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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.”
When is a “Turnaround” not really a “Turnaround”?
Industry Perspectives: A Monthly Research Analyst Series
By Austin Hawley, CFA
“In our view, Willis is a very good company; one which can weather the short-term headwinds it faces and significantly improve its results over the next few years.”
Minimizing Bond Risks through Diligent Credit Analysis
Industry Perspectives: A Monthly Research Analyst Series
By John McClain, CFA
“We like to invest in the bonds of companies that have hard assets with strong market values.”
Unlocking Alere’s Potential
Industry Perspectives: A Monthly Research Analyst Series
By Igor Golalic, CFA
“Alere's core business exhibits characteristics that we want to see in companies in which we invest.”
Executive Summary Using history as a guide, we considered the appropriate price-to-earnings (P/E) ratio that will provide investors a sufficient return on investment, relative to current interest rates, and reward them for equity market risks. We examined periods of extreme...
“With too much capital chasing too few opportunities, the reinsurance industry is facing an existential threat that seems more permanent than cyclical.”
Hospitals: No Longer in the ICU
Industry Perspectives: A Monthly Research Analyst Series
By Kyle Schneider, CFA
“We believe LifePoint's strong free cash flow, flexible balance sheet, and conservative culture create adequate downside protection.”
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