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Assessing Value Through a Time-Proven Framework
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Opportunity Cost as the Overarching Principle in Fund Management
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Large Oilfield Services Companies Have More Opportunity to Grow Margins
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Demand for Bundled Oil & Gas Services Continues Gaining Momentum
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Oil E&Ps Globally Shift Toward Integrated Servicing
February 15, 2013

Large-Cap Diversified Service Companies to Benefit the Most from Accelerated E&P Spending
February 14, 2013

Flourishing International Markets and Improvements in North America Benefit Oilfield Services
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Insatiable Long-Term Demand for Offshore Drillers from Majors and NOCs
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Deepwater Activity Remains Strong in International Oil Markets
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Cautious Overall Outlook for E&Ps as Rig Day Rates Stop Rising
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E&Ps Cut Costs Through Increased Efficiencies
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Common Sense Approach Guides Large-Cap Investing Strategy - Harry D. Cohen - ClearBridge Advisors, LLC
March 19, 2012

Revenue to Face Pressure Until Greater Utilization of Credit Lines - Gary P. Tenner - D.A. Davidson & Co.
February 06, 2012

Oil Spending Rises Along with Improving Economics - James West - Barclays Capital
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Value Investing In Smid-cap Growth Companies - Paul C. Hogan - Fenimore Asset Management, Inc.
September 19, 2011

Drilling Recovery Strengthens Services' Pricing Power - R. Thaddeus Vayda - Stifel, Nicolaus & Co., Inc.
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A Focus On Catalyst-driven Oil & Gas Refiners - Ann Kohler - Caris & Company, Inc.
November 01, 2010

Mall Reits & Strip Center Reits - David Wiggington - Macquarie Capital (usa), Inc.
July 27, 2009

INTERNET INFRASTRUCTURE: SOFTWARE & SERVICES - RODNEY W. RATLIFF - STANFORD GROUP COMPANY
October 20, 2008

MASTER LIMITED PARTNERSHIPS - DARREN HOROWITZ - RAYMOND JAMES & ASSOCIATES
August 25, 2008

THE OUTLOOK FOR MASTER LIMITED PARTNERSHIPS - MARL REICHMAN - SMH CAPITAL INC.
August 25, 2008

INVESTING IN MARKET LEADERSHIP - NICHOLAS H. DAVIS - MONTANA INVESTMENT ADVISORS, INC.
November 19, 2007

SYSTEMATIC VALUATION DISCIPLINE - DAVID POLEN - POLEN CAPITAL MANAGEMENT
October 22, 2007

ROBERT LUTTS - CABOT MONEY MANAGEMENT INC
April 24, 2006

J.ANAGNOS / W.STEVENS CARROLL / WILLIAM MORRILL JR. - CB RICHARD ELLIS GROUP / BROWN ADVISORY
April 10, 2006

L.HOLTZ / Y.LIPSKER - ENGEMANN ASSET MANAGEMENT
October 24, 2005

PATRICK O'BRIEN - ALEX.BROWN INVESTMENT MANAGEMENT
May 09, 2005

FREDERICK LIZZA - AVOTUS CORPORATION (AVS:TSX.V)
December 06, 2004

COMMERCIALIZATION-STAGE BIOTECHNOLOGY: YARDON WERBER - CITIGROUP SMITH BARNEY
September 20, 2004

JAMES ROGERS - FIRST AMERICAN TRUST F.S.B.
July 05, 2004

JOHN BEATY JR. - BEATY HAYNES & ASSOCIATES INC
May 31, 2004

James Hardesty - Hardesty Capital Management
January 05, 2004

Peggy Mckay - Johnson Asset Management
June 30, 2003

Oilfield Services Companies: Robert Mackenzie - Friedman, Billings, Ramsey Group Inc
June 16, 2003

Michael Parker - Victory Sbsf Capital Management
June 16, 2003

Energy & Power Technology: Jarett Carson - Rbc Capital Markets
November 12, 2002

Aaron Dobrinsky - Goamerica Inc (goam)
September 02, 2002

Specialty Chemicals & Materials Companies: Christopher Crooks - Commerce Capital Markets
August 12, 2002

Thomas Darden - Quicksilver Resources Inc (kwk)
March 13, 2001

Robert Ammann - Founders Asset Management Llc
September 11, 2000

Damon J. Andres - Delaware Investment Advisors
February 28, 2000

Lee C. Hamilton - Alla Investment Mgmt
August 10, 1998

Steel - An Obtuse Approach : Jordan M. Estra - Bt Alex. Brown Inc
July 20, 1998

Brokers & Asset Managers : Joan Solotar - Donaldson Lufkin & Jenrette
July 20, 1998