In this section you will find newsletters, short video interviews and articles featuring SKBA Capital Management. Simply scroll down the list of headlines and double-click the article you wish to view.

SKBA Capital Management Newsletters (PDF format)

September, 2007
Title: " Tips on TIPS"
Written by: Andrew W. Bischel

June, 2007
Title: " June Market Jeopardy"
Written by: Andrew W. Bischel

August, 2006
Title: " Dividends Are Back -- For Good!!"
Written by: Andrew W. Bischel

May, 2006
Title: " The Value vs Growth Debate - made easy!"
Written by: Josh J. Rothe

September, 2005
Title: " Rethinking Energy Prices"
Written by: Andrew W. Bischel

February, 2005
Title: " How Can Scenario Forecaasting Improve Your Asset Allocation?"
Written by: Andrew W. Bischel

December, 2004
Title: "Observation & Ownership: Avoiding the Wylie Coyote Moment"
Written by: Matthew D. Zuck

October, 2004
Title:"Is the Boom Off the Economic Rose?"
Written by: Andrew W. Bischel & Ken J. Kaplan

May, 2004
Title:"Open Letter to Corporate Directors: Want Better Corporate Governance? Change the Structure of Your Incentives "
Written by: Andrew W. Bischel

February, 2004
Title:"Cuckoo Clocks & Bald Spots: The Surprising Persistence of Innovation & Indecision"
Written by: Matthew D. Zuck

July, 2003
Title:"Finding Value in Up and Down Markets"
Written by: Andrew W. Bischel

July, 2003
Title:"Next Quarter, Year, Decade"
Written by: Matthew D. Zuck

June, 2003
Title:"Measuring the Risk of Loss from Your Asset Allocation Decisions"
Written by: Andrew W. Bischel

April, 2003
Title:"Finding Value & Growth In Uncertain Markets"
Written by: Matthew D. Zuck

December, 2002
Title: "The Nifty Dividend Fifty "
Written by: Andrew W. Bischel

September, 2002
Title: "The Middle Path:Building Portfolios based on
Social & Economic Values"

Written by: Matthew D. Zuck

August, 2002
Title: "Discipline: Tying It All Together"
Written by: Matthew D. Zuck

May, 2002
Title: "Expectations, Surprises & Value"
Written by: Matthew D. Zuck

February, 2002
Title: "Knowing What's Not"
Written by: Matthew D. Zuck

November, 2001
Title: "To V or not to V, that is the question..."
Written by: Andrew W. Bischel

September, 2001
Title: "Random Walk To Noah's Ark "
Written by: Matthew D. Zuck

June, 2001
Title: "The Javelin Toss"
Written by: Andrew W. Bischel

March, 2001
Title: "Stock Market Risk & Rational Exuberance"
Written by: Kenneth J. Kaplan

February, 2001
Title: "Don't Bet The Ranch On A Low Rate Of Inflation!"
Written by: Andrew W. Bischel

December, 2000
Title: "The Daddy Tax"
Written by: Andrew W. Bischel

November, 2000
Title: "Valuation, Earning & Dividends "
Written by: Kenneth J. Kaplan

November, 1999
(relevant today; SKBA shows evidence and insight into dividend-based investing)
Title: "Changing Nature of the U.S. Economy"
Written by: Andrew W. Bischel

SKBA Capital Management Fundamental Talking Points

Inflation as Information (a January 2006 multimedia presentation)

August 04 , 2004 (6-page pdf file) with notes (6-page pdf file)

March 01 , 2004 (7-page pdf file)

February 17, 2004 (8-page pdf file)

 

SKBA "quoted", Articles and Interviews

·         BloombergTV Interview, October 02, 2003
Topic: (wmv format)
Source quoted: Andy W. Bischel

·         Rite Aid 2nd-Qtr Loss Narrows as Expenses Decline,
Bloomberg News, September 25, 2003
Topic: Rite Aid (RAD)
Source quoted: Josh J. Rothe

·         Dividend Companies deserve Respect from Investors, August 18, 2003
PDF formatted Article from Pension & Investment,
by Andrew W. Bischel

·         BloombergTV Interview, August 04, 2003
Topic: Views on Bonds (wmv format)
Source quoted: Andy W. Bischel

·         It's Payout Time, and Value Gets a Boost, July 28, 2003
PDF formatted Article from Investment News,
by Andrew W. Bischel

·         Rite Aid Has 1st-Qtr Loss on Debt-Retirement Costs,
Bloomberg News, June, 24, 2003
Topic: Rite Aid (RAD)
Source quoted: Josh J. Rothe

·         BloombergTV Interview, May 23, 2003
Topic: (wmv format)
Source quoted: Andy W. Bischel

·         BloombergTV Interview, January 2, 2003
Topic: Dividend Payers Favored if Taxes on Dividends Cut (wmv format)
Source quoted: Andy W. Bischel

·         BloombergTV Interview, September 26, 2002
Topic: Looking over the Valley (windows media video format)
Source quoted: Andy W. Bischel

·         BloombergTV Interview, August 12, 2002
Topic: Agency "Reign of Terror" (windows media video format)
Source quoted: Andy W. Bischel

·         Some Food Stocks May Be Overripe, Barron's Online, Weekly Trader, June, 24, 2002
Topic: Food Stocks Growing Tall
Source quoted: Josh J. Rothe

·         Williams-Sonoma profits jump 58% - High-flying stock price falls on news, San Francisco, Chronicle, March 12, 2002
Source quoted: Josh J. Roth

·         PG&E Delays Earnings..., San Francisco Chronicle, February 22, 2002
Topic: PG&E delays earnings - cites improper reporting
Source quoted: Andrew W. Bischel

·         Gap status drops to junk status..., San Francisco Chronicle, February 15, 2002
Topic: Credit downgrades threaten recovery bid
Source quoted: Andrew W. Bischel

·         U.S. Steel May Halt Acquisition Plans Without Help, Bloomberg News, February 14, 2002
Source quoted: Josh J. Rothe

·         Andrew Bischel, President & Director of Investments, an interview on May 10, 2001 with Bloomberg regarding IBM/Schering-Plough and the market's long-term outlook. To view this report, click here (12.3MB Real Audio).

·         Phelps Dodge's Whisler Sees No Quick Rescue for Copper Producer, Bloomberg News, , October 27, 2001
Source quoted: Josh J. Rothe

·         Canine Cuisine, Forbes Magazine, Streetwalker, April 30, 2001
Topic: Smart investors know that dull stocks can make exciting investments. Source quoted: Andrew Bischel

·         How low can it go? Wall St. Whipped Dow, Nasdaq plunge on high-tech earnings fears, San Francisco Chronicle, March 12, 2001
Source quoted: Andrew Bischel