Article Archive: Quarter-End Insights

Title Collection Author Date
Our Take on the Fourth Quarter Quarter-End Insights Jeremy Glaser 01/01/15
Health Care: A Strong Run, but Some Stocks Still Look Undervalued Quarter-End Insights Damien Conover, CFA 12/31/14
Industrials: Macroeconomic Tailwinds Lift Market Valuations Quarter-End Insights Matthew Young, CFA 12/31/14
REITs: Tread Carefully in This Low Interest Rate Environment Quarter-End Insights Todd Lukasik, CFA 12/31/14
Tech and Communication Services: Gravitate Toward the Moats Quarter-End Insights Peter Wahlstrom, CFA 12/31/14
Utilities: Repeating a Stellar 2014 Performance Will Be Tough Quarter-End Insights Travis Miller 12/31/14
Basic Materials: Iron Prices Swoon on Weaker China--Copper Is Next Quarter-End Insights Jeffrey Stafford, CFA 12/30/14
Consumer Cyclical: 4 New Realities for Retailers Quarter-End Insights R.J. Hottovy, CFA 12/30/14
Energy: Oil Price Collapse Takes Center Stage Quarter-End Insights Jason Stevens 12/30/14
Financial Services: Bargains Still Hard to Find Quarter-End Insights Stephen Ellis 12/30/14
Consumer Defensive: Only a Handful of Values Left Quarter-End Insights Adam Fleck, CFA 12/30/14
Economic Outlook: Stop Watching the Fed, Start Following the Consumer Quarter-End Insights Robert Johnson, CFA 12/29/14
Stock Market Outlook: Volatility Creates Pockets of Opportunity Quarter-End Insights Matthew Coffina, CFA 12/29/14
Credit Market Outlook: Tailwind From Declining Interest Rates Has Likely Run Its Course Quarter-End Insights Dave Sekera, CFA 12/29/14
Our Take on the Third Quarter Quarter-End Insights Jeremy Glaser 10/01/14
Health Care: Some Healthy Bargains Still Remain Quarter-End Insights Damien Conover, CFA 10/01/14
Still Some Opportunities in REITs Quarter-End Insights Todd Lukasik, CFA 10/01/14
Tech & Telecom: Big Data Takes Many Forms, so Choose Wisely Quarter-End Insights Peter Wahlstrom, CFA 10/01/14
Utilities: Roller-Coaster Ride Continues, but Fundamentals Are Strong Quarter-End Insights Travis Miller 10/01/14
Industrials: Pockets of Value in Automotive Quarter-End Insights Keith Schoonmaker, CFA 10/01/14
Basic Materials: A Real Estate Cloud Over China--and Many Commodities Quarter-End Insights Jeffrey Stafford, CFA 09/30/14
Consumer Cyclical Picks for a Slower-Growth World Quarter-End Insights R.J. Hottovy, CFA 09/30/14
Our Top Picks in the Energy Patch Quarter-End Insights David McColl 09/30/14
Financial Services: Housing Market Still on the Worry List Quarter-End Insights Stephen Ellis 09/30/14
At Home and Abroad, Consumer Defensive Firms With an Edge Are Poised to Win Quarter-End Insights Erin Lash, CFA 09/30/14
Economic Outlook: 2015 Could Bring More of the Same Quarter-End Insights Robert Johnson, CFA 09/29/14
Credit Market Outlook: Corporate Bonds in for a Struggle Quarter-End Insights Dave Sekera, CFA 09/29/14
Stock Market Outlook: Keep Your Expectations in Check Quarter-End Insights Matthew Coffina, CFA 09/29/14
Our Take on the Second Quarter Quarter-End Insights Jeremy Glaser 06/30/14
3 Tech Picks for the Patient Quarter-End Insights Peter Wahlstrom, CFA 06/29/14
REITs for a Rising Rate Environment Quarter-End Insights Todd Lukasik, CFA 06/28/14
Stock-Picking Increasingly Critical in Health Care Quarter-End Insights Damien Conover, CFA 06/28/14
Put These Firms on Your Industrials Watchlist Quarter-End Insights Neal Dihora, CFA 06/28/14
China Weighs Heavily on Basic Materials Quarter-End Insights Daniel Rohr, CFA 06/27/14
Bargains Hard to Find in Financials Quarter-End Insights Stephen Ellis 06/27/14
Shop for Moats in Consumer Defensive Stocks Quarter-End Insights Adam Fleck, CFA 06/27/14
Consumer Cyclical Picks for a Choppy Retail Market Quarter-End Insights Adam Fleck, CFA 06/27/14
3 Key Themes, and 3 Picks, in the Energy Sector Quarter-End Insights Jason Stevens 06/27/14
Credit Market Outlook: Tight Spreads Will Keep a Lid on Returns Quarter-End Insights Dave Sekera, CFA 06/26/14
Stock Market Outlook: Investors Must Dig Deeper in an Overvalued Market Quarter-End Insights Alex Morozov, CFA 06/26/14
Utilities Power Past Fair Value Quarter-End Insights Travis Miller 06/16/14
Our Take on the First Quarter Quarter-End Insights Jeremy Glaser 03/31/14
4 Utilities Poised to Power Through for Investors Quarter-End Insights Travis Miller 03/28/14
Slow and Steady Wins for REITs Quarter-End Insights Todd Lukasik, CFA 03/28/14
Makings of a Wide Moat in Diabetes Care Quarter-End Insights Damien Conover, CFA 03/28/14
Industrials Stocks: Automakers Look Undervalued Quarter-End Insights David Whiston, CFA, CPA, CFE 03/28/14
5 Tech Picks in a Pricey Sector Quarter-End Insights Peter Wahlstrom, CFA 03/28/14
Financial Services: Bank Branches Under Siege Quarter-End Insights Stephen Ellis 03/27/14
Where to Shop in the Energy Sector Quarter-End Insights Jason Stevens 03/27/14
Consumer Defensive Stocks: Why So Sluggish? Quarter-End Insights Ken Perkins 03/27/14