Robust Offshore Activity Bolsters Oilfield Services and Equipment Sector
February 13, 2024
West, James
Continuing Long-Term Demand for Oil Should Provide Price Support
February 16, 2023
Barrett, Noah
International and Offshore Oil & Gas Names Likely to Outperform
February 16, 2023
West, James
Oilfield Service Industry Ramps Up as Oil and Gas Prices Rise
February 24, 2022
West, James
Headwinds Turn Into Tailwinds as Oil and Gas Demand Recovers
February 05, 2021
Heikkinen, David M.
E&Ps Transitioning to More Mature, Returns-Focused Companies
February 05, 2021
West, James
Manufacturers Benefit from Waves of Innovation
October 22, 2020
Langenberg, Brian
Global Oil Complex Has Been Hit on Both the Supply and Demand Sides
July 10, 2020
Curran, Thomas
Entering a Cash-Harvesting Cycle in Oil Services
February 28, 2020
Meakim, Sean
Sentiment and Stock Performance Led to a Difficult Year in 2019
January 24, 2020
Chandra, Subash
Focusing on Long-Term Performance and Capital Appreciation
June 28, 2019
Wallace, Scott
Watching for Growth in International End Markets in 2019
March 01, 2019
West, James
Applying a Value-Based Style in a Momentum-Based Market
November 30, 2018
Ullman, John G.
A Comprehensive Approach to Financial Planning
February 02, 2018
Ullman, John G.
An Individually Managed, Contrarian Investment Approach
September 15, 2017
Eddins, Hal
Taking a Long-Term-Oriented Approach to Investments and Relationships
April 21, 2017
Ullman, John G.
Playing with Care in the Domestic Oilfield Services Space
February 10, 2017
Wicklund, James K.
Domestic Oil-Producer Rally Expected to Continue in the Short Term
February 10, 2017
Muztafago, Edward C.
A Pickup in Industry Demand for North American-Levered Oilfield Services and Equipment
February 10, 2017
West, James
Creating Alpha Through Market Inefficiencies
February 10, 2017
Golan, Jim
Looking for Change in the Large-Cap Universe
December 30, 2016
Crawford, Kenneth, James, Meghan
Investing in High-Quality Sector Leaders
September 23, 2016
Pascal, Patrick
Looking for Clean Balance Sheets and Cash Generation
September 23, 2016
Getsos, Jerry P.
Managing an Income-Based Portfolio with Price-Appreciation Features
September 23, 2016
Montoya, Christopher N.
A Five-Point System to Managing Money in the Stock Market
July 15, 2016
Edgerton, Bobby
A Strong Long-Term Story for Water-Related Stocks
April 08, 2016
Richard A. Verdi
Generating Returns by Focusing on Value, Sustainability and the Long Term
February 26, 2016
Simmons, Robert W.
E&P Capital Spending Turnaround Expected in 2016
December 31, 2015
West, James
Oil and Gas Services and Equipment Still a Difficult Space
December 31, 2015
Dobell, Brandon
Oil & Gas to See Less Capex Cycled Out of System
December 31, 2015
Muztafago, Edward C.
Using Original In-Depth Research to Find Large-Cap Value Investments
September 11, 2015
Using a GARP Strategy to Manage a Midcap and a Large-Cap Fund
April 21, 2015
Using Dividend Stocks to Mitigate Risk in the Large-Cap Space
February 03, 2015
Building an Energy-Focused Portfolio with Fundamental Analysis
December 04, 2014
E&P Consolidation to Drive M&A in Oil & Gas Services and Equipment
November 19, 2014
Utilizing a Bottom-Up Approach to Invest in Smaller Companies
November 14, 2014
Multiservice Companies Offer Best Value in Oil Services
November 11, 2014
Investing in Closed-End Mutual Funds with a Focus on Diversification and Distributions
August 25, 2014
Developing Portfolio Themes Through Top-Down Analysis
August 21, 2014
Oil and Gas E&P Spending Expected to Grow in 2014
January 16, 2014
A Cautious Outlook for Oilfield Equipment and Services as Major Oil Companies Shift Strategies
December 17, 2013
Large Oilfield Services Companies Have More Opportunity to Grow Margins
December 12, 2013
Demand for Bundled Oil & Gas Services Continues Gaining Momentum
December 09, 2013
A Focus on Franchise Quality in Equity Selection
June 12, 2013
Oil E&Ps Globally Shift Toward Integrated Servicing
February 15, 2013
Large-Cap Diversified Service Companies to Benefit the Most from Accelerated E&P Spending
February 14, 2013
Flourishing International Markets and Improvements in North America Benefit Oilfield Services
February 12, 2013
International Growth and Increasing North American Fuel Oil and Gas Capex
February 12, 2013
Insatiable Long-Term Demand for Offshore Drillers from Majors and NOCs
February 06, 2013
E&Ps Cut Costs Through Increased Efficiencies
January 08, 2013
Cost Structures Provide More Certainty for Oil and Gas Companies
December 03, 2012
High-Spec Revolution Underway for Drilling Equipment - James West - Barclays Capital
March 05, 2012
High Demand for Equipment to Accelerate Rig Capacity in Oilfield Services - Collin Gerry - Raymond James & Associates, I
March 05, 2012
Oil Spending Rises Along with Improving Economics - James West - Barclays Capital
February 06, 2012
Revenue to Face Pressure Until Greater Utilization of Credit Lines - Gary P. Tenner - D.A. Davidson & Co.
February 06, 2012
Growth in Banking to Come From Consolidation & Geography - Kenneth James - Sterne Agee & Leach, Inc.
February 06, 2012
Investing in Distressed Companies & Merger Arbitrage - Nancy Havens & Richard Goldstein - Havens Advisors
January 23, 2012
Financial Planning With A Thematic Investment Strategy - Mark D. Petrie - Hokanson Associates
December 19, 2011
It Inroads In Health Care - Michael Cherny - Deutsche Bank Securities Inc.
June 27, 2011
Drilling Recovery Strengthens Services' Pricing Power - R. Thaddeus Vayda - Stifel, Nicolaus & Co., Inc.
June 27, 2011
E&ps Increase Capex For Higher-quality Equipment - Andrea Sharkey - Gabelli & Company, Inc.
June 27, 2011
Customizable Growth-oriented Investing - Joseph Parnes - Technomart Investment Advisors
April 18, 2011
Investing In Dividend-paying Companies - Paul C. Hogan - Fenimore Asset Management, Inc.
October 18, 2010
Garp Investing In Large Cap Equities - Stuart Greenfield - Greenfield Seitz Capital Management, Llc
July 12, 2010
Long-only Large Cap Value Investing - Harry Rady - Rady Asset Management
May 31, 2010
Near-term Pricing & Rig Count Forecasts - Philip H. Weiss - Argus Research Company
May 31, 2010
Investing In Mid-cap Growth Stocks - Chris Bowen & Ryan Snow - Wasatch Funds
May 17, 2010
Investing In Small Growth Best Ideas - Ron Juvonen - Downtown Associates, Llc
November 23, 2009
Investing In Industrial Products & Services - Alexander J. Roepers - Atlantic Investment Management, Inc.
November 23, 2009
Investing In Large Cap Growth Stocks - Jerry Jordan - Jordan Management Company
October 05, 2009
Large Cap Core Equity Investing - Richard I. Sichel - The Philadelphia Trust Company
April 20, 2009
Investing In Global Value Stocks - Amit Wadhwaney - Third Avenue Management, Llc
February 23, 2009
INVESTING IN WATER UTILITIES - HEIKE M. DOERR - JANNEY MONTGOMERY SCOTT LLC
October 06, 2008
OUTLOOK FOR COMPUTER HARDWARE & DISK DRIVES - RICHARD KUGELE - NEEDHAM & COMPANY, LLC
September 15, 2008
THE OUTLOOK FOR MASTER LIMITED PARTNERSHIPS - MARL REICHMAN - SMH CAPITAL INC.
August 25, 2008
MASTER LIMITED PARTNERSHIPS - DARREN HOROWITZ - RAYMOND JAMES & ASSOCIATES
August 25, 2008
STORAGE & SERVER ENTERPRISE HARDWARE - CLAY SUMNER - FRIEDMAN, BILLINGS, RAMSEY & CO., INC.
July 28, 2008
AUTOMOTIVE & AUTO PARTS: AN OVERVIEW - EFRAIM LEVY - STANDARD & POOR'S U.S. EQUITY RESEARCH GROUP
June 09, 2008
INVESTING IN LARGE CAP GLOBAL OPPORTUNITIES - NICK ROBINSON - ABERDEEN ASSET MANAGEMENT
October 22, 2007
RELATIVE VALUE INVESTING - BRIAN M. BARISH - CAMBIAR INVESTORS LLC
October 15, 2007
BALANCED ASSET ALLOCATION - ROBERT E. CAPLAN - FMA ADVISORY, INC.
April 09, 2007
OUTLOOK FOR NETWORK EQUIPMENT PROVIDERS - JEFF EVENSON - SANFORD C. BERNSTEIN & CO., LLC
February 05, 2007
INVESTING IN ETHANOL PRODUCTION - HEATHER L. JONES - BB&T CAPITAL MARKETS
October 30, 2006
RICHARD ASTER JR. - ASTER INVESTMENT MANAGEMENT
September 04, 2006
TOM WEARY - DIAMOND PORTFOLIO ADVISORS LLC
June 05, 2006
ROBERT MCIVER - JENSEN INVESTMENT MANAGEMENT INC
May 29, 2006
MARY LISANTI - AH LISANTI CAPITAL GROWTH LLC
May 22, 2006
J.ANAGNOS / W.STEVENS CARROLL / WILLIAM MORRILL JR. - CB RICHARD ELLIS GROUP / BROWN ADVISORY
April 10, 2006
OUTLOOK FOR BUSINESS SERVICES COMPANIES: BRANDT SAKAKEENY - DEUTSCHE BANK SECURITIES
April 10, 2006
ARNOLD URSANER - CJS SECURITIES INC
March 06, 2006
ROLAND MANARIN - MANARIN INVESTMENT CAPITAL LTD
December 26, 2005
OUTLOOK FOR DATA MANAGEMENT: NOEL YUHANNA - FORRESTER RESEARCH INC
November 28, 2005
JEFFREY PARKER - PEA CAPITAL LLC
September 12, 2005
STEVEN PURVIS - LUTHER KING CAPITAL MANAGEMENT
August 22, 2005
JOHN BEATY JR. - BEATY HAYNES & ASSOCIATES INC
July 18, 2005
DEREK TANER - AIM INVESTMENTS
July 18, 2005
J.SEBASTIAN VAN BERKOM - VAN BERKOM & ASSOCIATES INC
May 23, 2005
PATRICK O'BRIEN - ALEX.BROWN INVESTMENT MANAGEMENT
May 09, 2005
STAFFING, CONSULTING & BUSINESS SERVICES: BRANDT SAKAKEENY - DEUTSCHE BANK SECURITIES INC
May 09, 2005
ALEXANDER MOTOLA - THORNBURG INVESTMENT MANAGEMENT
April 18, 2005
K.STRAUSS / C.ZWEIG - ABNER HERMAN & BROCK INC ASSET MANAGEMENT
March 28, 2005
D.ROLFE / D.WEBB - WEDGEWOOD PARTNERS INC
March 21, 2005
DONALD HEAD - HEAD & ASSOCIATES
December 06, 2004
SAM KATZ - WELLSPRING BIOCAPITAL PARTNERS
November 22, 2004
DONALD GIMBEL - CARRET & CO LLC
November 15, 2004
JAY HIGHAM - INTEGRAMED AMERICA INC (INMD)
November 08, 2004
R.BUCK / G.FURUKAWA / G.SMART - FREESTONE CAPITAL MANAGEMENT
October 25, 2004
COMMERCIALIZATION-STAGE BIOTECHNOLOGY: YARDON WERBER - CITIGROUP SMITH BARNEY
September 20, 2004
MARK YOSELOFF - SHUFFLE MASTERS INC (SHFL)
September 13, 2004
ROGER PALLEY - NEUBERGER BERMAN LLC
August 30, 2004
AMIT WADHWANEY - THIRD AVENUE GLOBAL VALUE FUND LP
August 23, 2004
R.HERMANN / A.LATOS - COMERICA INC
May 31, 2004
JOHN BEATY JR. - BEATY HAYNES & ASSOCIATES INC
May 31, 2004
Horacio Valeiras - Nicholas-applegate Capital Management
January 12, 2004
A.mayer / R.steinberg - Steinberg Global Asset Management Ltd
January 12, 2004
James Hardesty - Hardesty Capital Management
January 05, 2004
Michael Parker - Victory Sbsf Capital Management
June 16, 2003
Manufactured Housing: John Diffendal - Bb&t Capital Markets
June 16, 2003
Outlook For It & Educational Services: Natalie Walrond - Pacific Growth Equities
June 16, 2003
Dennis Dietz - First Financial Capital Advisors Llc
May 19, 2003
David Warnock - Camden Partners Inc
April 21, 2003
Charles White - Avatar Investors Associates
April 21, 2003
C.browne/t.shrager/j.spears - Tweedy, Browne Company Llc
April 07, 2003
Energy & Power Technology: Jarett Carson - Rbc Capital Markets
November 12, 2002
Small & Mid-cap E&p Stocks: Joseph Allman - Rbc Capital Markets
November 12, 2002
Catherine Rooney - Pitcairn Trust Company
September 23, 2002
Specialty Chemicals & Materials Companies: Christopher Crooks - Commerce Capital Markets
August 12, 2002
Mark Gorodinsky - Retirement System Investors Inc
July 01, 2002
J.dohse / H.lansdowne - Tempest Investment Counselors Inc
March 25, 2002
James Buskirk - Huntington National Bank
January 14, 2002
John Walker - Weirton Steel Corporation (ws)
July 02, 2001
William King - Aviation Distributors (adin)
June 18, 2001
Greg Schoenleber - Birinyi Associates
April 30, 2001
Roundtable Forum: Energy Exploration & Production
April 30, 2001
Specialty Retail Stocks: David Magee - Robinson Humphrey Company Llc
April 09, 2001
Frank J. Husic - Husic Capital Management
March 26, 2001
John Wieging - Fort Washington Investment Advisors
March 19, 2001
Outlook For Reits: Lawrence Raiman - Credit Suisse First Boston
February 27, 2001
Jon Hickman - Jurika & Voyles
February 12, 2001
Timothy Swanson / Kenneth Bolich - Wachovia Asset Management
February 05, 2001
Brian Slater - Condor Capital Investment
January 22, 2001
Clifford Mpare - Ncm Capital Management Group Inc
September 18, 2000
David Lawson - Mchugh Associates
August 07, 2000
Kenneth Hoffman - Orbitex Management Inc
July 17, 2000
Louis Giglio - American Express
July 10, 2000
Mark Wagar - Radiologix Inc (rgx)
June 26, 2000
Frederic Burke - Johnston Lemon Asset Management Inc
June 19, 2000
Roundtable Forum: Nonferrous Metals
March 13, 2000
F. Barry Nelson - Advent Capital Management
March 06, 2000
Richard L. Babson - Babson-united Inc
December 06, 1999
Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999
Frank Baldino Jr. - Cephalon Inc (ceph)
September 30, 1999
Thomas K. Porta - Porta Investment Management
September 13, 1999
Mark Ansell - Aston Villa Plc (asv.l)
September 06, 1999
J. Patrick Gallagher Jr. - Arthur J. Gallagher & Co
June 28, 1999
Ephraim Kwok - Elantec Semiconductor Inc (elnt)
April 26, 1999
James P. Holmes - Heartland Advisors
April 12, 1999
Donald L. Gher - Coldstream Capital Management
April 05, 1999
D. Paul Cohen - Dirty Dozen Research: No Agenda
October 12, 1998
Lee C. Hamilton - Alla Investment Mgmt
August 10, 1998
Steel - An Obtuse Approach : Jordan M. Estra - Bt Alex. Brown Inc
July 20, 1998
Jim Lunney - Patriot Scientific Corporation (ptsc)
June 29, 1998
Gregory A. Church - Church Capital Mgmt
May 25, 1998
Thomas L. Melly - Simms Capital Mgmt
April 06, 1998
David R. Kotok - Cumberland Advisors Inc
March 30, 1998
