News

The Wall Street Transcript7d
Bear Market Investing: Is There a Way to Profit During Tariff Turmoil?
Bear market investing protection from Jeremy A. Ellis of Campbell Newman Asset Management and Jeffrey Lent, Torray Investment ...
The Wall Street Transcript29d
Interview with the Chairman and CEO: HEICO Corporation (NYSE:HEI)
Laurans A. “Larry” Mendelson has served as Chairman of the Board of HEICO Corporation since December 1990. He has also served as Chief Executive Officer since February 1990 and served as ...
The Wall Street Transcript16d
Dividend Growth Strategy Favors High-Quality Financials
Would you describe Campbell Newman’s approach or philosophy to investing? Mr. Ellis: When it comes to our dividend growth strategy, our investment philosophy is that a company’s dividend policy is ...
The Wall Street Transcript29d
Aerospace & Defense: Demand Is Clear, but Visibility Is Cloudy
Richard Safran is Managing Director and an Analyst at Seaport Research Partners. He is an aerospace and defense equity research analyst and former aerospace engineer and program manager.
The Wall Street Transcript16d
High Barriers to Entry Linked to Stronger Dividend Growth
Austin R. Kummer, CFA, is Managing Director and Senior Portfolio Manager for Multi-Sector Fixed Income, Multi-Strategy, and Dividend Equity strategies at Fort Washington Investment Advisors, Inc ...
The Wall Street Transcript16d
Asymmetric Risk/Reward at Core of Multi-Asset Strategy
John Hillenbrand, CPA, is Co-Chief Investment Officer at Calamos Investments LLC. As Co-CIO, Mr. Hillenbrand is responsible for oversight of investment team resources, investment processes ...
The Wall Street Transcript23d
Tariff Beating US Defense and Aerospace Stocks from Morningstar: “They Don’t Usually Get this Cheap”
Tariff beating stocks may be the best bets for investment for the rest of 2025, here are three from Morningstar Analyst Nicolas Owens. Nicolas Owens is the Industrials Equity Analyst for ...
The Wall Street Transcript16d
Equity Income Strategy Seeks Recurring, Non-Cyclical Revenue
Jeffrey D. Lent is a Partner at Torray Investment Partners and the Portfolio Manager for the Torray Equity Income strategy. He is also Co-Portfolio Manager of the Torray Fund (TORYX) and the firm ...
The Wall Street Transcript29d
Trump Tariff Stock Picks from Award Winning Morgan Stanley Analyst Team
The Trump Tariffs are the largest single market dislocation since China joined the World Trade Organization. Chris Snyder, CFA, is a Research Analyst and Executive Director at Morgan Stanley ...
The Wall Street Transcript29d
Global Super Cycle Boosts Long-Term Outlook for Commercial Aerospace
Nicolas Owens is an Industrials Equity Analyst for Morningstar Research Services, LLC, a wholly owned subsidiary of Morningstar, Inc. He covers the Aerospace & Defense sector, including Boeing ...
The Wall Street Transcript16d
U.S. Equity Fund Overweights Big Banks on Valuation, Dividend Strength
TWST: For the benefit of our readers, let’s start with an introduction to Hodges Capital Management. Tell us a bit about the firm’s history and your business ...