Increased Demand for Air Travel Benefits Aircraft Manufacturers
March 07, 2024
Owens, Nicolas
Top Aerospace/Defense Picks: Boeing and RTX Corp.
March 07, 2024
Langenberg, Brian
Canadian Energy Company Is Pound-the-Table Buy
January 07, 2024
Vinokur, Mike
Preparing for Volatility with an All-Weather Portfolio
December 14, 2023
Montana, William
Multiple Tailwinds Create Rosy Outlook for Industrials
March 20, 2023
Heymann, Nick
Ignore the Rhetoric: Defense Spending Is Likely to Increase
March 20, 2023
Safran, Richard
Looking to Dividend-Paying Stocks for Good Risk-Adjusted Returns
November 02, 2022
Browne, Thomas E.
Defense in Early Stages of 20-Year Spending Cycle, Says Analyst
September 14, 2022
Safran, Richard
Stick to Quality Companies Amid War, Rising Interest Rates
March 31, 2022
Kornitzer, John C.
Bad News Is Good News for the Defense Sector
September 23, 2021
Langenberg, Brian
U.S. Leisure Air Travel Set to Rebound, Business and International to Follow
April 01, 2021
Syth, Savanthi
Factoring Relative Yield Into Buy/Sell Discipline
January 22, 2021
Justman, Drew
Hunting for Value: Better, Safer, Cheaper
January 04, 2021
Reynolds, Tom
Manufacturers Benefit from Waves of Innovation
October 22, 2020
Langenberg, Brian
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
Buying Growing Companies While Protecting on the Downside
August 21, 2020
DeSisto, Jennifer K.
Using Recent Volatility as an Opportunity to Buy High-Quality Companies
April 24, 2020
Norton, Jessamyn Larrabee
Capturing on the Upside and Protecting on the Downside with a Unique Process
January 24, 2020
Harden, David
Taking a Bottom-Up Approach to Microcap Investing
December 13, 2019
Hartman, Brendan J., Davis, John H.
Increased Uncertainty Causing Cutbacks in Capital Spending
September 20, 2019
Langenberg, Brian
Using a Pure-Play Global ETF to Invest in Space-Related Companies
May 31, 2019
Chanin, Andrew
Looking for Stocks That Both Pay and Grow Dividends
March 22, 2019
Perez, Nancy
Producing Above-Average Results with a Contrarian Strategy
March 22, 2019
Dreman, David
Investing in Innovative Small Caps with Organic Revenue Growth
March 15, 2019
Drobinski, Robert
Going Against the Trend with a Buy-and-Hold Strategy
November 16, 2018
Underhill, Roland, Miller, Benjamin
Smaller Industrials Able to Capitalize on Strong End-Market Demand
September 21, 2018
Heymann, Nick
Demand Growth and Optimism in the Industrial Sector
September 21, 2018
Langenberg, Brian
A Positive Outlook on Smaller Defense Names
September 21, 2018
Ciarmoli, Michael
Gaining Access to the Drone Space Through a Unique ETF
June 29, 2018
Masucci, Samuel, Phillips, Alan
Convertible Bonds Set to Benefit from Late-Cycle Rally in Equities
June 15, 2018
Stonehouse, David
Buying Value-Stable Companies When the Time is Right
November 17, 2017
Dunbar, McGavock
Buying Cash-Rich, Debt-Free Companies When They Are Down
November 17, 2017
Edgerton, Bobby
Patiently Holding Undervalued Stocks Through Thick and Thin
October 30, 2017
Buckingham, John
Eyeing Value-Oriented Diversified Industrials Heading into 2018
September 22, 2017
Heymann, Nick
Combining Bottom-Up Fundamental Analysis with a Quantitative Overlay
July 11, 2017
Kute, Brian T.
Designing Customized Portfolios with Fundamental Analysis and Due Diligence
July 11, 2017
Kincade, Robert A.
Using a Thematic Investment Style with a Macroeconomic Overlay
May 05, 2017
Ayer, James
Using a Philosophy Rooted in Diversification, Dynamism and Discipline
January 27, 2017
Greiner, Doug
Looking at Valuations and Dividends to Invest for the Long Term
January 13, 2017
Cullen, Jim, Chang, Jennifer
Seeking Companies that Generate Significant Free Cash Flow
October 21, 2016
O'Brien, Brien M.
Finding Opportunities Despite Weak Industrial End Markets
October 07, 2016
Heymann, Nick
A Five-Point System to Managing Money in the Stock Market
July 15, 2016
Edgerton, Bobby
Macroeconomic Uncertainty Benefits Defense Companies, Negatively Impacts Airlines
June 17, 2016
DeNardi, Joseph
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
Building a Concentrated Portfolio with a Focus on Small- and Mid-Cap Names
April 14, 2015
Strengthening U.S. Dollar and Slowdown in China Challenge Metals Companies
March 19, 2015
Buying Companies at a Discount to Their Intrinsic Value
March 03, 2015
Multi-Industrials Rely on Organic Growth to Enhance Shareholder Value
November 07, 2014
Top-Down Analysis Sets the Stage for Sector Emphasis
July 29, 2014
Growth of Hydraulic Fracturing and E-Commerce Impact Transportation Sector
July 10, 2014
Long-Term Investing with a Margin of Safety
May 22, 2014
Commercial Aerospace Continues to Outperform Among Industrials
May 07, 2014
Investing with a Dividend Reinvestment Plan
January 21, 2014
Media Companies Encounter Successes and Disruptions from the Digital Transition
October 21, 2013
An Eye on Dividend-Paying Blue Chips
June 25, 2013
Aerospace Backlog Grows While Defense Approaches Bottom
May 02, 2013
Commercial Aerospace Continues Improving Fundamentals as Defense Faces Sequestration
April 30, 2013
Investing in Health, Cloud Computing and Mobile
April 26, 2013
Multi-Industry Industrials Focus on Emerging Markets and Narrower Business Portfolios
April 15, 2013
Steel Overcapacity in Asia Challenges Domestic Pricing Power
April 01, 2013
A Bullish Take on Domestic Natural Gas Investing
March 25, 2013
Outperformance Through Research-Driven Concentrated Portfolio Construction
February 01, 2013
A Deep Value Approach to Investing in Canada
January 22, 2013
Significant Margin Growth Available to Niche Airlines
November 05, 2012
Cybersecurity, Unmanned Systems Offer Opportunities as Defense Faces Budget Uncertainty
November 01, 2012
Bottom-Up, Fundamental Selection Leads to Energy Plays
September 04, 2012
Large-Cap Value Investing Uncovers Opportunities in Financials and Industrials
August 16, 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
Positive Defense Stories Despite Federal Budget Uncertainty
May 04, 2012
A Catholic Overlay on Socially Responsible Investing - Sam Saladino - Trinity Fiduciary Partners, LLC
February 20, 2012
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
Orphan Drugs Bypass Macroeconomic Headwinds - Ian Somaiya - Piper Jaffray & Co.
November 14, 2011
Aerostructure Demand Rises Along Commercial Aircraft Production - F. Carter Leake - Bb&t Capital Markets
November 14, 2011
Big Pharma Moves Toward Orphan Drugs & Emerging Markets - Damien Conover - Morningstar, Inc.
November 14, 2011
Slower Growth Expected In Industrial Equipment In 2012 - Julian Mitchell - Credit Suisse Group
October 03, 2011
Attractive Long-term Risk/reward In Industrials - Ajay Kejriwal - Fbr Capital Markets
October 03, 2011
Trends In Electronic & Optical Components - William Stein - Credit Suisse
July 25, 2011
Sustainable Growth Factors For Defense-levered Names - Kenneth Herbert - Wedbush Securities
April 19, 2011
Investing The Ethical & Socially Responsible Way - Jamal Elbarmil - Azzad Asset Management
April 04, 2011
Preserving Margins Amid Price Increases In Raw Materials - Dmitry Silversteyn - Longbow Research
March 21, 2011
A Focus On Emerging Markets In Telecom Services - Christopher C. King - Stifel, Nicolaus & Co., Inc.
July 12, 2010
Smartphones And The Trend Toward Convergence - Timothy Horan - Oppenheimer & Co. Inc.
July 12, 2010
A Lesson In Ag Chemical Pricing - Charles Neivert - Dahlman Rose & Co., Llc
June 14, 2010
International Value Investment Strategies - Tina Larson & Mark J. Foley - Pendo Llc
June 14, 2010
More Selectivity In Second Leg Of Auto Recovery - Steve Dyer - Craig-hallum Capital Group Llc
May 10, 2010
Analysis Of Positive Pricing Dynamics In Transport - Arthur W. Hatfield - Morgan Keegan & Co., Inc.
May 10, 2010
Investing In Fixed Income Securities - Linda Niemela Williams - Lowry Hill Investment Advisors, Inc.
May 03, 2010
Baked-in Recovery In Hotel Stocks - Chris Woronka - Deutsche Bank
November 23, 2009
Investing In Small Growth Best Ideas - Ron Juvonen - Downtown Associates, Llc
November 23, 2009
International Core Value Investing - Tina Larsson - Pendo Llc
July 13, 2009
Roundtable Forum: Investing In Biotechnology Stocks
June 01, 2009
Investing In Large Cap Growth Stocks - Chris D. Bowen & Ryan Snow - Wasatch Funds
May 18, 2009
Investing In Best Bargains - Robert E. Killen - The Killen Group, Inc.
March 09, 2009
MULTI-DIMENSIONAL WEALTH MANAGEMENT - GERALD SEIZERT - SEIZERT CAPITAL PARTNERS, LLC
December 01, 2008
MID-CAP DEFENSE ELECTRONICS COMPANIES - JAMES MCILREE - COLLINS STEWART LLC
November 24, 2008
INVESTING IN GROWTH STOCKS - WILLIAM F. DWYER - MTB INVESTMENT ADVISORS, INC.
August 11, 2008
GLOBAL TOTAL RETURN INVESTING - PAUL SUTHERLAND - FINANCIAL & INVESTMENT MANAGEMENT GROUP, LTD
May 26, 2008
LATEST TECHNOLOGIES IN CARDIOLOGY - ED SHENKAN - NEEDHAM & COMPANY, LLC
January 14, 2008
ROUNDTABLE FORUM: TELECOMMUNICATIONS SERVICES
September 03, 2007
COMMERCIAL AEROSPACE & DEFENSE - PETER ARMENT - JSA RESEARCH, INC.
August 27, 2007
Investing In Quality Growth Stocks - Joseph T. Seminetta & Denise M. Seminetta - Premier Asset Management Llc
August 20, 2007
INVESTING IN PAPER & WOOD PRODUCT COMPANIES - STEPHEN ATKINSON - BMO CAPITAL MARKETS
July 09, 2007
HEALTHCARE FACILITIES & SERVICES - CAMERON LAVEY - STANDARD & POOR'S EQUITY GROUP (US)
February 26, 2007
MULTI-STRATEGY CORE INVESTING - SARAT SETHI - DOUGLAS C. LANE & ASSOCIATES, INC.
January 29, 2007
BUILDING PRODUCTS COMPANIES - JAMES C. LUCAS - JANNEY MONTGOMERY SCOTT LLC
December 04, 2006
RISK-AVERSE GROWTH INVESTMENT - J. MICHAEL BARRON & PETER M. SCHOFIELD - KNOTT CAPITAL MANAGEMENT
December 04, 2006
CABLE, SATELLITE & INTERACTIVE MEDIA: TODD MITCHELL - KAUFMAN BROS LP
September 05, 2006
RICHARD ASTER JR. - ASTER INVESTMENT MANAGEMENT
September 04, 2006
ROUNDTABLE FORUM: PROPERTY & CASUALTY INSURANCE (1)
September 04, 2006
OUTLOOK FOR COMMERICAL AEROSPACE: J.B. GROH - D.A. DAVIDSON & CO
August 28, 2006
H.HOROWITZ / J.ORRICO - WATER ISLAND CAPITAL LLC
August 07, 2006
SMALL & MID-CAP ONCOLOGY COMPANIES: RENI BENJAMIN - RODMAN & RENSHAW LLC
July 03, 2006
ROBERT MCIVER - JENSEN INVESTMENT MANAGEMENT INC
May 29, 2006
ROUNDTABLE FORUM: WIRELINE EQUIPMENT
February 13, 2006
THE OUTLOOK FOR VOICE OVER IP: TROY JENSEN - PIPER JAFFRAY & CO
February 13, 2006
OUTLOOK FOR AIRLINES: SUSAN DONOFRIO - CATHAY FINANCIAL INC
February 06, 2006
John Marcello - The Allied Defense Group Inc (adg)
February 06, 2006
NORTHEAST REGIONAL BANKS: ANDREW BORRMAN - SUNTRUST ROBINSON HUMPHREY CAPITAL MARKETS
December 12, 2005
NICHOLAS REITENBACH - PINNACLE ASSOCIATES LTD
September 26, 2005
PRIME DEFENSE CONTRACTORS & COMMERCIAL AEROSPACE: ERIC HUGEL - STEPHENS INC
September 12, 2005
COMMERCIAL AEROSPACE & DEFENSE ELECTRONICS: PETER ARMENT - JSA RESEARCH INC
September 12, 2005
Cj Fearnley - Linuxforce, Inc.
August 30, 2005
DEREK ROLLINGSON - ICON ADVISERS INC
August 22, 2005
THOMAS QUEALY JR. - ELIAS ASSET MANAGEMENT INC
August 22, 2005
BENJAMIN FRIEDMAN - DANA INVESTMENT ADVISORS INC
August 15, 2005
SCOTT STERLING - STERLING JOHNSTON CAPITAL MANAGEMENT LP
August 01, 2005
DEREK TANER - AIM INVESTMENTS
July 18, 2005
APPLICATION SOFTWARE:AN OVERVIEW: DEVANG KOTHARI - C.E.UNTERBERG, TOWBIN
July 11, 2005
ROUNDTABLE FORUM: RESTAURANTS
April 11, 2005
SEMICONDUCTOR CAPITAL EQUIPMENT: GAVIN DUFFY - A.G. EDWARDS & SONS
April 04, 2005
STEPHEN LEEB - LEEB CAPITAL MANAGEMENT INC
March 28, 2005
TONY TEIXEIRA - ENERGEM RESOURCES (ENM)
December 20, 2004
FREDERICK LIZZA - AVOTUS CORPORATION (AVS:TSX.V)
December 06, 2004
THE I-COMMERCE VALUE CHAIN: COLIN GILLIS - ADAMS HARKNESS
October 11, 2004
INVESTING IN ENERGY TECHNOLOGY: JOHN QUEALY - ADAMS HARKNESS
September 27, 2004
OUTLOOK FOR SMALL-CAP STOCKS: HUGH JOHNSON - FIRST ALBANY CAPITAL
September 17, 2004
MARK YOSELOFF - SHUFFLE MASTERS INC (SHFL)
September 13, 2004
ANTHONY MARAMARCO - BABSON CAPITAL MANAGEMENT LLC
August 30, 2004
DONALD HODGES - HODGES CAPITAL MANAGEMENT
August 02, 2004
R.HERMANN / A.LATOS - COMERICA INC
May 31, 2004
HOSPITAL MANAGEMENT COMPANIES: JOSEPH CHIARELLI - OPPENHEIMER & CO
April 26, 2004
OUTLOOK FOR WIRELINE EQUIPMENT: GABRIEL LOWY - BLAYLOCK & PARTNERS LP
April 19, 2004
TONY SORCIC - PRINCETON NATIONAL BANCORP INC (PNBC)
March 15, 2004
ROUNDTABLE FORUM: CANADIAN BIOTECHNOLOGY
January 26, 2004
Investing In Aerospace & Defense: Paul Nisbet - Jsa Research Inc
November 10, 2003
Outlook For Large Cap Property-casualty Companies: Michael Paisan - Legg Mason
November 10, 2003
Michael Brigham - Immucell Corporation (iccc)
July 28, 2003
Infrastructure Software: Greg Kleiner - Soundview Technology Group
July 21, 2003
Investing In The Water Industry: David Schanzer - Janney Montgomery Scott
June 09, 2003
Hugh Moore - Smith Barney
May 05, 2003
Integrated Gas Utilities: Michael Heim - A.g. Edwards & Sons
May 02, 2003
Eugene Profit - Profit Investment Management
March 03, 2003
Richard Steinberg - Steinberg Global Asset Management Ltd
February 03, 2003
L.faust / D.hill - Csi Capital Management
February 03, 2003
Outlook For Metals & Mining: Peter Ward - Lehman Brothers
December 23, 2002
Energy Technology Stocks: Macmurray Whale - National Bank Financial
December 09, 2002
Timothy Vaill - Boston Private Financial Holdings Inc (bpfh)
September 12, 2002
T.dibella / K.gainey - Turner Investment Partners Inc
July 15, 2002
Mark Degenhart - Oppenheimer Capital
July 01, 2002
Outlook For Advertising Companies: Lauren Rich Fine - Merrill Lynch Global Securities
June 17, 2002
Simon Sherwood - Orient-express Hotels Ltd (oeh)
April 25, 2002
Robert Young Iii - Arkansas Best Corporation (abfs)
November 26, 2001
Airfreight & Logistics Stocks: Gregory Burns - J.p. Morgan Chase
November 26, 2001
Outlook For Defense Stocks: Pierre Chao - Credit Suisse First Boston
November 26, 2001
Outlook For Logistics Stocks: John Barnes Iii - Deutsche Banc Alex. Brown
November 26, 2001
Janna Sampson - Oakbrook Investments Llc
October 01, 2001
Axel Haas - Augusta Technologie Ag (508860.f)
July 05, 2001
Small Cap Med-tech Stocks: Frederick Wise - Bear, Stearns & Co.
June 18, 2001
Ronald Sloan - Aim Capital Management
June 18, 2001
Outlook For The Electric Power Industry: James Dobson - Deutsche Banc Alex. Brown
June 11, 2001
Robert Zuccaro - Target Investors, Inc.
May 28, 2001
John Park - Liberty Wanger Asset Management
May 07, 2001
John Beaty Jr. - Beaty Haynes & Patterson Inc
May 07, 2001
Peter Spano - Mercator Asset Management Lp
April 30, 2001
Rick Serafini - Aim Funds Management Inc
December 11, 2000
Media Industry Overview: Laura Martin - Credit Suisse First Boston
December 04, 2000
William Fries - Thornburg Investment Management
November 27, 2000
Douglas Mcpeek - Nottinghill Investment Advisors
November 20, 2000
Donald Katz - Audible Inc (adbl)
November 20, 2000
David Eldridge - Alterian Plc (aln.l)
October 30, 2000
Erik Voss - Conseco Capital Management Inc
October 09, 2000
Robert Ammann - Founders Asset Management Llc
September 11, 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
Packaging & Container Stocks : Joel Tiss - Lehman Brothers
June 05, 2000
Biotechnology Stocks : Kurt Von Emster - Franklin Advisers Inc
May 29, 2000
Mark Grammer - Altamira Management
December 13, 1999
Adrian Day - Global Strategic Managment
November 22, 1999
Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999
W. George Greig - William Blair & Co
October 18, 1999
Ag Equipment & Machinery Stocks : Robert F. Mccarthy - Abn Amro
October 04, 1999
Jon Lee - Hollister Asset Management
August 23, 1999
Kee Y. Wong - Sino-forest Corporation (tre.a)
August 16, 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
Commercial Aerospace & Components : Peter Jacobs - Ragen Mackenzie Inc
August 02, 1999
E-business Services & E-commerce : Ullas Naik - Fac Equities / First Albany Corp
June 28, 1999
Michael E. Schroer - Renaissance Investment Management
June 07, 1999
Gary Johnson - Memeberworks Inc (mbrs)
April 26, 1999
James P. Holmes - Heartland Advisors
April 12, 1999
Alan N. Hoffman - Value Line Asset Management
December 28, 1998
David M. Lawson - Mchugh Associates
September 21, 1998
Outlook For Tobacco : Roy Burry - Brown Brothers Harriman & Co
August 17, 1998
William F. Yates - Yates Capital Management
July 06, 1998
James A. Mack - Cambrex Corporation (cbm)
June 29, 1998
Donald W. Hodges - Hodges Capital Mgmt
April 13, 1998
John A. Maffei Jr - Mfm Capital Mgmt Inc
March 30, 1998
