Analyst Broadly Positive on Engineering and Enterprise Software Sectors
June 05, 2024
Vleeschhouwer, Jay
Biggest Software Names Best Positioned to Benefit from AI
September 21, 2023
Lane, J. Parker
Generative AI: a Boon for Microsoft, a Threat to Google
September 21, 2023
Luria, Gil
ESG-Oriented Fund Manager Sees Resiliency in U.S. Tech Sector
July 10, 2023
Choi, Andrew
Industry Concentration Benefits Engineering and Enterprise Software Names
May 17, 2023
Vleeschhouwer, Jay
Defending Against Loss by Buying Industry Leaders When They're Down
February 24, 2021
Edgerton, Bobby
Responding to Today’s Challenges With a Reallocation Strategy
January 04, 2021
Raclin, Jonathan S.
Looking for Companies with Network Effects and Enduring Pricing Power
September 30, 2020
Yacktman, Brian, Savage, Elliott
Using Closed-End Mutual Funds for Diversification and Distributions
June 28, 2019
Raclin, Jonathan S.
Seeking Growth in Large Caps with Dominant Market Shares
September 07, 2018
Ward, Howard F.
Understanding Companies to Provide Value Add to Clients
May 07, 2018
Raclin, Jonathan S.
Better Purchasing Environment for Large Platform Companies
April 13, 2018
Roderick, Tom
Protecting Portfolios with a Quality Overlay and Diversification Into Asset Classes
February 02, 2018
Jackman, Jason
Delivering Long-Term Results with a Risk-Managed Growth Fund
July 20, 2017
Abate, James A.
Investing in Upmarket and Down-Market Stocks According to the Cycle
March 24, 2017
Alpert, Michael J.
Creating Alpha Through Market Inefficiencies
February 10, 2017
Golan, Jim
Outperforming the Market with Less Volatility
September 09, 2016
Abelson, Adam S.
Playing the Cloud-Based Software, Big Data Analytics and Cybersecurity Themes of Application Software
October 01, 2014
Software-Defined Data Centers Maximize Storage Capacity
September 26, 2014
Transition Phase Drives Enterprise Application Software Growth
October 25, 2013
M&A Expected to Continue in Application Software
November 14, 2012
Investing in Secular Technology Trends
August 31, 2012
Growth Catalysts and Headwinds for Cloud Computing Companies
May 29, 2012
Mobile Advertising and SaaS Monetization Trends
April 26, 2012
Value Investing In Micro & Mega Caps - Whitney Tilson - T2 Partners Llc
October 31, 2011
Semiconductor Mobile & Cloud Computing Trends - Betsy Van Hees - Wedbush Securities
June 13, 2011
An Increased Growth Focus In Business Services - Ashwin Shirvaikar - Citi Investment Research & Analysis
March 07, 2011
Risk Factors & Overheated Insurance Valuations - Peter Newell - Vontobel Asset Management, Inc.
May 17, 2010
Global Opportunity In The Payment Chain - Mayank Tandon - Signal Hill Capital Group, Llc
March 08, 2010
Large-cap Growth Investing - Norman B. Conley Iii - Jag Advisors
January 11, 2010
Investing In Financial Services - Anton V. Schutz - Mendon Capital Advisors Corp.
August 24, 2009
Business & Professional Services - Kevin D. Mcveigh - Credit Suisse First Boston Corp.
May 04, 2009
ENGINEERING & CONSTRUCTION: AN OVERVIEW - AVRAM FISHER - BMO CAPITAL MERKETS CORP.
December 15, 2008
COMMERCIAL REAL ESTATE SERVICES - MICHAEL FOX - JPMORGAN
October 29, 2007
VALUE-ALIGNED PORTFOLIO INVESTMENT - DAVID LEE BERKOWITZ - RAPIDAN CAPITAL, LLC
March 19, 2007
SMALL CAP GROWTH INVESTING - WILLIAM GIBSON - NOLLENBERGER CAPITAL PARTNERS INC.
December 18, 2006
INVESTING IN INTERNATIONAL EQUITIES - JOE G. BRUENING - RENAISSANCE INVESTMENT MANAGEMENT
November 27, 2006
JONATHAN S. RACLIN - BARRINGTON ASSET MANAGEMENT, INC.
September 25, 2006
DARREN AFTAHI - THINKEQUITY PARTNERS LLC
September 25, 2006
OUTLOOK FOR CONSUMER DISCRETIONARY STOCKS: ELIZABETH OSUR - CITIGROUP GLOBAL MARKETS INC
May 08, 2006
OUTLOOK FOR SECURITY STOCKS: SEAN JACKSON - AVONDALE PARTNERS LLC
April 03, 2006
F.HAYEK / E.KALLEN - HAYEK KALLEN INVESTMENT MANAGEMENT LLC
November 07, 2005
OUTLOOK FOR ELECTRICAL EQUIPMENT COMPANIES: CHRISTOPHER KOTOWICZ - A.G. EDWARDS & SONS INC
September 05, 2005
STEVEN HILL - FIRST INVESTORS MANAGEMENT COMPANY INC
July 11, 2005
NEW DEVELOPMENTS IN CARDIAC CARE: JASON WITTES - LEERINK SWAN & CO
June 20, 2005
TIMOTHY FIDLER - ARIEL CAPITAL MANAGEMENT LLC
May 23, 2005
FORREST MERVINE JR. - PHILADELPHIA CORPORATION FOR INVESTMENT SERVICES
January 31, 2005
DENNIS WRAASE - PEPCO HOLDINGS INC (POM)
November 01, 2004
COMMERCIALIZATION-STAGE BIOTECHNOLOGY: YARDON WERBER - CITIGROUP SMITH BARNEY
September 20, 2004
PULMONARY HYPERTENSION: AN OVERVIEW - MATTHEW KAPLAN - PUNK ZIEGEL & CO
August 02, 2004
PETER GANUCHEAU IV - GANUCHEAU PARTNERS INC
May 31, 2004
THOMAS RYAN - SERVICE CORPORATION INTERNATIONAL (SRV)
December 01, 2003
J.andrew Richey - Icc Capital Management
October 27, 2003
Matthew Cohen - Acadian Asset Management
October 06, 2003
J.mcalear / D.snee - Columbia Management Group
September 22, 2003
Alexander Motola - Thornburg Investment Management
April 07, 2003
James Awad - Awad Asset Management
September 16, 2002
Amy Croen - Geneva Capital Management
June 17, 2002
Kevin Shaver - Mercator Asset Management
April 15, 2002
Jan Alston - Purcell Energy Ltd (pel:tse)
April 01, 2002
Jeremy Kendall - Stake Technologies Ltd (stkl)
December 03, 2001
Steven Selengut - Sanco Services Inc
October 22, 2001
Emerging Communications: An Overview: Vik Grover - Kaufman Bros Lp
October 16, 2001
Edwin Goodman - Milestone Venture Partners
August 13, 2001
Mike Lilo - Audiocodes Ltd (audc)
August 09, 2001
Infrastructure Software Stocks: Aaron Scott - Tucker Anthony Sutro Capital Markets
July 30, 2001
Food & Agricultural Stocks: John Mcmillin - Prudential Securities
July 30, 2001
Communications Components Stocks: Charles Willhoit - Jpmorgan H&q
May 04, 2001
Jeffrey Cardon - Wasatch Advisors
November 27, 2000
Outlook For E-commerce: Shawn Milne - Witsoundview Group Inc
November 13, 2000
Outlook For Healthcare Stocks: Mariola Haggar - Haggar Concord Partners Lp
November 13, 2000
Roundtable Forum: Homebuilding Industry
October 02, 2000
Imaging Stocks : Peter Enderlin - Ryan, Beck & Company
October 02, 2000
David Kenny - Digitas Inc (dtas)
September 20, 2000
Clifford Mpare - Ncm Capital Management Group Inc
September 18, 2000
John Baiyle - Dendrite International Inc (drte)
May 11, 2000
Networking Equipment : Erik Suppiger - Chase H&q
May 11, 2000
Annette Longnon Geddes - M.d. Sass Group
February 07, 2000
Thomas F. Power Jr. - Wisconsin Central Transportation (wclx)
January 03, 2000
Process Equipment Stocks : Walter Morris - Robert W. Baird & Co
November 17, 1999
Elizabeth Pearce - Highmark Small Cap Value Mutual Fund
November 15, 1999
Biotechnology Stocks : Kurt Von Emster - Franklin Advisers Inc
November 01, 1999
Joan Lappin - Gramercy Capital Management
May 03, 1999
Front Office Applications / Systems Mgmt Software : Timothy Dolan - Bt Alex. Brown
November 16, 1998
