefeld, Brett, Abdalla, Mark, Obrist, Dan, Bloxsom, Mark
Insurance and Travel Industries Continue to See Good Fundamentals
February 07, 2025
Auxier, J. Jeffrey
AI Opportunities Expand to Industrial, Utilities and Energy Sectors
November 11, 2024
Chi, Regina
Identifying Beneficiaries of the AI Ecosystem — From Data Center to End User
October 06, 2024
Sroka, Joseph
Consumer Internet Analyst Talks Tech, Retail and Politics
September 22, 2024
Forte, Tom
AI and Deep Learning Fund Spots Growth Names Early in Their Lifecycle
August 14, 2024
Kim, Sam
Analyst Broadly Positive on Engineering and Enterprise Software Sectors
June 05, 2024
Vleeschhouwer, Jay
The Killer Apps Are Coming — And They’ll Need New Chips
May 23, 2024
Miscioscia, Louis
AI Still in the Early Stages of the “Mother of All Cycles”
May 23, 2024
Mosesmann, Hans C.
Taiwan’s Tech Sector Offers Good Growth Opportunities, Compelling Valuations
May 20, 2024
Goswami, Trishul
Finding Great Businesses Within the Semiconductor Ecosystem
May 07, 2024
Cofsky, Jonathan
Tech Fund Seeks Out Companies That Enable or Benefit from AI
May 07, 2024
Wang, Tony
Momentum Continues Around Buildout of AI Infrastructure
May 07, 2024
Zinn, Gus C.
Next Leg of Tech Sector Growth Will Be Data Handling
May 07, 2024
Heydorn, Inge
Aggressive Growth Strategy Targets Disruptive Companies and Themes
May 07, 2024
Tauber, Jason
Separating the Real Winners and Losers in the AI Boom
March 29, 2024
Bilsky, Jeffrey D.
Generating Dividend Yield That’s Not Correlated to Interest Rates
March 19, 2024
Segura, Matthew R.
ETFs Can Offer Active Management in Tax-Efficient Wrapper
March 12, 2024
Kaufman, Matt
Insurance Is Attractive Due to Strong Pricing, Strong Fundamentals
January 07, 2024
Auxier, J. Jeffrey
AI Revolution Will Ultimately Benefit Data-Heavy Companies
December 14, 2023
Rao, Kishore
Preparing for Volatility with an All-Weather Portfolio
December 14, 2023
Montana, William
Growth Managers Put Quality First, Avoid Shiny Objects
December 14, 2023
Klapmeyer, Bradley
Finding Keepers: Large-Cap Investors Focus on Sustainable Growth
December 14, 2023
Powell, David
E-Commerce and Enterprise Software Positioned to Reaccelerate Growth
December 14, 2023
Armbruster, Chris
Balancing High-Quality Holdings with Growth Opportunities
December 14, 2023
Smith, Michael T.
Spotlighting Quality Companies to Buy While They’re Down
October 13, 2023
Edgerton, Bobby
Biggest Software Names Best Positioned to Benefit from AI
September 21, 2023
Lane, J. Parker
Industry Concentration Benefits Engineering and Enterprise Software Names
May 17, 2023
Vleeschhouwer, Jay
Utilities Offer Pricing Power in Defensive Sector
May 30, 2022
Ullman, John G., Armstrong, William R., Winnefeld, Brett, Abdalla, Mark
Build a Balanced, Diversified Portfolio for a Smoother Ride in 2022
January 19, 2022
James, Barry
ITEQ ETF Taps Into Innovative Israeli Tech Industry
December 10, 2021
Schoenfeld, Steven
AI Can Help Active Managers Deliver Above-Market Returns
November 04, 2021
Oh, Francis
Long-term Investment Strategy Uses Short Selling to Augment Holdings
July 01, 2021
Parnes, Joseph
New Economy Investing: Targeting Digital and Service-Based Companies
April 30, 2021
Michael, Irwin, Michael, Ryan, Michael, Harlan, Michael, Brandon
Using Options to Manage Possible Uptick in Tax Rates, Volatility
March 11, 2021
Davenport, Stephen
Defending Against Loss by Buying Industry Leaders When They're Down
February 24, 2021
Edgerton, Bobby
COVID-19 Has Changed the Recovery Trajectory in Semiconductors
July 10, 2020
Mosesmann, Hans C.
Using Recent Volatility as an Opportunity to Buy High-Quality Companies
April 24, 2020
Norton, Jessamyn Larrabee
Taking Advantage of Price Volatility to Find Stable Value Opportunities
March 13, 2020
Dunbar, McGavock
Volatility in the Semiconductor Sector Tied to Macro Uncertainty
June 14, 2019
Schafer, Richard E.
AI, IoT and Self-Driving Vehicles Are the Biggest Trends in Semiconductors
June 14, 2019
Steves, Mitch
Autonomous Driving Presenting Big Opportunities for Semiconductor Companies
June 14, 2019
Mosesmann, Hans C.
U.S.-China Trade Tensions Putting Cold Water on an Otherwise Healthy Industry
June 14, 2019
Svanberg, Tore
The Trade Situation with China Is Front and Center in the Semiconductor Sector
June 14, 2019
Kumar, Harsh
Going Against the Trend with a Buy-and-Hold Strategy
November 16, 2018
Underhill, Roland, Miller, Benjamin
Obtaining Sensible Returns with a Disciplined Methodology
November 16, 2018
Johnson, Hugh
Buying Companies That Have Secular Tailwinds
October 05, 2018
Plumb, Thomas
Actively Managing a Blockchain and Cryptocurrency ETF
August 10, 2018
Kelly, Brian
A Disciplined, Sound Approach to Stock and Fixed Income Selection
June 29, 2018
Johnson, Hugh
Data Center and Cloud Markets Stronger Than Expected in Semiconductor Space
June 15, 2018
Mosesmann, Hans C.
Buying Cash-Rich, Debt-Free Companies When They Are Down
November 17, 2017
Edgerton, Bobby
Offering Outperformance Through a Direct Model Delivery Product
August 16, 2017
Resendes, Rafael
Delivering Long-Term Results with a Risk-Managed Growth Fund
July 20, 2017
Abate, James A.
Macro Demands and Innovation Remain Strong for Global Semiconductors
June 02, 2017
Gill, Rajvindra
Opportunities in Semiconductors Despite Growth Slowdown
June 02, 2017
Mosesmann, Hans
Rising RF Content and Complexity, Artificial Intelligence Lead Semi Sector
June 02, 2017
Schafer, Richard E.
Enterprises Increase Spend in Software Development and Analytics
April 07, 2017
Suri, Bhavan
Staying Disciplined and Minimizing Human Bias
April 07, 2017
Stangel, Brian R.
Integrating a Top-Down View with a Bottom-Up Investment Approach
March 24, 2017
Snell, Patrick
Applying Bottom-Up Fundamental Research in the Large-Cap Space
February 24, 2017
Fitzpatrick, Owen
Investing in Leading Companies within Expanding Industries
December 09, 2016
Vandeventer, Thomas
A Five-Pillar Process to Uncover Small-Cap Opportunities
July 29, 2016
Garcia, Aaron J., Farzam, Faraz
Mixed Outlooks for Semiconductor Verticals
June 03, 2016
Mosesmann, Hans
Cloud Computing and Video the Areas of Growth in Semiconductors
June 03, 2016
Cassidy, Kevin
Select Semiconductor Companies Benefit from Gaming Market Growth
June 03, 2016
Ing, Ian
Select Investment Opportunities as Semiconductor Industry Matures
September 25, 2015
Gill, Rajvindra
Semiconductors Use M&A as Strategy for Growth
September 25, 2015
Shankar, Krishna
Semiconductor Acquisitions Driven by Internet of Things and Automotive Themes
May 11, 2015
Outperforming the Market with a Concentrated, Go-Anywhere Fund
December 10, 2014
Significant Pickup in M&A Activity in the Semiconductor Sector
September 09, 2014
Automotive and Industrial Continue as Strongest Semiconductor Markets
September 05, 2014
Investing in Semiconductors Tied to Tech Connectivity, Content and Storage
May 06, 2014
An Orderly Increase in Revenues and Demand in the Semiconductor Space
April 23, 2014
Semiconductor Tailwinds in Programmable Logic Devices and Automotive
April 22, 2014
Wireless Companies Race to Consolidate Components Into Integrated Platform
January 02, 2014
Growth for Semiconductor Components Exposed to Auto, Mobile and Infrastructure
September 16, 2013
Weaker Semi Cycle Favors Niche Over Broad Companies
May 15, 2013
Long-term, Contrarian Value Investing
February 26, 2013
Semi Names Levered to Data Center and High-Computing Power Expected to Benefit
September 11, 2012
Semi Names Levered to Mobile, Cloud Computing Expected to Dominate
September 11, 2012
Macro and Seasonal Trends for Semiconductor Inventories
September 04, 2012
New Technologies Shift Semiconductor Investment Environment
September 04, 2012
Positive Outlook for Semiconductor Names Tied to Mobile Devices
July 09, 2012
New Computing Platforms May Drive Semi Demand in 2012
April 27, 2012
Consolidations May Rise as Data & Spectrum Demand Increases - Jonathan Chaplin - Credit Suisse
January 23, 2012
Demand Shrinks, Semis Move Toward New Verticals & Restructuring - Tore Svanberg - Stifel, Nicolaus & Co., Inc.
December 05, 2011
Wireless & Wireline Infrastructure Semiconductor Plays - Sundeep Bajikar - Jefferies & Company, Inc.
December 05, 2011
Extended Tailwinds For Life Sciences & Diagnostic Tools - Amit Bhalla - Citi Investment Research & Analysis
June 13, 2011
Semiconductor Mobile & Cloud Computing Trends - Betsy Van Hees - Wedbush Securities
June 13, 2011
A Pickup In Demand For Consulting And Bpo - Joseph D. Foresi - Janney Montgomery Scott Llc
May 19, 2011
A Two-sided Coin For Battery & Hybrid Markets - Dan Galves - Deutsche Bank
February 21, 2011
An Enterprise Market Comeback In The Semiconductor Space - Hans Mosesmann - Raymond James Financial, Inc.
February 21, 2011
Mixed Demand In Large-cap Semis - Hans Mosesmann - Raymond James & Associates, Inc.
August 23, 2010
A Snapback Year For Semis - Bob Gujavarty - Deutsche Bank Ag
August 23, 2010
Chip-makers Emerge Strong From 2008-2009 Slump - Ambrish Srivastava - Bmo Capital Markets Corp.
August 23, 2010
Semiconductor Industry On Brink Of Super Cycle - Gus Richard - Piper Jaffray & Co.
August 23, 2010
Trends & Hurdles Among Communication Semis - Aalok Shah - D.a. Davidson & Co.
August 23, 2010
An In-depth Look At Apartment & Retail Reits - William Acheson - The Benchmark Company, Llc
August 23, 2010
Technology Sector:above-seasonal Trends For Semi Components - Tristan Gerra - Robert W. Baird & Co.
February 22, 2010
Investing In Electronic Design Automation - Sterling Auty - Jpmorgan Equity Research
August 24, 2009
Roundtable Forum:data Storage
August 24, 2009
Outlook For Western Banks - Aaron James Deer - Sandler O'neil + Partners, Lp
July 13, 2009
Hugh C. Lane Jr. - Bank Of South Carolina Corporation (bksc)
March 09, 2009
Customized Portfolio Strategies In A Down Market - Kenneth Kaczmarek & Matthew Bradley - Elliott & Associates Inc.
February 23, 2009
SEMICONDUCTOR COMPONENT COMPANIES - TRISTAN GERRA - ROBERT W. BAIRD & CO. INC.
September 15, 2008
GREAT COMPANIES, GREAT INVESTMENTS - CHARLES C. CARNEVALE - GREAT COMPANIES, INC.
September 15, 2008
OUTLOOK FOR TELECOM EQUIPMENT - RAIMUNDO ARCHIBOLD JR. - KAUFMAN BROS., LP
December 10, 2007
OUTLOOK FOR BEVERAGES - ALTON STUMP - LONGBOW RESEARCH
September 17, 2007
Systematic Application Of Intangible Assets - Gautam Dhingra - High Pointe Capital Management, Llc
March 05, 2007
CURTIS TEBERG - THE TEBERG FUND
August 21, 2006
M.BURKETT / F.CARY JR. - CCM INVESTMENT ADVISERS LLC
May 08, 2006
DRAKE CRAIG - ATLANTA LIFE INVESTMENT ADVISORS INC
May 01, 2006
DIGITAL TECHNOLOGIES IN MEDIA: CHRISTOPHER KINKADE - AMERICA'S GROWTH CAPITAL
October 03, 2005
MEIGHAN HARAHAN - DRIEHAUS CAPITAL MANAGEMENT
May 02, 2005
WILLIAM GOLDSTEIN - LODESTAR INVESTMENT COUNSEL LLC
January 10, 2005
TINA LARSSON - KINETICS ASSET MANAGEMENT INC
October 18, 2004
Jimmy Tallent - United Community Banks Inc (ucbi)
September 28, 2004
LARRY JONES - NCM CAPITAL MANAGEMENT GROUP INC
June 14, 2004
EDUCATION STRATEGIES & MARKET TRENDS: ADAM NEWMAN - EDUVENTURES INC
May 03, 2004
William Dezellem - Davidson Investment Advisors
November 10, 2003
Ian Ainsworth - Mackenzie Financial Corporation
July 07, 2003
Media Stocks: Edward Atorino - Blaylock & Partners Lp
June 16, 2003
Vincent Gallagher - Needham Investment Management Llc
June 09, 2003
Life Science Tools Companies: Cheri Walker - Deutsche Bank Securities Inc
April 21, 2003
James Roos - Candlewood Hotel Company Inc (cndl)
May 27, 2002
Marc Klee - John Hancock Technology Fund
April 15, 2002
Outlook For Canadian Telecom Services: Richard Talbot - Rbc Capital Markets
April 09, 2002
Frank Latuda Jr. - Kennedy Capital Management
March 18, 2002
Robert Belknap - Ingalls & Snyder Llc
December 24, 2001
Allan Griebenow - Axcess Inc (axsi)
September 10, 2001
Donald Kurz - Equity Marketing (emak)
May 28, 2001
Outlook For Communications Technologies: Jeffrey Lipton - Jpmorgan H&q
May 04, 2001
Rick Serafini - Aim Funds Management Inc
December 11, 2000
Kanwar Chadha - Entrada Networks (esan)
November 13, 2000
William Peck - Harbor Capital Management
October 30, 2000
Thomas Riordan - Quantum Effect Devices Inc (qedi)
July 27, 2000
David W. Simpson - Wm Advisors Inc
October 18, 1999
Technology Banking : Brian S. Bean - Bancboston Robertson Stephens
July 29, 1999
