Increased Demand for Air Travel Benefits Aircraft Manufacturers
March 07, 2024
Owens, Nicolas
Spotlighting Quality Companies to Buy While They’re Down
October 13, 2023
Edgerton, Bobby
Ignore the Rhetoric: Defense Spending Is Likely to Increase
March 20, 2023
Safran, Richard
Wide Moat Linked to Ability to Sustain Dividends Over Time
March 05, 2023
Kummer, Austin R.
Delivering a Margin of Safety and Superior Long-Term Results
September 29, 2022
Eswar C. Menon
Defense in Early Stages of 20-Year Spending Cycle, Says Analyst
September 14, 2022
Safran, Richard
For Long-Term Gains, Buy When Others Sell
March 10, 2022
Edgerton, Bobby
Value Manager Names His Faves: 6 Themes, 24 Companies
November 04, 2021
Buckingham, John
Defending Against Loss by Buying Industry Leaders When They're Down
February 24, 2021
Edgerton, Bobby
Being Disciplined, Consistent and Patient as a Value Investor
November 05, 2020
Buckingham, John
Aerospace and Defense Is a Tale of Two Cities in the Current Environment
October 21, 2020
Copeland, Carter
The Pace of Demand Recovery Is a Big Uncertainty for Airlines
October 21, 2020
DeNardi, Joseph
Increased Uncertainty Causing Cutbacks in Capital Spending
September 20, 2019
Langenberg, Brian
Finding Opportunities in Companies That Are Changing Our Lives
August 09, 2019
Plumb, Thomas
Making Money by Not Following the Herd
June 14, 2019
Edgerton, Bobby
Using a Pure-Play Global ETF to Invest in Space-Related Companies
May 31, 2019
Chanin, Andrew
Building a Portfolio with Multiple Levels of Diversification
January 04, 2019
Cuggino, Michael J.
Demand Growth and Optimism in the Industrial Sector
September 21, 2018
Langenberg, Brian
Buying Financially Strong Companies with Dedicated Leaders
August 10, 2018
Edgerton, Bobby
Buying Cash-Rich, Debt-Free Companies When They Are Down
November 17, 2017
Edgerton, Bobby
Limiting Downside Losses by Managing Risk to Capital
June 30, 2017
Schreiber Jr., Don
Looking to Financials to Benefit from Rising Interest Rates
January 27, 2017
Grassi, Peter E.
Seeking Companies that Generate Significant Free Cash Flow
October 21, 2016
O'Brien, Brien M.
Investors Drawn to Defense Sector for Safety
October 07, 2016
DeNardi, Joseph
Macroeconomic Uncertainty Benefits Defense Companies, Negatively Impacts Airlines
June 17, 2016
DeNardi, Joseph
Supplementing a Growth-Oriented Portfolio with Out-of-Favor Sectors
January 29, 2016
Ray, Joseph H.
Slow Growth for Multi-Industrials
October 09, 2015
Heymann, Nick
A Cautious Outlook as Defense Space Enters Early Stages of M&A Cycle
October 09, 2015
DeNardi, Joseph
Commercial Aerospace Sees Healthy Aftermarket, Reconsiders Used Aircraft
May 06, 2015
Buying Companies at a Discount to Their Intrinsic Value
March 03, 2015
Exercising Discipline with a Value Investing Philosophy
July 22, 2014
Five Core Principles to Investing
May 29, 2014
Commercial Aerospace Continues to Outperform Among Industrials
May 07, 2014
Defense Battles Domestic Spending Cuts While International Opportunities Grow
November 18, 2013
An Eye on Dividend-Paying Blue Chips
June 25, 2013
Commercial Aerospace Continues Improving Fundamentals as Defense Faces Sequestration
April 30, 2013
A Nimble Approach to Investing in Economic Themes
February 27, 2013
Cybersecurity, Unmanned Systems Offer Opportunities as Defense Faces Budget Uncertainty
November 01, 2012
A Focus on Quality, Valuation & Diversification in Investing
June 11, 2012
Industrial Names Levered to Aircraft Manufacturing Bypass Macro Headwinds
June 01, 2012
Commercial Aircraft Demand Remains Strong While Defense Shows Uncertainty
May 11, 2012
Orphan Drugs Bypass Macroeconomic Headwinds - Ian Somaiya - Piper Jaffray & Co.
November 14, 2011
Big Pharma Moves Toward Orphan Drugs & Emerging Markets - Damien Conover - Morningstar, Inc.
November 14, 2011
Exposure To Oems To Fuel Upside In Commercial Aerospace - Kenneth Herbert - Wedbush Securities
November 14, 2011
Innovation Is Key Theme In Biotechnology - Ravi Mehrotra - Credit Suisse
November 14, 2011
Slower Growth Expected In Industrial Equipment In 2012 - Julian Mitchell - Credit Suisse Group
October 03, 2011
A Bearish Take On Long-term Ehr Growth Prospects - Bret Jones - Brean Murray, Carret & Co., Llc
October 04, 2010
Navigating The Aerospace & Defense Space - Tom Gallagher & Michael French - Morgan Joseph & Co.
January 11, 2010
Cyber Security & The Emergence Of New Web Content - Erik Suppiger - Signal Hill Capital Group, Llc
July 27, 2009
INVESTING IN THE WATER INDUSTRY - NEIL D. BERLANT - PFW WATER FUND
August 04, 2008
PERSONAL CARE & HOUSEHOLD PRODUCTS - CONNIE MANEATY - BMO CAPITAL MARKETS CORP.
March 31, 2008
LATEST TECHNOLOGIES IN CARDIOLOGY - ED SHENKAN - NEEDHAM & COMPANY, LLC
January 14, 2008
MULTI-STRATEGY CORE INVESTING - SARAT SETHI - DOUGLAS C. LANE & ASSOCIATES, INC.
January 29, 2007
OUTLOOK FOR COMMERICAL AEROSPACE: J.B. GROH - D.A. DAVIDSON & CO
August 28, 2006
ROBERT MCIVER - JENSEN INVESTMENT MANAGEMENT INC
May 29, 2006
OUTLOOK FOR AIRLINES: SUSAN DONOFRIO - CATHAY FINANCIAL INC
February 06, 2006
ROUNDTABLE FORUM: AEROSPACE / DEFENSE
February 06, 2006
NICHOLAS REITENBACH - PINNACLE ASSOCIATES LTD
September 26, 2005
COMMERCIAL AEROSPACE & DEFENSE ELECTRONICS: PETER ARMENT - JSA RESEARCH INC
September 12, 2005
JEFFREY PARKER - PEA CAPITAL LLC
September 12, 2005
COMPUTER & BUSINESS SERVICES COMPANIES: MOSHE KATRI - SG COWEN SECURITIES CORPORATION
September 05, 2005
Cj Fearnley - Linuxforce, Inc.
August 30, 2005
ROUNDTABLE FORUM: RESTAURANTS
April 11, 2005
S.GLEASON / R.SCHWARZKOPF - KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC
March 28, 2005
STEPHEN LEEB - LEEB CAPITAL MANAGEMENT INC
March 28, 2005
C.ANTLEY / R.KEY - CCM INVESTMENT ADVISERS
March 21, 2005
DAVID NOLAN - BB&T ASSET MANAGEMENT
February 21, 2005
TONY TEIXEIRA - ENERGEM RESOURCES (ENM)
December 20, 2004
FREDERICK LIZZA - AVOTUS CORPORATION (AVS:TSX.V)
December 06, 2004
HOMELAND SECURITY COMPANIES: BRIAN RUTTENBUR - MORGAN KEEGAN & CO
October 18, 2004
A.CHARLES WILSON - TRIO-TECH INTERNATIONAL (TRT)
October 18, 2004
THE I-COMMERCE VALUE CHAIN: COLIN GILLIS - ADAMS HARKNESS
October 11, 2004
ROBERT LUTTS - CABOT MONEY MANAGEMENT
August 30, 2004
GRACE FEY - FRONTIER CAPITAL MANAGEMENT CO LLC
August 30, 2004
HOSPITAL MANAGEMENT COMPANIES: JOSEPH CHIARELLI - OPPENHEIMER & CO
April 26, 2004
JEANIE WYATT - SOUTH TEXAS MONEY MANAGEMENT LTD
April 19, 2004
TELECOMMUNICATIONS EQUIPMENT: EHUD GELBLUM - J.P. MORGAN SECURITES
April 19, 2004
OUTLOOK FOR WIRELINE EQUIPMENT: GABRIEL LOWY - BLAYLOCK & PARTNERS LP
April 19, 2004
HOMELAND SECURITY STOCKS: MICHAEL HOFFMAN - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
April 19, 2004
DONALD HOSMER - ROYALE ENERGY INC (ROYL)
March 01, 2004
ROUNDTABLE FORUM: OUTLOOK FOR BROADCASTING
February 02, 2004
ROUNDTABLE FORUM: CANADIAN BIOTECHNOLOGY
January 26, 2004
Outlook For Large Cap Property-casualty Companies: Michael Paisan - Legg Mason
November 10, 2003
Investing In Aerospace & Defense: Paul Nisbet - Jsa Research Inc
November 10, 2003
Infrastructure Software: Greg Kleiner - Soundview Technology Group
July 21, 2003
Investing In The Water Industry: David Schanzer - Janney Montgomery Scott
June 09, 2003
John Thompson - Thompson, Plumb & Associates Inc
May 26, 2003
Hugh Moore - Smith Barney
May 05, 2003
Integrated Gas Utilities: Michael Heim - A.g. Edwards & Sons
May 02, 2003
Brian Kirkpatrick - Bridges Investment Counsel Inc
April 21, 2003
Eugene Profit - Profit Investment Management
March 03, 2003
L.faust / D.hill - Csi Capital Management
February 03, 2003
James Cullen - Schafer Cullen Capital Management
December 23, 2002
Outlook For Metals & Mining: Peter Ward - Lehman Brothers
December 23, 2002
Energy Technology Stocks: Macmurray Whale - National Bank Financial
December 09, 2002
William Reynolds - Integrated Electrical Services Inc (ies)
September 16, 2002
Timothy Vaill - Boston Private Financial Holdings Inc (bpfh)
September 12, 2002
Scott Brayman - Sentinel Advisors Company
August 12, 2002
Steven Rogers - Parkway Properties Inc (pky)
July 22, 2002
Mark Degenhart - Oppenheimer Capital
July 01, 2002
Outlook For Advertising Companies: Lauren Rich Fine - Merrill Lynch Global Securities
June 17, 2002
W.morrill Jr. / Keith Pauley - Lasalle Investment Management
March 04, 2002
Scott Link - Disciplined Growth Investors Inc
January 21, 2002
Contract Manufacturing Stocks: John Mcmanus - Needham & Company
January 07, 2002
Outlook For Defense Stocks: Pierre Chao - Credit Suisse First Boston
November 26, 2001
Airfreight & Logistics Stocks: Gregory Burns - J.p. Morgan Chase
November 26, 2001
Robert Young Iii - Arkansas Best Corporation (abfs)
November 26, 2001
Outlook For Logistics Stocks: John Barnes Iii - Deutsche Banc Alex. Brown
November 26, 2001
St.denis Villere Iii - St. Denis J. Villere & Co
November 05, 2001
Mark Davidson - Fuduciary Services Corporation
July 30, 2001
Ronald Sloan - Aim Capital Management
June 18, 2001
John Beaty Jr. - Beaty Haynes & Patterson Inc
May 07, 2001
John Park - Liberty Wanger Asset Management
May 07, 2001
Electronic Component Companies: James Ricchiuti - Needham & Company
January 11, 2001
Media Industry Overview: Laura Martin - Credit Suisse First Boston
December 04, 2000
Outlook For Semiconductors : Richard Faust - Adams, Harkness & Hill
August 03, 2000
Roundtable Forum: Drug & Medical Supply Distribution
July 17, 2000
Outlook For Aerospace & Defense Stocks : Byron Callan - Merrill Lynch
July 17, 2000
Keith Pauley - Lasalle Investment Management
June 26, 2000
Packaging & Container Stocks : Joel Tiss - Lehman Brothers
June 05, 2000
James Benson - Harris Associates Lp
April 10, 2000
Michael G. Mayfield - Santa Barbara Asset Management
January 24, 2000
Frank Baldino Jr. - Cephalon Inc (ceph)
September 30, 1999
Eric S. Ende - First Pacific Advisors
September 27, 1999
Jon Lee - Hollister Asset Management
August 23, 1999
It Services : Steven S. Birer - Bancboston Robertson Stephens
August 04, 1999
Outlook For Commercial Aircraft : Pierre A. Chao - Credit Suisse First Boston
August 02, 1999
Courtney D. Smith - Orbitex Management Inc
July 12, 1999
E-business Services & E-commerce : Ullas Naik - Fac Equities / First Albany Corp
June 28, 1999
Steven J. Reid - Harris Associates L.p.
December 21, 1998
Outlook For Tobacco : Roy Burry - Brown Brothers Harriman & Co
August 17, 1998
David A. Taft - Ibs Capital Corporation
July 27, 1998
