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home
about us
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Firm ADV PDFs
Form CRS
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Brochure Supplement Amit Stavinsky
Brochure Supplement Frank Parks
Brochure Supplement Dominick Savo
Brochure Supplement Richard Mason
Brochure Supplement Joe Estes
Brochure Supplement Jonathan Ezra
Statement Of Financial Strength
Job Opportunities
Tamar Advisors
Own Your Practice
Letter to Clients
member log-in
contact us
PRODUCTS
Fixed Income Portfolio (FIP)
FIP Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Market (TAM)
TAM sm Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
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TAF sm Program
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Back Dated Performance Reports
Quarterly Performance Reports
Market Value Securities (MVS)
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Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Total Asset Value (TAV)
TAV Program
Services, Fees and Compensation
Client Information
Client Contact with Portfolio Manager(s)
Sample Portfolio
Back Dated Performance Reports
Quarterly Performance Reports
Municipal Bonds
Taxable Bonds
Par, Premium, and Discount Bonds
Rating and Analyzing Bonds
Refunding & Pre-refunding
Bond Yields
Yield Curve
Secured Bonds
Mortgage Bonds
Unsecured Bonds
Debentures
Subordinated Debentures
Zero-Coupon Bonds
Convertible Bonds
High Yield Dividend Stocks
Independent Money Managers
Fees & Compensation
Corporate Cash Management
Fees & Compensation
Estate Planning
Financial Planning
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
Professional Alliance Network
Client Service Approach
Client's Responsibilities
Fees
Implementation
Legal Services
Termination
MUNICIPAL BONDS
Municipal Bond Presentation
About Us
The Management
Global Asset Allocation Products
FIP Program
Classifying Municipal Bonds
Revenue Bonds
Credit Factors Affecting General Obligation Bonds
Credit Factors Affecting the Quality of Local Municipal Bonds
Analyzing the Credit Quality of General Obligation Bonds
Analyzing the Credit Quality of Revenue Municipal Bonds
What We Normally Buy
What We Normally Don’t Buy
Municipal Bonds – Unique Asset Class
Default Rates
Yield Difference
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same-Day Allocation
TSL’s Turnkey Operation Platform
Classifying Municipal Bonds
Revenue Municipal Bonds
Types of Revenue Municipal Bonds
Industrial Development Revenue Bonds
Lease-back Bonds
Special Tax Bonds
NHA/PHA Bonds
Moral Obligation Bonds
Municipal Notes
TANs/RANs
BANs
CLNs/GANs
Variable Rate Bonds/Notes
Build America Bonds
Double-Barreled Bonds
Bond Index Components
Open-end-Closed-end-Indenture
Sinking Fund
Bond Contracts
Bond Indenture
Official Statement
Bond Issuance Process
Analyzing GO Bonds
Analyzing Revenue Bonds
Debt Ratios
General Price Analysis of Municipal Bonds
Liquidity
Interest Rate Risk
Credit Risk
Coupon Risk
Maturity Risk
Municipal Bond Insurance
Municipal Bonds Unique Asset Class
Default Rates
What We Buy Currently
What We Normally Don’t Buy
Turnkey Operation Platform
Advantages of Our Bid Wanted System
Advantages of Our Clearing System
Preferred Custodian Settlement
Advantages of Same Day Allocation
Traditional Broker/Dealer Execution Flow
TSL's Turnkey Operation Platform
INDEX FUNDS
Total Asset Fund (TAF)
TAF® Program
Services, Fees and Compensation
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Client Contact with Portfolio Manager(s)
Additional Information
Sample Portfolio
Back Dated Performance Reports
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EVENTS
FIP
Event Schedule
TAM
Event Schedule
Total Asset Market (TAM sm) Presentation
TAF
Event Schedule
Total Asset Fund (TAF sm) Presentation
MVS
Event Schedule
Market Value Securities (MVS sm) Presentation
Featured Event
Calendar of Events
Events History
Investing During Uncertain Times
Read FULL Seminar Here
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The Middleby Corporation - Common Stock
(NQ:
MIDD
)
143.08
-1.91 (-1.32%)
Streaming Delayed Price
Updated: 4:00 PM EDT, Mar 13, 2026
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Middleby To Acquire Masterbuilt Holdings For $385M
↗
December 06, 2021
Middleby Corp (NASDAQ: MIDD) has agreed to acquire Masterbuilt Holdings LLC, a provider of outdoor residential cooking products under the Kamado Joe and Masterbuilt...
Via
Benzinga
Middleby Agrees to Acquire Kamado Joe and Masterbuilt
December 06, 2021
From
The Middleby Corporation
Via
Business Wire
The Middleby Corporation (MIDD) Q3 2021 Earnings Call Transcript
↗
November 09, 2021
MIDD earnings call for the period ending September 30, 2021.
Via
The Motley Fool
Topics
Earnings
Middleby Clocks 29% Sales Growth In Q3, Misses On Estimates
↗
November 09, 2021
Middleby Corp (NASDAQ: MIDD) reported third-quarter sales growth of 28.8% year-over-year to $817.55 million, +22.4 on an organic basis, missing the consensus of $...
Via
Benzinga
The Middleby Corporation Reports Third Quarter Results
November 09, 2021
From
The Middleby Corporation
Via
Business Wire
Earnings Scheduled For February 22, 2022
↗
February 22, 2022
Companies Reporting Before The Bell • Gaotu Techedu (NYSE:GOTU) is projected to report quarterly earnings at $0.13 per share on revenue of $439.63 million. • Sohu...
Via
Benzinga
Middleby Schedules Fourth Quarter Earnings Release and Conference Call
February 14, 2022
From
The Middleby Corporation
Via
Business Wire
Barclays Bumps Up Price Target For Several Machinery Stocks
↗
January 13, 2022
Barclays analyst Adam Seiden updated the price target for several Machinery stocks. Seiden recommends stay...
Via
Benzinga
Middleby Completes Kamado Joe and Masterbuilt Acquisition, Announces Addition of Char-Griller
December 27, 2021
From
The Middleby Corporation
Via
Business Wire
A Look Into Middleby's Price Over Earnings
↗
November 05, 2021
In the current market session, The Middleby Inc. (NASDAQ:MIDD) is trading at $184.64, after a 0.1% decrease. However, over the past month, the stock went up by 7.93%, and...
Via
Benzinga
Middleby Schedules Third Quarter Earnings Release and Conference Call
November 01, 2021
From
The Middleby Corporation
Via
Business Wire
A Peek Into The Markets: US Stock Futures Mostly Higher; Crude Oil Rises Over 1%
↗
September 27, 2021
Pre-open movers U.S. stock futures traded mostly higher in early pre-market trade after recording a slight gain in the previous session. Investors are awaiting earnings results...
Via
Benzinga
5 Stocks To Watch For September 27, 2021
↗
September 27, 2021
Some of the stocks that may grab investor focus today are: Wall Street expects Aurora Cannabis Inc. (NYSE: ACB) to report a quarterly loss at $0.21 per share on revenue of $47....
Via
Benzinga
Topics
Cannabis
Middleby Acquires Imperial Commercial Cooking Equipment
September 24, 2021
From
The Middleby Corporation
Via
Business Wire
The Middleby Corporation (MIDD) Q2 2021 Earnings Call Transcript
↗
August 12, 2021
MIDD earnings call for the period ending July 3, 2021.
Via
The Motley Fool
Topics
Earnings
Middleby: Q2 Earnings Insights
↗
August 12, 2021
Shares of The Middleby (NASDAQ:MIDD) remained unaffected after the company reported Q2 results. Quarterly Results Earnings per share rose 283.64% year over year to $2.11,...
Via
Benzinga
The Middleby Corporation Reports Second Quarter Results
August 12, 2021
From
The Middleby Corporation
Via
Business Wire
Middleby Schedules Second Quarter Earnings Release and Conference Call
August 04, 2021
From
The Middleby Corporation
Via
Business Wire
Stocks That Hit 52-Week Highs On Friday
↗
July 23, 2021
On Friday morning, 126 companies achieved new highs for the year. Significant Points: Microsoft (NASDAQ:MSFT) was the largest firm on a market cap basis to set a...
Via
Benzinga
Why Welbilt Shares Fell Today
↗
July 13, 2021
Shares of Welbilt Inc (NYSE: WBT) are trading lower after Middleby (NASDAQ: MIDD) announced it will not increase its offer for a potential acquisition of the company. In...
Via
Benzinga
Middleby Will Not Increase Offer to Acquire Welbilt
July 13, 2021
From
The Middleby Corporation
Via
Business Wire
Middleby Acquires Residential Appliance Brand Novy For Undisclosed Sum
↗
July 12, 2021
Middleby Corp (NASDAQ: MIDD) has acquired Novy, a manufacturer of premium residential ventilation hoods and cooktops based in Belgium, with sales of ~$90 million...
Via
Benzinga
Middleby Acquires Premium Residential Appliance Brand Novy
July 12, 2021
From
The Middleby Corporation
Via
Business Wire
3 Stocks That Turned $1,000 Into Half a Million Dollars
↗
July 08, 2021
A look at why these stocks have outperformed and what investors can take away from them.
Via
The Motley Fool
A Look Into The Middleby's Price Over Earnings
↗
July 06, 2021
In the current market session, The Middleby Inc. (NASDAQ:MIDD) is trading at $173.53, after a 0.14% drop. However, over the past month, the stock went up by 1.17%,...
Via
Benzinga
Middleby Releases Updated Q2 and FY2021 Management Forecast; Reiterates Conviction Behind Superiority of Agreed Transaction With Welbilt
July 06, 2021
From
The Middleby Corporation
Via
Business Wire
Middleby Shows Rising Relative Strength
↗
June 16, 2021
A Relative Strength Rating upgrade for Middleby shows improving technical performance.
Via
Investor's Business Daily
Middleby Comments on Ali Group’s Unsolicited and Non-Binding Indication of Interest to Acquire Welbilt
May 28, 2021
From
The Middleby Corporation
Via
Business Wire
Benzinga's Top Ratings Upgrades, Downgrades For June 10, 2021
↗
June 10, 2021
Upgrades According to Argus Research, the prior rating for Zoom Video Communications Inc (NASDAQ:ZM) was changed from Hold to Buy. Zoom Video Communications earned $1.32...
Via
Benzinga
Why Welbilt Stock Popped 24% Friday
↗
May 28, 2021
The company may soon be the subject of a bidding war.
Via
The Motley Fool
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