Three Western Region Banks Positioned to Outperform the Industry
July 14, 2024
Coffey, Timothy N.
Commercial Real Estate Segment Poses Risks for Smaller Banks
June 27, 2023
Biggar, Stephen
Spooked Investors Creating Buying Opportunity in Bank Sector
June 27, 2023
Marinac, Christopher
Dividend Growth Better Performance Indicator Than Dividend Yield
March 05, 2023
O’Keefe, Christopher P.
You Too Can Own a Sports Team
December 08, 2022
Boyar, Jonathan
Fed Moves, Market Declines Negatively Impact Asset Managers
June 23, 2022
Biggar, Stephen
Regional Banks Offer Attractive Dividend Yields, Low Multiples
July 22, 2021
Winter, Peter J.
Rising Bank Stocks: Waiting for Reality to Catch Up with Expectations
July 22, 2021
Bove, Richard Xavier
Advising Caution in the Face of Rising Government Deficits and Debt
June 24, 2021
Raclin, Jonathan S.
Risk/Reward Equation Points to Picks in Malls, Homebuilding, Pharma
June 24, 2021
Smead, William
Getting a Jump on Post-Vaccine Winners
December 17, 2020
Schachter, Joshua R.
Identifying Intrinsic Value Key to Stock Selection
December 17, 2020
Nicolas, Michael
Finding Attractive Opportunities in Economically Uncertain Businesses
November 05, 2020
Boyle, Brian
Being Disciplined, Consistent and Patient as a Value Investor
November 05, 2020
Buckingham, John
Looking for Companies with Network Effects and Enduring Pricing Power
September 30, 2020
Yacktman, Brian, Savage, Elliott
Looking for Tomorrow’s Companies with Opportunities to Outperform
June 26, 2020
Villere III, St. Denis
Investing in U.S. Companies with Sustainable Competitive Advantages
March 13, 2020
Lambert, Paul
Buying Great Global Businesses at a Great Price
January 10, 2020
Dash, Jonathan
Producing Above-Average Results with a Contrarian Strategy
March 22, 2019
Dreman, David
Maintaining a Focus on Quality and Valuation in the Late Stages of the Recovery
March 01, 2019
Teal, Eric M.
Banks Investing in Technology and Growth Initiatives
February 15, 2019
Compton, Eric
Negative Outlook on Bank Stocks As They Struggle to Increase Capital and Sales
January 11, 2019
Bove, Richard Xavier
Good Credit Quality and Efficiencies to Continue for Banks in 2019
January 11, 2019
Marinac, Chris
Still Somewhat Bullish on Banks Despite the Market’s Perception
January 11, 2019
Mosby, Marty
Loan Growth an Important Factor to Watch in the Banking Sector
January 11, 2019
Biggar, Stephen
Staying Contrarian with a Research-Driven, Value-Oriented Approach
September 07, 2018
Kahn, Thomas G.
Looking for North American Equities in Good Industries with Limited Competition
August 10, 2018
Hearn, Aubrey
International Markets Offering Low Valuations and Faster Pace of Growth
July 27, 2018
Kornitzer, Bill
Specialized Investing in Real Assets, Alternatives and Thematic-Based Opportunities
July 27, 2018
Held, Jeremy
A Long/Short Investment Fund Focused on Domestic Financial Services
June 15, 2018
Heffern, John
Assessing Equities on Valuation Factors and Company-Specific Catalysts
May 17, 2018
Jaffee, Diane E.
The Advantages of Index-Based Portfolios
February 16, 2018
Whistler, Larry
A Comprehensive Approach to Financial Planning
February 02, 2018
Ullman, John G.
Looking for Dividends and Potential Growth in the MLP Space
January 12, 2018
Miller, Lowell G., Harvey, Owen
Most Signals are Positive for the Banking Sector in 2018
January 05, 2018
Bove, Richard X.
Bullish on Private Equity Companies Due to Credit Business Growth
January 05, 2018
Kotowski, Chris
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
Investing in Large Caps with Strong Dividend Policies
November 17, 2017
Burke, Frederic G.
Benefiting from Exportation and Demand Growth in the Natural Gas Sector
August 16, 2017
Kelley, Ryan C.
Seeking Equities That Offer Growth at a Reasonable Price
June 30, 2017
Trompeter, Christopher J.
Investing in Established Companies with Favorable Financial Metrics
May 05, 2017
Turocy, Yolanda R.
Constructing Portfolios According to the Pillars of Fear, Greed and Ego
April 21, 2017
Weller, Robert
Generating Good After-Tax Returns with High-Conviction Ideas
March 10, 2017
Wallace, Scott
Focusing on Blue Chips with Double-Digit Earnings Growth
March 10, 2017
Kalra, Sonu
Assessing Each Client’s Unique Needs and Situation
March 10, 2017
Johnston, Todd A.
Developing Investment Solutions in Response to Client Objectives
March 10, 2017
Kincade, Robert A.
Matching Psychology with Reality in the Banking Sector
February 24, 2017
Bove, Richard X.
Individual Bank Performance as Important as Macro Environment
February 24, 2017
Mosby, Marty
Banking Group Has Room to Outperform in 2017
February 24, 2017
Kotowski, Chris
Looking to Financials to Benefit from Rising Interest Rates
January 27, 2017
Grassi, Peter E.
Investing with a Focus on Sector Rotation
January 27, 2017
Gilmartin, Brian
A Three-Stage Process to Long-Term Value Investing
January 13, 2017
Buckingham, John
Looking at Valuations and Dividends to Invest for the Long Term
January 13, 2017
Cullen, Jim, Chang, Jennifer
Finding Consistent Performance in Dividend-Paying Stocks
January 13, 2017
Farra, George S.
Buying and Selling Through the 10 Principles of Value Investing
January 13, 2017
Nasgovitz, Will
Banking Sector Offers Attractive Investments Despite State of Regulations
December 30, 2016
Bove, Richard X.
U.S. Banking Sector to Continue Outperformance in 2017
December 30, 2016
Wheeler, Christopher
Looking for Change in the Large-Cap Universe
December 30, 2016
Crawford, Kenneth, James, Meghan
Using a Scientific and Artistic Approach to Investing
December 30, 2016
Cain, Randell A.
Combining Active and Passive Investing for Stability and Performance
December 30, 2016
Bacarella, Robert S.
Using a Risk-Off Strategy in an Overbought Market
November 04, 2016
Shill, H. Edward
Finding Value Opportunities in Asia
September 23, 2016
Morton, James
Maintaining a Patient Mindset in a Difficult Environment
July 15, 2016
Raclin, Jonathan S.
Achieving Long-Term Capital Appreciation Through Mexican Equities
June 17, 2016
Osorio, Alberto
Capital Market-Oriented Financials Face Growth Challenges
March 28, 2016
Rutschow, Rob
A Weak Start to 2016 for Large Global Banks
March 28, 2016
Biggar, Stephen
Focusing on Diversification, Buying Funds at a Discount and Distributions
February 12, 2016
Raclin, Jonathan S.
Investing in High-Quality Companies with Addicted Customer Bases
February 12, 2016
Smead, William
Fundamentals Remain Strong for Southeast Banks
January 29, 2016
Roberts, Bruce J.
Large-Cap U.S. Banks Still Fundamentally Sound
January 29, 2016
Mosby, Marty
Managing a Concentrated, Intrinsic Value Fund
January 15, 2016
Gavin, Sean
Using Free Cash Flow Yield to Determine Valuation
January 15, 2016
Norris, Matthew T.
A Rising Tide in Payment Services While IT Services Shifts to High Value
January 15, 2016
Ellis, Lisa
Looking for Attractive Valuations, Earnings Growth and Financial Strength
December 31, 2015
Montoya, Christopher N.
Challenging Environment for Regional Banks and Consumer Finance Companies in 2016
December 31, 2015
Gokhale, Sameer
A More Micro Strategic Environment for U.S. Banks
December 31, 2015
Mosby, Marty
Using a Market Cycle Outlook in a Differentiated Investment Strategy
December 11, 2015
Calfo, Lee A.
