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Loan-Growth Sustainability Uncertain for Northeast and Mid-Atlantic Regional Banks
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Fundamental Investing Focused on High-Quality Blue-Chip Companies
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Selective Investments in the Wealth Management Space
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Patience as Key to Value-Focused Investing
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Investing in Inexpensive Companies with Wide Moats
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Larger Money Center Banks Generate Capital as Regional Banking Sees Margin Pressure
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Compressed Margins, Re-emerging Legislative Risks for Big Banks
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A Comparison Between Active and Passive Asset Management
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Super-Regionals Recover and Look for Acquisition Targets
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M&A Wave Rumbles for Regionals in the Midwest and Southeast
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Investing in Fundamentals and Taking Advantage of Volatility
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Upside Exposure Through Convertibles While Reducing Downside
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Rogers, Stan

Finding Value in Large-Cap Names by Taking Advantage of Market Dislocations
October 03, 2012
Schwarte, Jeffrey A., Holm, Arild

Long-Term Investing in Undervalued Large-Cap U.S. Stocks
September 28, 2012
Smead, William

Mitigating Risk When Investing in Preferred Securities
August 10, 2012
Jacoby, L. Phillip

Investing for the Long Term in Inexpensive Valuations - Kevin Holt - Invesco Ltd.
March 19, 2012
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Continued Potential for M&A Among West Coast Banks - Aaron James Deer - Sandler O'Neill + Partners, L.P.
March 05, 2012
Deer, Aaron James

Increased Consolidation May Ease Regulatory Burdens for Banks - Jeff K. Davis - Guggenheim Securities, LLC
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Seismic & Subsea Segments Boost European Oilfield Market - Bastien Dublanc - RBC Capital Markets
February 08, 2012
Dublanc, Bastien

Upside in Offshore Oil Development to Benefit Capital Equipment - J. David Anderson - J.P. Morgan
February 06, 2012
Anderson, J. David

Financial Planning With A Thematic Investment Strategy - Mark D. Petrie - Hokanson Associates
December 19, 2011
Petrie, Mark D.

Value-oriented Investing - Ryan M. Sailer - Union Investment Management Group
October 31, 2011
Sailer, Ryan M.

Value Investing In Micro & Mega Caps - Whitney Tilson - T2 Partners Llc
October 31, 2011
Tilson, Whitney R.

Value Investing In Large-cap Companies - Peter C. Santoro - Columbia Management Advisers, Llc
September 05, 2011
Santoro, Peter C.

Money Center Banks Maintain Highly Liquid Positions - Richard X. Bove - Rochdale Securities Llc
August 08, 2011
Bove, Richard X.

Banking Sector Faces Challenges In Building Revenue - Christopher Mutascio - Stifel, Nicolaus & Co., Inc.
August 08, 2011
Mutascio, Christopher

Exploiting Market Inefficiencies Across Market Caps - Barry R. James & David W. James - James Investment Research, Inc.
July 11, 2011
James, Barry R.

Investing In Closed-end Funds - Jonathan S. Raclin - Barrington Asset Management, Inc.
June 27, 2011
Raclin, Jonathan S.

Growth Stocks With Pricing Power In The Restaurant Space - Lynne Collier - Sterne Agee & Leach, Inc.
March 21, 2011
Collier, Lynne

New Market Positioning For Computer Hardware Companies - Ananda Baruah - Brean Murray, Carret & Co., Llc
March 07, 2011
Baruah, Ananda

A Bullish Take On Residential Reits - Paula J. Poskon - Robert W. Baird & Co.
February 07, 2011
Poskon, Paula J.

Improved Credit & A Pickup In Lending Activity For Banking - Bryce W. Rowe - Robert W. Baird & Co., Inc.
February 07, 2011
Rowe, Bryce W.

Long-term, Value-oriented Investing - Christopher Mittleman - Mittleman Brothers, Llc
February 07, 2011
Mittleman, Christopher

Optimism & Innovation Lead Enterprise Software - Edward Maguire - Credit Agricole Securities
October 18, 2010
Maguire, Edward

Investing In Large Cap Equities - Walter B. Todd, Iii - Greenwood Capital Associates, Llc
October 18, 2010
Todd, Walter B.

Investing In Real Estate Securities - Robert W. Gadsden - Alpine Woods Investments
August 23, 2010
Gadsden, Robert W.

A Value & Fundamentals Pendulum Approach To Large-cap Stock Picking - Wade Wescott - Glenmede Investment Management
May 31, 2010
Wescott, Wade

Large Cap Value Investing - Daniel G. Lysik - Pratt Capital Llc
March 22, 2010
Lysik, Daniel G.

Evolutionary Trends In Business Software - Kirk Materne - Rafferty Capital Markets, Llc
March 08, 2010
Materne, Kirk

The Democratization Of Private Equity Investing - Steven R. Samson & Luke J. Aucoin - Vista Research And Management, Llc
January 11, 2010
Aucoin, Luke J.

Investing In Mid-cap Growth - Fred Martin - Disciplined Growth Investors
January 11, 2010
Martin, Fred

Investing In The Mexico Fund - Eduardo Solano & Alberto Osorio - The Mexico Fund, Inc.
December 21, 2009
Osorio, Alberto

Overview Of Northeast & Mid-atlantic Banks - David W. Darst - Ftn Equity Capital Markets Corp.
October 05, 2009
Darst, David W.

Shipping News For Investors - Robert Mackenzie - Fbr Capital Markets Corp.
October 05, 2009
MacKenzie, Robert

Large Cap Growth Opportunities - Walter B. Todd Iii - Greenwood Capital Associates, Llc
October 05, 2009
Todd, Walter B.

Xcel Energy - Richard Kelly (xel)
September 21, 2009
Kelly, Richard

Flexible Value Investing - Donald Yacktman & Stephen Yacktman - Yacktman Asset Management Co.
June 01, 2009
Yacktman, Stephen, Yacktman, Donald

SOFT BEVERAGES & BOTTLING COMPANIES - DAVID SILVER - WALL STREET STRATEGIES, INC.
February 02, 2009
Silver, David

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

SMALL TO MEDIUM CAP CANADIAN TECHNOLOGY STOCKS - SPENCER CHURCHILL - CLARUS SECURITIES INC.
May 07, 2007

INDUSTRIAL GROWTH CLEAN TECHNOLOGY - J. MICHAEL HORWITZ - PACIFIC GROWTH EQUITIES, LLC
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

OUTLOOK FOR AUTO SUPPLIERS: RICHARD KWAS - WACHOVIA SECURITIES LLC
July 17, 2006

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

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

WILLAM DWYER - MTB INVESTMENT ADVISORS INC
August 08, 2005

S.ELTJES / D.KAPLAN - VMF CAPITAL LLC
August 08, 2005

ROBERT ZAGUNIS - JENSEN INVESTMENT MANAGEMENT INC
June 06, 2005

M.HILGENDORG / M.TUMPACH - ASSOCIATED INVESTMENT MANAGEMENT LLC
June 06, 2005

OUTLOOK FOR SPECIALTY FINANCE COMPANIES: JASON STEWART - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
May 16, 2005
Stewart, Jason

CREDIT CARD COMPANIES & CORPORATE LENDERS: CRAIG MAURER - FULCRUM GLOBAL PARTNERS LLC
May 16, 2005
Maurer, Craig

Arnon Tiberg - Delta Galil Industries (delt)
April 22, 2005

OUTLOOK FOR SMALL CAP REGIONAL BANKS: GARY TENNER - SUNTRUST ROBINSON HUMPHREY
February 21, 2005
Tenner, Gary P.

JOHN LENNON - PYRAMID BREWERIES INC (PMID)
January 03, 2005
Lennon, John J.

CALIFORNIA-BASED SMALL CAP COMPANIES: MIKE CRAWFORD - B. RILEY & CO
November 29, 2004
Crawford, Mike

LARGE CAP REGIONAL BANKS: THOMAS MCCANDLESS - DEUTSCHE BANK SECURITIES
November 22, 2004
McCandless, Thomas D.

WAYNER WILBANKS - WILBANKS, SMITH & THOMAS ASSET MANAGEMENT LLC
November 22, 2004
Wilbanks, Wayne F.

PETER CUREAU - CAPITAL BANK & TRUST COMPANY (CBTI)
November 19, 2004

J.MICHAEL BARRON - KNOTT CAPITAL MANAGEMENT
November 08, 2004
Barron, J. Michael

A.CHARLES WILSON - TRIO-TECH INTERNATIONAL (TRT)
October 18, 2004
Easterson, Jon, Wilson, A. Charles

MULTI-INDUSTRY COMPANIES: JAMES LUCAS - JANNEY MONTGOMERY SCOTT LLC
August 30, 2004
Lucas, James

ROUNDTABLE FORUM: SOUTHERN & SOUTHEASTERN BANKS
August 16, 2004
Delaney, Steven C., Davis, Jeffrey S., Reeves, Jacqueline, Honold, David J., Muth, Analyst Mark

JOHN BABYAK - WHB/WOLVERINE ASSET MANANGEMENT
August 09, 2004
Babyak, John M.

SPECIALTY FINANCE COMPANIES: JASON STEWART - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
July 19, 2004
Stewart, Jason

MARK BOYAR - MARK BOYAR & CO INC
July 19, 2004
Boyar, Mark A.

ROUNDTABLE FORUM: ENTERPRISE SOFTWARE
June 21, 2004
Chowdhry, Trip, Rueppel, Philip, Abbott, Gary

DAN GELBART - CREO INC (CREO)
June 14, 2004
Gelbart, Dan

T.COIN JR. / D.PUGH - PEREGRINE CAPITAL MANAGEMENT
June 07, 2004
Coin, Tasso H., Pugh, Douglas G.

PAYMENT PROCESSING STOCKS: CRAIG PECKHAM - JEFFRIES & CO
March 15, 2004
Peckham, Craig

ROUNDTABLE FORUM: MIDWESTERN BANKS
March 15, 2004
Green, Peyton N., Stieven, Joseph A., Reeves, Jacqueline, Konrad, David J.

LARRY PITKOWSKY - FAIRHOLME CAPITAL MANAGEMENT LLC
March 01, 2004
Larry Pitkowsky

DAVID GELLER - GELLER CAPITAL MANAGEMENT LLC
February 09, 2004
Geller, David A.

James Hardesty - Hardesty Capital Management
January 05, 2004
Hardesty, James D.

Jackson Robinson - Winslow Management Company
December 22, 2003
Robinson, Jackson W.

Rajiv Jain - Vontobel Asset Management Inc
October 13, 2003
Jain, Rajiv

Kirk Morton - Key Technology Inc (ktec)
September 22, 2003
Morton, Kirk

L.friday / R.king - King Investment Advisors Inc
September 15, 2003
King, Roger E., Friday, Leah R.

Ian Ainsworth - Mackenzie Financial Corporation
July 07, 2003
Ainsworth, Ian

Dennis Dietz - First Financial Capital Advisors Llc
May 19, 2003
Dietz, Dennis C.

Nancy Tengler - Fremont Investment Advisors
April 14, 2003
Tengler, Nancy

Payment & Financial Processors: Brandt Sakakeeny - Deutsche Bank Securities
March 31, 2003
Sakakeeny, Brandt

Val Jensen - Jensen Investment Management
March 31, 2003
Jensen, Val

William Muggia - Westfield Capital Management Co Inc
March 24, 2003
Muggia, William A.

Michael Kennedy - American Express Asset Management Group
March 03, 2003
Kennedy, Michael G.

Lois Clarke - United Management Co Llc
February 24, 2003
Clarke, Lois A.

Malcolm Burke - Shep Technologies Inc (stlof)
November 18, 2002
Burke, Malcolm P.

Bruce Ritchey - Wfi Industries Ltd (wfi:tse)
October 28, 2002
Ritchey, Bruce

Donald Yacktman - Yacktman Asset Management Company
October 28, 2002
Yacktman, Donald A.

James Awad - Awad Asset Management
September 16, 2002
Awad, James D.

Pharmaceutical Services: Stephen Unger - Bear, Stearns & Co
September 13, 2002
Unger, Stephen S.

Healthcare Service Providers: Jason Kroll - Bear, Stearns & Co
September 13, 2002
Kroll, Jason

Steven Bloom - Hsbc Asset Management
June 17, 2002
Bloom, Steven

Genomics & Gene-based Therapeutics: Albert Rauch - Ladenburg Thalmann & Co
May 20, 2002
Rauch, Albert

Richard Earnest - Highmark Capital Management
May 13, 2002
Earnest, Richard H.

W.morrill Jr. / Keith Pauley - Lasalle Investment Management
March 04, 2002
Morrill, William K., Pauley, Keith R.

Seth Hieken - The Colony Group Inc
February 25, 2002
Hieken, Seth

Outlook For Banking Stocks: Jacqueline Reeves - Putnam Lovell Securities Inc
January 21, 2002
Reeves, Jacqueline

Robert Takazawa Jr. - Castleark Management Llc
January 07, 2002
Takazawa, Robert S.

Punita Kumar-sinha - Cibc World Markets
November 19, 2001
Kumar-Sinha, Punita

Theodore Parrish - Henssler Asset Management
October 29, 2001
Parrish, Theodore L.

Charles Boyle Iii - Prophet 21 Inc (pxxi)
October 15, 2001
Boyle, Charles L.

Roundtable Forum: Biotechnology Industry
October 01, 2001
King, Michael G., Wang, Elise T., Drake, Peter F., Gray, Mary Ann

Josef Lakonishok - Lsv Asset Management
May 21, 2001
Lakonishok, Josef

John Zimmerman - Banc Of America Capital Management
May 21, 2001
Zimmerman, John W.

Roundtable Forum: Central Regional Banks
May 21, 2001
Stieven, Joseph A., George, David A., Vander Ploeg, Bradley S.

William Bannick / Wayne Wicker - Cadence Capital Management
April 23, 2001
Bannick, William B., Wicker, Wayne A.

Outlook For E-finance: Richard Repetto - Putnam Lovell Securities Inc
April 04, 2001
Repetto, Richard H.

Life Insurance: Alfred Capra - Putnam Lovell Securities Inc
April 04, 2001
Capra, Alfred M.

Outlook For Regional Banks: Ronald Temple - Deutsche Asset Management
February 26, 2001
Temple, Ronald

Outlook For Home Builders: Stephen Percoco - Lark Research Inc
February 26, 2001
Percoco, Stephen P.

Canadian Banks: Quentin Broad - Cibc World Markets
February 26, 2001
Broad, Quentin

Jonathan Raclin - Barrington Research Associates Inc
February 26, 2001
Raclin, Jonathan S.

Robert Burgoyne - Monument Funds Group
December 04, 2000
Burgoyne, Robert

Donald Katz - Audible Inc (adbl)
November 20, 2000
Katz, Donald

Erik Voss - Conseco Capital Management Inc
October 09, 2000
Voss, Erik J.

Mark Sanders - Pinnacle Systems Inc (pcle)
June 15, 2000
Sanders, Mark

Ronald Muhlenkamp - Muhlenkamp & Company
May 29, 2000
Muhlenkamp, Ronald H.

Bulding Products Companies : Barbara Allen - Arnhold & S. Bleichroeder Inc
May 22, 2000
Allen, Barbara

Roundtable Forum: Central Regional Banks
May 22, 2000
Stieven, Joseph A.

Roundtable Forum: Eastern Regional Banks
May 22, 2000
Reeves, Jacqueline, Cassidy, Gerard S.

Stanley H. Streicher - Streicher Mobile Fueling Inc (fuel)
January 24, 2000
Streicher, Stanley H.

Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999
Badeau, Brad

William C. Mortimore - Merge Technologies Inc (mrge)
November 08, 1999
Mortimore, William C.

Alan B. Lancz - Alan B. Lancz & Associates Inc
November 01, 1999
Lancz, Alan B.

Nursing Home Stocks : John F. Hindelong - Donaldson, Lufkin & Jenrette
October 18, 1999
Hindelong, John F.

E-business Infrastructure Stocks : Marshall I. Senk - Bancboston Robertson Stephens
August 04, 1999
Senk, Marshall I.

Richard H. Marsh - Firstenergy Corporation
June 16, 1999
Marsh, Richard H.

Gold Stocks : Victor Flores - Hsbc Securities Inc
June 14, 1999
Flores, Victor

Jeffrey Huffman - Wm Advisors Inc
May 03, 1999
Huffman, Jeffrey

Food Stocks : G. Leonard Teitelbaum - Merrill Lynch
June 01, 1998
Teitelbaum, G. Leonard

Gregory R. Lai - Affinity Investment Advisors Inc
May 04, 1998
Lai, Gregory R.

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