Rockwell Collins (COL) designs and produces communications and aviation systems for commercial and military customers with solutions oriented around navigation, automated flight control, displays, simulation & training, communications and surveillance. 61% of COL’s sales come […]
Andrew Boyd, CFA Portfolio Manager Gibraltar Capital Management – Assets Under Management $340 Million AFG Client Since 2006 1.Can you tell us a little about Gibraltar Capital (Who you serve, philosophy)? We are a […]
SMA’s and more recently UMA’s have become a big part of investment professional’s strategies because it provides the manager access to world class strategies at a lower cost than a typical mutual fund. AFG has […]
Overview: VeriFone Systems provides payment solutions and services around the world with 30 million devices installed in >150 countries. Its payment solution products consist of point of sale (POS) electronic payment devices, security and encryption […]
In order to help investors gain confidence that a company’s reported earnings are not only repeatable, but also an accurate representation of its operations, we must remove human biases and view a firm’s earnings in […]
As the halfway point of 2017 approaches, we will take a look at which sectors and stocks have set the pace for the S&P 500 index so far this year. […]
An excerpt from our latest Quarterly Focus Buy List, a list of 5-7 compelling buy ideas that are delivered to investment firms, that have significantly outpaced the Russell 1000 since inception in 2011. […]
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