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Insights

March 1, 2012

Don’t Give Up on McDonald’s, Think Longer Term

This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in…
March 1, 2012

Five Stocks Every Long-Term Investor Should Own

This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in…
March 1, 2012

We Are All Greeks

This article was written with Chris Markowski, the Watchdog on Wall Street. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
March 1, 2012

Oil Speculators Cash In on Washington’s Lapse

This article was written with Chris Markowski, the Watchdog on Wall Street. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
March 1, 2012

U.S. Corporate Taxes Need to Go to Zero

This article was written with Chris Markowski, the Watchdog on Wall Street. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
March 1, 2012

Why We Should Kill the SEC

This article was written with Chris Markowski, the Watchdog on Wall Street. It's part of a series of articles developed under an agreement with thestreet.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
March 1, 2012

Taiwanese OEMs Foreshadow PC, Smartphone Growth

This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety…
March 1, 2012

2012 Smartphone Predictions

This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety…
March 1, 2012

Apple Takes All Industry Profits (Almost)

This article was placed on behalf of the U.S. based equity research effort of institutional broker and investment bank Canaccord Genuity. It was part of a series of articles developed under an agreement with forbes.com to work with a variety…
March 1, 2012

Should Apple Pay A Dividend?

This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in…
March 1, 2012

Forget Share Buybacks, It’s About The Dividend

This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in…
March 1, 2012

First Drips Of Liquidity Felt In Non-Traded REITs

This article was written with Nick Schorsch, CEO of American Realty Capital. It's part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
March 1, 2012

The Other Side Of Liquidity

This article was written with Nick Schorsch, CEO of American Realty Capital. It's part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in delivering actionable investment ideas…
March 1, 2012

Six Top Picks In Key Sectors For Earnings Season

This article was written with Oliver Pursche, the Co-Portfolio Manager of GMG Defense Beta Fund. It was part of a series of articles developed under an agreement with forbes.com to work with a variety of contributors and assist them in…