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8 results found.

Challenges of a Post-Peak World
by Bradford Evans of Heartland Advisors, 11/13/18

A look at how inflecting profit margins may ratchet up risk for borrowers.

Climbing a Wall of Perfection
by Bradford Evans of Heartland Advisors, 7/24/18

A look at why piling into companies with margins at historic peaks could set the stage for disappointment.

Addition Through Subtraction: Do Fewer Analysts Create Opportunity?
by Bradford Evans of Heartland Advisors, 5/9/18

Fewer analysts could lead to less efficient markets for small companies.

London Calling: Borrowers Feeling the LIBOR Pinch
by Bradford Evans of Heartland Advisors, 11/22/16

A look at why many companies are feeling the pain of higher rates even before the Fed acts.

Russell 2000® Value Rebalance: Creating an Expensive House in a Value Neighborhood
by Bradford Evans of Heartland Advisors, 6/27/16
Portfolio Manager Bradford A. Evans looks at how the Russell reconstitution may force some value investors into expensive areas.

Borrowing from Peter to Pay Paul
by Bradford Evans of Heartland Advisors, 3/10/16
Companies that boosted earnings per share through financial engineering may feel an extra pinch as credit markets tighten.

Banking on Banks
by Bradford Evans of Heartland Advisors, 8/13/14
Banks have not fully participated in market advances, but we believe they stand to benefit from growth in loan demand, rising short rates, or both. Opportunity for earnings growth and multiple expansion offer something you can take to the bank. It's a compelling space with attractive valuations, especially at the regional level, and merits a closer look.

Time for Nat Gas Stocks to Come in From the Cold?
by Bradford Evans of Heartland Advisors, 3/4/14
The prices of natural gas stocks haven’t risen in concert with this winter’s higher commodity prices. Here’s a look at why that might change.
8 results found.