Securities Analyst: Utility, Consumer and Industrial

Katelyn covers various utility, consumer and industrial companies at Argus.  She is an upcoming graduate at Kean University where she will graduate with honors and receive her B.S. in Global Business with a minor in Finance.  Prior to joining Argus, she held several internships including an international market research role in Germany, as well as roles in venture capital and wealth management.  She is a member of the Financial Women’s Association of New York and is a Level I candidate in the CFA program.

Director of Financial Institutions Research

Stephen is responsible for coverage of large global banks, regional banks and domestic credit card companies. He has covered financial services stocks for more than 20 years. He is also a member of the Argus Investment Policy Committee and Senior Portfolio Group, and frequently appears in print and broadcast media discussing the equity markets. Previously, he was the global director of equity research for S&P Capital IQ. He holds a degree in economics from Rutgers University.

Senior Analyst:  Communications & Technology
Argus Research Company

Joe covers the Media and Telecommunications groups for Argus. In 2010, he was named #5 Stock Picker for Telecom Services in the Wall Street Journal's Best on the Street Analyst Survey. In 2008, Joe was named #1 Stock Picker for Media: U.S. by the Financial Times and was second in the Wall Street Journal's Best on the Street Analyst Survey for Telecommunications: Fixed Line.  For more than a decade, Joe worked with Technicolor Inc., where he focused on financial and legal issues. He received his Masters in Business Administration from Fordham University in New York, where he concentrated in Finance. He earned a BA in International Affairs from the George Washington University, and spent three years with the Peace Corps in Talgar, Kazakhstan, developing an English Language resource center and teaching students. Joe is a CFA charterholder.

Chief Investment Strategist
Argus Research Company

In his role at Argus, Peter looks at the market from a top/down perspective and simultaneously evaluates a broad list of companies on the basis of growth, value, quality and momentum. He earned his MBA in Finance and Monetary Economics from Columbia University and a BAA in Architecture from the University of Southern California. Peter has over 30 years experience in the financial services industry with five major Wall Street firms. He has previously served as head of the retail strategy team at Dean Witter/Morgan Stanley, with responsibility for recommending asset allocation for private taxable accounts. His analytical contributions were consistently among the highest of the top producers in the Morgan Stanley retail system from 1998 through 2001 and with Private Wealth Management System in 1999-2001. Peter was among the highest-rated U.S strategists among European institutional clients in both 2000 and 2001. He continues to be well recognized and discussed in the financial media, including CNBC, CNN, Bloomberg and PBS.

Securities Analyst and Quantitative Portfolio Strategist

At Argus Research, David covers various Airline, Tobacco and Materials companies and is also a quantitative portfolio strategist. He received his undergraduate degree from Edinboro University of Pennsylvania, graduating magna cum laude with a Bachelor of Science degree in Biology and a minor in Psychology. Prior to joining Argus, David worked in a variety of industries, ranging from industrial engineering to commercial fishing. David is the great-grandson of Harold B. Dorsey, who founded Argus in 1934. He started his career at Argus in the Economics department and has since widened his scope to also include becoming the editor of the Weekly Insider Report at Vickers Stock Research, Argus’ sister company.

Director of Business Development
Argus Research Company

Senior Vice President of Operations
Argus Research Company

Richard has worked for Argus in various capacities since he joined the firm in 1987. His responsibilities were first related to data collection for the production department at Argus, and then grew to include work on the development of Argus’ electronic products and distribution as well in the Argus editorial department.  Now overseeing all aspects of Argus’ operational needs for both client/product issues as well as facilities requirements, Richard also serves on Argus’ board.

President & Senior Analyst
Argus Research Company

John is chairman and CEO of Argus Research Group and president of Argus Research Company. Over the years, his responsibilities at Argus have included chairing the Investment Policy Committee as then director of research; helping form the firm's overall investment strategy; writing a weekly investment column; and authoring the flagship Portfolio Selector report. He has also provided coverage of the Healthcare, Financial and Consumer sectors. John has been with Argus since 1989. He has an MBA in Finance from New York University's Stern School of Business and a Bachelor's degree in Journalism from Northwestern University's Medill School of Journalism. He has been interviewed and quoted extensively in The New York Times, Forbes, Time, Fortune and Money magazines, and has been a frequent guest on CNBC, CNN, CBS News, ABC News and the Bloomberg Radio and Television networks. John is a founder and board member of the Investorside Research Association, an industry trade organization. He is also a member of the New York Society of Security Analysts and the CFA Institute.

Senior Analyst: Retail
Argus Research Company

Chris covers the Retail industry for Argus. Prior to joining Argus, Chris spent 16 years at Bloomberg Financial Markets as a senior municipal bond researcher and executive markets editor of Bloomberg Wealth Manager, Bloomberg Personal Finance and Bloomberg Markets magazines. He also wrote about the U.S. stock market for Bloomberg News. Chris earned an MBA from Rutgers University and is a CFA charterholder. In 2000 he received a Volunteer of the Year award from New York Society of Security Analysts for teaching courses on the mutual fund business. Chris is a member of NYSSA and the Financial Analysts of Philadelphia. He is also a co-author of the book Investing in Small-Cap Stocks. Chris was ranked number two in the 'Industry Stock Picker' category in Multiline Retail by Forbes/StarMine for 2005.

Vice President & Director of Utility Research: Utilities (Electric)
Argus Research Company

Gary has directed Argus' Public Utility investment research since 1986. His prior professional experience includes 17 years with a number of Wall Street firms, working in corporate finance and conducting securities research in the gas transmission, electric & gas utility and oil & gas production industries. In 2002, the Wall Street Journal Annual Analysts Survey cited Gary as a 'Best on the Street' Utilities analyst. He also won the award in 2009 and 2012. Gary holds a Bachelor's degree in Mathematics from Westminster College in Fulton, Mo.; an MBA in Finance & Accounting from Washington University (St. Louis); and a Master's degree in History from Oklahoma State University. Prior to his graduate studies, Gary served as an officer in the U.S. Army's Third Armored Division in Germany. He is a member of the New York Society of Security Analysts and the Wall Street Utility Group.

Director of Research & Senior Analyst:  Technology
Argus Research Company

Jim has worked in the financial services industry for over 25 years and joined Argus in 1993. He is director of research at Argus and a member of the Investment Policy Committee. Jim has been instrumental in building Argus’ proprietary valuation models, which are a key part of the proprietary Argus Six-Point Rating System. He also oversees Argus’ technical analysis products; writes the Portfolio Selector report and other publications; and manages several Argus model portfolios. As a Senior Analyst, Jim covers Communications Equipment, Semiconductors, Information Processing and Electronic Manufacturing Services companies. he is a CFA charter-holder, and is a three-time winner in The Wall Street Journal's "Best on the Street" All-Star Analyst Survey. In July 2010, McGraw-Hill Professional published Jim's book, "Equity Valuation for Analysts & Investors." The book, a single-volume treatment of financial modeling and valuation process, introduces the Argus proprietary valuation methodology known as Peer Derived Value.

Associate Analyst: Pharmaceutical, Insurance & REITs 
Argus Research Company

Jacob covers the Pharmaceutical, Insurance and REIT sectors. Prior to joining Argus, he spent five years as a business analyst at OTC Publishing, a web consultancy. He also worked for a year as an analyst at Casimir Capital, a metals and mining investment bank, where he earned the Series 7, 63 and 79 licenses. Jacob volunteers with special needs causes and ran the New York and Miami half marathons as fundraisers. He is a member of the New York Society of Security Analysts and the CFA Society of South Florida. He received a BS in marketing from Yeshiva University, where he was manager of the basketball team. Jacob is also a CFA charterholder.

Vice President of Sales 
Argus Research Company

Steve has been with Argus Research since 2002. He has developed and implemented key strategies to successfully open and grow target markets. Steve has almost 30 years of experience in the investment and financial industry. Prior to Argus, he worked for 11 years as senior vice president at Dime Securities, directing four regional sales managers and leading a sales team of 80 financial consultants to record-breaking sales performance. He also was with Merrill Lynch for 11 years where he was a senior financial consultant achieving Executive Club status.

Senior Director of Business Development
Argus Research Company

Randy joined Argus Research as Senior Director of Business Development in April 2016. He has over 24 years of experience in the investment and financial industry. Prior to Argus, Randy worked for 10 years as Director of Sales at Standard & Poor’s with senior sales and account management responsibilities in the US and Canada. He was also with MFS Investment Management for 13 years where he was a Regional Vice President of Sales. Randy holds a Bachelor’s degree from Multnomah University.

Senior Analyst: Basic Materials
Argus Research Company

Bill covers the Basic Materials sector for Argus. He has worked in the investment business for over 15 years, including positions as a senior equity analyst for firms such as Palisade Capital Management, PaineWebber/Mitchell Hutchins Asset Management and John Hsu Capital Group. He has provided coverage on groups including Consumer Staples, Consumer Discretionary, Energy, Media, Transportation, Gaming and Utilities. At PaineWebber, he also served as part of a team that managed $9 billion in active equity products. Prior to working in the investment field, Bill spent eight years as a credit analyst at American Express Company and five years as an analyst at Equifax Services. Bill has a Masters of Business Administration degree in Investment Finance from Pace University, and a Bachelor of Science degree in Economics from Fordham University.

Securities Analyst: Consumer Discretionary & Consumer Staples 
Argus Research Company

John's specialty at Argus includes the gaming, lodging and restaurant groups within the Consumer Discretionary sector. John earned an MBA from the University of Texas and a BA in Economics from the University of Pennsylvania. In the financial services industry, he has worked as an analyst and consultant for firms including Standard & Poor's, the Bank of New York, Harris Nesbitt Gerard and Merrill Lynch. John is a CFA charterholder. Forbes magazine named John as the second-best stock picker among restaurant analysts in 2006. He was also ranked the second-best analyst covering the restaurant sector by the Wall Street Journal in 2007, a year in which a Financial Times/StarMine survey also ranked John that same way. In 2008, the Journal again listed John as an award winner, with a third-best designation among hotel industry analysts and a fifth-best designation among restaurant analysts.

Senior Financial Editor
Argus Research Company

Seth has been senior financial editor at Argus since 2004, and has a background in publishing, corporate communications and teaching. He has an MBA from New York University, a Ph. D. in Comparative Literature from the University of Michigan and a BA in French from the University of Virginia. He received his CFA charter in 2013.

Senior Analyst: Medical Devices & Healthcare Services
Argus Research Company

David covers the Pharmaceutical, Medical Devices, and Healthcare services sectors for Argus. He has more than two decades of experience in the financial analysis industry, having worked for McDonald & Co., JPMorgan Chase and Standard & Poor's, among others. His commentary has appeared on CNBC and in The New York Times. Prior to his financial career, David was a private practice attorney in New Jersey, and served as a Judicial Clerk for an Appellate Division judge in the New Jersey Superior Court. David has a law degree from Rutgers University, where he was a member of the Law Review. He has a B.A. degree in Government from Cornell University. He has passed Level II of the Chartered Financial Analyst examination.

Chairman & CEO
Argus Research Group

President & Senior Analyst, Argus Research Company
John is chairman and CEO of Argus Research Group and president of Argus Research Company. Over the years, his responsibilities at Argus have included chairing the Investment Policy Committee as then director of research; helping form the firm's overall investment strategy; writing a weekly investment column; and authoring the flagship Portfolio Selector report. He has also provided coverage of the Healthcare, Financial and Consumer sectors. John has been with Argus since 1989. He has an MBA in Finance from New York University's Stern School of Business and a Bachelor's degree in Journalism from Northwestern University's Medill School of Journalism. He has been interviewed and quoted extensively in The New York Times, Forbes, Time, Fortune and Money magazines, and has been a frequent guest on CNBC, CNN, CBS News, ABC News and the Bloomberg Radio and Television networks. John is a founder and board member of the Investorside Research Association, an industry trade organization. He is also a member of the New York Society of Security Analysts and the CFA Institute.

Vice President of Technology
Argus Research Group

Bill joined Argus in 1999 and is responsible for the IT infrastructure, programming and websites at the company. Prior to joining Argus, Bill developed and managed multi-specialty and multi-location physician groups. He received a BA degree in Economic & Business Administration from SUNY at Stony Brook. He then continued graduate studies in Industrial Management & Computer Science at Stony Brook, and attended the Wharton School Healthcare Business Management Program.

Vice President & Portfolio Manager 
Argus Investors' Counsel Inc.

Donna has managed portfolios for AIC clients since 1994, including public and corporate retirement funds, Taft-Hartley funds, foundations, endowments and high-net-worth individuals. Prior to joining Argus, Donna managed portfolios at Citibank Global Asset Management. She holds a BS in Psychology and an MBA with a concentration in Finance from Fordham University.

Chairman
Argus Investors' Counsel Inc.

Sharon is chairman of Argus Investors’ Counsel, and holds several executive positions on the board of directors of Argus Research Group. She also has portfolio management responsibilities and brings expertise from her years as an analyst of the pharmaceutical and entertainment industries. Part of the third generation of management, Sharon is a granddaughter of Harold B. Dorsey, who founded Argus in 1934. Prior to joining Argus, Sharon served as an officer and analyst at John S. Herold Inc., where she co-authored a monthly investment research publication. She contributes a legal and compliance perspective to the firm, having served as a partner in the law firm of Tyre and Smith before joining Argus. Sharon holds a B.A. in Economics from Duke University and a J.D. from Fordham Law School. She was a member of the Phi Delta Phi Honorary Law Fraternity.

Insider Trading Analyst

At Vickers, David is the editor of the Weekly Insider Report. In that role, he monitors insider trading activity through the use of Vickers’ vast database of SEC filings. He received his undergraduate degree from Edinboro University of Pennsylvania, graduating magna cum laude with a Bachelor of Science degree in Biology and a minor in Psychology. Prior to joining Argus, David worked in a variety of industries, ranging from industrial engineering to commercial fishing. David is the great-grandson of Harold B. Dorsey, who founded Argus in 1934. He started his career at Argus in the Economics department and has since widened his scope to include fundamental securities analysis and quantitative portfolio strategy at Argus Research, Vickers’ sister company.

President
Vickers Stock Research Corporation

Fern joined Argus Research in 1986 shortly after obtaining her B. S. from Northwestern University in Evanston, Illinois. She became a member of the board of directors in 1989.  Fern started her career at Argus Research in Argus’ sales department, becoming director of sales for Argus Research Group in 1990. In 1991, she became vice president & treasurer of Argus Research Group, and in1994 she was named president of Vickers Stock Research Corporation. Fern is the granddaughter of Harold B. Dorsey, who founded Argus in 1934.

Managing Director
Argus Vickers American Equity Research Ltd.

Senior Analyst: Basic Materials
Argus Research Company

Bill

Senior Analyst: Basic Materials
Argus Research Company

Bill

Senior Analyst: Basic Materials
Argus Research Company

Senior Analyst: Basic Materials
Argus Research Company