Mid Cap Manager Looks to Large Caps to Discover Emerging Trends
July 01, 2024
Mintz, Eric
Robust Offshore Activity Bolsters Oilfield Services and Equipment Sector
February 13, 2024
West, James
Continuing Long-Term Demand for Oil Should Provide Price Support
February 16, 2023
Barrett, Noah
International and Offshore Oil & Gas Names Likely to Outperform
February 16, 2023
West, James
Oilfield Service Industry Ramps Up as Oil and Gas Prices Rise
February 24, 2022
West, James
New U.S. Climate Policy Likely to Stress Less-Efficient Oil and Gas Operators
February 05, 2021
Kona, Sreedhar Reddy
E&Ps Transitioning to More Mature, Returns-Focused Companies
February 05, 2021
West, James
Manufacturers Benefit from Waves of Innovation
October 22, 2020
Langenberg, Brian
Watching for Growth in International End Markets in 2019
March 01, 2019
West, James
Applying a Value-Based Style in a Momentum-Based Market
November 30, 2018
Ullman, John G.
Playing with Care in the Domestic Oilfield Services Space
February 10, 2017
Wicklund, James K.
Domestic Oil-Producer Rally Expected to Continue in the Short Term
February 10, 2017
Muztafago, Edward C.
A Pickup in Industry Demand for North American-Levered Oilfield Services and Equipment
February 10, 2017
West, James
Expected Multiyear Increase in E&P Spending and Oilfield Services Activity
February 10, 2017
Randhawa, Sonny
Generating Returns by Focusing on Value, Sustainability and the Long Term
February 26, 2016
Simmons, Robert W.
E&P Capital Spending Turnaround Expected in 2016
December 31, 2015
West, James
Oil and Gas Services and Equipment Still a Difficult Space
December 31, 2015
Dobell, Brandon
Oil & Gas to See Less Capex Cycled Out of System
December 31, 2015
Muztafago, Edward C.
Using Original In-Depth Research to Find Large-Cap Value Investments
September 11, 2015
Building an Energy-Focused Portfolio with Fundamental Analysis
December 04, 2014
E&P Consolidation to Drive M&A in Oil & Gas Services and Equipment
November 19, 2014
Utilizing a Bottom-Up Approach to Invest in Smaller Companies
November 14, 2014
Multiservice Companies Offer Best Value in Oil Services
November 11, 2014
Oil and Gas E&P Spending Expected to Grow in 2014
January 16, 2014
A Cautious Outlook for Oilfield Equipment and Services as Major Oil Companies Shift Strategies
December 17, 2013
A Focus on Franchise Quality in Equity Selection
June 12, 2013
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
February 12, 2013
International Growth and Increasing North American Fuel Oil and Gas Capex
February 12, 2013
Challenging Revenue-Growth Environment for Smaller Banks - Brett Rabatin - Sterne Agee & Leach, Inc.
March 05, 2012
High-Spec Revolution Underway for Drilling Equipment - James West - Barclays Capital
March 05, 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
February 06, 2012
Growth in Banking to Come From Consolidation & Geography - Kenneth James - Sterne Agee & Leach, Inc.
February 06, 2012
It Inroads In Health Care - Michael Cherny - Deutsche Bank Securities Inc.
June 27, 2011
E&ps Increase Capex For Higher-quality Equipment - Andrea Sharkey - Gabelli & Company, Inc.
June 27, 2011
Growth Prospects For Oil Services - Scott Gruber - Sanford C. Bernstein & Co., Llc
June 27, 2011
Drilling Recovery Strengthens Services' Pricing Power - R. Thaddeus Vayda - Stifel, Nicolaus & Co., Inc.
June 27, 2011
Mlp Plays In Energy Infrastructure - Yves Siegel - Credit Suisse
April 18, 2011
Customizable Growth-oriented Investing - Joseph Parnes - Technomart Investment Advisors
April 18, 2011
Near-term Pricing & Rig Count Forecasts - Philip H. Weiss - Argus Research Company
May 31, 2010
Finding Opportunities In The Lng Market - Faisel Khan - Citigroup Investment Research & Analysis
May 31, 2010
Long-only Large Cap Value Investing - Harry Rady - Rady Asset Management
May 31, 2010
High Unit Growth & Life Cycle Change Companies - Andrew Silverberg - Fred Alger Management, Inc.
May 17, 2010
Large Cap Core Equity Investing - Richard I. Sichel - The Philadelphia Trust Company
April 20, 2009
THE OUTLOOK FOR MASTER LIMITED PARTNERSHIPS - MARL REICHMAN - SMH CAPITAL INC.
August 25, 2008
Investing In Small Cap Growth Stocks - Richard R. Jandrain Iii - Fort Washington Investment Advisors, Inc.
October 15, 2007
BALANCED ASSET ALLOCATION - ROBERT E. CAPLAN - FMA ADVISORY, INC.
April 09, 2007
OUTLOOK FOR BUSINESS SERVICES COMPANIES: BRANDT SAKAKEENY - DEUTSCHE BANK SECURITIES
April 10, 2006
SPECIALTY PHARMACEUTICAL COMPANIES: GARY NACHMAN - LEERINK SWANN & COMPANY
January 09, 2006
DAVID ROOT JR. - D.B. ROOT & COMPANY
December 12, 2005
JEFFREY PARKER - PEA CAPITAL LLC
September 12, 2005
C.HAPPEL / D.HIGGINS - EQUITRUST INVESTMENT MANAGEMENT SERVICES INC
August 01, 2005
PATRICK O'BRIEN - ALEX.BROWN INVESTMENT MANAGEMENT
May 09, 2005
D.ADAMS / J.MCPHERSON - PIONEER INVESTMENT MANAGEMENT
December 13, 2004
JOHN BEATY JR. - BEATY HAYNES & ASSOCIATES INC
May 31, 2004
Michael Parker - Victory Sbsf Capital Management
June 16, 2003
Outlook For It & Educational Services: Natalie Walrond - Pacific Growth Equities
June 16, 2003
Manufactured Housing: John Diffendal - Bb&t Capital Markets
June 16, 2003
Laura Sloate - Sloate Weisman Murray & Company
April 14, 2003
C.browne/t.shrager/j.spears - Tweedy, Browne Company Llc
April 07, 2003
Joel Schwartz - Benihana Inc (bnhn)
February 10, 2003
John Babyak - Whb/wolverine Asset Management
January 13, 2003
Energy & Power Technology: Jarett Carson - Rbc Capital Markets
November 12, 2002
Roundtable Forum: Energy Exploration & Production
April 30, 2001
Specialty Retail Stocks: David Magee - Robinson Humphrey Company Llc
April 09, 2001
Outlook For Reits: Lawrence Raiman - Credit Suisse First Boston
February 27, 2001
Peter Williams - Sena Weller Rohs Williams
September 25, 2000
Carolie Burroughs - Aeltus Investment Management Inc
August 28, 2000
Frederic Burke - Johnston Lemon Asset Management Inc
June 19, 2000
