Netflix, Disney and Time Warner: Investment Prospects as Streaming Media Matures • Netflix has appreciated significantly as first mover into streaming media, but now appears expensive as it faces increasing competition. • Disney and Time […]
Below is an investment idea that was released to our clients on April 6th, 2018 from our Quarterly Focus Buy List. This list is designed to highlight 5-7 new buy ideas every quarter that are […]
Below is a market commentary excerpt from the quarterly review of our flagship strategy, The AFG50. The AFG50 is a large core, sector neutral, low turnover strategy that has consistently delivered strong performance vs. the […]
Overview: KLA-Tencor Corporation, is a leading provider of process control and yield management solution. Their products and offerings help companies manage yield throughout the entire semiconductor fabrication process—from research and development (“R&D”) to final volume […]
RAFAEL RESENDES is the Co-Founder of The Applied Finance Group, LTD., a Founding Managing Director of Toreador Research and Trading, and a Founding Managing Member of AFGI. Founded in 1995, The Applied Finance Group […]
Overview: Quanta Services (NYSE:PWR) is one of the largest providers of specialty infrastructure contracting services to the electric power and oil & gas industries in the U.S., Canada, Australia and other Latin American markets. The company’s […]
Stephen Hamer, CFA Portfolio Manager CIBC Wood Gundy – Hamer-Allen Group AFG Client Since 2012 1.Can you tell us a little about the Hamer-Allen Group (Who you serve, philosophy)? We provide a full range […]
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