Podcasts about suntrust robinson humphrey

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Best podcasts about suntrust robinson humphrey

Latest podcast episodes about suntrust robinson humphrey

Talking Billions with Bogumil Baranowski
Scott Phillips: Investing the Templeton Way, Part 2

Talking Billions with Bogumil Baranowski

Play Episode Listen Later Jun 19, 2023 60:54


Scott Phillips is a Principal and Chief Investment Officer at Templeton and Phillips Capital Management, LLC. Prior to Templeton and Phillips, Scott operated Cumberland Capital, a firm providing equity research to global and emerging market hedge funds. Before Cumberland, Scott worked as a research analyst at hedge fund management company Green Cay Asset Management, and prior to Green Cay, he was a research associate at SunTrust Robinson Humphrey. Scott's other professional activities include serving on the Investment Advisory Sub-Committee and the Finance Committee for the John Templeton Foundation, as well as the Audit Committee and Chair of the Board of Trustees for the Templeton Foundation, Inc. Scott is the author or coauthor of three investment books, including Investing the Templeton Way (McGraw Hill, 2008), Buying at the Point of Maximum Pessimism, and coauthor to the revised edition of The Templeton Touch. Scott received his B.A. from Sewanee: The University of the South. Scott shared his experience of spending time with Sir John Templeton and his first conversation with him. We discussed the concept of maximum pessimism and how it helps in investing, which aligns with Sicart Associates' contrarian approach. Scott emphasized the importance of thrift, frugality, and saving in the value investing mindset, as mentioned in his book "Investing the Templeton Way." We explored Sir John's exit strategy and how he timed his sales to avoid market overheating and bubbles bursting. Scott shared his thoughts on the ideal environment for cultivating the right investor traits. We discussed Sir John's perspective on success, focusing on how his clients' ability to send their children to school or plan for retirement was a measure of his own success, and Scott shared his similar viewpoint. Scott discussed working with his spouse, Lauren, and how they collaborate and invest together, acknowledging that successful duos in the investment profession, especially spouses, are relatively rare. We delved into Sir John's use of history in his investing pursuits and how it helped him be more prepared and less surprised when history repeated itself. The sense of adventure and global travel in Sir John's life was highlighted, from his travels in Europe before WW2 to his global investments. We explored the evolution of an investor's approach, drawing parallels between Sir John Templeton and Warren Buffett, and Scott shared his own continuous evolution as an investor. Scott reflected on the influence of Sir John in his and Lauren's careers and how they emulate his philosophy while also incorporating their unique approach. https://www.templetonandphillips.com/ ---- ⁠⁠⁠⁠⁠⁠Crisis Investing: 100 Essays⁠⁠⁠⁠⁠⁠ - My new book. To get regular updates and bonus content, please sign-up for my substack: ⁠https://bogumilbaranowski.substack.com/⁠ Follow me on Twitter: ⁠⁠⁠⁠⁠⁠⁠⁠⁠https://twitter.com/bogumil_nyc⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Bogumil Baranowski⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Learn more about ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Sicart Associates, LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠. NEVER INVESTMENT ADVICE. IMPORTANT: As a reminder, the remarks in this interview represent the views, opinions, and experiences of the participants and are based upon information they believe to be reliable; however, Sicart Associates nor I have independently verified all such remarks. The content of this podcast is for general, informational purposes, and so are the opinions of members of Sicart Associates, a registered investment adviser, and guests of the show. This podcast does not constitute a recommendation to buy or sell any specific security or financial instruments or provide investment advice or service. Past performance is not indicative of future results. More information on Sicart Associates is available via its Form ADV disclosure documents available ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠adviserinfo.sec.gov⁠ --- Send in a voice message: https://podcasters.spotify.com/pod/show/talking-billions/message

The Wow Factor
Betsy Brown: Founder and CEO of Pendleton Square Trust Company| A Positive Attitude and a Grateful Heart

The Wow Factor

Play Episode Listen Later Feb 1, 2023 34:38


Betsy is the Founder and Chief Executive Officer of Pendleton Square Trust Company and serves as a Director of Pendleton Square Holdings, LLC. Pendleton Square is focused on building multi-generational family relationships, executing family legacy plans, and partnering with family advisors for investment management. Before Pendleton Square, Betsy worked at Cumberland Trust and JPMorgan Private Bank, serving families throughout the Southeast. She was also a Director with SunTrust Robinson Humphrey's Corporate & Investment Banking group for over a decade.   I'm joined on the podcast this week by Betsy, who shares her vision for the Pendleton Square Trust Company and why she is passionate about building a company that has heart and soul and puts relationships first. Betsy also describes how her faith connects with the work she does and outlines some of her spiritual gifts, including the gift of administration, organization, building relationships, and helping families navigate significant life events.   “Always show up with a positive attitude and a grateful heart.” - Betsy Brown   “We wanted to put relationships first and understand family legacy .” - Betsy Brown   “Our mission is to guide generations forward to sustain and protect family legacies.” - Betsy Brown   This Week on The Wow Factor: Betsy's experience of growing up with an entrepreneurial mother and the lessons she learned about creating community in a business The four tenants that aligned perfectly for Betsy to create the Pendleton Square Trust Company The advantages of having the business in the state of Tennessee How Betsy helps her clients preserve the long-term family relationships they already have Why Betsy is so committed to building relationships How Betsy came up with the right name for her business What Betsy envisions for the mid-term future of the Pendleton Square Trust Company The typical profile of Betsy's clients and why she loves that her company grows with families How to create a digital checklist of information for families Betsy's passion for The Jump Fund, an angel investment fund focused on investing in female entrepreneurs with high growth, scalable companies in the southeast   Betsy Brown's Word of Wisdom: Stay positive, even through tough challenges. I always go back to my father's great advice because he taught me early on to always show up with a positive attitude and a grateful heart.   Connect with Betsy Brown: Pendleton Square Trust Betsy Blunt Brown on LinkedIn The Jump Fund   Connect with The WOW Factor: The WOW Factor Website Connect with Brad Formsma via email Brad Formsma on LinkedIn Brad Formsma on Instagram Brad Formsma on Facebook Brad Formsma on Twitter

Tank Talks
Finding the Next CPG Winner with Shahir Amin from Sonoma Brands

Tank Talks

Play Episode Listen Later Jan 12, 2023 71:32


Finding the next Consumer Packaged Good (CPG) winner can be even more elusive than the next big SaaS Startup. Not only do you face similar challenges to software startups, but you also need a solid supply chain and amazing branding just to stay in business. Our guest today has developed a knack for spotting the next big thing in CPG, Shahir Amin is Partner at Sonoma Brands, a specialist growth-equity firm exclusively dedicated to disruptive, high-growth consumer brands. In addition to selectively incubating original concepts, Sonoma partners with passionate entrepreneurs and founders ushering in a new wave of bold, innovative products. Also in this episode, Matt Cohen chats with John Ruffolo before the interview to break down current events impacting the tech and start-up world.About Shahir Amin:Shahir is Managing Director at Sonoma Brands Capital. He joined the firm in 2017 and is actively involved in all aspects of the investment process, including sourcing, diligence, execution, and portfolio management.Prior to joining Sonoma Brands Capital, Shahir was a member of the Private Investments team at UNC Management Company (“UNCMC”). While at UNCMC, Shahir managed alternative asset classes, including Venture Capital and Private Equity, on behalf of the $8.5 billion UNC Investment Fund. Prior to UNCMC, Shahir was an investment banking analyst at SunTrust Robinson Humphrey.Shahir received a B.S. in Business Administration from the University of North Carolina at Chapel Hill.In This Episode We Discuss:(0:00:39)  Intro News Rundown w/ John Ruffolo - Elon, Twitter, Tech Layoffs, and ChatGPT/OpenAI(0:23:10)  Interview: Shahir's journey to CPG Investing(0:24:54)  His time at UNC's Endowment Fund(0:30:57)  How Shahir landed at Sonoma Brands(0:40:41)  What Sonoma looks for in a CPG Founder(0:43:41)  The Importance of supply chain transparency and sustainability(0:45:07)  How major CPG brands are viewed in the US today(0:49:03)  What brands are doing post-pandemic to adjust to new demands(0:51:49)  The viability of building DTC in 2023(0:53:55)  Current trends in CPG(0:56:15)  Risks and viable paths to exit of CPGs(1:00:32)  How Sonoma avoids overfunding their companies(1:03:36)  What used to be true in CPG but just isn't anymoreFast Favorites:*

R.O.G. Return on Generosity
110. Amy Evins - Build A Network

R.O.G. Return on Generosity

Play Episode Listen Later Jan 10, 2023 28:21 Transcription Available


110. Amy Evins - Build A Network Amy Evins Guest Bio: Amy Evins is the CIO of Advisor Platform, Growth Solutions & Trading at LPL Financial responsible for the technical leadership in the expansion and growth of the business strategy within the wealth management market.  LPL Financial supports Financial Advisor practices through technology, products and services to meet their clients' needs.  She had served as the CIO of Texas Capital Bank Inc. (total assets $1.3b 2019) responsible for the development of the corporate strategy and translating into a technology vision.  She was accountable for technical operations, direction and execution of strategic technology initiatives, and financial planning and management of those operations and activities.  With her strong banking expertise, she led a team of professionals to ensure the practical and innovative application of technology to enable and support the business strategies.  Previously, she served as SVP of the Wholesale Business information Office (BIO) at SunTrust Banks Inc (total assets $208b 2019), with responsibility for driving the realization of business strategy and value through effective definition and deployment of technology and information for Wholesale.  Wholesale Banking is composed of Business and Commercial Banking, Corporate Real Estate, Corporate Investment Banking, Treasury and Payments and Capital Markets.  Ms. Evins was previously Managing Director, Wholesale BIO, and led new technology investment for the diversified segment which includes Corporate Real Estate, Corporate Investment Banking, Capital Markets and Commercial Banking, as well as Dodd-Frank Swap Dealer Registration.  Ms. Evins started at SunTrust Robinson Humphrey in Equity Trading and Sales and has extensive experience in capital markets. R.O.G. Takeaway Tips: Make time for others and provide coaching and mentoring. Asking bigger questions about the future and vision. Discover what's in your way (hint: It may be ourselves)! Build a network - family, friends, coworkers. How do I build it? Reach out to anyone. Ask “Tell me about your career.” Invest in your network. Resources: Amy Evins on Twitter (@aevins1) Network Diversity Index Quiz Coming Next: Episode 111: Building Bridges Coaching Tips for Generous Leaders with Shannon Cassidy. Topic: Mentoring.  Credits: Amy Evins, Sheep Jam Productions, Host Shannon Cassidy, Bridge Between, Inc.

The Gary Bisbee Show
52: Bringing Hospital Care to the Home, with Travis Messina, Founder and CEO, Contessa Health

The Gary Bisbee Show

Play Episode Listen Later Mar 8, 2022 36:38


Meet Travis Messina:Travis Messina is the Founder and CEO of Contessa Health. Prior to Contessa, Travis gained experience in the delivery and financing of healthcare as an officer at Vanguard Health Systems.  He was an investment banker specializing in mergers and acquisitions at Signal Hill Capital and SunTrust Robinson Humphrey. He received a bachelor's degree in International Business from the University of Georgia and an MBA from Vanderbilt University.Key Insights:Contessa partners with health systems to treat high acuity patients in their homes.Home Hospital Technology. Contessa uses remote patient monitoring to capture vital signs and track patient outcomes. Contessa developed a platform, Care Convergence, to manage logistical coordination to ensure that their distributed model of care meets hospital turnaround times. (10:36)High Patient Satisfaction. Traditionally, patients in need of hospital care have two options: either admission to the hospital or leave against medical advice. Contessa creates a third option for patients, resulting in a net promoter score greater than 90%. (23:24)Impact of Government Regulations. Contessa was the first hospital-at-home model to receive managed care reimbursement. Medicare fee for service did not cover hospital at home care until the pandemic, which it did through a waiver associated with the Public Health Emergency. If or when the waiver expires, coverage will become less available. (13:44)Relevant Links: Learn more about ContessaLearn more about Travis Messina with this interview from his Alma mater

The Parley in All Blue with Mark Dawson
Ep 16 Changing the Continent - African Entrepreneurship with Yacob Berhane

The Parley in All Blue with Mark Dawson

Play Episode Listen Later Feb 24, 2022 48:12


On this week's episode of the Parley in All Blue Podcast, Mark sits down with Howard University graduate Yacob Berhane, the cofounder and CEO of Pariti, a venture capitalist platform based in Nairobi that connects  founders with investors. If you're on the continent of Africa and are in the tech space or you're in the start up space looking for capital, Pariti is the go to platform to help bring your ideas to life. Mark and Yacob discuss what led Yacob to this point, his upbringing, what Pariti is, its objective, and how the company is trying to help start-ups not only in Kenya, but all over the world.Africa will have the largest youth population by 2050. Yacob co-founded ALN (African Leadership Network) Ventures, a pan-African accelerator which was based in Johannesburg, South Africa.  Kenya's major industries include agriculture, mining, energy, manufacturing, and financial services. Pariti's capital comes from the U.S.  Yacob has successfully helped raise $20M+ for startups. Prior to Pariti, Yacob was an investment banking analyst at SunTrust Robinson Humphrey and also a brief time with Bank of America Merrill Lynch.Highlights from the episode:Defining ParitiThe Effects of COVID-19 in AfricaAfrican cuisine: Ethiopian vs EritreanCapital and Investors for ParitiGetting started with ParitiResources: Visit the website: https://www.pariti.io/Connect with Yacob BerhaneLinkedIn: @yacob-berhaneConnect with Mark Dawson:Instagram: @iammarkdawsonLinkedIN: @mark-a-dawsonWebsite: www.bentonmuse.comTwitter: @Iammarkdawson

PharmaTalkRadio
Insitu Vaccinations vs Systemic Neo-Epitope Vaccinations

PharmaTalkRadio

Play Episode Listen Later Oct 30, 2020 30:00


In this podcast first recorded at the 2020 IO360° Summit, Asthika Goonewardene, SunTrust Robinson Humphrey, moderated a cancer immunotherapy debate on insitu vaccinations vs systemic neo-epitope vaccinations. Participants included: Charles Drake, MD, PhD, Columbia University Medical Center Karin Jooss, PhD, Gritstone Oncology To learn more about the upcoming 2021 IO360° Summit, please visit www.io360summit.com

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P&L With Paul Sweeney and Lisa Abramowicz
NBA Suspension Costs Lebron James $404K Per Game

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Mar 12, 2020 25:39


Scott Soshnick, Bloomberg sports columnist, on the NBA suspending their season. Welles Fitzpatrick, Managing Director, E&P Research at SunTrust Robinson Humphrey, discusses oil markets and the credit risk in the U.S. shale patch. Robert Lawrence, Professor of International Trade and Investment at Harvard Kennedy School and former economic advisor to President Clinton, on why he's pessimistic on the global economy. Sri Natarajan, Bloomberg finance reporter, on the swath of big companies maxing out credit lines, grabbing cash before it can disappear. Hosted by Lisa Abramowicz and Paul Sweeney.

P&L With Paul Sweeney and Lisa Abramowicz
Iran Tensions Firm Up Bullish Picture For Crude

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Jan 7, 2020 30:25


Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, discusses how the Iran escalation will impact E&P stocks. Ariel Cohen, Senior Fellow at the Atlantic Council and Founding Principal of International Market Analysis, and David Wainer, Bloomberg International government reporter, react to Secretary of State Mike Pompeo's press conference and the escalation with Iran. Jim Bianco, President and Founder of Bianco Research, discusses his column: Central Banks Are the Biggest Risk to the Economy. Jenny Surane, Bloomberg finance reporter, on how "massively under-prepared" gas stations face credit card turmoil. Hosted by Lisa Abramowicz and Paul Sweeney.

P&L With Paul Sweeney and Lisa Abramowicz
Facebook Ad Spending Is Solid Despite Privacy Issues (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Apr 24, 2019 28:40


Mark Douglas, CEO of SteelHouse, on the ad landscape for Facebook and Twitter. Gilda Perez-Alvarado, CEO of JLL Hotels & Hospitality, discusses where investors are flocking, and what's driving M&A in the hotel space. Welles Fitzpatrick, Managing Director: E&P Research at SunTrust Robinson Humphrey, on how Occidental's bid for Anadarko compares to Chevron's. Liam Denning, Energy, Mining and Commodities columnist for Bloomberg Opinion, previews what to expect from Tesla earnings. Hosted by Lisa Abramowicz and Paul Sweeney.

P&L With Paul Sweeney and Lisa Abramowicz
U.S. Should Follow The EU's Footsteps To Tackle Google (Podcast)

P&L With Paul Sweeney and Lisa Abramowicz

Play Episode Listen Later Dec 11, 2018 29:41


Jim Anderson, CEO of Socialflow, on the key takeaways from Google CEO Pichai's testimony before Congress. Neal Dingmann and Welles Fitzpatrick, Managing Directors at SunTrust Robinson Humphrey covering the E&P sector, discuss energy stocks and valuations. Michael Smart, Managing Director at Rock Creek Global Advisors and former International Trade Counsel on the Senate Finance Committee, on China trade negotiations. David Welch, Detroit Bureau Chief for Bloomberg, on which automakers would be impacted by China cutting auto tariffs.

The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country
Ep. 136 – Alex Han & David Choi – Importance of a Business Plan

The Shrimp Tank Podcast Atlanta - The Best Entrepreneur Podcast In The Country

Play Episode Listen Later Jun 28, 2018 44:52


Alex Han / PupWalkr Alex Han grew up in Georgia, graduated from Georgia Tech, and started his career at SunTrust Robinson Humphrey. And with one classic Millennial decision, he adopted a greyhound and found himself trying to care for his dog while working in investment banking. Not a great fit.   David Choi / PupWalkr David Choi […]

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Global Business Insight
Cision Limited has announced a proposed offering of eight million shares...

Global Business Insight

Play Episode Listen Later May 8, 2018 0:59


Cision Limited has announced a proposed offering of eight million shares by certain selling shareholders. Cision is not selling any ordinary shares in the offering and will not receive any proceeds from the offering by the selling shareholders. In addition, the selling shareholders intend to grant the underwriters a 30-day option to purchase up to an additional 1.2 million ordinary shares at the public offering price less the underwriter discount. J.P. Morgan Securities LLC and Deutsche Bank Securities Incorporation are acting as joint book-running managers of the proposed offering and representatives of the underwriters. Additional book-running managers are Credit Suisse and RBC Capital Markets. Barclays, Baird, BMO Capital Markets, SunTrust Robinson Humphrey and CJS Securities are acting as co-managers for the proposed offering. For more of the latest Global Business, Finance and sector News, visit www.gbusinessinsight.com

The Market That Moves America
Making the Most of Mergers & Acquisitions

The Market That Moves America

Play Episode Listen Later Jan 11, 2018 29:03


The NCMM discusses M&A in the middle market with special guest George Calfo, Managing Director at SunTrust Robinson Humphrey.

This is Vanderbilt Business
Career Insider Follow-Up: Finance

This is Vanderbilt Business

Play Episode Listen Later Nov 15, 2017 20:23


Continuing our Career Insider series, we return this week to Finance, specifically Investment Banking. Brook Meissner of the Career Management Center talked with Tripp Salem, who interned at SunTrust Robinson Humphrey, about what it takes to succeed in a banking internship and how to make the most of your time, a skill of particular importance in the field.

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Bloomberg Businessweek
Bloomberg Markets: Dave Wilson's Stock of the Day for Oct. 3

Bloomberg Businessweek

Play Episode Listen Later Oct 3, 2017 4:05


Bloomberg Markets with Carol Massar and Cory Johnson.u0010u0010GUEST:u0010David Wilsonu0010Stocks Editoru0010Bloomberg Newsu0010Discussing his "Stock of the Day" Manhattan Associates (MANH). Manhattan Associates Inc.'s shares are headed for the biggest daily gain in about 18 months after gaining some support from analysts for a change. The maker of retail-industry software was raised to buy from hold at SunTrust Robinson Humphrey, which cited the prospects for a new Internet-based product. SunTrust's buy rating was the first from any analyst since April, according to data compiled by Bloomberg.

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Bloomberg Businessweek
Bloomberg Markets: Dave Wilson's Stock of the Day for Oct. 3

Bloomberg Businessweek

Play Episode Listen Later Oct 3, 2017 4:05


Bloomberg Markets with Carol Massar and Cory Johnson.u0010u0010GUEST:u0010David Wilsonu0010Stocks Editoru0010Bloomberg Newsu0010Discussing his "Stock of the Day" Manhattan Associates (MANH). Manhattan Associates Inc.'s shares are headed for the biggest daily gain in about 18 months after gaining some support from analysts for a change. The maker of retail-industry software was raised to buy from hold at SunTrust Robinson Humphrey, which cited the prospects for a new Internet-based product. SunTrust's buy rating was the first from any analyst since April, according to data compiled by Bloomberg. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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Mastermind Your Launch
88: Alex Han & David Choi/PupWalkr

Mastermind Your Launch

Play Episode Listen Later Aug 15, 2017 24:10


Alex Han & David Choi/PupWalkr Alex started his career as an Investment Banking Analyst in the Mergers & Acquisitions group at SunTrust Robinson Humphrey working on buy-side/sell-side transactions across the healthcare, industrials, technology, and media verticals. He now runs the customer side of the PupWalkr platform. David began his career with H.M. Wallace, a firm started by the same guys as Hypepotamus, and worked in multiple functions gaining experience in management, operations, and business development. David now runs the provider side of the PupWalkr platform. www.pupwalkr.com @pupwalkr Alex’s personal: @PWAhan   email: ahan@pupwalkr.com David’s personal: @PupWalkr_David   email: dchoi@pupwalkr.com   Stefanie Diaz/Mastermind Your Launch Stefanie Diaz has always had a keen ability for developing marketing strategies for entrepreneurs, but it’s her ability to position startups for accelerated momentum through personal branding and content marketing that has become the cornerstone to her professional success. Her background includes being a strategic adviser to CEO’s spanning startup phase to over $100 million in annual revenue. She has led strategic partnerships with global retailers and Fortune 500 companies, as well as facilitated multi-million dollar government contracts. There is something magnetic about the energy of startup founders that draws Stefanie in. They’re hungry, driven, and committed to making positive change for themselves and the greater community. After conducting over 60 interviews to date, Stefanie is excited to bring Mastermind Your Launch to the Business Radio X platform. Learn more at MastermindYourLaunch.com.

This is Vanderbilt Business
Career Insider -- Finance Internships

This is Vanderbilt Business

Play Episode Listen Later Jun 28, 2017 26:28


This is Vanderbilt Business, a podcast about the students, faculty, and staff at Vanderbilt’s Owen Graduate School of Management. Through our stories, we hope to give listeners a better picture of the people who shape our community here in Nashville and the world around us. For the majority of MBA students, summer is a time for internships. We’ve asked several first-year students about their internship journeys and how they got their positions. We’ll check back on them at the end of the summer to get their thoughts on the experience. This week, we spotlight a student concentrating in Finance, specifically Investment Banking. Brook Meissner of the Career Management Center talked with Tripp Salem, who is interning at SunTrust Robinson Humphrey.

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Bloomberg Surveillance
Surveillance: Investors Are Still Skittish, Nuveen's Doll Says

Bloomberg Surveillance

Play Episode Listen Later Oct 28, 2016 48:50


Bob Doll, chief equity strategist at Nuveen Asset Management, says rates are in a long-term bottoming process. Gene Munster, an analyst at Piper Jaffray, says Google has a lot to be excited about and has kept revenue growth going. Sara Senatore, a senior analyst at Sanford C. Bernstein, says the Chipotle brand is still very good. Robert Peck, senior director of internet research at SunTrust Robinson Humphrey, says big tech companies are continuing to grow and it shows the power and scale of companies like Google and Amazon. Learn more about your ad-choices at https://www.iheartpodcastnetwork.com

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Bloomberg Surveillance
Surveillance: Investors Are Still Skittish, Nuveen's Doll Says

Bloomberg Surveillance

Play Episode Listen Later Oct 28, 2016 48:05


Bob Doll, chief equity strategist at Nuveen Asset Management, says rates are in a long-term bottoming process. Gene Munster, an analyst at Piper Jaffray, says Google has a lot to be excited about and has kept revenue growth going. Sara Senatore, a senior analyst at Sanford C. Bernstein, says the Chipotle brand is still very good. Robert Peck, senior director of internet research at SunTrust Robinson Humphrey, says big tech companies are continuing to grow and it shows the power and scale of companies like Google and Amazon.

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TalkFloor Podcasts
Analysts Keith Hughes on the IVC Acquisition & Lumber Liquidators - Part 3

TalkFloor Podcasts

Play Episode Listen Later Mar 13, 2015 13:00


Keith Hughes, director of equity research, SunTrust Robinson Humphrey, discusses the spinoff of the flooring unit at Armstrong, the events leading up to the move and fourth quarter reports. Posted: March 13, 2015

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TalkFloor Podcasts
Analysts Keith Hughes on the IVC Acquisition & Lumber Liquidators - Part 2

TalkFloor Podcasts

Play Episode Listen Later Mar 12, 2015 11:00


Keith Hughes, director of equity research, SunTrust Robinson Humphrey, discusses the spinoff of the flooring unit at Armstrong, the events leading up to the move and fourth quarter reports. Posted: March 12, 2015

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TalkFloor Podcasts
Analysts Keith Hughes on the IVC Acquisition & Lumber Liquidators - Part 1

TalkFloor Podcasts

Play Episode Listen Later Mar 11, 2015 12:00


Keith Hughes, director of equity research, SunTrust Robinson Humphrey, discusses the spinoff of the flooring unit at Armstrong, the events leading up to the move and fourth quarter reports. Posted: March 11, 2015

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TalkFloor Podcasts
Analysts Keith Hughes on the 2Q and the Economy - Part 3

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2014 13:00


Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the second quarter discussing the performance of the consumer as well as the durables sector, the housing and remodeling markets. Hughes also looks at the growth of polyester and changes in the U.S. carpet manufacturing community.

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TalkFloor Podcasts
Analysts Keith Hughes on the 2Q and the Economy - Part 2

TalkFloor Podcasts

Play Episode Listen Later Aug 19, 2014 13:00


Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the second quarter discussing the performance of the consumer as well as the durables sector, the housing and remodeling markets. Hughes also looks at the growth of polyester and changes in the U.S. carpet manufacturing community.

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TalkFloor Podcasts
Analysts Keith Hughes on the 2Q and the Economy - Part 1

TalkFloor Podcasts

Play Episode Listen Later Aug 18, 2014 13:00


Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the second quarter discussing the performance of the consumer as well as the durables sector, the housing and remodeling markets. Hughes also looks at the growth of polyester and changes in the U.S. carpet manufacturing community.

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TalkFloor Podcasts
Analyst Keith Hughes on 4Q - Part 3

TalkFloor Podcasts

Play Episode Listen Later Mar 13, 2014 16:00


Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the 4th quarter discussing the general economy, the housing, remodeling and the commercial markets. Hughes also discusses the performance of Mohawk, Armstrong and Interface in the 4th quarter and his expectations for their performance in the 1st quarter and fiscal year 2014.

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TalkFloor Podcasts
Analyst Keith Hughes on 4Q - Part 2

TalkFloor Podcasts

Play Episode Listen Later Mar 11, 2014 14:00


Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the 4th quarter discussing the general economy, the housing, remodeling and the commercial markets. Hughes also discusses the performance of Mohawk, Armstrong and Interface in the 4th quarter and his expectations for their performance in the 1st quarter and fiscal year 2014.

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TalkFloor Podcasts
Analyst Keith Hughes on 4Q - Part 1

TalkFloor Podcasts

Play Episode Listen Later Mar 10, 2014 12:00


Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the 4th quarter discussing the general economy, the housing, remodeling and the commercial markets. Hughes also discusses the performance of Mohawk, Armstrong and Interface in the 4th quarter and his expectations for their performance in the 1st quarter and fiscal year 2014.

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TalkFloor Podcasts
Analyst Keith Hughes Evaluates Q2 - Part 3

TalkFloor Podcasts

Play Episode Listen Later Aug 29, 2013 15:00


August 29, 2013 Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the second quarter events and he shares his expectations for growth for the remainder of 2013. Hughes discusses Mohawk's second quarter performance, the integration of Pergo, Marazzi and Spano as well as the performance of Armstrong and Interface in the quarter.

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TalkFloor Podcasts
Analyst Keith Hughes Evaluates Q2 - Part 2

TalkFloor Podcasts

Play Episode Listen Later Aug 28, 2013 11:00


August 28, 2013 Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the second quarter events and he shares his expectations for growth for the remainder of 2013. Hughes discusses Mohawk's second quarter performance, the integration of Pergo, Marazzi and Spano as well as the performance of Armstrong and Interface in the quarter.

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TalkFloor Podcasts
Analyst Keith Hughes Evaluates-Part 1

TalkFloor Podcasts

Play Episode Listen Later Aug 27, 2013 12:00


August 27, 2013 Keith Hughes, director in equity research, SunTrust Robinson Humphrey looks back at the second quarter events and he shares his expectations for growth for the remainder of 2013. Hughes discusses Mohawk's second quarter performance, the integration of Pergo, Marazzi and Spano as well as the performance of Armstrong and Interface in the quarter.

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TalkFloor Podcasts
Analyst Keith Hughes on the 1st Quarter - Part 2

TalkFloor Podcasts

Play Episode Listen Later May 16, 2013 12:00


May 15, 2013 Keith Hughes, Director in Equity Research, Suntrust Robinson-Humphrey analyzes the first quarter in the durables, the housing, and the residential and commercial sectors of the floor covering market. Hughes also talks about engineered floors and the effects it is having on the carpet sector.

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TalkFloor Podcasts
Analyst Keith Hughes on the 1st Quarter - Part 3

TalkFloor Podcasts

Play Episode Listen Later May 16, 2013 13:00


May 16, 2013 Keith Hughes, Director in Equity Research, Suntrust Robinson-Humphrey analyzes the first quarter in the durables, the housing, and the residential and commercial sectors of the floor covering market. Hughes also talks about engineered floors and the effects it is having on the carpet sector.

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TalkFloor Podcasts
Analyst Keith Hughes on the 1st Quarter - Part 1

TalkFloor Podcasts

Play Episode Listen Later May 14, 2013 11:00


May 14, 2013 Keith Hughes, Director in Equity Research, Suntrust Robinson-Humphrey analyzes the first quarter in the durables, the housing, and the residential and commercial sectors of the floor covering market. Hughes also talks about engineered floors and the effects it is having on the carpet sector.

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TalkFloor Podcasts
Analysts Keith Hughes on Industry Acquisitions - Part 1

TalkFloor Podcasts

Play Episode Listen Later Jan 24, 2013 11:00


January 21, 2013 Keith Hughes, Director in Equity Research at SunTrust Robinson Humphrey discusses the recent acquisitions of Marazzi and Pergo by Mohawk and what that will mean for business in the U.S. and globally. Hughes also looks at Dominus Capital's acquisition of Bentley Prince and Tarkett's acquisition of Tandus.

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TalkFloor Podcasts
Analysts Keith Hughes on Industry Acquisitions - Part 2

TalkFloor Podcasts

Play Episode Listen Later Jan 24, 2013 12:00


January 22, 2013 Keith Hughes, Director in Equity Research at SunTrust Robinson Humphrey discusses the recent acquisitions of Marazzi and Pergo by Mohawk and what that will mean for business in the U.S. and globally. Hughes also looks at Dominus Capital's acquisition of Bentley Prince and Tarkett's acquisition of Tandus.

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TalkFloor Podcasts
Analysts Keith Hughes on Industry Acquisitions - Part 3

TalkFloor Podcasts

Play Episode Listen Later Jan 24, 2013 11:00


January 23, 2013 Keith Hughes, Director in Equity Research at SunTrust Robinson Humphrey discusses the recent acquisitions of Marazzi and Pergo by Mohawk and what that will mean for business in the U.S. and globally. Hughes also looks at Dominus Capital's acquisition of Bentley Prince and Tarkett's acquisition of Tandus.

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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 1

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


August 13, 2012  Keith Hughes, Director in Equity Research, SunTrust Robinson Humphrey looks back at the second quarter in durable goods, remodeling and the housing markets. He discusses the performance of Mohawk, Interface and Armstrong during the quarter and looks ahead to the third quarter and fiscal year end.

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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 2

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


August 14, 2012  Keith Hughes, Director in Equity Research, SunTrust Robinson Humphrey looks back at the second quarter in durable goods, remodeling and the housing markets. He discusses the performance of Mohawk, Interface and Armstrong during the quarter and looks ahead to the third quarter and fiscal year end.

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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 3

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


August 15, 2012  Keith Hughes, Director in Equity Research, SunTrust Robinson Humphrey looks back at the second quarter in durable goods, remodeling and the housing markets. He discusses the performance of Mohawk, Interface and Armstrong during the quarter and looks ahead to the third quarter and fiscal year end.

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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 3

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 2

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 2

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 3

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 1

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


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TalkFloor Podcasts
Keith Hughes, SunTrust Robinson Humphrey Looks Back at 2Q - Part 1

TalkFloor Podcasts

Play Episode Listen Later Aug 20, 2012 13:00


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TalkFloor Podcasts
Analyst Keith Hughes, SunTrust Robinson-Humphrey, on Q4 - Part 1

TalkFloor Podcasts

Play Episode Listen Later Aug 17, 2012 10:00


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TalkFloor Podcasts
Analyst Keith Hughes, SunTrust Robinson-Humphrey, on Q4 - Part 2

TalkFloor Podcasts

Play Episode Listen Later Aug 17, 2012 13:00


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TalkFloor Podcasts
Analyst Keith Hughes, SunTrust Robinson-Humphrey, on Q4 - Part 3

TalkFloor Podcasts

Play Episode Listen Later Aug 17, 2012 10:00


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