Balancing High-Quality Holdings with Growth Opportunities
December 14, 2023
Smith, Michael T.
Starbucks, McDonald’s and Yum! Brands Trading at Attractive Valuations
October 26, 2023
Dunlop, Sean
Risk/Reward Equation Points to Picks in Malls, Homebuilding, Pharma
June 24, 2021
Smead, William
Significant Demand Continues for Well-Located Industrial Assets
May 08, 2020
Stevenson, Rob
Restaurants Should Look to Grow Both Off-Premise and In-Restaurant Business
April 05, 2019
Anderson, Stephen
Looking for Undervalued Companies with the Ability to Grow At or Above the GDP
April 04, 2018
Meyer, James M.
Gap Between Restaurant Winners and Losers is Widening in Current Cycle
April 02, 2018
Regan, Nicole Miller
Delivering Long-Term Results with a Risk-Managed Growth Fund
July 20, 2017
Abate, James A.
Finding Unidentified Value Opportunities in the Small-Cap Space
June 30, 2017
Hewitt, Eric
Despite Strong Macro Data, Restaurant Sales Remain Volatile
March 24, 2017
Slabaugh, Will
Constructing a Value-Oriented, Event-Driven Portfolio
November 18, 2016
Aama, Mohannad
Investors Pay for Performance in Restaurant Stocks
February 12, 2016
Regan, Nicole Miller
Quick-Service Restaurants Benefiting From an Improving Consumer
February 12, 2016
Slabaugh, Will
Consumers Expecting Higher Quality From Fast Casual Restaurants
February 12, 2016
Zackfia, Sharon
Using Free Cash Flow Yield to Determine Valuation
January 15, 2016
Norris, Matthew T.
Seeking Growth Simultaneous with Value
December 11, 2015
Yucius Jr., David
Lower Gas Prices and Minimum Wage Increases Impact Restaurant Top Lines
February 07, 2015
Improved Employment Numbers Firm Up Restaurant Sales
February 04, 2015
Identifying Small Caps with Improving Earnings Dynamics
September 22, 2014
Building Portfolios Based on Dividends, Quality and Valuation
August 13, 2014
Achieving Attractive Returns Over the Long Run Regardless of Stock Market Performance
May 27, 2014
Investing in High-Quality Companies Across Service Sectors
April 24, 2014
Quick Casual Restaurants Garner Market Share from QSR and Casual Dining
February 14, 2014
Restaurants Push Value to Attract Customers Post Recession
February 13, 2014
Bottom-Up Fundamental Investing Overweight in Technology
February 11, 2014
A Large-Cap Growth Strategy Focused on Capital Appreciation and Income
January 28, 2014
Fast Casual Restaurants Best Positioned to Outperform with Low Average Checks
February 26, 2013
Fast Casual Grows Units Domestically and Takes Share from QSR, Casual Dining
February 25, 2013
Restaurants Prudently Reaccelerate Growth Amid Flattish Consumer Spending
February 15, 2013
Brand Equity Surfaces as the Main Restaurant Differentiator
February 13, 2013
Fast Casual Dining a Winning Category in Macro-Driven Restaurant Sector
February 13, 2013
Tepid Recovery, Mixed Performance in Restaurant SectorÂ
February 13, 2013
Core Value Investing in Dividend-Paying Equities
May 08, 2012
Stronger Earnings Potential for Upper-End Restaurants - Matthew J. DiFrisco - Lazard Capital Markets
March 19, 2012
U.S. Beverage Companies Compete on Marketing in 2012 - Kaumil Gajrawala - UBS Investment Bank
March 19, 2012
U.S. Middle Class to Increase Spending in 2012, 2013 - Will Slabaugh - Stephens Inc.
March 19, 2012
Key Volume Drivers In Electronic Trading - Richard Repetto - Sandler O'neill + Partners, L.p.
March 22, 2011
Labor Trends Polarize The Restaurant Space - Phillip Juhan - Bmo Capital Markets
March 21, 2011
A Bullish Outlook For Fast Casual & International Growth - John Staszak - Argus Research Company
March 21, 2011
An Eye On Sustained Credit Improvement In 2011 - Brett Rabatin - Sterne Agee & Leach, Inc.
March 21, 2011
A Ripe Environment For M&a In Midwestern Banking - Daniel M. Arnold - Sandler O'neill + Partners, L.p.
March 21, 2011
Turnaround And Stalwart Restaurant Opportunities - Sara Senatore - Sanford C. Bernstein & Co., Llc
March 21, 2011
Contrarian Plays In Casual Dining & Fast Food - Chris O'cull - Suntrust Robinson Humphrey, Inc.
July 26, 2010
A Focus On Size & Scale In Quest For Restaurant Market Share - Keith Siegner - Credit Suisse Securities Llc
July 26, 2010
Entertaining Picks In Cable - Chris Marangi - Gamco Investors, Inc.
December 21, 2009
Market Forecasting & Investment Analytics - Mike Stathis - Apex Venture Advisors
December 07, 2009
A 'new Normal' For Restaurants - Matthew J. Difrisco - Oppenheimer & Co. Inc.
November 23, 2009
Outlook On The Restaurant Space - Nicole Miller Regan - Piper Jaffray
November 23, 2009
A Future For Legacy Carriers - Kevin Crissey - Ubs Investment Research
November 23, 2009
Gas Transmission Companies - Nathan Judge - Atlantic Equities Llp
April 20, 2009
Investing In Contrarian Value Stocks - John Poulter, Peter Jackson & Peter Mann - Cumberland Private Wealth Management
March 23, 2009
INVESTING IN BARGAIN STOCKS - FRANK JAMES & DAVID W. JAMES - JAMES INVESTMENT RESEARCH, INC.
August 04, 2008
INVESTING IN INTERNATIONAL EQUITIES - PETER J. SWAN - MANAGED ASSET PORTFOLIOS, LLC
January 21, 2008
Research-differentiated Value Investing - Steve Wilson & Glenn Sussman - Lapides Asset Management, Llc
December 03, 2007
GLOBAL ENERGY INVESTING - JOHN E. OLSON - POOL CAPITAL PARTNERS LLC
October 15, 2007
Investing In Large Cap Quality Growth Stocks - Henry B. Smith & Jason D. Pride - The Haverford Trust Company
April 30, 2007
FOCUS, STRATEGIC GROWTH & EQUITY STRATEGIES - SILAS A. MYERS - ROXBURY CAPITAL MANAGEMENT, LLC
March 19, 2007
H.HOROWITZ / J.ORRICO - WATER ISLAND CAPITAL LLC
August 14, 2006
TED KELLNER - FIDUCIARY MANAGEMENT INC
June 12, 2006
OUTLOOK FOR OIL SERVICE COMPANIES: KURT HALLEAD - RBC CAPITAL MARKETS
April 10, 2006
OUTLOOK FOR CONSUMER PRODUCTS: WILLIAM CHAPPELL - SUNTRUST ROBINSON HUMPHREY CAPITAL MARKETS
April 07, 2006
SPECIALTY APPAREL RETAILERS: PAULA KALANDIAK - ROTH CAPITAL PARTNERS LLC
March 27, 2006
Outlook For Online Advertising: Richard Fetyko - Kaufman Brothers Lp
September 03, 2003
Semiconductor Equipment: Michael O'brien - Wit Soundview Corp
March 21, 2001
European Support Service Stocks: Tom Sykes - Hsbc Securities
October 23, 2000
