Buying the Highest-Quality Stocks Available Below Intrinsic Value
June 03, 2016
Gavin, Sean
Data Security Sector Continues to Perform While Storage Remains Challenged
May 06, 2016
Nowinski, Andrew
Identifying Horizontal Plays with Technology Moats in Application Software
November 06, 2015
Suri, Bhavan
Next Generation of Business Software Focuses on Effectiveness Over Efficiency
November 06, 2015
Rizzuto, John
Enterprises Move Forward with Leading Cloud Vendors as the Next Platforms of Choice
November 06, 2015
Roderick, Tom
Cybersecurity Outperforms While Data Storage Segment Faces Headwinds
March 04, 2015
Utilizing a Bottom-Up Approach to Invest in Smaller Companies
November 14, 2014
Legacy Industries Increasingly Adopt Internet of Things Trend
October 06, 2014
Software-Defined Data Centers Maximize Storage Capacity
September 26, 2014
Big Data, Internet of Things and Vertical SaaS the Main Trends to Follow
September 22, 2014
Developing Portfolio Themes Through Top-Down Analysis
August 21, 2014
Large Paradigm Shifts in Software Within Cloud Computing and Data Centers
May 13, 2014
A Low-Volatility Investment Solution for Portfolio Income
April 10, 2014
Increase in Data Storage Spending Led by Asia Pacific
February 06, 2014
A Conservative, Value-Oriented Investment Approach Focused on Free Cash Flow Yield
November 05, 2013
Growth in Enterprise Software Space Due to Big Data, Cybersecurity and Cloud
October 17, 2013
Growth in Fundamental Data Demand and the Rise of the Public Cloud
August 28, 2013
An Increase in Cloud Services Spending as Enterprises Manage Data Growth
August 23, 2013
Data Centers Increasingly Adopt Solid-State Technology
August 20, 2013
Significant ROI and Increased Comfort in Security Drive Corporations' Shift to the Cloud
May 02, 2013
63% of CIOs Plan to Increase Data Storage Spending in 2013
February 04, 2013
Data Storage Undergoes Secular Growth at Twice the Rate of the Overall IT Industry
January 25, 2013
Data Storage Spending to Increase in 2013 as Uncertainty Clears
January 18, 2013
Utilizing Trends for Stock Selection Over the Longer Term
October 23, 2012
Data Storage Partnerships Favored Over Full In-house Stack
September 07, 2012
Investing in Secular Technology Trends
August 31, 2012
Growth Rates Come Down and Demand Weakens in Data Storage
August 28, 2012
Electronic Connector and EMS Companies React to European Pressures
June 19, 2012
New Computing Platforms May Drive Semi Demand in 2012
April 27, 2012
Growth Expected in Storage & Security Despite Tough Comps
April 25, 2012
Biofuel & Biochemical Pure Plays Bypass Headwinds in Alternative Energy - Pavel Molchanov - Raymond James & Associates,
February 20, 2012
Enterprise Demand Growing Faster Than Data Center Capacity - Jim Yin - Capital IQ
February 20, 2012
IT Budgets Prioritize Data Storage Spending - Andrew Nowinski - Piper Jaffray & Co.
February 20, 2012
"common Sense" Investment Management - Kendall J. Anderson - Anderson Griggs Portfolio Management
November 14, 2011
An Overview Of Bioanalytical Measuring Equipment - William Stein - Credit Suisse Group
October 17, 2011
Key Trends & Verticals For Cybersecurity Companies - Jonathan Ho - William Blair & Company, L.l.c.
October 17, 2011
Trends In Electronic & Optical Components - William Stein - Credit Suisse
July 25, 2011
Cost Reduction Trends In Machinery & Building Materials - Ted Grace - Susquehanna Financial Group Lllp
May 02, 2011
Cloud Computing & Virtualization Trends In Data Storage - Jim Kelleher - Argus Research
May 02, 2011
Consolidation & Competition In Data Storage - Jim Yin - Standard & Poor's
May 02, 2011
Cost-reduction Trend Persists In It, Bpo And Consulting - Joseph D. Foresi - Janney Montgomery Scott Llc
March 07, 2011
An Increased Growth Focus In Business Services - Ashwin Shirvaikar - Citi Investment Research & Analysis
March 07, 2011
Opportunities In Open Source And Cloud Computing - Brad Zelnick - Macquarie Group
March 07, 2011
Investing In Dividend-paying Companies - Jason Brady - Thornburg Investment Management
February 07, 2011
Reaping Benefits From The Re-architecture Of The Data Center - Rajesh Ghai - Thinkequity Llc
October 18, 2010
As Enterprises Outsource Data, Growth Opportunities Abound - Ben Abramovitz - Kaufman Bros., L.p.
October 18, 2010
Secular Growth Creates Opportunity For Trans. Processors - Jamie Friedman - Susquehanna Financial Group Lllp
October 18, 2010
Global Small Cap Value Investing - Michael B. Decter - Ldic Inc.
June 28, 2010
Update On Children's And Teen Retailers - Linda Tsai - Mkm Partners Llc
March 22, 2010
Navigating The Rising Tide In Health Care It - Steve Halper - Thomas Weisel Partners Llc
March 11, 2010
An Optimistic Take On 2010 It Spending - Kevin Shea - Mkm Partners Llc
March 08, 2010
A Return To Normalcy In Business It - Todd C. Weller - Stifel, Nicolaus & Co., Inc.
March 08, 2010
Progress In Cloud Computing & Virtualization - Brad Whitt - Broadpoint.amtech
March 08, 2010
Data Centers, Hosting & Digital Reits - Todd Weller - Stifel Nicolaus & Company, Inc.
January 25, 2010
Credit Card Issuers & Accounts Receivable Companies - Bill Carcahe - Fox-pitt Kelton Cochran Caronia Waller (usa) Llc
August 24, 2009
DISK DRIVE COMPANIES - MARL S. MILLER - BREAN, MURRAY, CARRET & CO., LLC
July 28, 2008
CHINESE GAME OPERATORS - TIAN X. HOU - PALI CAPITAL, INC.
July 28, 2008
AUTOMOTIVE & AUTO PARTS: AN OVERVIEW - EFRAIM LEVY - STANDARD & POOR'S U.S. EQUITY RESEARCH GROUP
June 09, 2008
THE SIZE AND STYLE RESPONSIVE STRATEGIES - SHEFFIELD C. RICHEY JR. - THE BURNEY COMPANY
March 31, 2008
INVESTING IN UTILITY STOCKS - BARRY M. ABRAMSON - GAMCO INVESTORS, INC.
February 18, 2008
OUTLOOK FOR STEEL PRODUCERS - DANA GUIDO - LEHMAN BROTHERS INC.
January 21, 2008
GROWTH AT A REASONABLE PRICE INVESTING - DAVID B. SCOTT - CHASE INVESTMENT COUNSEL CORPORATION
September 17, 2007
SMALLMID CORE INVESTING - RANDALL COLEMAN - BERKELEY CAPITAL MANAGEMENT LLC
September 10, 2007
SMALL CAP GROWTH INVESTING - WILLIAM GIBSON - NOLLENBERGER CAPITAL PARTNERS INC.
December 18, 2006
OFFICE & HEALTHCARE REITS - RICHARD ANDERSON - BMO CAPITAL MARKETS
October 23, 2006
PETER HOFSTRA - AIC INVESTMENT SERVICES INC.
September 25, 2006
OUTLOOK FOR CONSUMER DISCRETIONARY STOCKS: ELIZABETH OSUR - CITIGROUP GLOBAL MARKETS INC
May 08, 2006
LEGACY, REGIONAL & LOW-COST AIRLINES: HELANE BECKER - THE BENCHMARK COMPANY
February 06, 2006
J.CAMPBELL / E.MITCHELL JR. - CORNERSTONE INVESTMENT PARTNERS LLC
January 30, 2006
ASSET MANAGEMENT COMPANIES: RACHEL BARNARD - MORNINGSTAR INC
November 28, 2005
BEVERAGES / SOFT DRINKS & ALCOHOLIC: COREY HORSCH - CREDIT SUISSE FIRST BOSTON
October 31, 2005
E.LUGO II / M.STEINIK - BROWN CAPITAL MANAGEMENT INC
October 17, 2005
COMMUNICATIONS APPLICATION SOFTWARE: DANIEL IVES - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
October 17, 2005
STEVEN PURVIS - LUTHER KING CAPITAL MANAGEMENT
August 22, 2005
DEREK TANER - AIM INVESTMENTS
July 18, 2005
E.O. EDGERTON - CAPITAL INVESTMENT COUNSEL INC
June 27, 2005
LEE DELAPORTE - DREMAN VALUE MANAGEMENT LLC
June 06, 2005
James Saner Sr. - Mainsource Financial Group (msfg)
May 16, 2005
C.ANTLEY / R.KEY - CCM INVESTMENT ADVISERS
March 21, 2005
MICHAEL BALKIN - WILLIAM BLAIR & CO LLC
February 07, 2005
DONALD HEAD - HEAD & ASSOCIATES
December 06, 2004
PATRICK HOGAN - ASSOCIATED INVESTMENT MANAGEMENT
November 15, 2004
OUTLOOK FOR BUSINESS SERVICES: GEORGE SUTTON - CRAIG-HALLUM CAPITAL GROUP LLC
November 15, 2004
T.J. MCHUGH JR. - MCHUGH ASSOCIATES INC
November 01, 2004
MID-CAP AEROSPACE & DEFENSE STOCKS: PETER ARMENT - JSA RESEARCH INC
October 18, 2004
LEONARD MITCHELL - EVEANS BASH & KLEIN
September 06, 2004
P.MORRIS / S.TEACH - NATIONAL RURAL ELECTRIC COOPERATIVE ASSOCIATION
August 23, 2004
JERROLD SENSER - INSTITUTIONAL CAPITAL CORPORATION
August 09, 2004
CABLE SERVICES & EQUIPMENT: ALAN BEZOZA - FRIEDMAN, BILLINGS, RAMSEY GROUP INC
June 02, 2004
R.HERMANN / A.LATOS - COMERICA INC
May 31, 2004
DAVID KIEFER - JENNISON ASSOCIATES LLC
May 10, 2004
MARK WILSON EAC A/S (EAC.CO)
April 26, 2004
CHARLES DE VAULX - ARNHOLD & S.BLEICHROEDER ADVISERS INC
April 12, 2004
THOMAS TAULE - INTERACTIVE GAMING HOLDINGS (IGH.L)
April 05, 2004
ENTERPRISE DATA STORAGE: BRION TANOUS - MERRIMAN CURHAN FORD & CO
March 08, 2004
SMALL CAP TECHNOLOGY INVESTMENT: VINCENT GALLAGHER - NEEDHAM INVESTMENT MANAGEMENT
March 04, 2004
GEORGE MAIRS III - MAIRS & POWER INC
February 23, 2004
John Snyder - Sovereign Asset Management Corporation
December 22, 2003
Outlook For Data Storage: Michael Anderegg - Moors & Cabot Capital Markets
December 01, 2003
Video Games & Video Rentals: Arvind Bhatia - Southwest Securities Inc
December 01, 2003
Life Science Enabling Tools: Kenneth Goldman - Lehman Brothers
November 24, 2003
Michael Stewart - Dana Investment Advisors Inc
November 17, 2003
Laurence Ach - Trainer Wortham & Co Inc
October 13, 2003
Matthew Cohen - Acadian Asset Management
October 06, 2003
Mark Cattini - Mapinfo Corporation (maps)
September 08, 2003
Michael Borgen - Navellier & Associates Inc
September 01, 2003
Investing In Canadian Media: Tim Casey - Bmo Nesbitt Burns Inc
September 01, 2003
Norman Johnson - Clarcor Inc (clc)
August 25, 2003
Outlook For Railroads & Airfreight: Rick Paterson - Ubs
August 04, 2003
Franklin Karp - Harvey Electronics Inc (hrve)
June 23, 2003
Scott Sterling - Sterling Johnston Capital Management
June 16, 2003
Specialty Pharmaceutical Companies: Andrew Forman - Friedman, Billings, Ramsey Group Inc
May 27, 2003
John Thompson - Thompson, Plumb & Associates Inc
May 26, 2003
David Warnock - Camden Partners Inc
April 21, 2003
Life Science Tools Companies: Cheri Walker - Deutsche Bank Securities Inc
April 21, 2003
O.thomas Barry Iii - Bjurman, Barry & Associates
March 24, 2003
R.schwarzkopf/s.gleason - Kayne Anderson Rudnick Investment Management
March 03, 2003
J.waterman/l.mccandless - Rittenhouse Nuveen Investments
February 24, 2003
Electronic Manufacturing Services: John Mcmanus - Needham & Company
January 03, 2003
Wireless Communications: Richard Valera - Needham & Company
January 03, 2003
Paper & Forest Products: Ross Hay-roe - Equity Research Associates
December 02, 2002
Martin Hubbes - Agf Management
October 28, 2002
Roundtable Forum: Southern & Southeastern Banks
October 28, 2002
Healthcare Diagnostic Services: Brian Kowalchyk - Sws Securities
October 21, 2002
Leisure & Entertainment Stocks: Jill Krutick - Salomon Smith Barney
September 30, 2002
Catherine Rooney - Pitcairn Trust Company
September 23, 2002
Aaron Dobrinsky - Goamerica Inc (goam)
September 02, 2002
T.dibella / K.gainey - Turner Investment Partners Inc
July 15, 2002
Amy Croen - Geneva Capital Management
June 17, 2002
Roundtable Forum: Electronic Manufacturing Services
June 03, 2002
Robert Bannon - Eureka Investment Advisors Inc
April 22, 2002
Kevin Shaver - Mercator Asset Management
April 15, 2002
Vince Taylor - Braintech Inc (bnti)
April 08, 2002
H.howard Cooper - Teton Petroleum Company (ttpt)
March 04, 2002
Roundtable Forum: Gaming
February 18, 2002
Jason Graybill - Abner, Herrman & Brock Inc
February 11, 2002
Human Capital Management: Mark Marcon - Wachovia Securities
January 28, 2002
Mainstream Computer Companies: Neff / Bobba / Hand/ Chung - Bear, Stearns & Co
January 28, 2002
Glen Hilton - Montgomery Asset Management
January 28, 2002
Scott Link - Disciplined Growth Investors Inc
January 21, 2002
Douglas Altabef / David Katz - Matrix Asset Advisors
January 14, 2002
Roundtable Forum: Publishing & Information Services
January 14, 2002
Networking I/o Protocols: T.curlin / S.denegri / R.montague - Rbc Capital Markets
January 10, 2002
Robert Takazawa Jr. - Castleark Management Llc
January 07, 2002
Alfred Lagan - Congress Asset Management Company
January 07, 2002
Brian Kirkpatrick - Bridges Investment Counsel Inc
December 24, 2001
Robert Belknap - Ingalls & Snyder Llc
December 24, 2001
Fred Kuehndorf - Ashland Management Inc
December 17, 2001
Mark Bronzo - Groupama Asset Management N.a.
November 19, 2001
Stephen Riccio - Bear Stearns Asset Management
November 12, 2001
Theodore Parrish - Henssler Asset Management
October 29, 2001
Edward Calkins - Great Lakes Advisors
October 29, 2001
Network Infrastructure Services: Erik Warren - Kaufman Bros Lp
October 16, 2001
Nancy Tengler - Fremont Investment Advisors
October 15, 2001
Christopher Kuebler - Covance Inc (cvd)
October 01, 2001
Roger King / Pat Swanson - King Investment Advisors Inc
August 27, 2001
Outlook For The Tobacco Industry: Bonnie Herzog - Credit Suisse First Boston
August 27, 2001
George Battle - Ask Jeeves Inc (askj)
July 23, 2001
Alex Yemenidjian - Metro-goldwyn-mayer Studios Inc (mgm)
July 23, 2001
Donevan Kukul - Cohen, Klingenstein & Marks Inc
July 16, 2001
Thomas Itin - Ajay Sports Inc (ajay)
July 09, 2001
William King - Aviation Distributors (adin)
June 18, 2001
Alan Snyder - Snyder Capital Management
June 04, 2001
Richard Kalin - Micronetics Wireless Inc (noiz)
May 07, 2001
Malcolm Ratliff - Tengasco Inc (tgc)
April 30, 2001
Roundtable Forum: Oil Services & Equipment
April 30, 2001
L.scott Edgar / Laurie Buntain - Sife Inc
April 16, 2001
John Garbarino - Occupational Health + Rehabilitation Inc (ohri)
April 02, 2001
Scott Link - Disciplined Growth Investors Inc
April 02, 2001
Michael R. Hogan - Sigma-aldrich Corporation - (sial)
March 26, 2001
John Wieging - Fort Washington Investment Advisors
March 19, 2001
Barbara Marcin - Gabelli Asset Management Inc
March 12, 2001
Alexander Muromcew - Loomis Sayles & Company Lp
March 12, 2001
Robert Hagstrom Jr. - Legg Mason Focus Capital
February 26, 2001
O. Thomas Barry - George D. Bjurman & Associates
February 19, 2001
O.s. Andras - Enterprise Products Partners Lp (epd)
February 12, 2001
Geoffrey Block - Crown Advisors International
February 12, 2001
Roundtable Forum: Newspaper Publishing
February 05, 2001
Timothy Swanson / Kenneth Bolich - Wachovia Asset Management
February 05, 2001
Steven Markusen - First America Asset Management
January 29, 2001
J.pollock / C.ruth - Comerica Incorporated
January 29, 2001
Paul Magnuson - Nfj Investment Group
January 29, 2001
Socially Responsible Investing: A. Pringle / E. Mcgeveran - Friends Ivory & Sime
December 25, 2000
Sam Smookler - Dmc Stratex Networks Inc (stxn)
December 11, 2000
Robert Burgoyne - Monument Funds Group
December 04, 2000
Charles Murray - Regions Financial Corporation
November 13, 2000
Charles Mollo - Mobility Electronics Inc (mobe)
November 13, 2000
Andreas Rutsch - Adva Ag Optical Networking (adv.f)
November 13, 2000
Michael Troiano - Primix Solutions Inc (pmix)
November 13, 2000
David Brady - Stein Roe & Farnham
November 13, 2000
Outlook For Gaming & Lodging: Mutkoski / Simkins - Deutsche Banc Alex. Brown
November 07, 2000
Marshall Front - Front Barnett Associates Llc
November 06, 2000
W. Marvin Rush - Rush Enterprises Inc (rush)
October 30, 2000
John Gipson - Alpha Analytics Investment Group Llc
October 16, 2000
Moshe Benbassat - Clicksoftware Inc (cksw)
October 16, 2000
Anti-aging & Longetivity Investing: Caroline Goodman - Bluestone Capital Partners
October 09, 2000
Jeffrey Heil - University Of California
October 02, 2000
Katherine Schapiro - Wells Capital Management
September 25, 2000
Peter Williams - Sena Weller Rohs Williams
September 25, 2000
Eric Mckissack - Ariel Mutual Funds
September 04, 2000
Brent Clum - Luther King Capital Management
August 28, 2000
Carolie Burroughs - Aeltus Investment Management Inc
August 28, 2000
Martin Hurwitz - First American Asset Management
August 21, 2000
Stephen Humphrey - Lord, Abbett & Company
August 21, 2000
Lorenzo Villalon - Versant Partners Lp
July 31, 2000
Ted Ponko - Centura Banks Inc
July 31, 2000
Mark Wesker - Sequoia Software Corporation (sqsw)
July 24, 2000
John Zielinski - Northern Trust Global Investments
July 10, 2000
Mark Wagar - Radiologix Inc (rgx)
June 26, 2000
James Cunningham - Renberg Capital Management Inc
June 19, 2000
Independent Power Companies : Ali Agha - Donaldson, Lufkin & Jenrette
June 14, 2000
Keith Sabol - Federated Investors
May 22, 2000
Jonathan Raclin - Barrington Research Associates
May 15, 2000
Carl Lawrence - Warwick Capital Management Inc
April 17, 2000
Randall Heck - Thresher Partners Lp
March 13, 2000
John Murphy - The Guardian Park Avenue Fund
March 13, 2000
Ethan Silverman - Silvertree Capital
March 13, 2000
F. Barry Nelson - Advent Capital Management
March 06, 2000
Eprocessing : Andrew W. Jeffrey - Robertson Stephens
March 02, 2000
James R. Bernstein - Imperial Investments Ltd
February 07, 2000
Hugh M. Neuburger - Dlj Asset Management
January 31, 2000
George R. Hoguet - State Street Global Advisors
January 24, 2000
Michael P. Walsh - Kilkenny Capital Management Llc
January 03, 2000
Gyanendra K. Joshi - Systematic Financial Management
December 13, 1999
Hugh H. Moore - Salomon Smith Barney
December 06, 1999
Brad Badeau - Trimark Financial Corporation (tmf.to)
November 22, 1999
William C. Mortimore - Merge Technologies Inc (mrge)
November 08, 1999
Computer Systems : Philip Rueppel - Deutsche Banc Alex. Brown
November 04, 1999
Semiconductors : Bruce A. Walicek - Deutsche Banc Alex. Brown
November 04, 1999
Alan B. Lancz - Alan B. Lancz & Associates Inc
November 01, 1999
Lee C. Hamilton - Alla Investment Management Inc
October 25, 1999
Wayne F. Wilbanks - Wilbanks, Smith & Thomas
October 11, 1999
George A. Kellner - Kellner, Dileo & Co
October 04, 1999
Frank Baldino Jr. - Cephalon Inc (ceph)
September 30, 1999
Samuel H. Hallowell Jr. - Van Liew Capital
August 30, 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
Roundtable Forum: Investing In Gold Companies
December 21, 1998
Christopher Mirabelli - Leukosite Inc (lkst)
December 14, 1998
Michelle Dicas - Cascade Investment Advisors
December 07, 1998
Alexander C. Cheung - Monument Advisors Ltd
September 28, 1998
Paula Mandle - Swarthmore Group Inc
August 17, 1998
David S. Wilson - Keim Wilson Associates
August 10, 1998
Michael J. Hartzmark - Cragar Industries (crcr)
July 20, 1998
Thomas J. Pierce - R.j. Steichen & Co
June 01, 1998
David Edwards - Heron Capital Management Inc
April 20, 1998
