Overview

F

Feltl and Company’s Research Department is focused on small to mid-cap companies that are not widely covered by other research firms. Our research universe is focused and organized around the sectors of technology, healthcare, consumer and industrials. Feltl and Company holds its research department to very high standards, and strives to provide value-added investment ideas through sound fundamental analysis.

Feltl and Company’s senior analysts have many years of investment analysis experience, typically 10-25 years. Our analysts have significant industry experience and strive to know their companies inside and out. Through stringent analysis, they provide value by creating a disciplined application of company valuation, allowing our clients to make sound investment decisions.

Research Coverage Universe

Consumer

Restaurants
  • Buffalo Wild Wings (BWLD)
  • Diversified Restaurant Holdings (SAUC)
  • Famous Daves of America (DAVE)
  • Denny’s Corporation (DENN)
  • Domino’s Pizza, Inc. (DPZ)
  • Good Times Restaurants Inc. (GTIM)
  • Kona Grill. (KONA)
  • Papa John’s International, Inc. (PZZA)
Retail & Other
  • Artic Cat, Inc. (ACAT)
  • Black Diamond Inc. (BDE)
  • Big 5 Sporting Goods (BGFV)
  • Cabela’s Inc. (CAB)
  • Casey’s General Stores (CASY)
  • Hibbett Sports, Inc. (HIBB)
  • The Joint (JYNT)
  • Polaris Industries, Inc. (PII)

Healthcare

Diagnostics
  • Abaxis, Inc. (ABAX)
  • Biocept, Inc. (BIOC)
  • Cancer Genetics, Inc. (CGIX)
  • DexCom, Inc. (DXCM)
  • Heska Corporation (HSKA)
  • IDEXX Laboratories (IDXX)
  • Masimo Corporation (MASI)
  • Novadaq Technologies (NVDQ)
  • TearLab Corporation (TEAR)
  • Viking Therapeutics (VKTX)
Medical Devices
  • Cardiovascular Systems, Inc. (CSII)
  • Electromed, Inc. (ELMD)
  • Insulet Corporation (PODD)
  • ResMed, Inc. (RMD)
  • SurModics, Inc. (SRDX)
  • Tandem Diabetes Care, Inc. (TNDM)
  • Vascular Solutions (VASC)
Specialty Pharmaceuticals
  • Dipexium Pharmaceuticals (DPRX)
  • Evoke Pharma, Inc. (EVOK)
  • Jaguar Animal Health, Inc. (JAGX)
Services
  • Air Methods (AIRM)

Industrials

Agriculture
  • American Vanguard (AVD)
  • Limoneira (LMNR)
  • LSB Industries (LXU)
  • Pure Cycle (PCYO)
  • Titan Machinery, Inc. (TITN)
  • Titan International (TWI)

Technology

Financial
  • Cardtronics (CATM)
  • Diebold Nixdorf (DBD)
  • Euronet Worldwide (EEFT)
  • Green Dot (GDOT)
  • MoneyGram International (MGI)
  • On Track Innovation (OTIV)
  • Planet Payment (PLPM)
  • SuperCom (SPCB)
  • USA Technologies. (USAT)
  • Western Union (WU)
Internet & Business Services
  • Deluxe Corporation (DLX)
  • Inner Workings Inc. (INWK)

Key Personnel

Mark E. Smith

Senior Research Analyst

Mark E. Smith

Senior Research Analyst

612.492.8806

mesmith@feltl.com

Mark Smith joined Feltl and Company in 2007 as a Senior Research Analyst. Mr. Smith has over ten years of experience covering restaurants and other consumer discretionary companies. Prior to joining Feltl, Mr. Smith worked for Sidoti and Co. in New York City and earned his BA in Finance from Weber State University. Mr. Smith was named one of the “Best on the Street” in 2007 and 2012 by The Wall Street Journal and named a “Top Stock Picker” by The Financial Times in 2012 and 2013.

Research Coverage
  • Buffalo Wild Wings
  • Casey’s General Stores
  • Diversified Restaurant Holdings
  • Famous Daves of America
  • Denny’s Corporation
  • Domino’s Pizza, Inc.
  • Good Times Restaurants Inc.
  • Kona Grill
  • Papa John’s International, Inc.
  • Arctic Cat, Inc.
  • Black Diamond Inc.
  • Big 5 Sporting Goods
  • Cabela’s Inc.
  • Hibbett Sports, Inc.
  • Polaris Industries, Inc.
  • The Joint

Aaron Steele

Research Analyst

Aaron Steele

Research Analyst

612.492.8867

arsteele@feltl.com

Aaron Steele is a Research Analyst at Feltl and Company covering Industrials and Agriculture. Mr. Steele joined Feltl and Company in 2015. Prior to joining Feltl, he worked for Kingstone Capital Partners in Sioux Falls, SD. He earned his BA in Finance with a minor in Economics from the University of South Dakota.

Research Coverage
  • American Vanguard
  • Limoneira
  • LSB Industries
  • Pure Cycle
  • Titan Machinery, Inc
  • Titan International

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