Uncovering Bargains: Neglected Stocks with Positive Momentum
March 05, 2023
Nesbitt, Donald J.
Alphabet and Netflix: Both Industry Leaders, Both Cheap
November 21, 2022
Bierig, Robert F.
Fed Moves, Market Declines Negatively Impact Asset Managers
June 23, 2022
Biggar, Stephen
Banks Have an Edge Over Fintechs in Rising Rate Environment
March 31, 2022
Schutz, Anton V.
Identifying Intrinsic Value Key to Stock Selection
December 17, 2020
Nicolas, Michael
Looking for Companies with Network Effects and Enduring Pricing Power
September 30, 2020
Yacktman, Brian, Savage, Elliott
Buying Great Global Businesses at a Great Price
January 10, 2020
Dash, Jonathan
Producing Above-Average Results with a Contrarian Strategy
March 22, 2019
Dreman, David
Banks Investing in Technology and Growth Initiatives
February 15, 2019
Compton, Eric
Midwest Banks Proactively Preparing for a Potential Slowdown
February 15, 2019
Beury, James Prescott
Negative Outlook on Bank Stocks As They Struggle to Increase Capital and Sales
January 11, 2019
Bove, Richard Xavier
Still Somewhat Bullish on Banks Despite the Market’s Perception
January 11, 2019
Mosby, Marty
Looking for Strong Businesses That Are Utilizing Platforms and Data Analytics
October 05, 2018
Auxier, J. Jeffrey
A Long/Short Investment Fund Focused on Domestic Financial Services
June 15, 2018
Heffern, John
The Advantages of Index-Based Portfolios
February 16, 2018
Whistler, Larry
Looking for Dividends and Potential Growth in the MLP Space
January 12, 2018
Miller, Lowell G., Harvey, Owen
Using Historical Factors to Identify Best-Performing Stocks
December 01, 2017
Watts, Randy
An Individually Managed, Contrarian Investment Approach
September 15, 2017
Eddins, Hal
Understanding What You Own and Investing in Enduring Businesses
June 30, 2017
Auxier, J. Jeffrey
Looking at Discounted Cash Flow, Insider Buying and Other Factors
June 02, 2017
Traub, Heydon
Reducing Risk with Concentrated, High-Quality Portfolios
June 02, 2017
Dowling, John
Buying High-Quality Companies with Strong Management Teams
April 07, 2017
Mullarkey, Christopher, Mulvey, Jim
Individual Bank Performance as Important as Macro Environment
February 24, 2017
Mosby, Marty
Using a Philosophy Rooted in Diversification, Dynamism and Discipline
January 27, 2017
Greiner, Doug
Investing with a Focus on Sector Rotation
January 27, 2017
Gilmartin, Brian
Buying and Selling Through the 10 Principles of Value Investing
January 13, 2017
Nasgovitz, Will
U.S. Banking Sector to Continue Outperformance in 2017
December 30, 2016
Wheeler, Christopher
Using a Scientific and Artistic Approach to Investing
December 30, 2016
Cain, Randell A.
Using a Risk-Off Strategy in an Overbought Market
November 04, 2016
Shill, H. Edward
Looking for Unanticipated Acceleration in Return on Invested Capital
August 12, 2016
Hewitt, Eric
Casting a Wide Net to Find Cheap, High-Quality Stocks
July 29, 2016
Frank, Brian J.
Capital Market-Oriented Financials Face Growth Challenges
March 28, 2016
Rutschow, Rob
A Weak Start to 2016 for Large Global Banks
March 28, 2016
Biggar, Stephen
Large-Cap U.S. Banks Still Fundamentally Sound
January 29, 2016
Mosby, Marty
Managing a Concentrated, Intrinsic Value Fund
January 15, 2016
Gavin, Sean
Looking for Investments with Good Valuations and Controversy
January 15, 2016
Blasdell, Scott W.
Accelerated M&A Activity Among Smaller Banks
December 31, 2015
Marinac, Chris
Challenging Environment for Regional Banks and Consumer Finance Companies in 2016
December 31, 2015
Gokhale, Sameer
A More Micro Strategic Environment for U.S. Banks
December 31, 2015
Mosby, Marty
Enabling Investors to Get and Stay Invested Through Predictable Outcomes
December 11, 2015
Reiner, Hamilton
Using a Market Cycle Outlook in a Differentiated Investment Strategy
December 11, 2015
Calfo, Lee A.
Making Rational Decisions with a Consistent, Predictable and Repeatable Process
October 09, 2015
Myers, Silas A., Massey, Brian L., Honeycutt, Joshua, Prestine, Jeffrey
Delivering Above-Benchmark Returns with Fixed Income Asset Management
May 14, 2015
Consolidation Overdue for Regional Banking Industry
March 12, 2015
Overweighing Large-Cap Banking Stocks
March 11, 2015
Looking for Underappreciated Structural Change Across Capital Markets
March 04, 2015
U.S. Banks in Low-Risk, Low-Reward Environment
January 08, 2015
Positioning Regional Bank Investments for Potential Rising Interest Rates
December 15, 2014
Finding Yield with Low-Volatility Assets
December 02, 2014
Regional Banks Try to Achieve Above-Average Loan Growth by Taking Market Share
November 10, 2014
Banking Industry Regulations to Limit Earnings Growth in the Long Term
November 06, 2014
Investing in Closed-End Mutual Funds with a Focus on Diversification and Distributions
August 25, 2014
Finding Attractive Yields in Financials, IT and Health Care
March 27, 2014
Loan-Growth Sustainability Uncertain for Northeast and Mid-Atlantic Regional Banks
December 09, 2013
Fundamental Investing Focused on High-Quality Blue-Chip Companies
November 13, 2013
An Eye on Dividend-Paying Blue Chips
June 25, 2013
Selective Investments in the Wealth Management Space
April 12, 2013
Patience as Key to Value-Focused Investing
April 05, 2013
Investing in Inexpensive Companies with Wide Moats
March 21, 2013
Larger Money Center Banks Generate Capital as Regional Banking Sees Margin Pressure
March 19, 2013
Compressed Margins, Re-emerging Legislative Risks for Big Banks
March 19, 2013
A Comparison Between Active and Passive Asset Management
March 08, 2013
Super-Regionals Recover and Look for Acquisition Targets
January 28, 2013
M&A Wave Rumbles for Regionals in the Midwest and Southeast
January 21, 2013
Investing in Fundamentals and Taking Advantage of Volatility
January 11, 2013
Upside Exposure Through Convertibles While Reducing Downside
December 05, 2012
Finding Value in Large-Cap Names by Taking Advantage of Market Dislocations
October 03, 2012
Long-Term Investing in Undervalued Large-Cap U.S. Stocks
September 28, 2012
Mitigating Risk When Investing in Preferred Securities
August 10, 2012
Investing for the Long Term in Inexpensive Valuations - Kevin Holt - Invesco Ltd.
March 19, 2012
Continued Potential for M&A Among West Coast Banks - Aaron James Deer - Sandler O'Neill + Partners, L.P.
March 05, 2012
Increased Consolidation May Ease Regulatory Burdens for Banks - Jeff K. Davis - Guggenheim Securities, LLC
March 05, 2012
Seismic & Subsea Segments Boost European Oilfield Market - Bastien Dublanc - RBC Capital Markets
February 08, 2012
Upside in Offshore Oil Development to Benefit Capital Equipment - J. David Anderson - J.P. Morgan
February 06, 2012
Financial Planning With A Thematic Investment Strategy - Mark D. Petrie - Hokanson Associates
December 19, 2011
Value Investing In Micro & Mega Caps - Whitney Tilson - T2 Partners Llc
October 31, 2011
Value-oriented Investing - Ryan M. Sailer - Union Investment Management Group
October 31, 2011
Value Investing In Large-cap Companies - Peter C. Santoro - Columbia Management Advisers, Llc
September 05, 2011
Money Center Banks Maintain Highly Liquid Positions - Richard X. Bove - Rochdale Securities Llc
August 08, 2011
Banking Sector Faces Challenges In Building Revenue - Christopher Mutascio - Stifel, Nicolaus & Co., Inc.
August 08, 2011
Investing In Closed-end Funds - Jonathan S. Raclin - Barrington Asset Management, Inc.
June 27, 2011
Growth Stocks With Pricing Power In The Restaurant Space - Lynne Collier - Sterne Agee & Leach, Inc.
March 21, 2011
New Market Positioning For Computer Hardware Companies - Ananda Baruah - Brean Murray, Carret & Co., Llc
March 07, 2011
A Bullish Take On Residential Reits - Paula J. Poskon - Robert W. Baird & Co.
February 07, 2011
Long-term, Value-oriented Investing - Christopher Mittleman - Mittleman Brothers, Llc
February 07, 2011
Improved Credit & A Pickup In Lending Activity For Banking - Bryce W. Rowe - Robert W. Baird & Co., Inc.
February 07, 2011
Investing In Large Cap Equities - Walter B. Todd, Iii - Greenwood Capital Associates, Llc
October 18, 2010
Optimism & Innovation Lead Enterprise Software - Edward Maguire - Credit Agricole Securities
October 18, 2010
Investing In Real Estate Securities - Robert W. Gadsden - Alpine Woods Investments
August 23, 2010
Large Cap Value Investing - Daniel G. Lysik - Pratt Capital Llc
March 22, 2010
Evolutionary Trends In Business Software - Kirk Materne - Rafferty Capital Markets, Llc
March 08, 2010
Investing In Mid-cap Growth - Fred Martin - Disciplined Growth Investors
January 11, 2010
The Democratization Of Private Equity Investing - Steven R. Samson & Luke J. Aucoin - Vista Research And Management, Llc
January 11, 2010
Investing In The Mexico Fund - Eduardo Solano & Alberto Osorio - The Mexico Fund, Inc.
December 21, 2009
Large Cap Growth Opportunities - Walter B. Todd Iii - Greenwood Capital Associates, Llc
October 05, 2009
Shipping News For Investors - Robert Mackenzie - Fbr Capital Markets Corp.
October 05, 2009
Overview Of Northeast & Mid-atlantic Banks - David W. Darst - Ftn Equity Capital Markets Corp.
October 05, 2009
Xcel Energy - Richard Kelly (xel)
September 21, 2009
Flexible Value Investing - Donald Yacktman & Stephen Yacktman - Yacktman Asset Management Co.
June 01, 2009
SOFT BEVERAGES & BOTTLING COMPANIES - DAVID SILVER - WALL STREET STRATEGIES, INC.
February 02, 2009
OUTLOOK FOR ASSET MANAGERS - MICHAEL KIM - SANDLER O'NEIL + PARTNERS, LP
October 13, 2008
INVESTING IN SMALL CAP COMPANIES - MATHIEU SIROIS - VAN BERKOM AND ASSOCIATES INC.
September 29, 2008
INVESTING IN MIDWEST BANKS - PEYTON N. GREEN - FTN MIDWEST SECURITIES CORP
April 14, 2008
CANADIAN EQUITY & FIXED INCOME INVESTING - PAUL GARDNER - AVENUE INVESTMENT MANAGEMENT INC.
October 29, 2007
CANADIAN MEDIA COMPANIES - DAVID MCFADGEN - CORMARK SECURITIES INC.
July 23, 2007
INDUSTRIAL GROWTH CLEAN TECHNOLOGY - J. MICHAEL HORWITZ - PACIFIC GROWTH EQUITIES, LLC
May 07, 2007
SMALL TO MEDIUM CAP CANADIAN TECHNOLOGY STOCKS - SPENCER CHURCHILL - CLARUS SECURITIES INC.
May 07, 2007
INVESTING IN LARGE CAP MULTINATIONALS - CAMP R. WYNN - COLONIAL ASSET MANAGEMENT, INC.
April 30, 2007
DEVELOPMENT-STAGE BIOPHARMACEUTICAL COMPANIES - BRIAN D. RYE - JANNEY MONTGOMERY SCOTT LLC
April 16, 2007
Investing In Small Cap Core Stocks - James D. Awad, David Adams & Jack Mcpherson - Awad Asset Management, Inc.
February 26, 2007
CALIFORNIA BANKS: JOSEPH GLADUE - COHEN BROS & CO
July 17, 2006
ORIGINAL EQUIPMENT SUPPLIERS: DAVID LEIKER - ROBERT W. BAIRD & CO INC
July 17, 2006
M.HARDY / R.STECHER / G.SWEENEY - STATE BANK & TRUST
July 17, 2006
OUTLOOK FOR AUTO SUPPLIERS: RICHARD KWAS - WACHOVIA SECURITIES LLC
July 17, 2006
PERSONAL CARE & HOUSEHOLD PRODUCTS: LINDA WEISER - OPPENHEIMER & CO INC
May 29, 2006
MARY LISANTI - AH LISANTI CAPITAL GROWTH LLC
May 22, 2006
FRANK TROISE - SOHO CAPITAL LLC
May 08, 2006
SEMICONDUCTOR EQUIPMENT: NIKOLAY TISHCHENKO - GLOBAL CROWN CAPITAL LLC
April 24, 2006
DONALD GIMBEL - CARRET ASSET MANAGEMENT LLC
March 20, 2006
JAMES JOLLAY - THE CAPITAL MANAGEMENT CORPORATION
March 13, 2006
CHARLES NORTON - MUTUAL ADVISORS INC
December 12, 2005
ROUNDTABLE FORUM: NORTHEAST REGIONAL BANKS
December 12, 2005
Heath Clarke - Interchange Corporation (incx)
November 21, 2005
Gerard Gorman - Immunomedics Inc (immu)
November 14, 2005
ROUNDTABLE FORUM: STORAGE HARDWARE & SOFTWARE
October 17, 2005
INVESTING IN NORTHWESTERN BANKS: LOUIS FELDMAN - HOEFER & ARNETT
October 10, 2005
S.ELTJES / D.KAPLAN - VMF CAPITAL LLC
August 08, 2005
WILLAM DWYER - MTB INVESTMENT ADVISORS INC
August 08, 2005
M.HILGENDORG / M.TUMPACH - ASSOCIATED INVESTMENT MANAGEMENT LLC
June 06, 2005
ROBERT ZAGUNIS - JENSEN INVESTMENT MANAGEMENT INC
June 06, 2005
CREDIT CARD COMPANIES & CORPORATE LENDERS: CRAIG MAURER - FULCRUM GLOBAL PARTNERS LLC
May 16, 2005
OUTLOOK FOR SPECIALTY FINANCE COMPANIES: JASON STEWART - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
May 16, 2005
Arnon Tiberg - Delta Galil Industries (delt)
April 22, 2005
OUTLOOK FOR SMALL CAP REGIONAL BANKS: GARY TENNER - SUNTRUST ROBINSON HUMPHREY
February 21, 2005
JOHN LENNON - PYRAMID BREWERIES INC (PMID)
January 03, 2005
CALIFORNIA-BASED SMALL CAP COMPANIES: MIKE CRAWFORD - B. RILEY & CO
November 29, 2004
LARGE CAP REGIONAL BANKS: THOMAS MCCANDLESS - DEUTSCHE BANK SECURITIES
November 22, 2004
WAYNER WILBANKS - WILBANKS, SMITH & THOMAS ASSET MANAGEMENT LLC
November 22, 2004
PETER CUREAU - CAPITAL BANK & TRUST COMPANY (CBTI)
November 19, 2004
J.MICHAEL BARRON - KNOTT CAPITAL MANAGEMENT
November 08, 2004
A.CHARLES WILSON - TRIO-TECH INTERNATIONAL (TRT)
October 18, 2004
MULTI-INDUSTRY COMPANIES: JAMES LUCAS - JANNEY MONTGOMERY SCOTT LLC
August 30, 2004
ROUNDTABLE FORUM: SOUTHERN & SOUTHEASTERN BANKS
August 16, 2004
JOHN BABYAK - WHB/WOLVERINE ASSET MANANGEMENT
August 09, 2004
MARK BOYAR - MARK BOYAR & CO INC
July 19, 2004
SPECIALTY FINANCE COMPANIES: JASON STEWART - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
July 19, 2004
ROUNDTABLE FORUM: ENTERPRISE SOFTWARE
June 21, 2004
DAN GELBART - CREO INC (CREO)
June 14, 2004
T.COIN JR. / D.PUGH - PEREGRINE CAPITAL MANAGEMENT
June 07, 2004
ROUNDTABLE FORUM: MIDWESTERN BANKS
March 15, 2004
PAYMENT PROCESSING STOCKS: CRAIG PECKHAM - JEFFRIES & CO
March 15, 2004
LARRY PITKOWSKY - FAIRHOLME CAPITAL MANAGEMENT LLC
March 01, 2004
DAVID GELLER - GELLER CAPITAL MANAGEMENT LLC
February 09, 2004
James Hardesty - Hardesty Capital Management
January 05, 2004
Jackson Robinson - Winslow Management Company
December 22, 2003
Rajiv Jain - Vontobel Asset Management Inc
October 13, 2003
Kirk Morton - Key Technology Inc (ktec)
September 22, 2003
L.friday / R.king - King Investment Advisors Inc
September 15, 2003
Ian Ainsworth - Mackenzie Financial Corporation
July 07, 2003
Dennis Dietz - First Financial Capital Advisors Llc
May 19, 2003
Nancy Tengler - Fremont Investment Advisors
April 14, 2003
Payment & Financial Processors: Brandt Sakakeeny - Deutsche Bank Securities
March 31, 2003
Val Jensen - Jensen Investment Management
March 31, 2003
William Muggia - Westfield Capital Management Co Inc
March 24, 2003
Michael Kennedy - American Express Asset Management Group
March 03, 2003
Lois Clarke - United Management Co Llc
February 24, 2003
Malcolm Burke - Shep Technologies Inc (stlof)
November 18, 2002
Bruce Ritchey - Wfi Industries Ltd (wfi:tse)
October 28, 2002
Donald Yacktman - Yacktman Asset Management Company
October 28, 2002
James Awad - Awad Asset Management
September 16, 2002
Healthcare Service Providers: Jason Kroll - Bear, Stearns & Co
September 13, 2002
Pharmaceutical Services: Stephen Unger - Bear, Stearns & Co
September 13, 2002
Steven Bloom - Hsbc Asset Management
June 17, 2002
Genomics & Gene-based Therapeutics: Albert Rauch - Ladenburg Thalmann & Co
May 20, 2002
Richard Earnest - Highmark Capital Management
May 13, 2002
W.morrill Jr. / Keith Pauley - Lasalle Investment Management
March 04, 2002
Seth Hieken - The Colony Group Inc
February 25, 2002
Outlook For Banking Stocks: Jacqueline Reeves - Putnam Lovell Securities Inc
January 21, 2002
Robert Takazawa Jr. - Castleark Management Llc
January 07, 2002
Punita Kumar-sinha - Cibc World Markets
November 19, 2001
Theodore Parrish - Henssler Asset Management
October 29, 2001
Charles Boyle Iii - Prophet 21 Inc (pxxi)
October 15, 2001
Roundtable Forum: Biotechnology Industry
October 01, 2001
Josef Lakonishok - Lsv Asset Management
May 21, 2001
John Zimmerman - Banc Of America Capital Management
May 21, 2001
Roundtable Forum: Central Regional Banks
May 21, 2001
William Bannick / Wayne Wicker - Cadence Capital Management
April 23, 2001
Outlook For E-finance: Richard Repetto - Putnam Lovell Securities Inc
April 04, 2001
Life Insurance: Alfred Capra - Putnam Lovell Securities Inc
April 04, 2001
Canadian Banks: Quentin Broad - Cibc World Markets
February 26, 2001
Outlook For Home Builders: Stephen Percoco - Lark Research Inc
February 26, 2001
Outlook For Regional Banks: Ronald Temple - Deutsche Asset Management
February 26, 2001
Jonathan Raclin - Barrington Research Associates Inc
February 26, 2001
Robert Burgoyne - Monument Funds Group
December 04, 2000
Donald Katz - Audible Inc (adbl)
November 20, 2000
Erik Voss - Conseco Capital Management Inc
October 09, 2000
Mark Sanders - Pinnacle Systems Inc (pcle)
June 15, 2000
Ronald Muhlenkamp - Muhlenkamp & Company
May 29, 2000
Bulding Products Companies : Barbara Allen - Arnhold & S. Bleichroeder Inc
May 22, 2000
Roundtable Forum: Central Regional Banks
May 22, 2000
Roundtable Forum: Eastern Regional Banks
May 22, 2000
Stanley H. Streicher - Streicher Mobile Fueling Inc (fuel)
January 24, 2000
Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999
William C. Mortimore - Merge Technologies Inc (mrge)
November 08, 1999
Alan B. Lancz - Alan B. Lancz & Associates Inc
November 01, 1999
Nursing Home Stocks : John F. Hindelong - Donaldson, Lufkin & Jenrette
October 18, 1999
E-business Infrastructure Stocks : Marshall I. Senk - Bancboston Robertson Stephens
August 04, 1999
Richard H. Marsh - Firstenergy Corporation
June 16, 1999
Gold Stocks : Victor Flores - Hsbc Securities Inc
June 14, 1999
Jeffrey Huffman - Wm Advisors Inc
May 03, 1999
Food Stocks : G. Leonard Teitelbaum - Merrill Lynch
June 01, 1998
Gregory R. Lai - Affinity Investment Advisors Inc
May 04, 1998
