Fintechs Are Driving More Value for Consumers and Merchants
July 14, 2024
Cantwell, Jeff
Visa and Mastercard Offer Investors Safety, Quality and Pricing Power
July 14, 2024
Suchoski, Kenneth
IT Services and Payments Names That Are Riding Industry Trends
June 05, 2024
Katri, Moshe
Advice for 2024: Don’t Chase Last Year’s Winners
January 22, 2024
Katz, David A.
Integration of Payments with Software Is Emerging Trend
June 27, 2023
Nabhan, Charles
Commercial Real Estate Segment Poses Risks for Smaller Banks
June 27, 2023
Biggar, Stephen
FedNow Real-Time Payments Will Disrupt the Debit Space
June 27, 2023
Dolev, Dan
E-commerce Adoption Resumes Normal Trajectory After COVID Bump
September 29, 2022
Fong, Marvin
Negative Consumer Sentiment Is Actually a Bullish Indicator
August 04, 2022
Katz, David A.
Fed Moves, Market Declines Negatively Impact Asset Managers
June 23, 2022
Biggar, Stephen
In IT Services Sector, Newer Digital Skills Equals Higher Growth
April 24, 2022
Katri, Moshe
Multiple Use Cases Emerging for Blockchain and Crypto Technologies
April 24, 2022
Ellis, Lisa
Buying Top 10 Coins Provides Diversified Cryptocurrency Exposure
October 19, 2021
Aslam, Naeem
Tech Transformation Will Continue to Drive Consolidation in Banking Sector
September 13, 2021
Heffern, John A.
Reopening Plays That Also Offer Good Long-Term Performance
July 01, 2021
Chaitman, Sean
IT Services, Fintech Headed Toward Pre-COVID-Level Growth Rates
April 22, 2021
Katri, Moshe
Fintech, Regional Banks, and Travel: Rising Sectors in the Coming Year
March 23, 2021
Warren, Randy
Defending Against Loss by Buying Industry Leaders When They're Down
February 24, 2021
Edgerton, Bobby
Shunning High Fliers in Favor of Insurance, Payments and Security Software
February 05, 2021
Tharakan, George
Responding to Today’s Challenges With a Reallocation Strategy
January 04, 2021
Raclin, Jonathan S.
Expecting the Most Innovative Companies to Benefit from the Disruption
April 24, 2020
Jeffrey, Andrew W.
Putting a Premium Valuation on Companies Managing Their Own ESG Risk
October 25, 2019
Prenner Bryant, Melody, Alfandary, Christina
Finding Opportunities in Companies That Are Changing Our Lives
August 09, 2019
Plumb, Thomas
Looking for Business Models with Solid Returns and Free Cash Flow Growth
August 09, 2019
Elmaleh, Jacques R.
Using Closed-End Mutual Funds for Diversification and Distributions
June 28, 2019
Raclin, Jonathan S.
Frictionless Consumer Experiences a Major Opportunity in the Payments Space
April 26, 2019
Huff, Brett
Collaboration and a Business Use Case Needed to Move to Blockchain
April 26, 2019
Deleeuw, Jason
Finding Interesting Opportunities in Enterprise Software
April 05, 2019
Ward, Christopher
Providing a Stable Source of Both Growth and Income
March 15, 2019
Johnson, Kent
Still Somewhat Bullish on Banks Despite the Market’s Perception
January 11, 2019
Mosby, Marty
Loan Growth an Important Factor to Watch in the Banking Sector
January 11, 2019
Biggar, Stephen
Specializing in the Marijuana Industry and the Tech Sector
October 19, 2018
Hartzell Jr., David C.
Buying Companies That Have Secular Tailwinds
October 05, 2018
Plumb, Thomas
Seeking Growth in Large Caps with Dominant Market Shares
September 07, 2018
Ward, Howard F.
Finding Opportunities to Buy Great Businesses as Volatility Increases
September 07, 2018
Dunbar, McGavock
Using Bonds to Offset Stock Market Volatility
May 07, 2018
Plumb, Thomas G.
Constructing a Concentrated Portfolio with a Stock-by-Stock Approach
March 14, 2018
Hiatt, Karen
Payment Processing Companies Benefiting from Secular Credit Card Growth
January 05, 2018
Biggar, Stephen
Using Historical Factors to Identify Best-Performing Stocks
December 01, 2017
Watts, Randy
Steady Growth in Business Services Supported by Healthy Economy
April 07, 2017
Huff, Brett
Buying High-Quality Companies with Strong Management Teams
April 07, 2017
Mullarkey, Christopher, Mulvey, Jim
Seeking Stocks with Consistent Growth and Lower Valuations
March 24, 2017
McQuiddy, Dean
Looking for Growth, Consistency and Financial Strength
March 24, 2017
Maronak, Erick
Using a Philosophy Rooted in Diversification, Dynamism and Discipline
January 27, 2017
Greiner, Doug
Favorable Trends for E-Commerce and Continued Tailwinds in Internet Advertising
September 23, 2016
Kurnos, Daniel
An Acceleration in the Migration of E-Commerce on Mobile
August 26, 2016
Squali, Youssef
Seeking Companies with Sustainable Secular Growth
July 15, 2016
Jung, Andrew W.
A Rising Tide in Payment Services While IT Services Shifts to High Value
January 15, 2016
Ellis, Lisa
