Philip Henry Weiss

Former Analyst at Argus Research Co.

Philip Henry Weiss

Philip Henry Weiss

Former Analyst at Argus Research Co.

Overview
RelSci Relationships

128

Number of Boards

1

Birthday

1962

Age

57

Contact Data
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Relationships
RelSci Relationships are individuals Philip Henry Weiss likely has professional access to. A relationship does not necessarily indicate a personal connection.

Former Professional at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

Financial Advisor & Portfolio Manager, Executive Manager at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

Former Investment Operations Manager at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

Portfolio Manager at Cornerstone Advisory LLC /Maryland

Relationship likelihood: Strong

Chief Information Officer at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

President & Chief Executive Officer at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

Chief Financial Officer & Director of Business Services at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

Managing Director M&A at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

Director, Client Services at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

Managing Director, Wealth Management, Executive Manager at Baltimore-Washington Financial Advisors, Inc.

Relationship likelihood: Strong

In The News
The New York Times
May 21, 2013
Chesapeake Energy Names Successor to Ex-Chief
Reuters Hedgeworld (New York)
May 16, 2013
Hess Seats 3 Elliott-Backed Directors, Ends Proxy Fight
Business Wire
May 6, 2013
Hess Issues White Paper on ISS Report
The New York Times - Biographical Materials
May 4, 2013
Occidental Chairman Agrees to Step Down Ahead of Schedule
Los Angeles Times (6+ months)
May 4, 2013
Oxy shareholders vote out chairman
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Philip Henry Weiss
Former Analyst at Argus Research Co.
Education
Class of 1987

Rutgers, The State University of New Jersey, is a leading national research university and the state’s preeminent, comprehensive public institution of higher education. Rutgers is dedicated to teaching that meets the highest standards of excellence; to conducting research that breaks new ground; and to providing services, solutions, and clinical care that help individuals and the local, national, and global communities where they live. Founded in 1766, Rutgers teaches across the full educational spectrum: preschool to precollege; undergraduate to graduate; postdoctoral fellowships to residencies; and continuing education for professional and personal advancement.

Career History
Chief Investment Analyst
2013 - 2016

Baltimore-Washington Financial Advisors (BWFA) provides investment advice to clients only with respect to the following: securities that are listed on public securities exchanges, including stocks, bonds, preferred securities, convertible securities, real estate investment trusts, options on securities, and publicly traded limited partnerships; certificates of deposit; US government securities; and collective investment funds (such as index funds, actively managed mutual funds, and ETFs) that are composed of securities listed on public securities exchanges. The firm does not provide investment advice on private investments or securities that do not trade on public securities exchanges. One exception occurs when a client seeks advice on investment options held within annuities, permanent life insurance policies, or employer-sponsored retirement plans that the client holds.BWFA maintains a buy/sell/hold list of approximately 40-60 securities that they believe are appropriate investments for its clients. These 40-60 securities vary as to type (e.g. aggressive growth, growth, income, international, liquid investment, etc.) A client's investment model (as well as certain other factors) defines the proportion of each security type that is held in the account. BWFA utilizes a bottom-up, value-based, fundamental research approach. The firm's core investment time horizon is typically three to five years. Their investment objective is long-term growth of capital.

Analyst
Prior - 2013

Founded in 1934, Argus Research Co. is an independent research firm located in New York City. The firm is a subsidiary of Argus Research Group, Inc. They produce, distribute and market high-quality investment and economic research.Argus employs a 6-point system for analyzing the stocks in their coverage universe. This system is based on a combination of top-down and bottom-up analysis. Argus begins with industry analysis. The first step involves formulating a forecast for the economy and interest rates and then collaborating with industry analysts to determine which industries are expected to perform well over the next 1 to 2 years. Within the industry, an analyst will determine a specific company's competitive position and its prospects. The second step of the process involves growth analysis. Looking forward, Argus forecasts growth in sales, earnings (operating or GAAP), dividends and cash flow for each company by studying growth in individual product lines, margins, industries and the economy. Looking backward, they smooth a company's historical growth rates in numerous metrics including balance sheet items and analyze them versus the company's peers and the market. In their analyses, Argus comments on the quality of a company's earnings. Financial strength analysis is the third step. The firm determines a financial strength rating for each company in their universe of coverage. To assess financial strength, Argus conducts ratio analysis to move beyond the financial statements and into the footnotes of a company's publicly available documents to fully evaluate obligations and opportunities. In this process, they attend meetings, presentations and road shows with senior managers, travel to corporate facilities and participate in conference calls. The fifth step of the firm's process involves risk analysis. Argus considers risk from both a qualitative and quantitative standpoint. On a qualitative basis, they review each company in the context of Harvard Professor Michael Porter's Five Forces model to determine potential threats. On a quantitative basis, they analyze proprietary data from their sister company, Vickers Stock Research, regarding institutional and insider ownership trends. Argus conducts a regression analysis to determine the correlation of a company's stock returns with the market's returns and to determine the predictability of the relationship. They also measure the volatility of key financial statistics such as sales and earnings growth and margins. Finally, Argus determines a fundamental floor for every stock in their universe through the final step in their process which is valuation analysis. The firm first compares a company against its peers on metrics such as p/e rations, price/sales ratios and dividend yields. Secondly, they analyze stock price activity in terms of annual sales, cash flow, dividends, book value, earnings and earnings relative to the S&P500. Argus determines normal ratio ranges for these parameters and then adjusts the ranges going forward. They apply the adjusted ranges to their key sales, earnings and cash flow forecasts to arrive at a normal trading range. Once the range has been determined, Argus uses 2- and 3-stage dividend discount modeling to arrive at a target price, which they believe can be achieved over a 12-month period.

Professional
Prior

Deloitte & Touche LLP engages in the provision of auditing and consulting services. It also provides accounting, financial advisory, risk management, and tax services. Its services include international financial reporting, assurance, advisory, tax auditing, corporate governance, risk consulting, advisory services, mergers and acquisitions, government compliance, and human capital consulting services. Deloitte & Touche was founded on March 7, 1995 and is headquartered in New York, NY.

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