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Sep 05 2007

The Double Edged Sword Of Confidence & Liquidity

  • Sep 5, 2007

Cash takeovers (including private equity buyouts) provided a very conducive environment for the stock market to rise, but there are now signs that this era of endless cheap money available to corporate and private equity buyers could be coming to an end.

Aug 05 2007

View From The North Country

  • Aug 5, 2007

Steve presents his mid year outlook for “Alternative Investments”

Jun 05 2007

LBO Screen Update

  • Jun 5, 2007

After one of the most active months ever for private equity offers, we revisit our LBO screen in “Inside the Stock Market” section. This screen has thus far outperformed the S&P 500 since we introduced it in January of 2006.

Apr 04 2007

Cash Acquisitions And Their Effect On Equity Supply

  • Apr 4, 2007

Cash acquisitions shrinking U.S. equity share base.

Mar 05 2007
Feb 05 2007

Perfect Conditions For LBOs…..Implications As An Investment Theme

  • Feb 5, 2007

Relatively low interest rates combined with strong earnings growth and a build up of corporate cash has created a perfect environment for LBOs. Jim Floyd created a quantitative screen back in February 2006 that attempts to uncover the most attractive LBO stocks.

Jan 03 2007

A Look In The Rearview Mirror...The Best And Worst Of Our Research In 2006

  • Jan 3, 2007

Our annual “Look In The Rearview Mirror”, a critical examination of the research in 2006...the good and the bad.


Oct 04 2006

Is Private Equity Driving Record Level Cash Acquisitions?

  • Oct 4, 2006

Some clients have been asking if private equity firms are responsible for this record level activity. The truthful answer is, well....yes and no.

Feb 05 2006

February 2006 Special Research Study....Identifying LBO Candidates

  • Feb 5, 2006

Be sure to check out our new In Focus Special Study, sent to research clients in early February. In it we screen for potential LBO candidates.

May 04 2000

Reprint Of Early April Conference Call

  • May 4, 2000

Special reprint of Steve Leuthold, Byron Wien and Charley Maxwell conference call from early April.