Industry & Services >> Analyst Interviews >> March 29, 2004


GARY M. GOLDSTEIN is the Market Strategist at Dahlman Rose Weiss, LLC, and co-publishes with his wife and long-time business partner, Laurie D. Goldstein, CFA. Along with their associate Jin Chun, the team covers the marine transport industry in addition to their traditional generalist universe, where they specialize in event-driven special situations. The Goldsteins have been a publishing team since 1994 when they hit the road, literally, as Road Research, traveling the country to visit companies and their facilities in a state-of-the-art, technology-laden 40-foot Holiday Rambler bus. Their unique style of conducting business has been featured in all of the traditional press and highlighted by the Association for Investment Management and Research. Their stock-picking performance has surpassed market performance in each of their 10 years as a team. They continued to conduct their unusual style of business from Capital Investments International, The Seidler Companies, Gruntal and Gilford Securities prior to joining Dahlman Rose Weiss. Before joining forces as a sellside team, Mr. Goldstein worked in industry; his last post was as a regional manager for a Fortune 50 company. Mrs. Goldstein spent eight years on the buy side and has worked with renowned industry veterans. In 1990 she co-founded a hedge fund, Arbor Partners, which was later sold to a large international bank. Profile
TWST: Would you begin with an overview of your coverage in marine


Mr. Goldstein: Our coverage in this space at this point is basically

everyone. Laurie Goldstein, CFA, Jin Chun and