Our research analysts are industry specialists with extensive knowledge and insight. Their unique industry perspectives are featured in this monthly series.

Organized by sector teams, analysts develop their own models with criteria relevant to their industries and sectors versus applying one common set of criteria to discern intrinsic value. In addition, most of our research is generated internally, insulating us from much of Wall Street’s white noise.

Select A Year:
Mind the Gap »
July 2014
“On the surface, Gap quantitatively appears appealing but, in our opinion, less so on a qualitative basis.”
United Technologies: Uniquely Positioned to Capitalize on the Future »
June 2014
“UTX management also has a solid historical track record of converting revenues into profits and free cash flow.”
Everyday Brands in the Right Hands »
By Aaron Monroe, CFA »
May 2014
“The combination of an ownership mentality, long-term perspective, and disciplined capital allocation  – along with Jarden’s portfolio of strong brands – should continue to reward investors.”
Building Shareholder Value through M&A: Valeant Pharmaceuticals »
By Brian Fontanella, CFA »
April 2014
“Valeant is run by executives who put shareholders first and view capital allocation as their top priority.”
Exploration & Production: An Evolving Business Model »
By Suken Patel, CFA »
March 2014
“The structural changes taking place in the energy sector are creating unique long-term opportunities for some exceptionally well-positioned domestic companies.”
Value Creation through Share Repurchases: Juniper Networks »
By Rick Snowdon, CFA »
February 2014
“Management teams, investors, and market observers talk a lot about creating value through share repurchases...”
Tacking Through the Banking Headwinds »
By John Loesch, CFA »
January 2014
“...we believe banks with differentiated business models and niche customer bases can continue to thrive.”
Staying Power »
December 2013
“Many good businesses run by able management teams demonstrate staying power but rarely do they sell at attractive prices.”
Valuing Quality »
November 2013
“We believe Disney’s unique position within the media industry and its multi-platform distribution network provides strong pricing power and excellent long-term growth prospects.”
Global Brand Companies Well Positioned to Deploy Incremental Capital at High Rates of Return »
By Jenny Hubbard, CFA »
October 2013
“We believe V.F. Corporation and Louis Vuitton are poised to benefit from the challenges the industry structure presents to most participants.”
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