Categories:
Exploration & Production: An Evolving Business Model
Industry Perspectives: A Monthly Research Analyst Series
By Suken Patel, CFA
“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
Industry Perspectives: A Monthly Research Analyst Series
By Rick Snowdon, CFA
“Management teams, investors, and market observers talk a lot about creating value through share repurchases...”
Tacking Through the Banking Headwinds
Industry Perspectives: A Monthly Research Analyst Series
By John Loesch, CFA
“...we believe banks with differentiated business models and niche customer bases can continue to thrive.”
Staying Power
Industry Perspectives: A Monthly Research Analyst Series
“Many good businesses run by able management teams demonstrate staying power but rarely do they sell at attractive prices.”
Valuing Quality
Industry Perspectives: A Monthly Research Analyst Series
“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.”
“We believe V.F. Corporation and Louis Vuitton are poised to benefit from the challenges the industry structure presents to most participants.”
“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
Industry Perspectives: A Monthly Research Analyst Series
By Nate Palmer, CFA, CPA
“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
Industry Perspectives: A Monthly Research Analyst Series
By Austin Hawley, CFA
“...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
Industry Perspectives: A Monthly Research Analyst Series
By Igor Golalic, CFA
“Investors have recognized that the new paradigm should be positive for the sector long-term.”
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