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Jun 14, 2019
The post Making Money by Not Following the Herd appeared first on The Wall Street Transcript.
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Jun 14, 2019
Pedro Marcal is the Director of International Equities and a Portfolio Manager at Foresters Investment Management Company, Inc. — FIMCO — and joined the firm in May 2018. Previously, he was a portfolio manager of global and international products at Fred Alger Management, where he worked for more than five years. Before that he was […]
The post Marcal, Pedro appeared first on The Wall Street Transcript.
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Jun 14, 2019
Joseph Lynagh, CFA, is a Portfolio Manager in the Fixed Income Division at T. Rowe Price and head of the Cash Management team. Mr. Lynagh manages the firm's taxable and municipal money market portfolios, the ultra-short bond portfolio and other cash investments. He is a vice president of T. Rowe Price Group, Inc., and T. […]
The post Lynagh, Joseph appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Semiconductors appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Interview with the EVP, CFO and Chief Accounting Officer: Lam Research Corporation (NASDAQ:LRCX) appeared first on The Wall Street Transcript.
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Jun 14, 2019
Douglas R. Bettinger is Executive Vice President, Chief Financial Officer and Chief Accounting Officer at Lam Research Corporation. He is responsible for finance, tax, treasury, information technology and investor relations. Prior to joining the company in 2013, Mr. Bettinger was Senior Vice President and Chief Financial Officer of Avago Technologies from 2008 to 2013. From […]
The post Bettinger, Douglas R. appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Interview with the CEO and Chairman: Envision Solar International, Inc. (NASDAQ:EVSI) appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Volatility in the Semiconductor Sector Tied to Macro Uncertainty appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post AI, IoT and Self-Driving Vehicles Are the Biggest Trends in Semiconductors appeared first on The Wall Street Transcript.
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Jun 14, 2019
Mitch Steves is an Analyst at RBC Capital Markets primarily focused on networking equipment and semiconductor companies. In 2016 and 2017, he was noted as a "Rising Star of Wall Street Research" according to Institutional Investor magazine in three categories: Telecom & Networking Equipment, Semiconductors and IT Hardware/EMS. He started at RBC in 2011 and […]
The post Steves, Mitch appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Autonomous Driving Presenting Big Opportunities for Semiconductor Companies appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Mobile and Data Center End Markets Have Turned Cold appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Semiconductor Companies Need to Maximize Margins in the Current Market appeared first on The Wall Street Transcript.
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Jun 14, 2019
Charles Anderson serves as Vice President, Senior Research Analyst within the Equity Capital Markets division at Dougherty & Company LLC. He covers the mobile computing industry with a focus on supply chain, components and software applications. He has been with Dougherty & Company since 2007 and his research experience includes location-based services and intelligence, reconnaissance […]
The post Anderson, Charles appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post U.S.-China Trade Tensions Putting Cold Water on an Otherwise Healthy Industry appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post The Trade Situation with China Is Front and Center in the Semiconductor Sector appeared first on The Wall Street Transcript.
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Jun 11, 2019
Jay Rhame is CEO and a Portfolio Manager at Reaves Asset Management. He was named to the post on January 1, 2019. He is a member of the portfolio management team, serves on the risk management committee and is Co-Portfolio Manager of the Reaves Utilities ETF. Mr. Rhame joined Reaves Asset Management as a full-time employee […]
The post Reeves Asset Management Finds Opportunity in Dividend Growing Utilities appeared first on The Wall Street Transcript.
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Jun 11, 2019
Brian Yacktman is Chief Investment Officer, Portfolio Manager and a Principal of YCG, LLC. Mr. Yacktman founded YCG Investments in 2007. Prior to founding YCG, Mr. Yacktman was an associate at Yacktman Asset Management, the adviser to The Yacktman Funds. He joined them in June 2004 from Brigham Young University, where he graduated cum laude with […]
The post Brian Yacktman Finds the Long Term Value in Sustainable Global Pricing Power appeared first on The Wall Street Transcript.
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Jun 11, 2019
Leo Harmon Jr., CFA, is Director of Research and Managing Director Research Division of the Equity Management Group of Mesirow Financial Inc. At Mesirow, Mr. Harmon serves as Co-Portfolio Manager and Director of Research for small-cap value and smid-cap value equity strategies and provides coverage for bank-related companies within the financial services sector. Mr. Harmon […]
The post Mesirow Financial has Leo Harmon Jr. Leading the Small Cap Value Portfolio Through this Phase of the Economic Cycle appeared first on The Wall Street Transcript.
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Jun 06, 2019
Ted Gardner, CFA, is Managing Director and Portfolio Manager of Salient Partners, LP. Mr. Gardner is a Managing Director and serves as Co-Portfolio Manager at Salient in the firm's MLP complex. Mr. Gardner formerly served as Portfolio Manager and Director of Research at RDG Capital, LLC, a Houston-based asset management firm specializing in MLP investments. […]
The post Natural Gas Pipeline Portfolio Manager Ted Gardner Picks the Best of the Best for His Investors appeared first on The Wall Street Transcript.
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Jun 06, 2019
Ryan C. Kelley, CFA, is Portfolio Manager of Hennessy Funds. Mr. Kelley joined Hennessy Funds in 2012 through the acquisition of FBR Funds. He began his career as an associate in corporate finance at FBR & Co., a leading investment bank, and later joined their institutional equity research team. Mr. Kelley was named to the […]
The post Natural Gas Fund Returns 10% Per Year for 30 Years: Will it Continue? appeared first on The Wall Street Transcript.
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Jun 04, 2019
Sandy Mehta is the Chief Executive Officer and Chief Investment Officer of Evaluate Research Ltd. He has over 30 years of investment experience and has previously founded investment adviser Value Investment Principals — HK/India — and hedge fund Acumen Capital Management in Boston. Mr. Mehta has previously been a portfolio manager for two 5 Star funds, […]
The post Sandy Mehta Uncovers Gems for His Investors Including One with 14% Capital Return in 12 Months appeared first on The Wall Street Transcript.
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Jun 04, 2019
St. Denis Villere III is Partner/Portfolio Manager at Villere & Co. He joined the firm in 1999 to launch and manage Villere's first mutual fund. He started his career as an institutional research analyst and equity sellside analyst with Gerard Klauer Mattison, a Wall Street institutional equity research firm. He received a degree in finance from […]
The post New Orleans Fourth-Generation Asset Management Firm: Making Money in the Big Easy appeared first on The Wall Street Transcript.
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May 31, 2019
The post Focusing on Undiscovered and Underfollowed Companies appeared first on The Wall Street Transcript.
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May 31, 2019
The post Buying High-Quality Businesses That Aren't on Wall Street's Radar appeared first on The Wall Street Transcript.
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May 31, 2019
The post Marrying Needs and Goals to the Investment Portfolio appeared first on The Wall Street Transcript.
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May 31, 2019
Tim Courtney serves as Chief Investment Officer of Exencial Wealth Advisors and chairs its investment committee. He attained the Certified Investment Management Analyst — CIMA — designation in 2005 and has more than 20 years of experience advising individuals, corporations and organizations on investments, markets, tax planning and retirement. Much of Mr. Courtney's time is […]
The post Courtney, Tim appeared first on The Wall Street Transcript.
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May 31, 2019
The post Allowing Active Managers to Bring Their Expertise to an Exchange-Based Platform appeared first on The Wall Street Transcript.
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May 31, 2019
The post Producing Returns with a Portfolio of Global Champions appeared first on The Wall Street Transcript.
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May 31, 2019
The post Finding Good, Consistent Growth in Utilities appeared first on The Wall Street Transcript.
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May 31, 2019
Daniel McCabe is Chief Executive Officer of Precidian Investments. Prior to leading Precidian Investments, Mr. McCabe served as CEO of Bear Hunter Structured Products LLC, an NYSE and AMEX specialist firm. Mr. McCabe joined Bear Hunter in 1997 as Vice President of Structured and Derivative Products, where he ultimately ran portfolio trading and managed the […]
The post McCabe, Daniel appeared first on The Wall Street Transcript.
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May 31, 2019
Brian Yacktman is Chief Investment Officer, Portfolio Manager and a Principal of YCG, LLC. Mr. Yacktman founded YCG Investments in 2007. Prior to founding YCG, Mr. Yacktman was an associate at Yacktman Asset Management, the adviser to The Yacktman Funds. He joined them in June 2004 from Brigham Young University, where he graduated cum laude […]
The post Yacktman, Brian appeared first on The Wall Street Transcript.
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May 31, 2019
The post Looking for High-Quality Large Caps at Bargain Prices appeared first on The Wall Street Transcript.
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May 31, 2019
Billy Hwan is Portfolio Manager of the Parnassus Endeavor Fund and a Senior Research Analyst at Parnassus Investments. Mr. Hwan has responsibility for portfolio management for the firm's Endeavor strategy. He joined Parnassus Investments in 2012 after serving as a Parnassus research intern. His prior experience includes equity research at Dodge & Cox in San […]
The post Hwan, Billy appeared first on The Wall Street Transcript.
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May 31, 2019
The post Constructing Portfolios That Differ From the Index appeared first on The Wall Street Transcript.
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May 31, 2019
The post Achieving Returns from Dividends and Stock Performance in the Natural Gas Sector appeared first on The Wall Street Transcript.
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May 31, 2019
The post Driving Performance Through Fundamentals in the Small-Cap Space appeared first on The Wall Street Transcript.
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May 31, 2019
The post Investing in the Best Opportunities in Midstream Energy appeared first on The Wall Street Transcript.
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May 31, 2019
The post Using a Pure-Play Global ETF to Invest in Space-Related Companies appeared first on The Wall Street Transcript.
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May 31, 2019
Ted Gardner, CFA, is Managing Director and Portfolio Manager of Salient Partners, LP. Mr. Gardner is a Managing Director and serves as Co-Portfolio Manager at Salient in the firm's MLP complex. Mr. Gardner formerly served as Portfolio Manager and Director of Research at RDG Capital, LLC, a Houston-based asset management firm specializing in MLP investments. […]
The post Gardner, Ted appeared first on The Wall Street Transcript.
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May 31, 2019
Leo Harmon Jr., CFA, is Director of Research and Managing Director Research Division of the Equity Management Group of Mesirow Financial Inc. At Mesirow, Mr. Harmon serves as Co-Portfolio Manager and Director of Research for small-cap value and smid-cap value equity strategies and provides coverage for bank-related companies within the financial services sector. Mr. Harmon […]
The post Harmon Jr., Leo appeared first on The Wall Street Transcript.
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May 29, 2019
Steven P. Grimes has served as Chief Executive Officer of Retail Properties of America, Inc. (NYSE:RPAI) since 2009 and as a Director since 2011. Previously, Mr. Grimes was President of the company from October 2009 through May 2018; Chief Financial Officer of the company since the internalization of its management in November 2007 to December 2011; […]
The post Retail Properties of America CEO Announces Acceleration of Asset Augmentation appeared first on The Wall Street Transcript.
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May 22, 2019
Jerry Barag serves as Chief Executive Officer of CatchMark Timber Trust, Inc. and is a member of the firm's board of directors. He joined the company in 2013 and brings over 30 years of real estate, timberland and investment experience, including expertise in acquisitions, divestitures, asset management, property management and financing. Mr. Barag previously served as […]
The post Jerry Barag Explains How to Buy Almost 2 Million Acres of Timber for Big Investment Returns appeared first on The Wall Street Transcript.
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May 22, 2019
Tamara D. Fischer has served as an officer of National Storage Affiliates Trust since its inception in 2013, and she currently serves as President, Chief Financial Officer and Secretary/Treasurer for the company. Before joining NSA, from 2004 to 2008, Ms. Fischer served as the Executive Vice President and Chief Financial Officer of Vintage Wine Trust, Inc., […]
The post National Storage Affiliates: a High Return Business for its Investors Says Tamara Fischer appeared first on The Wall Street Transcript.
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May 22, 2019
David Webb is the Senior Vice President, Corporate Development & Strategy for Hallmark Financial Services, Inc. and has been with the company since 2018. Prior to that, Mr. Webb worked for State National Companies, which was acquired by Markel Corporation in 2017, as SVP of Reinsurance and Program Underwriting. Between 2005 and 2009, he held capital […]
The post David Webb Makes the Case for Investors into Hallmark Financial appeared first on The Wall Street Transcript.
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May 22, 2019
Joseph Lacher has served as President and Chief Executive Officer of Kemper Corporation (NYSE:KMPR) since November 2015. He previously served in other senior executive roles in the insurance industry. From November 2009 to July 2011, Mr. Lacher was President of Allstate Protection, a unit of Allstate Corporation, where he led the company's property and casualty offerings […]
The post Joseph Lacher Wants You to Know that Specialized Insurance Makes Money for His Investors appeared first on The Wall Street Transcript.
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May 17, 2019
Jon Christensen, CFA, is a Portfolio Manager and Senior Research Analyst who has primary research responsibilities for the small- and mid-capitalization health care sector at Kayne Anderson Rudnick Investment Management. Before joining Kayne Anderson Rudnick in 2001, Mr. Christensen was a portfolio manager and senior research analyst for Doheny Asset Management. In his exclusive 5,138 word […]
The post Kayne Anderson Rudnick Investment Manager Reveals Top Picks for 2019 and Beyond appeared first on The Wall Street Transcript.
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May 17, 2019
Henry Song, CFA, is Portfolio Manager of Diamond Hill Capital Management, Inc. He is Portfolio Manager of the Diamond Hill Short Duration Total Return and Core Bond strategies. He has been with Diamond Hill since 2016. Before that, he was a portfolio manager with JPMorgan Asset Management. In this 3,408 word interview, Mr. Song describes […]
The post Nonrated Bonds Provide Advantage for Short Term Fund Managed by Henry Song for Safe High Yield Returns appeared first on The Wall Street Transcript.
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May 17, 2019
Charles Lannon, CFA, is Senior Vice President, Portfolio Manager and Head of Equities at Cidel Asset Management Inc. He manages Cidel's equity team and is lead manager on the Cidel Global Equity strategy and its various balanced strategies. Prior to joining Cidel in 2004, he worked at a major accounting firm's corporate finance practice and […]
The post Charles Lannon Creates Portfolio from Reliable Cash Flow Generators appeared first on The Wall Street Transcript.
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May 17, 2019
Daniel M. Miller is Executive Vice President of Gabelli Funds, LLC, and Portfolio Manager of several mutual funds, closed-end funds and separate accounts. Mr. Miller launched the Gabelli Focus Five Fund, a concentrated best ideas strategy in 2012. Mr. Miller joined Gabelli in 2002 after graduating magna cum laude from the University of Miami. In this […]
The post Gabelli Public Pet Stock Picks Provides Profitable Portfolio for Investors: A New Fund from Daniel Miller appeared first on The Wall Street Transcript.
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May 15, 2019
Amit Kumar is Director and Senior Analyst of P/C insurance at The Buckingham Research Group. Mr. Kumar currently focuses on large-cap multiline insurers, midcap insurers and Bermudian reinsurers. Mr. Kumar previously worked at Macquarie Securities from 2009 to 2017. In 2005, Mr. Kumar joined Fox-Pitt Kelton, which was acquired by Macquarie Securities Group in 2009. […]
The post Insurance Stock Analyst Amit Kumar Gives All the Detail for His Picks and Pans appeared first on The Wall Street Transcript.
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May 15, 2019
J. Paul Newsome is a Managing Director and the Senior Insurance Analyst in the Research Department of Sandler O'Neill Partners, L.P. Previously, he was Vice President and the senior property-casualty insurance company research analyst at A.G. Edwards and at Lehman Brothers. Mr. Newsome has worked in or covered the insurance industry for over 20 years. […]
The post Sandler O'Neill Partners Top Insurance Analyst Identifies the Economic Leaders in His Stock Picks appeared first on The Wall Street Transcript.
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May 15, 2019
Mark E. Jones is a Co-Founder of Goosehead Insurance, Inc. and has served as its Chairman and Chief Executive Officer since inception in 2003. Under his leadership, Goosehead has grown to be counted among the largest and fastest-growing personal lines insurance agencies in the country. Prior to joining the company, he was a senior partner and […]
The post Goosehead Insurance Company Has Incredible Growth: CEO Explains How appeared first on The Wall Street Transcript.
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May 13, 2019
Thomas G. Kahn, CFA, is President at Kahn Brothers Group, Inc.; President, CIO and Lead Portfolio Manager at Kahn Brothers Advisors LLC; and President at Kahn Brothers LLC. He is on the board of directors of JBI International, Inc., Lighthouse Guild, Ackerman Institute for the Family and American Federation for Aging Research. Mr. Kahn has […]
The post Benjamin Graham Named this Stock Picker: What Stocks is He Picking Today? appeared first on The Wall Street Transcript.
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May 13, 2019
Nelson Mills, as President, Chief Executive Officer and Director of Columbia Property Trust, Inc., is responsible for the company's overall strategy, capital transactions, operations and the performance of its portfolio of investments. In his exclusive 3,549 word interview with the Wall Street Transcript, Mr. Mills details his operating and strategic vision based on his 30 […]
The post Nelson Mills, CEO of Columbia Property Trust, Wants You to Invest in His Real Estate appeared first on The Wall Street Transcript.
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May 13, 2019
Jim Lykins is a Vice President and Research Analyst at D.A. Davidson & Co. and joined the company in November 2015 to expand coverage of the real estate sector, focusing on retail. Mr. Lykins was named Thomson Reuters' "Top Stock Picker" in Equity Real Estate Investment Trusts in 2017. In his 1,979 word interview, exclusively […]
The post Thomson Reuters' "Top Stock Picker" in Equity Real Estate Investment Trusts Reveals his 2019 Favorites appeared first on The Wall Street Transcript.
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May 13, 2019
Anthony Paolone is an Executive Director covering REITs and real estate service stocks in the equity research department of J.P. Morgan. Prior to joining the firm, Mr. Paolone was Co-Head of Real Estate Stock Research at CIBC World Markets and was an associate at Donaldson, Lufkin & Jenrette Securities Corp. and Prudential Securities. His 2,412 […]
The post Anthony Paolone from J.P. Morgan Knows Which REITs to Buy appeared first on The Wall Street Transcript.
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May 10, 2019
The post Investing Strategies appeared first on The Wall Street Transcript.
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May 10, 2019
The post Providing Exposure to Consumer Debt Through Short Structured Products appeared first on The Wall Street Transcript.
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May 10, 2019
The post Focusing on Companies in the Fast-Growing Pet Economy appeared first on The Wall Street Transcript.
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May 10, 2019
Henry Song, CFA, is Portfolio Manager of Diamond Hill Capital Management, Inc. He is Portfolio Manager of the Diamond Hill Short Duration Total Return and Core Bond strategies. He has been with Diamond Hill since 2016. Before that, he was a portfolio manager with JPMorgan Asset Management. Mr. Song earned his CFA in 2009 following […]
The post Song, Henry appeared first on The Wall Street Transcript.
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May 10, 2019
Daniel M. Miller is Executive Vice President of Gabelli Funds, LLC, and Portfolio Manager of several mutual funds, closed-end funds and separate accounts. Mr. Miller launched the Gabelli Focus Five Fund, a concentrated best ideas strategy in 2012. Mr. Miller joined Gabelli in 2002 after graduating magna cum laude from the University of Miami. He […]
The post Miller, Daniel M. appeared first on The Wall Street Transcript.
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May 10, 2019
The post Mitigating Risk by Emphasizing the Resilience and Probability of Cash Flow appeared first on The Wall Street Transcript.
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May 10, 2019
Charles Lannon, CFA, is Senior Vice President, Portfolio Manager and Head of Equities at Cidel Asset Management Inc. He manages Cidel's equity team and is lead manager on the Cidel Global Equity strategy and its various balanced strategies. Prior to joining Cidel in 2004, he worked at a major accounting firm's corporate finance practice and […]
The post Lannon, Charles appeared first on The Wall Street Transcript.
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May 10, 2019
The post Buying Solid Stocks When They Are Undervalued appeared first on The Wall Street Transcript.
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May 10, 2019
The post Using a Rigorous Process to Find High-Quality Midcaps appeared first on The Wall Street Transcript.
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May 10, 2019
The post Insurance appeared first on The Wall Street Transcript.
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May 10, 2019
The post Interview with the President and CEO: Kemper Corporation (NYSE:KMPR) appeared first on The Wall Street Transcript.
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May 10, 2019
The post Interview with the Co-Founder, Chairman and CEO: Goosehead Insurance, Inc. (NASDAQ:GSHD) appeared first on The Wall Street Transcript.
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May 10, 2019
The post Interview with the SVP, Corporate Development & Strategy: Hallmark Financial Services, Inc. (NASDAQ:HALL) appeared first on The Wall Street Transcript.
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May 10, 2019
Mark E. Jones is a Co-Founder of Goosehead Insurance, Inc. and has served as its Chairman and Chief Executive Officer since inception in 2003. Under his leadership, Goosehead has grown to be counted among the largest and fastest-growing personal lines insurance agencies in the country. Prior to joining the company, he was a senior partner […]
The post Jones, Mark E. appeared first on The Wall Street Transcript.
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May 10, 2019
David Webb is the Senior Vice President, Corporate Development & Strategy for Hallmark Financial Services, Inc. and has been with the company since 2018. Prior to that, Mr. Webb worked for State National Companies, which was acquired by Markel Corporation in 2017, as SVP of Reinsurance and Program Underwriting. Between 2005 and 2009, he held […]
The post Webb, David appeared first on The Wall Street Transcript.
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May 10, 2019
Joseph P. Lacher Jr. has served as President and Chief Executive Officer of Kemper Corporation (NYSE:KMPR) since November 2015. He previously served in other senior executive roles in the insurance industry. From November 2009 to July 2011, Mr. Lacher was President of Allstate Protection, a unit of Allstate Corporation, where he led the company's property […]
The post Lacher Jr., Joseph P. appeared first on The Wall Street Transcript.
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May 10, 2019
The post Commercial Lines Among the Most Favorable Insurance Subsectors appeared first on The Wall Street Transcript.
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May 10, 2019
The post Different Trends Expected in Various Business Lines of Insurance appeared first on The Wall Street Transcript.
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May 10, 2019
The post Personal Lines Insurance Is a Good Place to Be appeared first on The Wall Street Transcript.
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May 10, 2019
The post Real Estate appeared first on The Wall Street Transcript.
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May 10, 2019
The post Interview with the CEO: CatchMark Timber Trust, Inc. (NYSE:CTT) appeared first on The Wall Street Transcript.
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May 10, 2019
Jerry Barag serves as Chief Executive Officer of CatchMark Timber Trust, Inc. and is a member of the firm's board of directors. He joined the company in 2013 and brings over 30 years of real estate, timberland and investment experience, including expertise in acquisitions, divestitures, asset management, property management and financing. Mr. Barag previously served […]
The post Barag, Jerry appeared first on The Wall Street Transcript.
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May 10, 2019
The post Interview with the CFO and Treasurer: Landmark Infrastructure Partners LP (NASDAQ:LMRK) appeared first on The Wall Street Transcript.
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May 10, 2019
The post Interview with the President, CFO and Secretary/Treasurer: National Storage Affiliates Trust (NYSE:NSA) appeared first on The Wall Street Transcript.
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May 10, 2019
Tamara D. Fischer has served as an officer of National Storage Affiliates Trust since its inception in 2013, and she currently serves as President, Chief Financial Officer and Secretary/Treasurer for the company. Before joining NSA, from 2004 to 2008, Ms. Fischer served as the Executive Vice President and Chief Financial Officer of Vintage Wine Trust, […]
The post Fischer, Tamara D. appeared first on The Wall Street Transcript.
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May 10, 2019
The post Interview with the President, CEO and Director: Columbia Property Trust, Inc. (NYSE:CXP) appeared first on The Wall Street Transcript.
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May 10, 2019
The post Interview with the CEO: Retail Properties of America, Inc. (NYSE:RPAI) appeared first on The Wall Street Transcript.
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May 10, 2019
The post A Positive Outlook on Industrial and West Coast Office REITs appeared first on The Wall Street Transcript.
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May 10, 2019
The post Stock Performance for REITs Will Be Driven by Macro Factors in 2019 appeared first on The Wall Street Transcript.
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May 10, 2019
The post Potential Headwinds on the Horizon for REITs appeared first on The Wall Street Transcript.
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May 01, 2019
Bhavan Suri, Partner, Co-Group Head of the technology, media and communications sector, joined William Blair & Company, L.L.C. in 2007 and specializes in the IT services and enterprise software industries. Previously, he worked in venture capital and early-stage technology commercialization. Before joining the financial services industry, he co-founded and managed a Boston-based enterprise software company. […]
The post Low Code No Code Sector is the Where the Hot Stocks Are According to World's Top IT Analyst appeared first on The Wall Street Transcript.
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May 01, 2019
Jason Deleeuw, CFA, is a Vice President and Senior Research Analyst at Piper Jaffray & Co., covering financial and business services companies. He had worked as a research analyst at Piper Jaffray from 2006 to 2011 covering financial services companies. Prior to rejoining Piper Jaffray in 2014, Mr. Deleeuw was a senior analyst on the […]
The post Piper Jaffray Senior Research Analyst Advises Investors on the Blockchain Tech Opportunity appeared first on The Wall Street Transcript.
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Apr 30, 2019
Brett Huff, CFA, is Managing Director at Stephens Inc. Mr. Huff is a managing director leading the business services team. He joined Stephens Inc. in April 2005 as research associate covering title, insurance broker and financial services technology companies. Prior to joining Stephens, he was an associate analyst at Southwest Securities focused on the specialty […]
The post Brett Huff at Stephens Inc. Makes 30% Annual Returns for Investors Who Took His Advice: What Is He Buying Now? appeared first on The Wall Street Transcript.
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Apr 30, 2019
Brett Huff, CFA, is Managing Director at Stephens Inc. Mr. Huff is a managing director leading the business services team. He joined Stephens Inc. in April 2005 as research associate covering title, insurance broker and financial services technology companies. Prior to joining Stephens, he was an associate analyst at Southwest Securities focused on the specialty […]
The post Brett Huff at Stevens Inc. Makes 30% Annual Returns for Investors Who Took His Advice: What Is He Buying Now? appeared first on The Wall Street Transcript.
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Apr 30, 2019
Ronnie Moas is the Founder and Director of Research at Standpoint Research, Inc. He started Standpoint Research in 2004. He began his career on Wall Street as an analyst and market strategist at Herzog Heine Geduld. Earlier, he worked at Shuki Weiss International Concert Productions where a few of his production credits included the Haifa Seaport […]
The post Bitcoin Bull Genius Ronnie Moas Sees 10x Your Money in a Year from this Simple Trade appeared first on The Wall Street Transcript.
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Apr 29, 2019
David Weinstein joined Dana Investment Advisors in May of 2013 and is currently a Portfolio Manager. He is responsible for security selection and portfolio analysis across Dana's equity strategies. He received both an MBA and undergraduate degree from the University of Notre Dame and a degree from the University of Pittsburgh School of Law. in this […]
The post ESG Funds Lead to Significant Returns as Dana Investment Advisors Protects its Investors appeared first on The Wall Street Transcript.
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Apr 29, 2019
Robert S. Bacarella is Founder and Chairman of Monetta Financial Services, Inc., a registered investment adviser founded in 1984, and he has served as the Portfolio Manager or Co-Manager of the Monetta Fund and the Monetta Core Growth Fund — formerly the Monetta Young Investor Fund — since the funds' inceptions. Before founding Monetta, Mr. Bacarella […]
The post Robert Bacarella Creates Big Upside for His Investors with His Long Term Stock Picks appeared first on The Wall Street Transcript.
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Apr 29, 2019
Robert Marren is a Portfolio Manager and a Managing Director with Allianz Global Investors, which he joined in 2007. He has portfolio management and research responsibilities for the U.S. Small Cap Growth team. He was previously the Director of Research and a portfolio manager of microcap growth equities for Duncan-Hurst Capital Management. Before that, Mr. Marren […]
The post Robert Marren Invests in Small Cap Growth Companies That Are Making Big Changes appeared first on The Wall Street Transcript.
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Apr 26, 2019
The post Finding Opportunities in Small-Cap Growth as Experts in Change appeared first on The Wall Street Transcript.
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Apr 26, 2019
Robert Marren is a Portfolio Manager and a Managing Director with Allianz Global Investors, which he joined in 2007. He has portfolio management and research responsibilities for the U.S. Small Cap Growth team. He was previously the Director of Research and a portfolio manager of microcap growth equities for Duncan-Hurst Capital Management. Before that, Mr. […]
The post Marren, Robert appeared first on The Wall Street Transcript.
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Apr 26, 2019
The post Bringing Expertise, Longevity and Advocacy to ESG Investing appeared first on The Wall Street Transcript.
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Apr 26, 2019
The post Providing Diversification and an Opportunity to Exceed Market Returns appeared first on The Wall Street Transcript.
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Apr 26, 2019
The post IT Services and Software appeared first on The Wall Street Transcript.
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