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:
Value Creation through Share Repurchases: Juniper Networks »
By Rick Snowdon, CFA »
February 19, 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 20, 2014
“...we believe banks with differentiated business models and niche customer bases can continue to thrive.”
Staying Power »
December 19, 2013
“Many good businesses run by able management teams demonstrate staying power but rarely do they sell at attractive prices.”
Valuing Quality »
November 20, 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 17, 2013
“We believe V.F. Corporation and Louis Vuitton are poised to benefit from the challenges the industry structure presents to most participants.”
Intermodal Transportation: Finding Value in a Growing Segment of the Transportation Industry »
By Jason Downey, CFA »
September 18, 2013
“We believe Hub Group, Inc. (HUBG) and Pacer International, Inc. (PACR) are two companies poised to benefit from these industry trends.”
Excess Cash in the Technology Sector: A Source of Underappreciated Value »
By Nate Palmer, CFA, CPA »
August 21, 2013
“In the current environment, cash earns very little interest income, and therefore some valuation methods would overlook the cash and mistakenly assume that it has no value.”
The Property & Casualty Insurance Pricing Cycle: A Tale of Two Companies »
By Austin Hawley, CFA »
July 17, 2013
“...the interaction between cyclical industry dynamics and investor emotions can sometimes drive individual company valuations to extremes, providing opportunities...”
U.S. Healthcare System: Evolution Towards a Better Outcome »
By Igor Golalic, CFA »
June 20, 2013
“Investors have recognized that the new paradigm should be positive for the sector long-term.”
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