P&C Insurance Analyst Favors Underwriters Over Brokers
July 31, 2024
Shields, Meyer
Insurers Can Expect Strong Returns in Near Term
July 31, 2024
Horn, Brett
Generating Dividend Yield That’s Not Correlated to Interest Rates
March 19, 2024
Segura, Matthew R.
Insurance Is Attractive Due to Strong Pricing, Strong Fundamentals
January 07, 2024
Auxier, J. Jeffrey
Snoozer Stocks Prove Exciting Over the Long Haul
August 04, 2022
Auxier, J. Jeffrey
Tech Transformation Will Continue to Drive Consolidation in Banking Sector
September 13, 2021
Heffern, John A.
Higher Prices, More Disciplined Terms Bolster Insurance Industry
May 24, 2021
Newsome, J. Paul
Different Trends Expected in Various Business Lines of Insurance
May 10, 2019
Shields, Meyer
Protecting in Down Markets Through Compounding
February 07, 2019
Auxier, J. Jeffrey
Going Against the Trend with a Buy-and-Hold Strategy
November 16, 2018
Underhill, Roland, Miller, Benjamin
Staying Disciplined to a Bottom-Up Process with a Focus on Intrinsic Value
August 27, 2018
Coniaris, Tony
A Wide Variation in Performance of Insurance Companies
May 11, 2018
Shields, Meyer
Auto Insurers are Improving the Most in the Insurance Sector
May 11, 2018
Newsome, J. Paul
Investing in Biotech Companies with Free Cash Flow and a Research Focus
December 28, 2017
Auxier, J. Jeffrey
Understanding What You Own and Investing in Enduring Businesses
June 30, 2017
Auxier, J. Jeffrey
Reducing Risk with Concentrated, High-Quality Portfolios
June 02, 2017
Dowling, John
Mortgage Insurers Have Growth Potential Around Deregulation and Lower Taxes
May 05, 2017
Binner, Randy
Commercial Insurance Best-Positioned to Benefit from Improvement in Economy
May 05, 2017
Kumar, Amit
Investor Sentiment on Life Insurance Doesn't Match Business Fundamentals
May 05, 2017
Bhullar, Jimmy S.
A Neutral Environment for Property/Casualty Insurance
May 05, 2017
Newsome, J. Paul
Compelling Valuations for the BDC Space
December 09, 2016
Lynch, Ryan
Finding Investment Opportunities in Natural Gas
October 07, 2016
Boyle, Brian
Critical Demand for Innovation in Pharma and Biotech
August 12, 2016
Brozak, Steve
Assessing Competitive Advantages for P&C Insurance Companies
May 06, 2016
Horn, Brett
A Mixed Outlook for Insurance Space Subsectors
May 06, 2016
Kumar, Amit
Using Free Cash Flow Yield to Determine Valuation
January 15, 2016
Norris, Matthew T.
Searching for Meaningful Opportunities in the Insurance Space
June 06, 2015
Opportunities in the Insurance Space Despite Adverse Trends
May 22, 2015
An Investment Philosophy Based on the Three Drivers of Return
September 07, 2014
Finding Opportunities as P&C Insurance Enters Soft Market
May 27, 2014
A Strong Growth Profile for Indexed AnnuitiesÂ
May 23, 2014
Macro Tailwinds for Life Insurance Segment, While P&C and Reinsurance Face Challenges
May 16, 2014
Economy Recovery Positive for Insurance Brokers, Negative for Underwriters
May 08, 2014
Diversifying a Portfolio with Closed-End Mutual Funds
December 31, 2013
Investing in Quality Companies with Repurchase Activity
October 23, 2013
Lodging REITs Positioned for Upside Through 2016
September 19, 2013
Positive Pricing Trends for P&C and a Rotation Back Into Life Insurance
May 13, 2013
Investing in Health, Cloud Computing and Mobile
April 26, 2013
A Fundamental, Broad-Based Approach to Investing in Financial Services
April 18, 2013
Investing in Fundamentals and Taking Advantage of Volatility
January 11, 2013
Global Approach to Finding Catalysts and Undervalued Names
September 24, 2012
Primary Insurers Offer Attractive Entry Point Into Insurance Sector
June 28, 2012
Nonlife Insurance Outperforms in Periods of Market Stress
June 28, 2012
Value Opportunities In The Money Center Bank Cycle - Chris Kotowski - Oppenheimer & Co. Inc.
August 08, 2011
Investing In Companies With Steady Businesses - Salvatore Muoio - S. Muoio & Co. Llc
August 08, 2011
Insurance Rates Begin To Recover Modestly - Amit Kumar - Macquarie Group Limited
July 25, 2011
Global Macro Trends In Property & Casualty Insurance - Thomas Mitchell - Miller Tabak + Co., Llc
July 25, 2011
Investing In Closed-end Funds - Jonathan S. Raclin - Barrington Asset Management, Inc.
June 27, 2011
A Long-only Strategy That Outperforms Down Markets - Donald Yacktman, Stephen Yacktman & Jason Subotky - Yacktman Asset Managem
November 15, 2010
The Advantages Of Investing In Master Limited Partnerships - James J. Cunnane Jr. - Fiduciary Asset Management, Llc
September 20, 2010
The Continuing Recession & The Dollar-oil Link - Mike Stathis - Ava Investment Analytics
July 26, 2010
A Draw For Long-term Value Investors In The P&c Space - Mark Dwelle - Rbc Capital Markets Corp.
May 17, 2010
Before Cycle Turns, A Focus On Quality Insurance Names - Amit Kumar - Macquarie Securities Group
May 17, 2010
Dividend Paying Stocks & Contrarian Value Investing - Cori B. Johnson - Faf Advisors, Inc.
April 19, 2010
Increased Efficiency On The Banking Horizon
April 05, 2010
ROUNDTABLE FORUM: TELECOMMUNICATIONS EQUIPMENT
January 12, 2009
INVESTING IN LOW VALUATION STOCKS - JEFFREY R. SCHARF, SCHARF INVESTMENTS
January 05, 2009
PROPERTY-CASUALTY/REINSURANCE - MICHAEL G. PAISAN - STIFEL NICOLAUS & COMPANY, INC.
January 05, 2009
Small & Mid-cap Growth Investing - Patrick Gundlach & Ken Salmon - M&i Investment Management Corp.
May 05, 2008
Large Cap Growth Investing - Mark P. Hilgendorf & Mark D. Tumpach - Associated Investment Management, Llc
November 26, 2007
INVESTING IN GLOBAL HEALTHCARE STOCKS - SERGE DEPATIE - NATCAN INVESTMENT MANAGEMENT
July 30, 2007
MULTI-INDUSTRY ELECTRICAL EQUIPMENT - STEPHEN TUSA - JPMORGAN SECURITIES
July 16, 2007
OUTLOOK FOR PAPER & WOOD PRODUCTS - C.A. "CHIP" DILLON - CITIGROUP GLOBAL MARKETS, INC.
July 09, 2007
LARGE CAP CORE INVESTING - ALAN COLE - CEDAR HILL ASSOCIATES, INC.
February 05, 2007
Absolute Value Investing - Jean-luc Nouzille, David Fleer & Howard Deshong - Bristlecone Value Partners, Llc
January 29, 2007
BUILDING PRODUCTS COMPANIES - JAMES C. LUCAS - JANNEY MONTGOMERY SCOTT LLC
December 04, 2006
SOCIALLY RESPONSIBLE INVESTING - CHRISTOPHER H. BROWN - PAX WORLD MANAGEMENT CORP.
November 13, 2006
OFFICE & HEALTHCARE REITS - RICHARD ANDERSON - BMO CAPITAL MARKETS
October 23, 2006
RONALD RIMKUS - BB&T ASSET MANAGEMENT INC
September 04, 2006
MARC LANE - THE LAW OFFICES OF MARC J. LANE & ITS FINANCIAL SERVICES AFFILIATES
July 03, 2006
OUTLOOK FOR INDUSTRIALS: BRIAN LANGENBERG - INDEPENDENT CONSULTANT
June 12, 2006
G.HERR / I.KRUTOV / E.WALCZAK - VONTOBEL ASSET MANAGEMENT INC
June 12, 2006
TOM WEARY - DIAMOND PORTFOLIO ADVISORS LLC
June 05, 2006
AMY LORD - INTREPID CAPITAL MANAGEMENT INC
June 05, 2006
C.COLARIK / R.MANCUSO - THE GLENMEDE TRUST COMPANY NA
June 05, 2006
MARY LISANTI - AH LISANTI CAPITAL GROWTH LLC
May 22, 2006
RICHARD SICHEL - THE PHILADELPHIA TRUST COMPANY
April 17, 2006
OUTSOURCED BUSINESS SERVICES: GARY PRESTOPINO - BARRINGTON RESEARCH ASSOCIATES INC
April 10, 2006
JOSEPH COSTIGAN - DAVIDSON CAPITAL MANAGEMENT
February 13, 2006
JOHN ULLMAN - JOHN G. ULLMAN & ASSOCIATES
January 23, 2006
SPECIALTY PHARMACEUTICAL COMPANIES: GARY NACHMAN - LEERINK SWANN & COMPANY
January 09, 2006
RICHARD SINGER - PEKIN SINGER STRAUSS ASSET MANAGEMENT
December 19, 2005
CABLE & INTEGRATED ENTERTAINMENT COMPANIES: CHRISTOPHER MARANGI - GABELLI & CO INC
November 21, 2005
WALTER TODD III - GREENWOOD CAPITAL ASSOCIATES LLC
November 07, 2005
F.HAYEK / E.KALLEN - HAYEK KALLEN INVESTMENT MANAGEMENT LLC
November 07, 2005
DATA STORAGE COMPANIES: RICHARD STICE - STANDARD & POOR'S EQUITY RESEARCH
October 31, 2005
L.HOLTZ / Y.LIPSKER - ENGEMANN ASSET MANAGEMENT
October 24, 2005
NICHOLAS REITENBACH - PINNACLE ASSOCIATES LTD
September 26, 2005
HOMELAND SECURITY APPLICATIONS: JAY MEIER - MILLER JOHNSON STEICHEN KINNARD INC
September 19, 2005
STEVE SCRUGGS - BRAGG FINANCIAL ADVISORS INC
September 19, 2005
MICHAEL SHINNICK - 1ST SOURCE CORPORATION INVESTMENT ADVISORS INC
September 12, 2005
THOMAS QUEALY JR. - ELIAS ASSET MANAGEMENT INC
August 22, 2005
R.BRIDGES / J.HUBER - GENEVA INVESTMENT MANAGEMENT OF CHICAGO LLC
August 08, 2005
JONATHAN WELLUM - AIC LIMITED
August 08, 2005
SCOTT STERLING - STERLING JOHNSTON CAPITAL MANAGEMENT LP
August 01, 2005
JOHN BEATY JR. - BEATY HAYNES & ASSOCIATES INC
July 18, 2005
LAZLO BIRINYI JR. - BIRINYI ASSOCIATES INC
May 16, 2005
M.HARDY / G.SWEENEY - STATE BANK & TRUST
April 11, 2005
CHRISTENSEN / SHERIDAN / VAUGHAN / WILLIAMS IV - DAVID VAUGHAN INVESTMENTS INC
February 14, 2005
P.ENGLISH / T.KELLNER - FIDUCIARY MANAGEMENT INC
January 24, 2005
J.PRIDE / H.SMITH - HAVERFORD TRUST COMPANY
January 17, 2005
D.CAMPBELL II / K.KO - DEAN INVESTMENTS
January 10, 2005
JOHN LENNON - PYRAMID BREWERIES INC (PMID)
January 03, 2005
W.DEZELLEM / M.DHANE - DAVIDSON INVESTMENT ADVISORS
November 29, 2004
FARHA-JOYCE HABOUCHA - ROCKEFELLER & CO
November 01, 2004
TED WHITEHEAD - MFC GLOBAL INVESTMENT MANAGEMENT
October 25, 2004
RAYMOND BARRETTE - WHITE MOUNTAINS INSURANCE GROUP LTD (WTM)
October 25, 2004
OUTLOOK FOR MANUFACTURED HOUSING: B.ROBOTTI / C.SANSONE - ROBOTTI & CO INC
October 11, 2004
JIM HEATHCOTE - ITM POWER PLC (ITM.L)
September 28, 2004
MARK YOSELOFF - SHUFFLE MASTERS INC (SHFL)
September 13, 2004
ANTHONY MARAMARCO - BABSON CAPITAL MANAGEMENT LLC
August 30, 2004
ROBERT LUTTS - CABOT MONEY MANAGEMENT
August 30, 2004
LINDA DUESSEL - FEDERATED INVESTORS INC
August 09, 2004
RAFAEL SIMON - ZENON ENVIRONMENTAL INC (ZEN:TSX)
August 02, 2004
DAN GELBART - CREO INC (CREO)
June 14, 2004
BARBARA MARCIN - GABELLI ASSET MANAGEMENT INC
June 07, 2004
R.BRIDGES / J.HUBER - GENEVA INVESTMENT MANAGEMENT OF CHICAGO LLC
May 31, 2004
C.ANTLEY / R.KEY - CCM INVESTMENT ADVISERS
March 22, 2004
STEVE BUHALY - PLANAR SYSTEMS INC (PLNR)
March 22, 2004
James Hardesty - Hardesty Capital Management
January 05, 2004
Jackson Robinson - Winslow Management Company
December 22, 2003
Better Food & Nutrition: Scott Van Winkle - Adams, Harkness & Hill
December 08, 2003
Joel Goodman - Fiduciary Services Corporation
November 17, 2003
Outlook For Insurance Equities: Adam Klauber - Cochran, Caronia & Co
November 14, 2003
Business & Information Services: William Warmington Jr. - Suntrust Robinson Humphrey Capital Markets
November 11, 2003
Bank Technology & Supply Chain Software: Chris Rowen - Suntrust Robinson Humphrey Capital Markets
November 11, 2003
Investing In Financial Processing: Lawrence Berlin - First Analysis
November 02, 2003
Rajiv Jain - Vontobel Asset Management Inc
October 13, 2003
Robert Glise - Northpointe Capital
October 06, 2003
Arthur Hopper - Church Capital Management
October 06, 2003
Faha-joyce Haboucha - Rockefeller & Co
September 29, 2003
Norman Johnson - Clarcor Inc (clc)
August 25, 2003
F.hayek / E.kallen - Hayek Investment Counsel
August 11, 2003
Kenneth Roberts - Ken Roberts Investment Management Inc
August 04, 2003
David Cooley - J & W Seligman & Co
August 04, 2003
Nicholas Battelle - Lee Munder Capital Group
July 21, 2003
Marie Langlois - Phoenix Investment Management
July 21, 2003
Insurance Brokers: Jonathan Balkind - Fox-pitt, Kelton Inc
July 21, 2003
Woodson Hobbs - Pumatech Inc (puma)
July 14, 2003
Scott Sterling - Sterling Johnston Capital Management
June 16, 2003
John Thompson - Thompson, Plumb & Associates Inc
May 26, 2003
Dennis Dietz - First Financial Capital Advisors Llc
May 19, 2003
Larry Puglia - T. Rowe Price Associates Inc
May 19, 2003
C. Heaselden - Associated Banc
May 05, 2003
Dominic Moross - Tiedemann Investment Group
May 05, 2003
David Warnock - Camden Partners Inc
April 21, 2003
C.browne/t.shrager/j.spears - Tweedy, Browne Company Llc
April 07, 2003
K.rosen / M.torres - Lend Lease Real Estate Securities Llc
March 17, 2003
Gregory Serbe - Lebenthal Asset Management
March 03, 2003
Christopher Brown - Pax World Management
February 24, 2003
Andre Fortier - Campbell Resources Inc (cch:tse)
December 23, 2002
Martin Whitman - Third Avenue Management Llc
November 11, 2002
Personal Lines & Specialty Insurers: Blair Sanford - Cochran, Caronia Securities
November 11, 2002
Thrifts & Mortgage Reits: James Ackor - Rbc Capital Markets
September 12, 2002
P&c Insurers & Insurance Brokers: John Keefe - Ferris, Baker Watts
September 09, 2002
Thomas Frank - Chevy Chase Trust Company
August 26, 2002
Steven Rogers - Parkway Properties Inc (pky)
July 22, 2002
Thomas Hancock - Grantham, Mayo, Van Otterloo & Co
June 03, 2002
James Hansberger - Hansberger Group / Salomon Smith Barney
May 20, 2002
Bradley Thompson - Oncolytics Biotech Inc (onc:tse)
May 06, 2002
Jon Quigley - Advanced Investment Technologies (ait)
April 15, 2002
J.dohse / H.lansdowne - Tempest Investment Counselors Inc
March 25, 2002
Laura Sloate - Sloate Weisman Murray & Co
March 25, 2002
Fred Froewiss - Kinetics Asset Management Inc
March 11, 2002
Seth Hieken - The Colony Group Inc
February 25, 2002
Brian Barish - Cambiar Investors Inc
February 11, 2002
O.thomas Barry Iii - George D. Bjurman & Associates
January 21, 2002
Non-life Insurance: Kenneth Zuckerberg - Dresdner Kleinwort Wasserstein
January 14, 2002
Online Content Companies: Paul Kim - Kaufman Brothers Lp
January 14, 2002
Alfred Lagan - Congress Asset Management Company
January 07, 2002
Brian Kirkpatrick - Bridges Investment Counsel Inc
December 24, 2001
Darrell Hughes - Cognigen Networks Inc (cgnw)
December 24, 2001
Fred Kuehndorf - Ashland Management Inc
December 17, 2001
C.windham / D.ralston / D.muenzenmay - Trustmark National Bank
December 10, 2001
Alex Motola - Thornburg Investment Management
December 10, 2001
Michael Tucker - Federated Investors Inc
December 10, 2001
Robert Young Iii - Arkansas Best Corporation (abfs)
November 26, 2001
Sean Mcleod / Robert Mcdougall - Marshall & Ilsley Investment Management
November 26, 2001
Mark Bronzo - Groupama Asset Management N.a.
November 19, 2001
Robert Bernabucci - Ups Capital Corporation (ups)
November 05, 2001
Theodore Parrish - Henssler Asset Management
October 29, 2001
Adam Blumenfeld - Collegiate Pacific Inc (boo)
October 29, 2001
Sandy Lincoln - Lake Forest Capital Management
October 22, 2001
Steven Selengut - Sanco Services Inc
October 22, 2001
Charles Boyle Iii - Prophet 21 Inc (pxxi)
October 15, 2001
Pharmaceutical Services: Stephen Unger - Bear, Stearns & Co
September 14, 2001
Roundtable Forum: Property & Casualty / Insurance Brokers
September 03, 2001
Mark Foster - Kirr, Marbach & Company Llc
September 03, 2001
Alan Snyder - Snyder Capital Management
June 04, 2001
E-business Applications: Kaushik Shridharani - Bear, Stearns & Co.
May 21, 2001
Tracey Ball - Canadian Western Bank (cwb.to)
May 21, 2001
Thomas Quealy Jr. - Elias Asset Management Inc
May 14, 2001
Bernard F. Myzskowski / Richard S. Drake - Alleghany/chicago Trust Company
March 26, 2001
Alexander Muromcew - Loomis Sayles & Company Lp
March 12, 2001
Timothy Swanson / Kenneth Bolich - Wachovia Asset Management
February 05, 2001
Carol Clark - Lowry Hill
February 05, 2001
Robert Gifford - Aew Capital Management Lp
December 18, 2000
Soft Drink & Brewing Companies: Manny Goldman - Ing Barings Llc
November 06, 2000
Non-life Insurance: Jeffrey Thompson - Advest Inc
November 06, 2000
Moshe Benbassat - Clicksoftware Inc (cksw)
October 16, 2000
Carl Colombo - Highmark Capital Management
October 02, 2000
Carolie Burroughs - Aeltus Investment Management Inc
August 28, 2000
John Jackson - Celgene Corporation (celg)
August 14, 2000
Mark Wesker - Sequoia Software Corporation (sqsw)
July 24, 2000
Kenneth Hoffman - Orbitex Management Inc
July 17, 2000
James Crawford - Trevor Stewart Burton & Jacobsen Inc
July 10, 2000
Louis Giglio - American Express
July 10, 2000
Jeffrey Miller - Documentum Inc (dctm)
June 26, 2000
Elaine Hahn - Hahn Capital Management
June 12, 2000
F. Barry Nelson - Advent Capital Management
March 06, 2000
William H. Longfield - C.r. Bard Inc (bcr)
March 06, 2000
Specialty Retail Stocks : Robert F. Buchanan - A G Edwards & Sons
February 28, 2000
Quinn R. Stills - The Boston Company Asset Management
February 28, 2000
Richard R. Furmanski - Concord Trust Company
February 28, 2000
Damon J. Andres - Delaware Investment Advisors
February 28, 2000
William S. Daugherty - Daugherty Resources Inc (ngas)
February 21, 2000
Clive A. Gillmore - Delaware International Equity Fund
January 17, 2000
E. Greg Mccartney - Biolabs Inc (bilb.to)
December 13, 1999
Biotechnology Outlook : Jay B. Silverman - Robertson Stephens
December 02, 1999
Sanjay Jain - Donald & Company
November 22, 1999
Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999
Internet Effects On Traditional Media : Edward Atorino - Wasserstein Perella
November 15, 1999
Alan B. Lancz - Alan B. Lancz & Associates Inc
November 01, 1999
George A. Kellner - Kellner, Dileo & Co
October 04, 1999
John Montgomery - Bridgeway Capital Management
October 04, 1999
Frank Baldino Jr. - Cephalon Inc (ceph)
September 30, 1999
Samuel H. Hallowell Jr. - Van Liew Capital
August 30, 1999
Raymond L. Mcfeetors - Great-west Life Assurance (gwlpl.m)
May 10, 1999
Jeffrey Bronchick - Reed, Conner & Birdwell
May 10, 1999
William C. Nygren - Harris Associates: Oakmark Select Fund
April 19, 1999
Daniel T. Meisenheimer Iii - United States Basketball League Inc (usbl)
January 11, 1999
Hugh M. Neuburger - Dlj Asset Management
December 21, 1998
Richard P. Thompson - Alradigm Corporation (ardm)
December 14, 1998
Staffing Stocks : Peter J. Vozzo - Interstate / Johnson Lane
November 30, 1998
Garrett K. Krause - Sara Hallitex Corporation (shal)
November 02, 1998
Michael J. Hartzmark - Cragar Industries (crcr)
July 20, 1998
Biopharmaceutical Stocks : Edmund A. Debler - Mehta Partners
April 13, 1998
Vivek Sekhar - Batterymarch Financial Mgmt Inc
April 13, 1998
Mario D. Cibelli - Marathon Partners Lp
March 30, 1998
