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Jul 15, 2019
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 […]
The post Tesla Bear Thinks Investors Should Look to Shift their Focus to Stock Value Not Growth appeared first on The Wall Street Transcript.
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Jul 15, 2019
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, […]
The post Tesla Bull Graham Tanaka Puts His Portfolio Investing Analysis on Display appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Investing Strategies appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Finding Undervalued, Underappreciated Companies That Will Grow Over Time appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Investing in Equities for the Long Term Using a Value Discipline appeared first on The Wall Street Transcript.
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Jul 12, 2019
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, […]
The post Tanaka, Graham appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Actively Managing Funds of Funds with Analytical Software appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Medical Devices appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Interview with the Chairman and CEO: PAVmed Inc. (NASDAQ:PAVM) appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Interview with the President and CEO: OraSure Technologies, Inc. (NASDAQ:OSUR) appeared first on The Wall Street Transcript.
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Jul 12, 2019
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 […]
The post Aklog, Lishan appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Interview with the Founder, Chairman, CEO and President: Digipath, Inc. (OTCMKTS:DIGP) appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Interview with the CEO: electroCore, Inc. (NASDAQ:ECOR) appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Interview with the Interim CEO and Director: Aethlon Medical, Inc. (NASDAQ:AEMD) appeared first on The Wall Street Transcript.
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Jul 12, 2019
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 […]
The post Rodell, Timothy C. appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Interview with the President, Chairman and CEO: Quanterix Corporation (NASDAQ:QTRX) appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Reimbursement May Be a Hurdle to Success for Med-Tech Companies appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Med-Tech Investment Opportunities in the Musculoskeletal and Ophthalmic Spaces appeared first on The Wall Street Transcript.
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Jul 12, 2019
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 […]
The post Zimmerman, Ryan appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Employment and Demographics a Positive for Medical Products Companies appeared first on The Wall Street Transcript.
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Jul 12, 2019
The post Innovation and Competition in the Areas of Robotic Surgery and Diabetes appeared first on The Wall Street Transcript.
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Jul 10, 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 launched coverage in […]
The post Mitch Steves of RBC Capital Wants to Warn You About Intel in Your Portfolio appeared first on The Wall Street Transcript.
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Jul 10, 2019
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 […]
The post EU Equity Markets are Entering a Volatile Phase with Italy as a Cause appeared first on The Wall Street Transcript.
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Jul 10, 2019
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 […]
The post Sam Wiseman is Finding Portfolio Value Boosters in the Global Small Cap Market appeared first on The Wall Street Transcript.
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Jul 05, 2019
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 […]
The post Scott Wallace Has Some Interesting Portfolio Picks for the Current Market appeared first on The Wall Street Transcript.
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Jul 05, 2019
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 […]
The post Jonathan Raclin Instructs Investors on his Cardiac Prevention Portfolio appeared first on The Wall Street Transcript.
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Jul 05, 2019
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 […]
The post David Stonehouse Shows Investors How to Hedge Their Bets appeared first on The Wall Street Transcript.
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Jun 28, 2019
The post Using a Quantitative Approach to Invest in Small Caps Globally appeared first on The Wall Street Transcript.
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Jun 28, 2019
The post Focusing on Long-Term Performance and Capital Appreciation appeared first on The Wall Street Transcript.
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Jun 28, 2019
The post Looking for Higher-Than-Market Dividend Yield and Return on Equity appeared first on The Wall Street Transcript.
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Jun 28, 2019
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 […]
The post Cousins, Tony appeared first on The Wall Street Transcript.
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Jun 28, 2019
The post Using Closed-End Mutual Funds for Diversification and Distributions appeared first on The Wall Street Transcript.
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Jun 28, 2019
The post Taking a Defensive Position in Anticipation of a Correction appeared first on The Wall Street Transcript.
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Jun 20, 2019
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 […]
The post Stifel, Nicolaus "Best on The Street" Semiconductor Equity Analyst Sees Several Sub-Sectors as Prime for Investors appeared first on The Wall Street Transcript.
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Jun 20, 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 and […]
The post Self-Driving Automotive Innovation Benefits Select Semiconductor Stocks appeared first on The Wall Street Transcript.
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Jun 20, 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 launched coverage in […]
The post Semiconductor Stocks Like Semtech Could be the Targets of Acquisition Hungry Large Cap Technology appeared first on The Wall Street Transcript.
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Jun 19, 2019
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. […]
The post Rosenblatt Securities Managing Director Sees AMD Pulling Ahead of Intel appeared first on The Wall Street Transcript.
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Jun 19, 2019
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 […]
The post Semiconductor Slowdown for Data Centers is Shock to Investors appeared first on The Wall Street Transcript.
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Jun 19, 2019
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 […]
The post Capital Investment Companies Makes the Long Ball Look Easy for Investors appeared first on The Wall Street Transcript.
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Jun 19, 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 a […]
The post Pedro Marcal Finds Stocks with "Material, Positive Change" and Makes a Difference for his Investors appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Focusing on Midcaps with Secular Growth Tailwinds appeared first on The Wall Street Transcript.
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Jun 14, 2019
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 - […]
The post West, Josh appeared first on The Wall Street Transcript.
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Jun 14, 2019
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 […]
The post Carter, Chris appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Seeing Attractive Returns with Limited Risk in the Ultra-Short Space appeared first on The Wall Street Transcript.
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Jun 14, 2019
The post Seeking Companies Undergoing a Positive Change appeared first on The Wall Street Transcript.
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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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