January 2008

01/08 Milwaukee Journal Sentinel - "There's an Upside to Downside Protection"

Noel Goeddel discusses picking stocks that can ride out a recession.

October 2006

10/06 Holt-Smith Advisors White Paper - "Investment Opportunities in Mid Cap Stocks"

Managing Director and Senior Portfolio Manager Marilyn Holt-Smith explains the benefits of investing in mid-sized companies.

July 2006

7/3/06 The Wall Street Transcript - "Investing in Large & Mid-Cap Growth Stocks"

Chief Investment Officer Ryan Erickson was interviewed on the investment decision-making process and characteristics of a long-term growth portfolio, as well as the advantages of portfolio concentration.

June 2006

6/18/06 Milwaukee Journal Sentinel - "Boomers' Pains Can Mean Profits"

Michael Wilson and Jason Joanis discuss Kyphon, Inc. (KYPH) and Zimmer Holdings, Inc. (ZMH), two stocks which address baby boomers' aches and pains. There are about 36 million adults over the age of 65 in the U.S., and the number is expected to grow to 70 million by 2015. As the population ages, more people will require treatment for hips, knees, and osteoporosis-related fractures.

November 2004

11/19/04 Bloomberg Countdown

Jason Joanis was interviewed live by Howard Liberman after Disney’s earnings announcement.   Discussed increasing estimates and targets, relationship with Pixar and the “Incredibles” movie, Eisner’s contract, and the announcement of Karmazin as CEO of Sirius.

11/11/04 Bloomberg Countdown

Ryan Erickson was interviewed live by Howard Liberman following Target’s earnings announcement.   Discussed thoughts on the earnings news, Target’s long term outlook in terms of square footage growth, product differentiation and their aggressive addition of new ideas to stores, and also the affect of potentially rising oil prices.   Also discussed Kohl’s and their future potential.

11/6/04 Milwaukee Journal Sentinel – “Kohl’s Tweaks Garner Notice”

Michael Wilson was quoted in an article by Doris Hajewski on the continued growth potential of Kohl’s.   Although Kohl’s had experienced some lows, there are many strategies in motion that are bringing up its value once again.

October 2004

10/22/04 Mercury News – “Best Buy Targets Specific Shoppers with New Services”

Ryan Erickson was quoted in an article written by Michele Chandler focusing on the success of Best Buy’s upgraded stores and its strategy of differentiating itself from other retailers.

September 2004

9/15/04 theStreet.com – “Best Buy Ready to Feast at Digital TV Sweet Spot”

Ryan Erickson was quoted in an article by Nat Worden.   The increase in strength of digital television, MP3 players, and notebook computer technology was discussed.

9/15/04 Bloomberg News – “Best Buy’s Net Rises 7.9%, Boosted by Digital Sales”

Ryan Erickson was quoted on BBY’s margins in an article by Greg Wiles following BBY’s earnings release.

9/01/04 Reuters – “Investor Profile: Holt-Smith rides Buffett Investment Style”

Marilyn Holt-Smith was interviewed by Megan Davies about Holt-Smith Advisors’ concentrated, long-term investment approach and philosophy.    Discussion of stock selection and portfolio performance are discussed.   Stocks mentioned:   TEVA, ZBRA, SLM, BBY.

August 2004

8/18/04 Bloomberg News – “Intuit Says Fourth-quarter Loss Widens to $42.1 Mln”

Linda Drake was interviewed by John Stebbins on 4th quarter losses for Intuit Inc. and quoted on Holt-Smith Advisors opinion that the stock is a strong technology play for the future.

8/13/04 Bloomberg Radio – “Bloomberg Countdown”

Marilyn Holt-Smith was a featured guest on the Bloomberg Countdown Friday, August 13 th .   Dell vs. Hewlett Packard, the Google IPO, retail stocks, Home Depot vs. Lowe’s, and how terrorism factors into an investors stock decisions were discussed.   Holt-Smith Advisors stocks mentioned:   DELL, KSS, TGT, HD, TEVA.  (to listen, click on link)

8/4/04 TheStreet.com – “Big Consumer Litmus Comes Thursday”

Ryan Erickson was quoted by Meredith Derby in an article discussing July retail same-store sales compared with June’s numbers.   Ryan commented on sales expectations.   Stocks mentioned:   KSS and TGT.

July 2004

7/28/04 Wall Street Journal – “Best Buy Plan Hasn’t Aided Stock Yet”

Ryan Erickson was quoted in an article on Best Buy’s customer centricity strategies.   Story was picked up from Dow Jones Newswire story by Desiree Hanford.

7/27/04 Dow Jones Newswires – “Tales of the Tape: Best Buy Strategy Not Helping its Stock”

Ryan Erickson was interviewed and quoted by Desiree Hanford in an article on Best Buy’s “customer centric” initiative.  

7/24/04 Forbes on Fox –  “Makers and Breakers”

Marilyn was the featured guest picker on this fox news program pitching SLM Corporation (Sallie Mae) and Teva Pharmaceuticals to “maker” and “breaker” guests, Elizabeth MacDonald and Mike Ozanian.    Program aired twice on Fox News – 7/24 and 7/26/04.   (to watch, click on link)

7/23/04 Fox News –   “Your World w/ Neil Cavuto”

Marilyn Holt-Smith was a participant in a live Market Roundtable discussion on the market surrounding the Bush/Kerry campaign.   She and 3 other panel members argued the effects of a Bush or Kerry election on particular industries or stocks, specifically in the energy, tech, and retail industries.   Holt-Smith Advisors stocks mentioned:   KSS.

7/22/04 Bloomberg TV – “Personal Finance”

Susan Brown was the featured guest on this Bloomberg program discussing Separately Managed Accounts.   Covered the benefits of SMA’s, which investors use them, investment minimums, and how SMA’s differ from mutual funds.   Segment will air several times on August 7th and 8th.   (to watch, click on link)

7/22/04 CNBC – “Wake Up Call”

Marilyn Holt-Smith appeared on a stock screening segment of “Wake-Up Call” programming.   Discussed Holt-Smith Advisors ’s philosophy and stock selection process and talked through a few of the Large Cap stocks in the Holt-Smith Advisors portfolio.   Stocks mentioned:   Microchip, Sallie Mae and Teva Pharmaceuticals stocks.

7/15/04 BusinessWeek Online – “A Touchy Play for Drug Investors”

Jason Joanis was interviewed and quoted by Amy Tsao on Holt-Smith Advisors's thoughts on PBM’s (pharmaceutical benefit managers), specifically Express Scripts (ESRX).   ESRX is a holding in Holt-Smith Advisors's Mid Cap Growth portfolio.

7/8/04 TheStreet.Com – “No Summer Surge for Retail Chains”

Ryan Erickson was interviewed and quoted by Meredith Derby in an article on retail same-store sales comparisons.   Stocks mentioned:   Target and Kohl’s.  

June 2004

6/16/04 Bloomberg Radio

Ryan Erickson was interviewed live on Bloomberg Radio by Jessica Goddison and Ben Farnsworth following BBY’s earnings release.   Holt-Smith Advisors's long term holding focus, successful customer centricity plans, future store comps, and long-term earnings potential were discussed.  (to listen, click on link)

6/16/04 Bloomberg News – “Best Buy Posts $114 Million Profit as Sales Increase”

6/3/04 Bloomberg Countdown

May 2004

5/12/04 Bloomberg Radio “Tomorrow Tonight”

Jason Joanis was interviewed live by Charlie Pellett on Holt-Smith Advisors's reaction to Disney’s quarterly results following the earnings conference call.  (to listen, click on link)

5/10/04 Wisconsin State Journal “Market Drop Doesn’t Upset Area Investors”

Marilyn Holt-Smith was interviewed by Jennifer Sereno on Holt-Smith Advisors's outlook on the current market and the affect it’s having on investors.   Stocks mentioned:   FISV and KSS

April 2004

4/25/04 Milwaukee Journal/Sentinel “Kohl’s is pushed for reform at the top”

Michael Wilson was interviewed by Kathleen Gallagher and quoted in an article addressing investors’ views on the re-election of directors and potential changes in executive pay and board-governance practices at Kohl’s Corporation.

4/20/04 Business Week “Urban Outfitters is Dressed to Party”

Noel Goeddel was interviewed by Amy Tsao on Urban Outfitters, the trendy clothing and home furnishings retailer.   Valuation and future growth are discussed.

4/15/04 Bloomberg News “Federated Targets Marshall Field’s Department Stores for Buyout”

Mike Wilson was interviewed by Rachel Katz on the affect of the buyout on Target’s Marshall Fields by Federated.   His commentary was picked up in the LA Times, Miami Herald, Indianapolis Star, Detroit Free Press and St. Louis Today newspapers.

4/11/04 Milwaukee Journal/Sentinel “Best Buy is a better buy, analyst says”

Ryan Erickson was the featured analyst in Kathleen Gallagher’s ‘Street Smart’ column on Best Buy.

March 2004

03/31/04 Bloomberg News "Best Buy, Circuit City Fourth Quarter Profit Rises"

Linda Drake was interviewed by Greg Wiles and quoted in an article on Holt-Smith Advisors's reaction to BBY's 4th quarter earnings news.

03/17/04 BusinessWeek Online "The Secret of 'Back Pocket' Investing"

Marilyn Holt-Smith was interviewed by Amy Tsao and featured in an article on Holt-Smith Advisors's buy, hold and sell philosophy.  Stocks mentioned:  Teva Pharmaceuticals, Kohl's, Dell and Disney.

03/12/04 Fox News "Your World w/ Neil Cavuto"

Marilyn Holt-Smith was a participant in a Market Roundtable discussion with three other guests discussing terrorism's effect on the market and what that means for today's investors.

03/12/04 Bloomberg TV "On the Markets"

Marilyn Holt-Smith was interviewed live by Suzanne Assaad about the healthcare sector and the growth potential of a few of Holt-Smith Advisors's healthcare stocks:  Quest Diagnostics, Teva Pharmaceuticals and Covance. 

03/12/04 CNBC "Wake Up Call"

Marilyn Holt-Smith was interviewed live by Liz Clayman and Brad Goode on Holt-Smith Advisors's market outlook.  Discussed Holt-Smith Advisors's long-term philosophy, the healthcare sector, and a few of Holt-Smith Advisors's healthcare stocks:  Quest Diagnostics, Teva Pharmaceuticals and Covance.

03/04/04 Bloomberg News "Best Buy, Circuit City Report Higher 4th-Qtr Sales"

Ryan Erickson was interviewed by Greg Wiles on BBY's sales earnings announcement.

03/03/04 Bloomberg Radio

Jason Joanis was interviewed by Charlie Pellet of Bloomberg Radio after the Annual Disney Shareholder meeting in Philadelphia.  Holt-Smith Advisors's proxy vote was discussed. 

February 2004

02/24/04 Bloomberg Radio - "Market Update"

Susan Brown was interviewed live by Jessica Ettinger Gottesman and John Tucker on Home Depot's earnings announcement, future store remodeling program, Home Depot vs. Lowe's, and the housing market/interest rates.

02/18/04 Bloomberg News - "Intuit Says Second-Quarter Profit and Sales Increase"

Linda Drake was interviewed by John Stebbins on Intuit prior to their earnings announcement.

02/15/04 Smart Money Magazine "Big Guys to the Rescue"

Marilyn Holt-Smith was interviewed by Odette Galli and was quoted in an article on Small vs. Large Cap stocks.

02/09/04 Bloomberg TV - "Weekend in Review"

Michael Wilson appeared Live on the "Weekend in Review" segment of Bloomberg News discussing the outlook for the Information Technology sector, particularly internet security spending.  Stocks mentioned: SYMC and CHKP

02/09/04 Business Week Online - "After Retailers' Toasty January..."

Michael Wilson was interviewed by Amy Tsao on the retail sector, specifically gift card purchases.

January 2004

01/25/04 The Wall Street Journal - "Time for Bigger Stocks"

Marilyn Holt-Smith's quotes from an interview with Smart Money Magazine were picked up in an article on small vs. large cap stocks.

01/19/04 Investment Dealers Digest - "TD Finally Fesses Up: It intends to Merge with E*Trade"

Michael Wilson was interviewed by Denise Lugo on the potential E-Trade/TD Securities merger.

01/15/04 Buyside Magazine - "Far from the Madding Crowd" (to read, click here)
Marilyn Holt-Smith was interviewed by Sandy Serva and was the featured investment professional in an article on a female money manager.

01/02/04 WI State Journal - "State stocks soar in bull market of 2003"
Marilyn Holt-Smith was interviewed by Judy Newman on 2003 year-end economic and market issues.

December 2003

12/20/03 Forbes on Fox - "Makers and Breakers"
Marilyn Holt-Smith appeared on the "Makers and Breakers" segment of Forbes on Fox in the NY Studio Saturday, Dec. 20 - Stock picks: FISV and BBY.

12/20/03 Minneapolis Star Tribune - "Big day on the shopping front"
Michael Wilson was interviewed by Melissa Levy on BBY earnings and holiday
shopping effects.

12/19/03 Live Bloomberg TV - "Market Outlook"
Marilyn Holt-Smith appeared live on Bloomberg TV Friday, Dec. 19th in the New York studio.  She was interviewed by Carol Massar on large cap stocks, as well as Holt-Smith Advisors's philosophy and a few stocks in the Holt-Smith Advisors portfolio (SLM, DGX, BBY).

12/18/03 St. Paul Pioneer Press - "Best Buy earnings getting better"
Michael Wilson was interviewed by Scott Carlson on BBY earnings.

12/17/03 CBS Market Watch - "A tale of two retailers"
Michael Wilson was interviewed by Jennifer Watts on BBY earnings and the effect of gift card purchases around the holidays.

12/17/03 theStreet.com - "Grinch visits Best Buy, Circuit City"
Michael Wilson was interviewed by Troy Wolverton on Circuit City vs. Best Buy following earnings release.

12/06/03 Live Bloomberg Radio
Marilyn Holt-Smith was interviewed by Paul Lin and commentary aired on Dec. 6 and 7. Discussed stock outlooks and attractive holdings as of Dec. 4.

November 2003

11/27/03 St. Petersburg Times - "Drug bill windfall means profits"
Noel Goeddel was interviewed by Kris Hundley on the Medicare drug bill and its affect on health care stocks (WAG, CAH).

11/27/03 Wall Street Transcript - "Investing in Large & Mid-Cap Growth Stocks" (to read, click here)
Marilyn Holt-Smith was interviewed by Paul Smith and a feature on Holt-Smith Advisors was published in the Wall Street transcript.

11/26/03 Bloomberg TV
Ryan Erickson was interviewed by Erin Burnett and his quotes were used 11/26 on the USA network in the morning and on Bloomberg TV in the afternoon.

11/25/03 CBS MarketWatch - "Cashing In. Will Medicare bill pay off for drugmakers?"
Noel Goeddel was interviewed by BIll Watts on Medicare legislation.

11/19/03 theStreet.com - "Intuit Posts Better-than-Expected Quarter"
Linda Drake was interviewed by Ronna Abramson on Intuit earnings.

11/17/03 Financial Times - "Mutual funds look at how to clean up their house"
Marilyn Holt-Smith was interviewed by Deborah Brewster on Mutual Fund issues.

11/13/03 theStreet.com - "Wall Street waiting for IT Uptick from Dell"
Ryan Erickson was interviewed by KC Swanson on DELL earnings.

11/12/03 WEKZ - 93.7 FM in Monroe, WI
Susan Brown was interviewed live on the WEKZ morning show. Discussed current economy, outlooks for 2004, BBY and effects on war.

11/07/03 Live Bloomberg Radio - "Bloomberg Countdown"
Marilyn Holt-Smith was an hour long guest of the "Bloomberg Countdown" hosted by Peter Schacknow. Discussed current news and the stock market.

October 2003

10/23/03 Reuters - "Cardinal net rises, drug makers dampen margins"
Jason Joanis was interviewed by Bill Borden on Cardinal Health (CAH).

* The news segments that follow may be used for internal review, analysis or research only.  Any editing, reproduction, publication, rebroadcast, public showing, internet or public display is forbidden and may violate copyright law.