NEWS: WALL STREET TRANSCRIPT
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Wall Street Transcript
Jul 15, 2019

Tesla Bear Thinks Investors Should Look to Shift their Focus to Stock Value Not Growth
Scott Schermerhorn is Managing Partner and Chief Investment Officer at Granite Investment Advisors. He has over 30 years' experience in the sector. He has been interviewed by CNBC's Squawkbox, CBS News, Fox Business News, The Wall Street Journal,Investment News, Barron's, Bloomberg, Yahoo Finance, The Fiscal Times and The Business Times. He is also an adjunct business professor at Boston University, from […]

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Wall Street Transcript
Jul 15, 2019

Tesla Bull Graham Tanaka Puts His Portfolio Investing Analysis on Display
Graham Tanaka, CFA, is President of Tanaka Capital Management. He has over 45 years of experience as an analyst and portfolio manager and over 30 years' experience managing mutual funds. He is an engineering graduate of Brown University and received an MBA from Stanford University. He was a metals and mining, farm machinery, conglomerate, housing, […]

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Wall Street Transcript
Jul 12, 2019

Investing Strategies
The post Investing Strategies appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Finding Undervalued, Underappreciated Companies That Will Grow Over Time
The post Finding Undervalued, Underappreciated Companies That Will Grow Over Time appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Investing in Equities for the Long Term Using a Value Discipline
The post Investing in Equities for the Long Term Using a Value Discipline appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Tanaka, Graham
Graham Tanaka, CFA, is President of Tanaka Capital Management. He has over 45 years of experience as an analyst and portfolio manager and over 30 years' experience managing mutual funds. He is an engineering graduate of Brown University and received an MBA from Stanford University. He was a metals and mining, farm machinery, conglomerate, housing, […]

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Wall Street Transcript
Jul 12, 2019

Actively Managing Funds of Funds with Analytical Software
The post Actively Managing Funds of Funds with Analytical Software appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Medical Devices
The post Medical Devices appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Interview with the Chairman and CEO: PAVmed Inc. (NASDAQ:PAVM)
The post Interview with the Chairman and CEO: PAVmed Inc. (NASDAQ:PAVM) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Interview with the President and CEO: OraSure Technologies, Inc. (NASDAQ:OSUR)
The post Interview with the President and CEO: OraSure Technologies, Inc. (NASDAQ:OSUR) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Aklog, Lishan
Lishan Aklog, M.D., has been Chairman and Chief Executive Officer of PAVmed Inc. since its inception. Dr. Aklog has also served as a member of the board of directors of HCFP, Inc., a financial advisory and investment firm, since its inception, and as a co-founding Partner of both Pavilion Holdings Group, or PHG, a medical […]

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Wall Street Transcript
Jul 12, 2019

Interview with the Founder, Chairman, CEO and President: Digipath, Inc. (OTCMKTS:DIGP)
The post Interview with the Founder, Chairman, CEO and President: Digipath, Inc. (OTCMKTS:DIGP) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Interview with the CEO: electroCore, Inc. (NASDAQ:ECOR)
The post Interview with the CEO: electroCore, Inc. (NASDAQ:ECOR) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Interview with the Interim CEO and Director: Aethlon Medical, Inc. (NASDAQ:AEMD)
The post Interview with the Interim CEO and Director: Aethlon Medical, Inc. (NASDAQ:AEMD) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Rodell, Timothy C.
Timothy C. Rodell, M.D., FCCP, is Interim Chief Executive Officer and Director of Aethlon Medical, Inc. Dr. Rodell joined Aethlon in December 2018 as Interim Chief Executive Officer. Previously, he was President, Chief Executive Officer and a member of the board of directors of GlobeImmune, Inc. from 2002 until 2016 prior to a majority acquisition […]

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Wall Street Transcript
Jul 12, 2019

Interview with the President, Chairman and CEO: Quanterix Corporation (NASDAQ:QTRX)
The post Interview with the President, Chairman and CEO: Quanterix Corporation (NASDAQ:QTRX) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Reimbursement May Be a Hurdle to Success for Med-Tech Companies
The post Reimbursement May Be a Hurdle to Success for Med-Tech Companies appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Med-Tech Investment Opportunities in the Musculoskeletal and Ophthalmic Spaces
The post Med-Tech Investment Opportunities in the Musculoskeletal and Ophthalmic Spaces appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Zimmerman, Ryan
Ryan Zimmerman is Director and Medical Technology Analyst of BTIG. Mr. Zimmerman provides coverage across the medical technology sector, focusing primarily on orthopedic and surgical companies. Prior to BTIG, Mr. Zimmerman was a senior associate at Canaccord Genuity, providing medical technology coverage with an emphasis on musculoskeletal companies. Previously, he was the Director of Surgery […]

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Wall Street Transcript
Jul 12, 2019

Employment and Demographics a Positive for Medical Products Companies
The post Employment and Demographics a Positive for Medical Products Companies appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 12, 2019

Innovation and Competition in the Areas of Robotic Surgery and Diabetes
The post Innovation and Competition in the Areas of Robotic Surgery and Diabetes appeared first on The Wall Street Transcript.



Wall Street Transcript
Jul 10, 2019

Mitch Steves of RBC Capital Wants to Warn You About Intel in Your Portfolio
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 launched coverage in […]

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Wall Street Transcript
Jul 10, 2019

EU Equity Markets are Entering a Volatile Phase with Italy as a Cause
Tony Cousins, CFA, is Chief Executive and Chief Investment Officer of Pyrford International Ltd., BMO Global Asset Management. Prior to serving as Chief Executive and Chief Investment Officer, Mr. Cousins headed, since 1989, Pyrford's European and U.K. investment management activities. He was promoted to Joint Chief Investment Officer in 2009 and then further promoted to […]

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Wall Street Transcript
Jul 10, 2019

Sam Wiseman is Finding Portfolio Value Boosters in the Global Small Cap Market
Sam Wiseman, M.A., CFA, is the Chief Investment Officer of Wise Capital Management Inc. He has 40 years of comprehensive industry experience. He has been a portfolio manager since 1990, having previously been a Vice President, Equities at Bolton Tremblay and a Portfolio Manager at OMERS. Mr. Wiseman is also a member of the CFA […]

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Wall Street Transcript
Jul 05, 2019

Scott Wallace Has Some Interesting Portfolio Picks for the Current Market
Scott Wallace, CFA, is Founder and Chief Investment Officer of Shorepath Capital Management LLC. Mr. Wallace joined AllianceBernstein as a U.S. Large Cap Growth Portfolio Manager in 2001 and became U.S. Large Cap Growth Team Leader on March 31, 2010. Mr. Wallace also was a partner and member of the senior leadership team at AllianceBernstein […]

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Wall Street Transcript
Jul 05, 2019

Jonathan Raclin Instructs Investors on his Cardiac Prevention Portfolio
Jonathan S. Raclin, a Principal of Barrington Asset Management, Inc., has been Managing Director of the Enterprise Portfolio. Mr. Raclin graduated with a B.A. from St. Lawrence University and an M.A. from Northwestern University. Following service as a Commissioned Officer, United States Marine Corps, Mr. Raclin was associated with White, Weld & Co. as a […]

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Wall Street Transcript
Jul 05, 2019

David Stonehouse Shows Investors How to Hedge Their Bets
David Stonehouse, MBA, CFA, is Senior Vice President and Head of North American and Specialty Investments at AGF Investments Inc. Mr. Stonehouse has over 20 years of experience managing both fixed income and balanced portfolios. His rigorous and disciplined investment process is a combination of a top-down approach to duration and asset allocation with a […]

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Wall Street Transcript
Jun 28, 2019

Using a Quantitative Approach to Invest in Small Caps Globally
The post Using a Quantitative Approach to Invest in Small Caps Globally appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 28, 2019

Focusing on Long-Term Performance and Capital Appreciation
The post Focusing on Long-Term Performance and Capital Appreciation appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 28, 2019

Looking for Higher-Than-Market Dividend Yield and Return on Equity
The post Looking for Higher-Than-Market Dividend Yield and Return on Equity appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 28, 2019

Cousins, Tony
Tony Cousins, CFA, is Chief Executive and Chief Investment Officer of Pyrford International Ltd., BMO Global Asset Management. Prior to serving as Chief Executive and Chief Investment Officer, Mr. Cousins headed, since 1989, Pyrford's European and U.K. investment management activities. He was promoted to Joint Chief Investment Officer in 2009 and then further promoted to […]

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Wall Street Transcript
Jun 28, 2019

Using Closed-End Mutual Funds for Diversification and Distributions
The post Using Closed-End Mutual Funds for Diversification and Distributions appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 28, 2019

Taking a Defensive Position in Anticipation of a Correction
The post Taking a Defensive Position in Anticipation of a Correction appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 20, 2019

Stifel, Nicolaus "Best on The Street" Semiconductor Equity Analyst Sees Several Sub-Sectors as Prime for Investors
Tore Svanberg joined Stifel, Nicolaus & Co., Inc. in 2010 and is a San Francisco-based Managing Director in the technology sector, covering semiconductors specializing in analog, mixed-signal semiconductors. His past awards include The Wall Street Journal's "Best on The Street" survey award. Mr. Svanberg has been an analyst for more than 15 years, having also been an analyst […]

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Wall Street Transcript
Jun 20, 2019

Self-Driving Automotive Innovation Benefits Select Semiconductor Stocks
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 and […]

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Wall Street Transcript
Jun 20, 2019

Semiconductor Stocks Like Semtech Could be the Targets of Acquisition Hungry Large Cap Technology
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 launched coverage in […]

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Wall Street Transcript
Jun 19, 2019

Rosenblatt Securities Managing Director Sees AMD Pulling Ahead of Intel
Hans Mosesmann is a Senior Research Analyst and Managing Director at Rosenblatt Securities Inc. Prior to joining the firm, he was an electrical engineer who spent a decade working at chipmakers Texas Instruments and Advanced Micro Devices before moving to Wall Street in 1996. Mr. Mosesmann covers such companies as AMD, Intel, Micron Technologies and NVIDIA. […]

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Wall Street Transcript
Jun 19, 2019

Semiconductor Slowdown for Data Centers is Shock to Investors
Hamed Khorsand is an Analyst at BWS Financial Inc., which he founded in 2000. At first, the firm published a weekly newsletter and then managed money for individuals. His research focus led to BWS to purely providing equity research. He graduated from University of Southern California. In this 2,662 word interview, exclusively for the Wall Street […]

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Wall Street Transcript
Jun 19, 2019

Capital Investment Companies Makes the Long Ball Look Easy for Investors
Bobby Edgerton is a Co-Founder of the Capital Investment Companies and has served as an executive officer of the companies since 1984. He is also the firm's Chief Investment Officer and has been in the financial services industry since 1979. After winning the North Carolina State High School Golf Championship, Mr. Edgerton accepted both a basketball […]

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Wall Street Transcript
Jun 19, 2019

Pedro Marcal Finds Stocks with "Material, Positive Change" and Makes a Difference for his Investors
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 a […]

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Wall Street Transcript
Jun 14, 2019

Focusing on Midcaps with Secular Growth Tailwinds
The post Focusing on Midcaps with Secular Growth Tailwinds appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

West, Josh
Josh West, CFA, is Co-Portfolio Manager of the Buffalo Mid Cap Fund at Buffalo Funds. Mr. West joined Buffalo Funds in 2008 and has 14 years of professional investment experience. Previously, he worked at UMB Bank as an equity analyst. Mr. West received a B.S. and an MBA degree from the University of Missouri - […]

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Wall Street Transcript
Jun 14, 2019

Carter, Chris
Chris Carter, CFA, is Co-Portfolio Manager of the Buffalo Mid Cap Fund at Buffalo Funds. Mr. Carter joined the Buffalo Funds in 2011 and has 10 years of professional investment experience. Previously, he worked at Nakoma Capital Management and Victory Capital Management. Mr. Carter received a B.S. degree in finance from Santa Clara University and […]

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Wall Street Transcript
Jun 14, 2019

Seeing Attractive Returns with Limited Risk in the Ultra-Short Space
The post Seeing Attractive Returns with Limited Risk in the Ultra-Short Space appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Seeking Companies Undergoing a Positive Change
The post Seeking Companies Undergoing a Positive Change appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Making Money by Not Following the Herd
The post Making Money by Not Following the Herd appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Marcal, Pedro
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 […]

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Wall Street Transcript
Jun 14, 2019

Lynagh, Joseph
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. […]

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Wall Street Transcript
Jun 14, 2019

Semiconductors
The post Semiconductors appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Interview with the EVP, CFO and Chief Accounting Officer: Lam Research Corporation (NASDAQ:LRCX)
The post Interview with the EVP, CFO and Chief Accounting Officer: Lam Research Corporation (NASDAQ:LRCX) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Bettinger, Douglas R.
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 […]

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Wall Street Transcript
Jun 14, 2019

Interview with the CEO and Chairman: Envision Solar International, Inc. (NASDAQ:EVSI)
The post Interview with the CEO and Chairman: Envision Solar International, Inc. (NASDAQ:EVSI) appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Volatility in the Semiconductor Sector Tied to Macro Uncertainty
The post Volatility in the Semiconductor Sector Tied to Macro Uncertainty appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

AI, IoT and Self-Driving Vehicles Are the Biggest Trends in Semiconductors
The post AI, IoT and Self-Driving Vehicles Are the Biggest Trends in Semiconductors appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Steves, Mitch
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 […]

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Wall Street Transcript
Jun 14, 2019

Autonomous Driving Presenting Big Opportunities for Semiconductor Companies
The post Autonomous Driving Presenting Big Opportunities for Semiconductor Companies appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Mobile and Data Center End Markets Have Turned Cold
The post Mobile and Data Center End Markets Have Turned Cold appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Semiconductor Companies Need to Maximize Margins in the Current Market
The post Semiconductor Companies Need to Maximize Margins in the Current Market appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

Anderson, Charles
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 […]

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Wall Street Transcript
Jun 14, 2019

U.S.-China Trade Tensions Putting Cold Water on an Otherwise Healthy Industry
The post U.S.-China Trade Tensions Putting Cold Water on an Otherwise Healthy Industry appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 14, 2019

The Trade Situation with China Is Front and Center in the Semiconductor Sector
The post The Trade Situation with China Is Front and Center in the Semiconductor Sector appeared first on The Wall Street Transcript.



Wall Street Transcript
Jun 11, 2019

Reeves Asset Management Finds Opportunity in Dividend Growing Utilities
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 […]

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Wall Street Transcript
Jun 11, 2019

Brian Yacktman Finds the Long Term Value in Sustainable Global Pricing Power
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 […]

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Wall Street Transcript
Jun 11, 2019

Mesirow Financial has Leo Harmon Jr. Leading the Small Cap Value Portfolio Through this Phase of the Economic Cycle
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 […]

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Wall Street Transcript
Jun 06, 2019

Natural Gas Pipeline Portfolio Manager Ted Gardner Picks the Best of the Best for His Investors
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. […]

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Wall Street Transcript
Jun 06, 2019

Natural Gas Fund Returns 10% Per Year for 30 Years: Will it Continue?
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 […]

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Wall Street Transcript
Jun 04, 2019

Sandy Mehta Uncovers Gems for His Investors Including One with 14% Capital Return in 12 Months
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, […]

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Wall Street Transcript
Jun 04, 2019

New Orleans Fourth-Generation Asset Management Firm: Making Money in the Big Easy
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 […]

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Wall Street Transcript
May 31, 2019

Focusing on Undiscovered and Underfollowed Companies
The post Focusing on Undiscovered and Underfollowed Companies appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Buying High-Quality Businesses That Aren't on Wall Street's Radar
The post Buying High-Quality Businesses That Aren't on Wall Street's Radar appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Marrying Needs and Goals to the Investment Portfolio
The post Marrying Needs and Goals to the Investment Portfolio appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Courtney, Tim
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 […]

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Wall Street Transcript
May 31, 2019

Allowing Active Managers to Bring Their Expertise to an Exchange-Based Platform
The post Allowing Active Managers to Bring Their Expertise to an Exchange-Based Platform appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Producing Returns with a Portfolio of Global Champions
The post Producing Returns with a Portfolio of Global Champions appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Finding Good, Consistent Growth in Utilities
The post Finding Good, Consistent Growth in Utilities appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

McCabe, Daniel
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 […]

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Wall Street Transcript
May 31, 2019

Yacktman, Brian
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 […]

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Wall Street Transcript
May 31, 2019

Looking for High-Quality Large Caps at Bargain Prices
The post Looking for High-Quality Large Caps at Bargain Prices appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Hwan, Billy
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 […]

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Wall Street Transcript
May 31, 2019

Constructing Portfolios That Differ From the Index
The post Constructing Portfolios That Differ From the Index appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Achieving Returns from Dividends and Stock Performance in the Natural Gas Sector
The post Achieving Returns from Dividends and Stock Performance in the Natural Gas Sector appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Driving Performance Through Fundamentals in the Small-Cap Space
The post Driving Performance Through Fundamentals in the Small-Cap Space appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Investing in the Best Opportunities in Midstream Energy
The post Investing in the Best Opportunities in Midstream Energy appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Using a Pure-Play Global ETF to Invest in Space-Related Companies
The post Using a Pure-Play Global ETF to Invest in Space-Related Companies appeared first on The Wall Street Transcript.



Wall Street Transcript
May 31, 2019

Gardner, Ted
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. […]

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Wall Street Transcript
May 31, 2019

Harmon Jr., Leo
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 […]

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Wall Street Transcript
May 29, 2019

Retail Properties of America CEO Announces Acceleration of Asset Augmentation
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; […]

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Wall Street Transcript
May 22, 2019

Jerry Barag Explains How to Buy Almost 2 Million Acres of Timber for Big Investment Returns
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 […]

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Wall Street Transcript
May 22, 2019

National Storage Affiliates: a High Return Business for its Investors Says Tamara Fischer
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., […]

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Wall Street Transcript
May 22, 2019

David Webb Makes the Case for Investors into Hallmark Financial
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.



Wall Street Transcript
May 22, 2019

Joseph Lacher Wants You to Know that Specialized Insurance Makes Money for His Investors
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.



Wall Street Transcript
May 17, 2019

Kayne Anderson Rudnick Investment Manager Reveals Top Picks for 2019 and Beyond
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.



Wall Street Transcript
May 17, 2019

Nonrated Bonds Provide Advantage for Short Term Fund Managed by Henry Song for Safe High Yield Returns
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.



Wall Street Transcript
May 17, 2019

Charles Lannon Creates Portfolio from Reliable Cash Flow Generators
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.



Wall Street Transcript
May 17, 2019

Gabelli Public Pet Stock Picks Provides Profitable Portfolio for Investors: A New Fund from Daniel Miller
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.



Wall Street Transcript
May 15, 2019

Insurance Stock Analyst Amit Kumar Gives All the Detail for His Picks and Pans
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.



Wall Street Transcript
May 15, 2019

Sandler O'Neill Partners Top Insurance Analyst Identifies the Economic Leaders in His Stock Picks
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.



Wall Street Transcript
May 15, 2019

Goosehead Insurance Company Has Incredible Growth: CEO Explains How
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.



Wall Street Transcript
May 13, 2019

Benjamin Graham Named this Stock Picker: What Stocks is He Picking Today?
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.



Wall Street Transcript
May 13, 2019

Nelson Mills, CEO of Columbia Property Trust, Wants You to Invest in His Real Estate
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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