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Whirlpool’s Future Looks Bright
Industry Perspectives: A Monthly Research Analyst Series
By Aaron Monroe, CFA
“Potential opportunities exist when one believes the future of a company will differ from its past.”
Examining the Health of Express Scripts
Industry Perspectives: A Monthly Research Analyst Series
By Brian Fontanella, CFA
“Paired with an attractive valuation, Express Scripts’ scale and expertise in managing drug trend create a win-win opportunity for both clients and investors.”
Global Energy: Adapting to New Realities
Industry Perspectives: A Monthly Research Analyst Series
By Suken Patel, CFA
“In times like these, maintaining a long-term perspective is essential to place current events in the proper context.”
Coty: Right Business, Right People, Right Price
Industry Perspectives: A Monthly Research Analyst Series
“We can be more confident that our interests will be protected when we partner with competent, shareholder-friendly management teams.”
Quantifying Risk
Industry Perspectives: A Monthly Research Analyst Series
“Investors generally do not like uncertainty and often tend to reflect the worst-case outcome in the stock price.”
Juniper Networks’ Renewed Focus
Industry Perspectives: A Monthly Research Analyst Series
By Grady Burkett, CFA
“Executing a significant organizational change is not a trivial task for established firms, and improvements are rarely linear.”
Waiting for the Right Pitch
Industry Perspectives: A Monthly Research Analyst Series
By John Loesch, CFA
“After following and admiring BOK Financial Corp.  for nearly five years, we finally got the ‘right pitch’ in late 2014.”
Cabela’s: Little Room for Error
Industry Perspectives: A Monthly Research Analyst Series
By Jenny Hubbard, CFA
“CAB has set the bar high in terms of long-term earnings growth targets, giving the company little room for error.”
Hub Group: A Long-Term Investment Thesis
Industry Perspectives: A Monthly Research Analyst Series
By Jason Downey, CFA
“We took advantage of price declines in response to near-term earnings disappointments to add to our position.”
IBM: When a Company Veers Off the Roadmap
Industry Perspectives: A Monthly Research Analyst Series
By Nate Palmer, CFA, CPA
“...the long-term earnings roadmap inevitably became a short-term
earnings roadmap as time passed and 2015 approached.”
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