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 […]
The AFG50 returned 7.51% in the 4th quarter, outperforming the S&P 500 by 139 bps, with 8 of the 11 economic sectors outperforming their respective sector benchmarks. In 2017, the AFG50 returned 23.48% on a […]
This is an example report from our latest Quarterly Focus List (QFL) which highlights 5-7 buy ideas that our analyst team finds most compelling for the near-term future. If you would like to learn more […]
Overview: Thor Industries, Inc. (NYSE:THO) was founded in 1980 and has grown to become the largest manufacturer of Recreational Vehicle (RV) in the world. Thor operates Towable Recreational Vehicles segment which includes travel trailers, fifth […]
This provides a sense that current market prices seem to already reflect some degree of tax reform, as well as mildly accelerated growth and profitability sparked by potential GDP growth that tax reform would catalyze. […]
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