News

D.A. Davidson & Co. has hired Joe Morgan, an experienced investment banker, to join the firm’s technology banking team as managing director in Costa Mesa, California.

ACG Utah recently named Albion International, a leading provider of specialty mineral nutrition solutions for the global human and plant nutrition markets, its Dealmaker of the Year for the company’s sale to Balchem Corporation in 2016.

Investor uncertainty about a proposed health care bill and the rollout of fiscal policies prompted a drop in the Dow Jones Industrial Average and bond yields this week. Mary Ann Hurley of D.A. Davidson’s Fixed Income trading team weighed in on the decline during an interview with Min Zeng of the Wall Street Journal. In Zeng’s article, “U.S. 10-Year Note Yield Hits Low for the Month,” Hurley explains investor sentiment.Subscribers can read the full article here. 

Although trend watchers have pointed to the increasing dollar amounts invested in passive funds, investments under active management can also help investors reach important goals. Andrew Crowell, Vice Chairman of D.A. Davidson’s Individual Investor Group, writes about the active vs. passive debate in “Why the best portfolios mix active and passive investments,” featured on the Outside-In blog of Investment News.Read the full blog post here. 

D.A. Davidson & Co. has announced that Russell Gunther has joined the firm’s institutional equity research team to provide analysis of the Mid-Atlantic banking sector. Gunther is the fifth analyst offering research on banks, thrifts and specialty finance as the firm continues to strengthen its financial services coverage.

With what appears to be a continuing bull market, is the former high mark of 20,000 for the Dow Jones Industrial Average set to become a new low? Andrew Crowell, Vice Chairman of D.A. Davidson’s Individual investor Group, details his perspective in his latest blog post for U.S. News & World Report, “Is 20,000 a Floor or Ceiling for the Dow?”Read the full article here. 

D.A. Davidson & Co.’s Equity Capital Markets group today announced continued growth in 2016 and a strong outlook for 2017.

Ready to invest in Salesforce.com following the company’s fourth-quarter earnings report? D.A. Davidson Senior Analyst Jack Andrews said in a report that he believes Salesforce’s M&A strategy is an “important barometer for overall stock sentiment.” In an article titled “5 ETFs to Buy if You Love Salesforce.com’s Fourth-Quarter Earnings,” writer Chris Ciaccia quotes Andrews and offers ETFs that may benefit from strong results at Salesforce.com.Read th...

D.A. Davidson & Co. has announced that Gil Luria has joined the firm as its new Director of Institutional Equity Research, part of an Equity Capital Markets team that includes more than 160 professionals.

Some investors believe that early in the year, with last year’s financial results at your fingertips, may be an optimal time to rebalance your investment portfolio. However, Christy Gatien of our Bellevue, Washington branch believes it’s more important to find a system for rebalancing that specifically works for you. In “5 mistakes to avoid when rebalancing a portfolio” at CNBC.com, writer Jeff Brown offers insights from Gatien and others on how to rebalance.Read the full...