Separating the Real Winners and Losers in the AI Boom
March 29, 2024
Bilsky, Jeffrey D.
E-Commerce and Enterprise Software Positioned to Reaccelerate Growth
December 14, 2023
Armbruster, Chris
Four Reasons to Be Bullish on Gold
November 30, 2023
Reichman, Mark L.
Continuing Long-Term Demand for Oil Should Provide Price Support
February 16, 2023
Barrett, Noah
Identifying Mid-Cap Names That Benefit from Current Trends
September 29, 2022
Marcal, Pedro
U.S. Oil Producers Maintain Focus on Free Cash Flow Generation
February 10, 2022
Campbell, Jeffrey
Global Energy Price Shocks May Shift Attitudes Toward Fossil Fuels
February 10, 2022
Sorbara, Gabriele
Shunning of Natural Resources Space Has Led to Deep Undervaluation
January 19, 2022
Rozencwajg, Adam A.
Balanced Fund Ups Stock Allocation After Defensive Turn to Fixed Income
May 06, 2021
James, Barry
Using Technical Indicators as a Timing Tool for Purchases and Sales
March 23, 2021
Tuz, Peter W., Sefter, Clay
Oil and Gas Sector to See Substantial Free Cash Flow Growth
February 24, 2021
Havens, David
Headwinds Turn Into Tailwinds as Oil and Gas Demand Recovers
February 05, 2021
Heikkinen, David M.
Managing U.S. Growth Stocks Across the Market-Cap Spectrum
August 24, 2018
Muggia, William A.
An Optimistic Outlook on an Under-Appreciated Oil & Gas Sector
January 19, 2018
Herrlin Jr., John P.
Generating Long-Term Returns Through a Managed-Risk Approach
September 15, 2017
Harden, David
Looking for Long-Term Structural Growth Stories
February 24, 2017
Reynolds, Shawn
A Vigilant Stance on U.S. E&Ps in 2017
January 13, 2017
Herrlin, John P.
Looking for Dividend-Paying Midcap Value Equities
October 21, 2016
Wordell, Don
A Cyclical Rebound for E&Ps in Late 2016
February 26, 2016
Dingmann, Neal
Finding the Highest-Quality E&P Names in a Tough Macro Environment
January 29, 2016
Deckelbaum, David
An Improving Environment for Oil and Gas E&Ps in the Second Half of 2016
January 29, 2016
Sorbara, Gabriele
Weak Product Prices to Cause Significant Reduction in E&P Capex
January 29, 2016
Herrlin, John P.
Oil Oversupply Moves E&P Investors to the Sidelines
February 12, 2015
Current Oil Prices Deter Investors But Recovery in Expected in 2015
January 19, 2015
Taking a Defensive Position in a Volatile E&P Environment
January 19, 2015
A Timely Environment for Bargain Oil E&P Stocks
January 16, 2015
Large E&P Companies Better Positioned to Weather Downturn
January 08, 2015
Developing Portfolio Themes Through Top-Down Analysis
August 21, 2014
Growth of Hydraulic Fracturing and E-Commerce Impact Transportation Sector
July 10, 2014
Opportunities for Independent E&Ps in Shale Gas and Oil
February 10, 2014
Investing in Corporate Restructuring Situations
October 22, 2013
E&Ps Focus on Domestic Resources Development and International Exploration
January 29, 2013
Large Capex Coming to the Williston and Permian Basins
January 24, 2013
Efficiency and Acreage are the Key in Domestic E&P
January 15, 2013
U.S. Oil and Gas E&P Shale Developments for 2013
December 13, 2012
Increased Capex in Oil & Gas Expected in 2012 - Philip Weiss - Argus Research Group
January 09, 2012
Divergent Outlooks For North American Oil & Gas - Amir Arif - Stifel, Nicolaus & Co., Inc.
July 11, 2011
Mlp Plays In Energy Infrastructure - Yves Siegel - Credit Suisse
April 18, 2011
A Pickup In The Market For Natural Gas & Clean Coal - Graham Mattison - Lazard Capital Markets Llc
November 01, 2010
Finding Opportunities In The Lng Market - Faisel Khan - Citigroup Investment Research & Analysis
May 31, 2010
Roundtable Forum:in-depth Overview Of Oil & Gas Dynamics & Valuations
May 31, 2010
Robert Saunders - Edgewater Foods International, Inc. (edwt)
August 18, 2008
ALL-CAP GROWTH INVESTING - JOSEPH BIONDO JR. - BIONDO INVESTMENT ADVISORS, LLC
August 11, 2008
M.ACTON / M.TROXELL - AEW CAPITAL MANAGEMENT LP
January 16, 2006
GEORDIE CROSSAN - NBS FINANCIAL SERVICES INC
December 05, 2005
KEN CRAWFORD - ARGENT CAPITAL MANAGEMENT LLC
July 01, 2005
BUILDING MATERIALS & DURABLE GOODS: KEITH HUGHES - SUNTRUST ROBINSON HUMPRHEY CAPITAL MARKETS
January 31, 2005
J.POLLOCK / C.RUTH - COMERICA INC
December 13, 2004
A.CHARLES WILSON - TRIO-TECH INTERNATIONAL (TRT)
October 18, 2004
LEONARD MITCHELL - EVEANS BASH & KLEIN
September 06, 2004
ROUNDTABLE FORUM: ENTERPRISE HARDWARE
August 09, 2004
William Hargett - The Houston Exploration Company (thx)
August 01, 2004
ROUNDTABLE FORUM: EDUCATION & EDUCATIONAL SERVICES
July 26, 2004
PAPER & FOREST PRODUCTS: MARK WILDE - DEUTSCHE BANK SECURITIES INC
March 01, 2004
EXPLORATION & PRODUCTION INDUSTRY OUTLOOK: JOHN BAILEY - DEUTSCHE BANK SECURITIES INC
March 01, 2004
I.ARTEAGA / E.MILLER - GABELLI FUNDS INC
March 01, 2004
Outlook For Midwestern Banks: Bradley Ness - Friedman, Billings, Ramsey Group Inc
November 26, 2003
Harold Korell - Southwestern Energy Company (swn)
August 03, 2003
Ophthalmic & Medical Laser Companies: Irving Arons - Spectrum Consulting
March 10, 2003
Natural Gas & Electric Utilities: Ronald Barone - Ubs Warburg
March 10, 2003
Owen Burman - Riggs Investment Advisors Inc
February 10, 2003
Outlook For Oil, Gas & Coal Mining Stocks: David Khani - Friedman,billings,ramsey & Co Inc
December 03, 2002
Joseph Amato - Freddie Mac (fre)
December 03, 2002
Canadian E&p Companies: Kim Page - Rbc Capital Markets
November 12, 2002
Exchange Traded Funds & Other Innovations At The Amex: Peter Quick - American Stock Exchange
August 02, 2002
Robert Lee - Sentinel Advisors Company
May 06, 2002
Kris Jenner - T. Rowe Price Associates Inc
April 01, 2002
Brands & Packaged Food Stocks: John O'neill - Ubs Warburg
February 12, 2001
It & Internet Services : Mark D'annolfo - Deutsche Banc Alex. Brown
November 04, 1999
Timothy H. Foster - Bradley, Foster & Sargent Inc
October 19, 1998
Donald J. Larson - Concentra Managed Care Inc (ccmc)
September 23, 1998
Bank Stocks : John B. Moore Jr. - Interstate / Johnson Lane Corporation
September 21, 1998
