Advice for 2024: Don’t Chase Last Year’s Winners
January 22, 2024
Katz, David A.
Starbucks, McDonald’s and Yum! Brands Trading at Attractive Valuations
October 26, 2023
Dunlop, Sean
Spotlighting U.S. and Global Companies With Good Sustainability Profiles
July 05, 2023
Herman, R. Paul
Dividend Growth Better Performance Indicator Than Dividend Yield
March 05, 2023
O’Keefe, Christopher P.
Negative Consumer Sentiment Is Actually a Bullish Indicator
August 04, 2022
Katz, David A.
Affluent Shoppers Opt to Trade Up on Restaurants, Travel, Entertainment
December 20, 2021
Burt, Randy
Factoring Relative Yield Into Buy/Sell Discipline
January 22, 2021
Justman, Drew
Anticipating Declines and Using Them as Buying Opportunities
November 08, 2019
Auxier, J. Jeffrey
Restaurants Should Look to Grow Both Off-Premise and In-Restaurant Business
April 05, 2019
Anderson, Stephen
Understanding Companies to Provide Value Add to Clients
May 07, 2018
Raclin, Jonathan S.
Gap Between Restaurant Winners and Losers is Widening in Current Cycle
April 02, 2018
Regan, Nicole Miller
Incorporating ESG Factors in a Fixed Income Fund
September 19, 2017
Palm, Samantha D.
Understanding What You Own and Investing in Enduring Businesses
June 30, 2017
Auxier, J. Jeffrey
Supply Outpacing Demand in Fast Casual and Casual Dining Restaurants
March 24, 2017
Setyan, Nick
Despite Strong Macro Data, Restaurant Sales Remain Volatile
March 24, 2017
Slabaugh, Will
Restaurants Investing in Mobile Order and Pay Gain Traction
March 24, 2017
Saleh, Peter
Seeking Quality Business Models and Strong Capital Allocation
January 27, 2017
Dean, Greg
Looking at Dividend Growth from a Scientific Perspective
December 30, 2016
Ervin, Eric R.
Outperforming the Market with Less Volatility
September 09, 2016
Abelson, Adam S.
Seeking Companies with Sustainable Secular Growth
July 15, 2016
Jung, Andrew W.
Finding Long-Term Growth in Founder-Led Companies
July 15, 2016
de Boutray, Brooke
Seeking Long-Term Investments with Recurring Revenue
April 22, 2016
Fischer, Jeff
Investors Pay for Performance in Restaurant Stocks
February 12, 2016
Regan, Nicole Miller
Consumers Expecting Higher Quality From Fast Casual Restaurants
February 12, 2016
Zackfia, Sharon
Looking for the World’s Best Companies with the Best Balance Sheets
November 06, 2015
Edgerton, Bobby
Using a Thematic Approach to Growth Investing
October 23, 2015
Kenneth D. Malamed
Conventional Supermarkets Perform Well Due to Product-Quality Evolution
August 16, 2015
Finding Opportunities in Consistent Secular-Growth Companies
August 10, 2015
Identifying Growth Companies in a High-Valuation Restaurant Space
February 04, 2015
Improved Employment Numbers Firm Up Restaurant Sales
February 04, 2015
Online Food Ordering Gains Momentum in China
February 03, 2015
Employing a Research-Driven Strategy to Invest Long Term
December 02, 2014
Las Vegas Recovery Driven by International Business and Millennial Customers
November 14, 2014
Investing in Growth Global Equities with a Focus on Value
August 08, 2014
Large-Cap, Blue-Chip Growth Investing
June 26, 2014
Restaurant Sales Growth and the Rise of Fast-Food Chains in China
February 24, 2014
A Large-Cap Growth Strategy Focused on Capital Appreciation and Income
January 28, 2014
Long-Term Investing in High-Quality Growth Companies
January 06, 2014
Long-Term Value With a Specialization in International Equities
October 18, 2013
A Bottom-Up Approach to Large-Cap Growth Investing
October 16, 2013
Investing Globally in Secular Growth Stories
August 14, 2013
Investing Globally Across Industries and Market Caps
July 29, 2013
Investing in Health, Cloud Computing and Mobile
April 26, 2013
A Nimble Approach to Investing in Economic Themes
February 27, 2013
Restaurants Prudently Reaccelerate Growth Amid Flattish Consumer Spending
February 15, 2013
Fast Casual Dining a Winning Category in Macro-Driven Restaurant Sector
February 13, 2013
Brand Equity Surfaces as the Main Restaurant Differentiator
February 13, 2013
Long-Term Investing in Undervalued Large-Cap U.S. Stocks
September 28, 2012
Dividend-Paying Stocks Prove Competitive With Alternative Investments
May 10, 2012
Focusing on Company Fundamentals to Find Value - Scott Schermerhorn - Granite Investment Advisors
April 02, 2012
U.S. Middle Class to Increase Spending in 2012, 2013 - Will Slabaugh - Stephens Inc.
March 19, 2012
U.S. Beverage Companies Compete on Marketing in 2012 - Kaumil Gajrawala - UBS Investment Bank
March 19, 2012
Stronger Earnings Potential for Upper-End Restaurants - Matthew J. DiFrisco - Lazard Capital Markets
March 19, 2012
Key Volume Drivers In Electronic Trading - Richard Repetto - Sandler O'neill + Partners, L.p.
March 22, 2011
Labor Trends Polarize The Restaurant Space - Phillip Juhan - Bmo Capital Markets
March 21, 2011
A Bullish Outlook For Fast Casual & International Growth - John Staszak - Argus Research Company
March 21, 2011
An Eye On Sustained Credit Improvement In 2011 - Brett Rabatin - Sterne Agee & Leach, Inc.
March 21, 2011
Turnaround And Stalwart Restaurant Opportunities - Sara Senatore - Sanford C. Bernstein & Co., Llc
March 21, 2011
A Focus On Size & Scale In Quest For Restaurant Market Share - Keith Siegner - Credit Suisse Securities Llc
July 26, 2010
Contrarian Plays In Casual Dining & Fast Food - Chris O'cull - Suntrust Robinson Humphrey, Inc.
July 26, 2010
Optimism Following The Restaurant Pullback - Brad Ludington - Keybanc Capital Markets, Inc.
July 26, 2010
Market Forecasting & Investment Analytics - Mike Stathis - Apex Venture Advisors
December 07, 2009
Outlook On The Restaurant Space - Nicole Miller Regan - Piper Jaffray
November 23, 2009
Traffic & Cost Trends In The Restaurant Space - David Tarantino - Robert W. Baird & Co. Inc.
November 23, 2009
A 'new Normal' For Restaurants - Matthew J. Difrisco - Oppenheimer & Co. Inc.
November 23, 2009
E-commerce Investment Themes - Hamed Khorsand - Bws Financial, Inc.
October 19, 2009
Investing In Contrarian Value Stocks - John Poulter, Peter Jackson & Peter Mann - Cumberland Private Wealth Management
March 23, 2009
Investing In Long-term Value Stocks - Douglas R. Cannon - Texas First Investment Management Company
October 27, 2008
OUTLOOK FOR INVESTMENT BANKING - ADA LEE - STERNE AGEE
October 13, 2008
LONG-TERM VALUE INVESTING - JAMES J. PUPLAVA - PUPLAVA FINANCIAL SERVICES, INC.
October 06, 2008
ROUNDTABLE FORUM: OUTLOOK FOR RESTAURANT STOCKS
August 04, 2008
STEEL INDUSTRY OUTLOOK - MARK L. PARR - KEYBANC CAPITAL MARKETS
January 21, 2008
STEEL INDUSTRY EQUITY RESEARCH - MICHELLE APPLEBAUM - MICHELLE APPLEBAUM RESEARCH
January 21, 2008
Large Cap Growth Investing - Mark P. Hilgendorf & Mark D. Tumpach - Associated Investment Management, Llc
November 26, 2007
HIGH QUALITY, LARGE CAP GROWTH INVESTING - JOSEPH H. RAY - GERALD L. RAY & ASSOCIATES, LTD.
July 23, 2007
MANUFACTURED HOUSING - PAUL NOURI - SIDOTI & COMPANY, LLC
April 30, 2007
ROUNDTABLE FORUM: RESTAURANTS
March 19, 2007
FOCUS, STRATEGIC GROWTH & EQUITY STRATEGIES - SILAS A. MYERS - ROXBURY CAPITAL MANAGEMENT, LLC
March 19, 2007
INVESTING IN VALUE STOCKS - DENIS J. AMATO - ANCORA ADVISORS, LLC
November 20, 2006
RICHARD ASTER JR. - ASTER INVESTMENT MANAGEMENT
September 04, 2006
DRAKE CRAIG - ATLANTA LIFE INVESTMENT ADVISORS INC
May 01, 2006
B.EDWARDS / H.JORDAN / D.MUENZENMAY / D.RALSTON - TRUSTMARK INVESTMENT ADVISORS INC
April 24, 2006
OUTLOOK FOR OIL SERVICE COMPANIES: KURT HALLEAD - RBC CAPITAL MARKETS
April 10, 2006
SPECIALTY APPAREL RETAILERS: PAULA KALANDIAK - ROTH CAPITAL PARTNERS LLC
March 27, 2006
MARK BOYAR - MARK BOYAR & COMPANY
February 20, 2006
ROBERT BEIM - WOODSIDE ASSET MANAGEMENT INC
December 19, 2005
BEVERAGE INDUSTRY OVERVIEW: MARK SWARTZBERG - LEGG MASON WOOD WALKER
October 31, 2005
JASON COOPER - 1ST SOURCE CORPORATION INVESTMENT ADVISORS INC
May 30, 2005
TOM WEARY - DIAMOND PORTFOLIO ADVISORS LLC
April 11, 2005
DAVID DREMAN - DREMAN VALUE MANAGEMENT LLC
January 17, 2005
COMMERCIALIZATION-STAGE BIOTECHNOLOGY: YARDON WERBER - CITIGROUP SMITH BARNEY
September 20, 2004
MARK BOYAR - MARK BOYAR & CO INC
July 19, 2004
R.DRAKE / B.MYSZKOWSKI - ABN AMRO ASSET MANAGEMENT
May 24, 2004
GUSTAVE SEASONGOOD - THE HUNTINGTON NATIONAL BANK
May 17, 2004
STEVE BUHALY - PLANAR SYSTEMS INC (PLNR)
March 22, 2004
JIM SHAFFER - CASEY'S GENERAL STORES INC (CASY)
February 16, 2004
DON BABBS - VI GROUP PLC (AMEX:GVI)
November 25, 2003
David Cooley - J & W Seligman & Co
August 04, 2003
Casual Dining Restaurants: Amy Greene - Avondale Partners
May 19, 2003
Larry Puglia - T. Rowe Price Associates Inc
May 19, 2003
F.thomas O'halloran Iii - Lord, Abbett & Co
May 19, 2003
David Warnock - Camden Partners Inc
April 21, 2003
Linda Duessel - Federated Investors Inc
November 04, 2002
Western Banks, Thrifts & Mortgage Companies: Mark Agah - Rbc Capital Markets
September 12, 2002
John Thayer - Associated Investment Management Llc
May 20, 2002
Alexander Muromcew - Loomis, Sayles & Co
May 06, 2002
Marla Schaeffer - Claire's Stores Inc (cle)
February 27, 2002
Optical Networking & Optical Components: David Kang - Roth Capital Partners
February 18, 2002
Robert Bernabucci - Ups Capital Corporation (ups)
November 05, 2001
Restaurant Stocks: Damon Brundage - Raymond James & Associates Inc
August 20, 2001
Nigel Emmett / Jenny Sicat - Jp Morgan Fleming Asset Management
August 20, 2001
Large Cap Beverage Stocks: Marc Greenberg - Deutsche Banc Alex. Brown
June 11, 2001
Food Processing & Distribution: George Dahlman - U.s. Bancorp Piper Jaffray Inc.
June 07, 2001
Amit Dugar - C.s. Mckee Investment Management
February 19, 2001
Pharmaceutical Services: Ken Miller - Chase H&q
January 10, 2001
Daniel Kern - Montgomery Asset Management Llc
January 08, 2001
C. Begg Jr. / E. Erwin Iii - Comerica Incorporated
January 08, 2001
Christian Bertelsen - Phoenix Investment Partners
January 01, 2001
Outlook For Hcit & E-health: Satish Tyagi - Delta Capital & Research Llc
January 01, 2001
Erik Voss - Conseco Capital Management Inc
October 09, 2000
Jeffrey Anderholm - Davox Corporation (davx)
June 15, 2000
Roundtable Forum: Western Regional Banks
May 22, 2000
Semiconductor Manufacturing Services : Lucas Ward - Chase H&q
May 11, 2000
Kenneth Risk - George Risk Industries Inc (riska)
April 17, 2000
E-healthcare Stocks : Caren Taylor - E*offering Corporation
February 07, 2000
Outlook For Biotechnology : Richard A. Van Den Broek - Chase H&q
January 17, 2000
David A. Katz - Matrix Asset Advisors
January 03, 2000
W. George Greig - William Blair & Co
October 18, 1999
Knox H. Fuqua - Appalachian Asset Management
October 11, 1999
George Paleologou - Fletcher's Fine Foods (flchf)
April 19, 1999
James D. Rosenberg - Winston Hotels Inc (wxh)
March 24, 1999
Consumer Products Stocks : Rommel T. Dionisio - Friedman, Billings, Ramsey & Co
January 04, 1999
Michael Stead - Sife Inc
November 23, 1998
Mary Ellen Weaver - Data Processing Resources (dprc)
November 09, 1998
Dennis D. Doolittle - Autologic Information International (aiii)
July 27, 1998
