Fintechs Are Driving More Value for Consumers and Merchants
July 14, 2024
Cantwell, Jeff
Visa and Mastercard Offer Investors Safety, Quality and Pricing Power
July 14, 2024
Suchoski, Kenneth
IT Services and Payments Names That Are Riding Industry Trends
June 05, 2024
Katri, Moshe
Insurance Is Attractive Due to Strong Pricing, Strong Fundamentals
January 07, 2024
Auxier, J. Jeffrey
AI Revolution Will Ultimately Benefit Data-Heavy Companies
December 14, 2023
Rao, Kishore
E-Commerce and Enterprise Software Positioned to Reaccelerate Growth
December 14, 2023
Armbruster, Chris
FedNow Real-Time Payments Will Disrupt the Debit Space
June 27, 2023
Dolev, Dan
IT Services Companies Focus on Cost Containment Over Product Development
May 17, 2023
Friedman, Jamie
Aggressive Fed Tightening Poses Risks for Banking Sector
July 15, 2022
Moss, Steve
Fed Moves, Market Declines Negatively Impact Asset Managers
June 23, 2022
Biggar, Stephen
Blockchain Not Widely Used by Fintechs, But Should Be
April 24, 2022
Maltbie Jr., Robert Michael
In IT Services Sector, Newer Digital Skills Equals Higher Growth
April 24, 2022
Katri, Moshe
Cross-Border E-Commerce, Platform-Based Processing Seeing Growth
April 24, 2022
Friedman, Jamie
Reopening Plays That Also Offer Good Long-Term Performance
July 01, 2021
Chaitman, Sean
Advising Caution in the Face of Rising Government Deficits and Debt
June 24, 2021
Raclin, Jonathan S.
All-Cap Fund Uses Framework to Spot Beneficiaries of the Reopening
May 06, 2021
White, Justin P.
New Economy Investing: Targeting Digital and Service-Based Companies
April 30, 2021
Michael, Irwin, Michael, Ryan, Michael, Harlan, Michael, Brandon
IT Services, Fintech Headed Toward Pre-COVID-Level Growth Rates
April 22, 2021
Katri, Moshe
Shunning High Fliers in Favor of Insurance, Payments and Security Software
February 05, 2021
Tharakan, George
Responding to Today’s Challenges With a Reallocation Strategy
January 04, 2021
Raclin, Jonathan S.
Identifying Intrinsic Value Key to Stock Selection
December 17, 2020
Nicolas, Michael
Helping Clients Achieve Goals Through Structured Notes
May 08, 2020
Novorr, Craig
Expecting the Most Innovative Companies to Benefit from the Disruption
April 24, 2020
Jeffrey, Andrew W.
Looking for Companies Able to Generate and Allocate Free Cash Flow
April 03, 2020
Bleiberg, Steven
Adding to Health Care and Tech Positions During the Current Volatility
April 03, 2020
Duench, Stephen
Compounding Capital with a Long-Term Investing Mentality
February 28, 2020
Griesbach, Todd
Finding Opportunities in Companies That Are Changing Our Lives
August 09, 2019
Plumb, Thomas
Using Closed-End Mutual Funds for Diversification and Distributions
June 28, 2019
Raclin, Jonathan S.
Producing Returns with a Portfolio of Global Champions
May 31, 2019
Yacktman, Brian
Providing Diversification and an Opportunity to Exceed Market Returns
April 26, 2019
Bacarella, Robert S.
Frictionless Consumer Experiences a Major Opportunity in the Payments Space
April 26, 2019
Huff, Brett
Collaboration and a Business Use Case Needed to Move to Blockchain
April 26, 2019
Deleeuw, Jason
Finding Interesting Opportunities in Enterprise Software
April 05, 2019
Ward, Christopher
Combining Fast Growers with Steady Dividend-Paying Stocks
March 15, 2019
Wiese, Carl M., Collins, Michael
Buying Companies That Have Secular Tailwinds
October 05, 2018
Plumb, Thomas
Finding Opportunities to Buy Great Businesses as Volatility Increases
September 07, 2018
Dunbar, McGavock
Seeking Sustainable Competitive Advantages in Pro-Life, Pro-Family Funds
August 10, 2018
Milligan, Brian D.
Investing in Quality Companies Run by Exceptional Management Teams
May 17, 2018
Heck, Randall M.
Using Bonds to Offset Stock Market Volatility
May 07, 2018
Plumb, Thomas G.
Understanding Companies to Provide Value Add to Clients
May 07, 2018
Raclin, Jonathan S.
Managing Risk Through Daily Research and Understanding Individual Businesses
March 29, 2018
Auxier, J. Jeffrey
Constructing a Concentrated Portfolio with a Stock-by-Stock Approach
March 14, 2018
Hiatt, Karen
A Comprehensive Approach to Financial Planning
February 02, 2018
Ullman, John G.
Payment Processing Companies Benefiting from Secular Credit Card Growth
January 05, 2018
Biggar, Stephen
Using Historical Factors to Identify Best-Performing Stocks
December 01, 2017
Watts, Randy
Buying High-Quality Companies with Strong Management Teams
April 07, 2017
Mullarkey, Christopher, Mulvey, Jim
Understanding the Potential Impact of Bitcoin and Blockchain Technology
April 07, 2017
Pierce, Brock
Seeking Stocks with Consistent Growth and Lower Valuations
March 24, 2017
McQuiddy, Dean
Investing in Equities with an All-Cap Value Approach
February 24, 2017
Gustus, Doyle
Creating Portfolios as Both a Risk Manager and Investment Adviser
September 23, 2016
Ross, Kenneth N.
Casting a Wide Net to Find Cheap, High-Quality Stocks
July 29, 2016
Frank, Brian J.
Producing Superior Returns with the Best of the Best
July 29, 2016
Davidowitz, Dan, Ficklin, Damon
Seeking Companies with Sustainable Secular Growth
July 15, 2016
Jung, Andrew W.
Maintaining a Patient Mindset in a Difficult Environment
July 15, 2016
Raclin, Jonathan S.
A Five-Point System to Managing Money in the Stock Market
July 15, 2016
Edgerton, Bobby
Seeking Long-Term Investments with Recurring Revenue
April 22, 2016
Fischer, Jeff
Emphasizing Caution and Capital Preservation in a Slow Growth Environment
March 11, 2016
Stark, George
Focusing on Diversification, Buying Funds at a Discount and Distributions
February 12, 2016
Raclin, Jonathan S.
Secular Drivers Help Staffing and Payment Sectors
January 20, 2016
McVeigh, Kevin D.
A Rising Tide in Payment Services While IT Services Shifts to High Value
January 15, 2016
Ellis, Lisa
Making Rational Decisions with a Consistent, Predictable and Repeatable Process
October 09, 2015
Myers, Silas A., Massey, Brian L., Honeycutt, Joshua, Prestine, Jeffrey
Finding Opportunities in Consistent Secular-Growth Companies
August 10, 2015
E-Commerce Decimates Retailers' Online Profits
August 06, 2015
Building a Concentrated Portfolio with a Focus on Small- and Mid-Cap Names
April 14, 2015
U.S. Banks in Low-Risk, Low-Reward Environment
January 08, 2015
Managing Concentrated Portfolios of the Highest-Quality Businesses
December 22, 2014
Outperforming the Market with a Concentrated, Go-Anywhere Fund
December 10, 2014
The Emerging Shift to Liquid Alternatives Investing
September 17, 2014
Investing in Growth Global Equities with a Focus on Value
August 08, 2014
Managing Risk While Striving for High Returns
July 18, 2014
A Large-Cap Growth Strategy Centered on Profit Sustainability and Secular Tailwinds
June 10, 2014
Buying Great Companies and Investing for the Long Term
March 27, 2014
Following Global Macro Trends to Discover Attractive Investments
March 14, 2014
Continued Momentum in Staffing Space Expected for 2014
December 18, 2013
A Contrarian Approach to Investing in Large-Cap Companies
October 07, 2013
A Customized Investment Strategy Focused on Growth Companies
October 01, 2013
Larger Money Center Banks Generate Capital as Regional Banking Sees Margin Pressure
March 19, 2013
Secular Growth for Temp Staffing and Payment Processing
December 06, 2012
A Focus on Improving Cash Flow in Small-Cap Names
October 30, 2012
A Quantitative Approach to Multicap Investing
June 04, 2012
Bullish Names on Transaction Processing Despite Sector Weakness
May 14, 2012
Conservative Approach in IT Outsourcing & BPO - Joseph D. Foresi - Janney Montgomery Scott LLC
January 23, 2012
Long-term Value Investing In Large-cap Global Companies - Todd S. Lowenstein - Highmark Capital Management, Inc.
July 11, 2011
Options Trading & Volatility Management - Richard L. Selvala Jr. - Harvest Volatility Management
December 06, 2010
Optimism & Innovation Lead Enterprise Software - Edward Maguire - Credit Agricole Securities
October 18, 2010
Small & Mid-cap Value Investing - Douglas R. Cannon - Texas First Investment Management Company
September 06, 2010
Addressing China Telecom Cap Ex Concerns - Kun Tao - Roth Capital Partners, Llc
July 13, 2010
Bottom-up Stock Picking In The Mlp Asset Class - Jerry Swank - The Swank Group
May 31, 2010
Investing In Mid-cap Growth Stocks - Chris Bowen & Ryan Snow - Wasatch Funds
May 17, 2010
Long-term Core Equity Investing - George L. Payne, Jr. - A.n. Culbertson & Company, Inc.
April 05, 2010
Pricing Pressures In Online Recruiting - Timothy Mchugh - William Blair & Company, Llc
March 08, 2010
Clear Themes In Business It - Reik Read - Robert W. Baird & Co.
March 08, 2010
The Democratization Of Private Equity Investing - Steven R. Samson & Luke J. Aucoin - Vista Research And Management, Llc
January 11, 2010
A Modern Approach To Graham & Dodd Investing - Thomas P. Au - R.w. Wentworth & Co., Inc.
October 05, 2009
Application Software:industry Overview - John Difucci - Jpmorgan Chase & Co.
August 24, 2009
Large Cap Growth Opportunities - Jerry Jordan - Hellman, Jordan Management Company, Inc.
February 23, 2009
Credit Card Processors, Money Transfer & Tax Companies - Kartik Mehta - Ftn Midwest Securities Corp
February 09, 2009
Investing In Small & Micro-cap Growth Stocks - Scott Sterling Johnston - Sterling Johnston Capital Management, Lp"
September 01, 2008
ROUNDTABLE FORUM: PAPER & FOREST PRODUCTS
May 19, 2008
CONSUMER, BUSINESS & CARRIER VoIP: ARI MOSES - KAUFMAN BROS LP
February 13, 2006
INDUSTRIAL AND CONSTRUCTION DISTRIBUTORS: BRENT RAKERS - MORGAN KEEGAN & CO INC
December 19, 2005
Andrew Barrett - Landround Plc (ldr.l)
June 03, 2005
Steve Filton - Universal Health Services Inc (uhs)
April 04, 2005
RICHARD KEIM - KENSINGTON PARTNERS LP
August 02, 2004
T.COIN JR. / D.PUGH - PEREGRINE CAPITAL MANAGEMENT
June 07, 2004
Video Games & Toy Manufacturers: Anthony Gikas - U.s. Bancorp Piper Jaffray Inc
August 11, 2003
Overview Of The Water Industry: Debra Coy - Schwab Capital Markets
June 09, 2003
Alan Stillman - The Smith & Wollensky Restaurant Group Inc (swrg)
May 19, 2003
Fred Froewiss - Kinetics Asset Management Inc
March 11, 2002
European Publishing & Information Services: Brendan Hoey - Bear, Stearns & Co Inc
March 03, 2002
Property Casualty Insurance Companies: Jay Cohen - Merrill Lynch
January 14, 2002
William Coughlin - Delta Capital Management Llc
January 14, 2002
Leisure & Entertainment Stocks: Jill Krutick - Salomon Smith Barney
December 10, 2001
Daniel Glassman - Bradley Pharmaceuticals Inc (bprx)
December 05, 2001
Robert Young Iii - Arkansas Best Corporation (abfs)
November 26, 2001
Internet Media Stocks: Safa Rashtchy - U.s. Bancorp Piper Jaffray
July 23, 2001
Thomas Van Weelden - Allied Waste Industries Inc (aw)
March 21, 2001
European Media Stocks: Mark Beilby - Deutsche Bank
March 12, 2001
Marc Baylin - T. Rowe Price Associates Inc
January 15, 2001
Medical Supplies & Devices: David Gruber - Lehman Brothers Inc
December 04, 2000
David Simpson - Wm Advisors Inc
October 09, 2000
